Ryder System Inc (R) Fair Value & Analysis
Industrials · US · Market cap $10.6B · ISIN US7835491082
What is Ryder System Inc really worth?
Ryder System Inc
R · US
A solid business, but trading 125% above our fair value of $109.71.
Risks
For context
Fair value as of: Sep 3, 2026
From 25 valuation models · updated yesterday
Share price −8.1% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The model range is unusually wide ($109.71 to $290.18). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid but not exceptional quality (50/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 3, 2026.
How to read this chart
60‑month range $56.90 – $280.34 · fair‑value band $109.71 – $290.18 · the $246.97 price screens above the $109.71 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 3, 2026.
Analysis
Ryder System Inc (R) currently trades at $246.97, while our model-based Fair Value estimate is $109.71, implying the stock looks roughly 125.1% overvalued today. The Quality Score stands at 50/100 (solid quality), in the Industrials sector. Bull case: the Growth Earnings group reads highest at a median of $223.22 per share, and 5 of the 25 models we run sit above the $246.97 price. Bear case: the Growth DCF group reads lowest at $14.66, and 20 of the 25 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Ryder System Inc generated revenue of $12.7B at a net margin of 3.9%. Revenue declined 0.2% year over year. It earns a return on equity of 16.9%. Net debt stands at $8.5B. Fundamentals as of Sep 3, 2026
Our scenario range runs from $109.71 (bear case) to $290.18 (bull case); at $246.97, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 9% below its 52-week high and 71% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at 13% fair-value upside, at −56%, R screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $5.81 per share, which is 5.3 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 25 models by family
Widest divergence: Growth Earnings ($223.22) versus Growth DCF ($14.66). Highest evidence: FCF DCF (77).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 3, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 48 · Market factors (momentum, volatility) 63
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Ryder System, Inc. operates as a logistics and transportation company worldwide. It operates through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS).
Full company description
Ryder System, Inc. operates as a logistics and transportation company worldwide. It operates through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS). The FMS segment offers full-service leasing and leasing with flexible maintenance options; commercial vehicle rental; maintenance services; digital and technology support services; fuel services; and fuel planning and tax reporting, cards, and monitoring services, and centralized billing, as well as sells used vehicles through its retail sales centers and www.ryder.com/used-trucks website. The DTS segment offers transportation, vehicles, drivers, outing and scheduling, fleet design, safety, regulatory compliance, risk management and technology and communication systems support. The SCS segment comprises distribution management services, such as coordinating warehousing and transportation for inbound and outbound material flows; managing import and export for international shipments; coordinating just-in-time replenishment of component parts to manufacturing and final assembly; and offering shipment delivery to distribution centers or end delivery points, as well as e-commerce fulfillment. This segment also offers dedicated transportation; transportation management and brokerage; e-commerce and last mile; and contract manufacturing and contract packaging. The company was founded in 1933 and is headquartered in Coral Gables, Florida.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Ryder System Inc reported revenue of $12.7B in FY2025 versus $9.9B in FY2021, a compound +6.3%/yr. Reported net income was $499M in FY2025, compounding −1.0%/yr from FY2021.
of which total revenue +7.1 % · buybacks/dilution +2.1 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
R screens 125% overvalued. Compare with United Rentals, Inc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Zacks Industry Outlook Highlights Wabtec, AerCap and Ryder System
- Trailer Rental Market Outlook 2026-2030 Featuring Profiles of U-Haul, Ryder System, and TIP Group - Global Revenues Set to Exceed $20.03 Bil
- Why Ryder System (R) Is Getting Attention Today
- Ryder 2026 E-commerce Consumer Study: New Trends Emerge as 64% of Shoppers Adopt AI; Expectations Evolve Beyond Price
Peer Group
Rental & Leasing Services · 90 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Rental & Leasing Services median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 30/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Rental & Leasing Services stocks, each showing price versus our Fair Value estimate (as of Sep 3, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| United Rentals, Inc URI | $1,038 | $449.86 | −57% |
| Sunbelt Rentals Holdings SUNB | $84.80 | $65.76 | −22% |
| AerCap Holdings AER | $147.49 | $301.51 | +104% |
| U-Haul Holding UHAL | $68.41 | $7.21 | −89% |
| Ayvens AYV | €11.36 | €25.90 | +128% |
| Element Fleet Management Corp EFN | C$27.92 | C$20.86 | −25% |
| BOC Aviation Limited 2588 | HK$75.15 | HK$145.91 | +94% |
| GATX Corporation GATX | $173.54 | $140.90 | −19% |
| Avis Budget Group CAR | $139.58 | $158.11 | +13% |
| WillScot Holdings WSC | $23.76 | $43.19 | +82% |
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