Ryder System, Inc (R) Fair Value & Analysis
Industrials · US · Market cap $10.6B
Ryder System, Inc
R · US
Fair value as of: Aug 14, 2026
From 25 valuation models · updated today
Fair value updated Aug 14, 2026, revised from $111.57 to $109.71 (−1.7%) since Jul 17, 2026. Share price −1.8% over the past month.
A solid business, but screening 58% overvalued on our models.
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 (51/100) 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 Aug 14, 2026.
How to read this chart
60‑month range $56.90 – $280.34 · fair‑value band $109.71 – $290.18 · the $263.17 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 Aug 14, 2026.
Analysis
Ryder System, Inc (R) currently trades at $263.17, while our model-based Fair Value estimate is $109.71, implying the stock looks roughly 58.3% overvalued today. The Quality Score stands at 51/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: 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 Aug 14, 2026
Our scenario range runs from $109.71 (bear case) to $290.18 (bull case); at $263.17, 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 3% below its 52-week high and 83% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at 7% fair-value upside, at -58%, R screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted 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.
All 25 models by family
Widest divergence: Growth Earnings ($223.22) versus Growth DCF ($14.66). Highest evidence: Growth DCF (80).
Notify me when R reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 14, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 48 · Market factors (momentum, volatility) 73
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.
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 pp · buybacks/dilution +2.2 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
R screens 58% overvalued. Compare with United Rentals, Inc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Ryder Recognized by Toyota as "Manufacturing Carrier of the Year"
- Ryder CEO John Diez to Address Deutsche Bank’s Chicago Industrials Summit
- Ryder Earns Top-10 Industry Ranking on TIME’s Inaugural America’s Best Companies List
- Ryder Marks 25 Years of Its "Top Tech" Skills Competition: Celebrating a Quarter Century of Technician Excellence Recognition
Peer Group
Rental & Leasing Services · 98 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
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: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Rental & Leasing Services stocks, each showing price versus our Fair Value estimate (as of Aug 14, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| United Rentals, Inc URI | $1,129 | $449.86 | -60% |
| Sunbelt Rentals Holdings SUNB | $80.55 | $65.76 | -18% |
| AerCap Holdings AER | $150.25 | $301.51 | +101% |
| Ayvens AYV | €11.68 | €25.90 | +122% |
| Localiza Rent a Car S.A RENT3 | R$34.71 | R$37.01 | +7% |
| Element Fleet Management Corp EFN | C$27.95 | C$15.06 | -46% |
| BOC Aviation Limited 2588 | HK$74.40 | HK$18.61 | -75% |
| GATX Corporation GATX | $177.56 | $140.90 | -21% |
| Avis Budget Group CAR | $139.58 | $158.11 | +13% |
| WillScot Holdings WSC | $22.89 | $43.19 | +89% |
Compare Ryder System, Inc with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Industrials stocks →
Frequently asked questions
Is Ryder System, Inc (R) overvalued or undervalued?
What is the fair value of R?
What is the quality score of R?
What is the revenue of Ryder System, Inc (R)?
What is the net profit margin of R?
Does Ryder System, Inc pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Ryder System, Inc and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.