Ryder System, Inc. R
Composite 49/100; the shares have moved about 33% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Balance-sheet strength ranks 18/100 — a strong mark against it.
Valuation ranks 72/100 — a moderate point in its favour. Momentum ranks 61/100 — a slight point in its favour. Income ranks 55/100 — a slight point in its favour.
Balance-sheet strength ranks 18/100 — a strong mark against it. Growth ranks 46/100 — a slight mark against it. Quality ranks 49/100 — a slight mark against it.
What the company does Ryder System (R) provides integrated logistics and transportation solutions through three segments: Fleet Management Solutions (full-service leasing, rentals, maintenance), Dedicated Transportation Solutions (driver-vehicle outfits with tech support), and Supply Chain Solutions (warehousing, distribution, and international logistics).
Key financials Ryder’s profitability metrics include ROE 17%, ROA 4%, gross margin 20%, operating margin 9%, and net margin 4%. Revenue and EPS growth stand at 5% and 9%, respectively. Leverage is high (Debt/Equity 2.94, Net debt/EBITDA 3.0), while liquidity is tight (Current ratio 0.65). Free cash flow yield is 10%, and dividend yield is 1.4% with a 30% payout ratio.
Stock health Momentum is mixed: +2% over 3 months, +35% over 6 months, and +47% over 12 months, with a -9% gap to the 52-week high and RSI(14) at 43. Sidera’s overall score is 49 (Weak quality, attractive valuation, positive momentum), with Valuation at 72 and Momentum at 70.
Price vs fair value Ryder trades at a PREMIUM of 35.10% versus our fair-value estimate of 168 and at a discount of 15.91% versus the analyst 12-month target of 299.56. - Recent earnings beat and new buyback authorization cited as justification for upside (Simply Wall St. 2026-07-26) - Bull case highlighted following strong Q2 results (Simply Wall St. 2026-07-26) - Dedicated segment opportunities and market improvement noted (Trucking Dive 2026-07-27) - Analyst questions from Q2 earnings call flagged operational focus (StockStory 2026-07-30) - Rally and valuation concerns raised after 298% five-year run (Simply Wall St. 2026-07-26)
Looking forward Forward P/E of 23x and EV/EBITDA of 5.6x reflect expectations for margin recovery and growth in dedicated logistics. Analysts see potential upside to 299.56, but current premium to fair value (168) suggests limited near-term valuation cushion. Execution on fleet utilization and cost control will be key to closing the valuation gap.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-05, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.