Ryder System Inc logo

Ryder System Inc(R)

Today's top pick Today’s top pick
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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL RECENCY
4-STAR RATING
STRONG BUY
BUY for 9 days
PROFIT SINCE LAST BUY
-4.24% ▼
LAST CLOSE
$270.16
11/05/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for R

11/05/2026: R (4-star) is a STRONG-BUY. BUY for 9 days. Simulated Profits (-4.24%). Updated daily EoD!

Ryder System Inc is a well-established logistics and transportation provider known for its integrated fleet management, dedicated transportation, and supply chain solutions. The company holds a significant position in the North American market, benefiting from long-term leasing contracts and a widespread service network. Its primary growth story involves capitalizing on e-commerce logistics and the transition to electric vehicle fleet management. However, the company faces risks from its capital-intensive business model, sensitivity to cyclical economic downturns, and increasing competition from asset-light logistics players. Ryder may best suit investors looking for a balanced play on industrial infrastructure with consistent dividend potential, though it requires monitoring for economic and freight industry trends.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitGrowth is tied to broader economic conditions and cyclical logistics demand.
Momentum investorMixed fitPerformance is conditional on positive market cycles and supply chain trends.
Value investorStrong fitOften trades at valuations reflecting its asset-heavy nature and cyclical risks.
Dividend investorStrong fitOffers a consistent history of dividend payments for income-focused investors.
Low-risk investorMixed fitSubject to cyclical volatility inherent in the transportation sector.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMedium / highThe stock price is sensitive to macroeconomic cycles and fuel price shifts.
Valuation riskMediumMarket pricing fluctuates based on capital intensity and economic outlook.
Competition risk (Logistics)HighIntense competition from both traditional carriers and new technology-driven entrants.
Business qualityStrongThe company maintains a strong market position and essential infrastructure.
Dividend incomeMediumDividends are reliable but sensitive to the company's capital expenditure needs.
Execution riskMediumSuccessful integration of new acquisitions and technology is critical for growth.

Price Behavior

Strong Uptrend
PRICE PATH

Strong Uptrend

The stock has maintained a strong upward price trend across the last three quarters.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit 23.34%
Avg. Invested days 45
Today’s Advisory Strong Buy
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/05/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
R receives a 3-star rating, supported by solid company fundamentals, solid quantitative characteristics, and solid analyst coverage. The rating is constrained by soft unit economics, and weak price momentum.

Company Fundamentals

★★★★★
R has solid overall fundamentals (4 stars), with moderate financial health, moderate growth momentum, and solid ownership. In FY2025 versus FY2024, moderate earnings growth (+2.0%) is partially offset by soft cash generation (FCF margin 3.6%), slightly negative revenue growth (-0.2%), soft profitability (net margin 3.9%).

Financial Health Rating

★★★★★
R's financial health is supported by solid cash strength, including free-cash-flow generation (3.6% of revenue). Profitability is moderate (3 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Free-cash-flow growth is R's strongest growth driver at +209.8% FY2025 versus FY2024 (strong, 5 stars). By comparison, while revenue growth (-0.2%, slightly negative) and earnings growth (+2.0%, moderate) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 93.4% and approximately 96.2% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 3.03% provides only moderate management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 10.52%
Vanguard Portfolio Management, LLC 6.90%
State Street Corp 4.65%
Vanguard Capital Management, LLC 4.40%
Dimensional Fund Advisors, Inc. 4.20%

Unit Economics (Per $1K Revenue)

★★★★★
R generates approximately $203 of gross profit, $87 of operating income, and $36 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Soft margins explain the 2-star rating, with moderate cash conversion and soft capital efficiency.

Economic Dimensions

★★★★★
Effective Tax Rate: 26.86%

Quantitative Style Profile

★★★★★
R has a large-cap, liquid profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedLarge / Mega Cap StabilityHighly Liquid / Institution-Friendly

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 10.33B USD
Price to earnings Ratio 20.58
1Y Target Price 303.67
Price to earnings Ratio 20.58
1Y Target Price 303.67
Volume (30-day avg) 342.4K shares
Beta 1.03
52 Weeks Range 159.44 - 291.02
Updated Date 11/05/2026
52 Weeks Range 159.44 - 291.02
Updated Date 11/05/2026
Dividends yield (FY) 1.32%
Basic EPS (TTM) 13.13

How Company Makes Money

Business areaWhat it includesRetail investor read
Fleet Management SolutionsLeasing, rental, and maintenance of trucks.This is the steady, asset-based core of the business.
Supply Chain SolutionsWarehousing, distribution, and logistics services.This is the higher-growth segment focused on modern e-commerce needs.
Dedicated TransportationFully managed transportation with drivers and equipment.Provides predictable service revenue for long-term contract customers.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2026-10-22
When Before Market
Estimate 4.17
Actual 4.33

Profitability

Profit Margin 3.98%
Operating Margin (TTM) 9.5%

Management Effectiveness

Return on Assets (TTM) 4.01%
Return on Equity (TTM) 17.2%

Valuation

Trailing PE 20.58
Forward PE 23.09
Enterprise Value 18.80B
Price to Sales(TTM) 0.79
Enterprise Value 18.80B
Price to Sales(TTM) 0.79
Enterprise Value to Revenue 1.43
Enterprise Value to EBITDA 5.63
Shares Outstanding 38.22M
Shares Floating 36.78M
Shares Outstanding 38.22M
Shares Floating 36.78M
Percent Insiders 3.03
Percent Institutions 93.37

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

Form CRS provides a relationship summary of our automated advisory services, flat subscription fees, and conflicts of interest. Form ADV Part 2A brochure contains complete details on services, billing, and disclosures. If any summary differs from our current regulatory filings, the filed Form ADV controls.