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Ryder System Inc (R)

Upturn stock ratingUpturn stock rating
$159
Last Close (24-hour delay)
Profit since last BUY2%
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Consider higher Upturn Star rating
BUY since 4 days
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Upturn Advisory Summary

06/30/2025: R (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

7 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $166.64

1 Year Target Price $166.64

Analysts Price Target For last 52 week
$166.64Target price
Low$114.75
Current$159
high$170.71

Analysis of Past Performance

Type Stock
Historic Profit 7.28%
Avg. Invested days 40
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 6.57B USD
Price to earnings Ratio 13.89
1Y Target Price 166.64
Price to earnings Ratio 13.89
1Y Target Price 166.64
Volume (30-day avg) 7
Beta 0.94
52 Weeks Range 114.75 - 170.71
Updated Date 06/30/2025
52 Weeks Range 114.75 - 170.71
Updated Date 06/30/2025
Dividends yield (FY) 2.01%
Basic EPS (TTM) 11.45

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 -
When -
Estimate -
Actual -

Profitability

Profit Margin 3.96%
Operating Margin (TTM) 8.05%

Management Effectiveness

Return on Assets (TTM) 3.78%
Return on Equity (TTM) 16.55%

Valuation

Trailing PE 13.89
Forward PE -
Enterprise Value 15324906616
Price to Sales(TTM) 0.52
Enterprise Value 15324906616
Price to Sales(TTM) 0.52
Enterprise Value to Revenue 1.2
Enterprise Value to EBITDA 5.23
Shares Outstanding 41340800
Shares Floating 40036490
Shares Outstanding 41340800
Shares Floating 40036490
Percent Insiders 2.59
Percent Institutions 93.3

Analyst Ratings

Rating 3
Target Price 166.64
Buy 2
Strong Buy 1
Buy 2
Strong Buy 1
Hold 4
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Ryder System Inc

stock logo

Company Overview

overview logo History and Background

Ryder System, Inc. was founded in 1933 by James Ryder as a trucking company. It has since evolved into a leading provider of supply chain, dedicated transportation, and fleet management solutions.

business area logo Core Business Areas

  • Fleet Management Solutions (FMS): Provides full-service leasing, contract maintenance, and commercial rental of vehicles.
  • Supply Chain Solutions (SCS): Offers warehousing, distribution, transportation management, and e-commerce fulfillment services.
  • Dedicated Transportation Solutions (DTS): Provides customized transportation solutions, including drivers, vehicles, and management, tailored to specific customer needs.

leadership logo Leadership and Structure

Ryder is led by Robert Sanchez (Chairman & CEO). The company has a structured executive leadership team overseeing the various business segments. Organizational structure follows a standard corporate model with distinct divisions for each service area.

Top Products and Market Share

overview logo Key Offerings

  • Full-Service Leasing: Provides comprehensive vehicle leasing solutions, including maintenance, repairs, and insurance. Market share estimated at around 20% in the North American full-service leasing market. Competitors include Penske, PacLease, and Idealease. Revenue from this product is a core element of the FMS segment.
  • Dedicated Transportation: Offers customized transportation and logistics solutions with dedicated drivers, vehicles, and management. Market share is difficult to pinpoint precisely but is a significant player in the dedicated contract carriage market. Competitors include Swift Transportation (KNX), J.B. Hunt (JBHT), and Schneider National (SNDR). Revenue from this product is a core element of the DTS segment.
  • Supply Chain Solutions: Provides end-to-end supply chain management services, including warehousing, distribution, and transportation. It is a fragment market and Ryder is an important competitor. Competitors include XPO Logistics (XPO), C.H. Robinson (CHRW), and third-party logistics (3PL) companies. Revenue from this product is a core element of the SCS segment.

Market Dynamics

industry overview logo Industry Overview

The transportation and logistics industry is experiencing growth driven by e-commerce expansion, increasing outsourcing of supply chain functions, and evolving regulatory landscapes.

Positioning

Ryder is positioned as a leading provider of integrated transportation and supply chain solutions, offering a comprehensive suite of services to businesses of all sizes. It holds a competitive advantage through its large fleet, extensive network, and experienced workforce.

Total Addressable Market (TAM)

The TAM for transportation and logistics is estimated to be in the trillions of dollars globally. Ryder is well positioned to address a significant portion of this TAM through its various service offerings.

Upturn SWOT Analysis

Strengths

  • Extensive network and infrastructure
  • Comprehensive service offerings
  • Strong brand recognition
  • Experienced management team
  • Large and diverse customer base

Weaknesses

  • High capital expenditures
  • Exposure to economic cycles
  • Dependence on fuel prices
  • Labor costs
  • Integration of acquired businesses

Opportunities

  • Growth in e-commerce
  • Increased outsourcing of supply chain functions
  • Expansion into new markets
  • Technological advancements
  • Acquisitions of smaller competitors

Threats

  • Economic recession
  • Increased competition
  • Rising fuel prices
  • Driver shortage
  • Regulatory changes

Competitors and Market Share

competitor logo Key Competitors

  • Penske Automotive Group (PAG)
  • XPO (XPO)
  • J.B. Hunt (JBHT)

Competitive Landscape

Ryder's competitive advantages lie in its scale, comprehensive solutions, and experienced team. Its disadvantages include high capital expenditures and exposure to economic cycles.

Major Acquisitions

Whiplash

  • Year: 2022
  • Acquisition Price (USD millions): 480
  • Strategic Rationale: Expanded Ryder's e-commerce fulfillment capabilities.

Growth Trajectory and Initiatives

Historical Growth: Discussed in recent annual reports

Future Projections: Discussed in recent annual reports

Recent Initiatives: Highlight recent initiatives in press releases.

Summary

Ryder is a major player in the transportation and logistics industry, offering a wide array of services and holding significant market share in key segments. The company's comprehensive solutions and experienced team are key strengths, but it also faces challenges from economic cycles and rising costs. Ryder's future growth depends on its ability to capitalize on e-commerce expansion, manage its cost structure, and adapt to technological advancements. Strategic acquisitions, such as Whiplash, help drive growth but need proper integration.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Ryder System Inc. Annual Reports
  • Industry Research Reports
  • Company Press Releases
  • Analyst Estimates
  • SEC Filings

Disclaimers:

This analysis is based on publicly available information and is intended for informational purposes only. It should not be construed as investment advice. Market share data is approximate and based on available estimates. Actual results may vary.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Ryder System Inc

Exchange NYSE
Headquaters Coral Gables, FL, United States
IPO Launch date 1980-01-02
Chairman & CEO Mr. Robert E. Sanchez
Sector Industrials
Industry Rental & Leasing Services
Full time employees 50700
Full time employees 50700

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 turnkey transportation, vehicles, drivers, management, and administrative services, as well as routing and scheduling, fleet sizing, safety, regulatory compliance, risk management, and technology and communication systems support services. 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 value added services, such as light assembly, packaging and refurbishment, and contract packaging and manufacturing; transportation management and brokerage services, such as shipment optimization, load scheduling, and delivery confirmation services; professional services; and e-commerce and last mile services. The company was founded in 1933 and is headquartered in Coral Gables, Florida.