Ryder System Inc (R) fair value: what the stock is really worth
We calculate from audited financials what Ryder System Inc is really worth. The fair value tells you whether the price is too high or too low, the quality score (0 to 100) how solid the business behind it is. 26 models, 37 quality factors, updated daily, free.
Compare price with fair valuebelow fair value = cheap, above = expensive
Check the quality50 and up solid, 75 and up strong
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Industrials · US · Market cap $10.6B · ISIN US7835491082
At a glance
RSRyder System IncR · US
Price$246.89
Fair Value$109.71
Upside−55.6%
Quality50/100
A solid business, but trading 125% above our fair value of $109.71.
As of Sep 3, 2026, the fair value of Ryder System Inc is $109.71 per share against a price of $246.89, so the fair value sits 56% below the price. A model estimate from reported figures, not an analyst target.
!Mixed Growth (revenue 5y +8.5 %/yr)
!Thin margins · 3.9% net margin
!High debt · generates free cash flow
·1.39% dividend yield
!Trails peers (4/15)
!Moderate moat 45/100
!The models disagree: range $109.71 to $290.18
!Weak on dividend: 28 out of 100
Evidence: HighRange $109.71 to $290.18
Fair value as of: Sep 3, 2026
From 25 valuation models · updated 6 days ago
Share price −5.8% over the past month.
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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 $246.89 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.
Ryder System Inc (R) currently trades at $246.89, while our model-based Fair Value estimate is $109.71, implying the stock looks roughly 125.0% 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 $246.89 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
Scenario range: $109.71 (bear) to $290.18 (bull), the price of $246.89 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a 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
Based on fiscal year 2025 figures (about 8 months old). Earnings retained since then ($5.91 per share) are deliberately not added.
Each model values the company its own way; the fair value above is the evidence-weighted blend. Evidence (0 to 100) shows how complete a model's inputs are. How we calculate →
ModelBear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target.Evidence
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Key figures & financial health
P/E ratio20.5
P/S ratio0.81P/E × margin
EPS (TTM)$12.03price ÷ EPS = P/E 20.5
Dividend yield1.4%payout 28.6%
Net margin3.9%FY2025
Return on equity16.9%TTM
More key figures
Profitability
Return on assets (EBIT)7.2%avg 5y
Operating margin7.1%TTM
Growth
Revenue (TTM)$12.7BTTM
Revenue growth (YoY)−0.2%3y avg +0.6%
EPS growth (YoY)+2.5%
Balance sheet & cash flow
Free cash flow$459MFY2025
Net debt$8.5BFY2025 · ≈ 18.5 yrs of FCF
Figures from reported company fundamentals · as of Sep 3, 2026. TTM = trailing twelve months.
Quality Score breakdown
Overall quality50/100
Of which business quality 48
· Market factors (momentum, volatility) 63
Profitability41
Margins and returns on capital today
Quality Growth46
Are margins and returns improving?
Cashflow50
Earnings quality: real cash, not paper profit
Fin. Strength14
Balance sheet, leverage, solvency risk
Investment63
Disciplined investing over empire-building
Low Volatility60
Calm price path (market factor)
Momentum61
Price trend over the last 3–12 months (market factor)
52W Momentum71
Distance to the 52-week high (market factor)
Net Issuance100
Buybacks instead of dilution
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.
Growth Quality 71/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
$12.7B
Latest YoY
−0.2%
Avg. revenue growth/yr (3Y) ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+0.6%
Avg. revenue growth/yr (5Y) ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+8.5%
Avg. revenue growth/yr (40Y) ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+3.8%
Value creation/yr (5Y) ⓘEarnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+5.6%
Earnings growth per share plus dividend yield: the value created per share and year.
Earnings growth per share+4.2%
Dividend yield1.4%
Trend ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.5Y 4.2% vs 10Y 9.2%, flattening
Operating margin (EBIT) ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.3.1% (2020) → 8.7% (2025) · rising
Worst earnings drop139% (2020) (loss year, drop beyond 100%) · in USD
Revenue+6.3%/yr
FY21$9.9B
FY22$12.5B
FY23$12.0B
FY24$12.7B
FY25$12.7B
Net income−1.0%/yr
FY21$519M
FY22$867M
FY23$406M
FY24$489M
FY25$499M
Character of growth · EPS growth decomposed (2014-2025)+8.8 % p.a.
Revenue per share+9.3 %
of which total revenue +7.1 % · buybacks/dilution +2.1 %
EBIT margin−0.3 %
Tax rate+1.0 %
Residual (interest, one-offs)−1.2 %
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).
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
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
Quality Score50 · Above median
Fair Value upside−56% · Bottom 25%
Profitability
Return on equity (TTM)17% · Top 25%
Return on assets4% · Above median
Net margin (TTM)4% · Below median
Operating margin (TTM)7% · Below median
Growth and dividend
Revenue growth0% · Below median
Dividend yield (TTM)1.4% · Below median
Balance sheet
Debt / equity2.24× · Highest 25%
Valuation Multiples vs Rental & Leasing Services median · lower = cheaper
P/E (TTM)20.5× · Pricier than median
P/B3.46× · Priciest 25%
P/S (TTM)0.84× · Pricier than median
P/FCF23.0× · Priciest 25%
EV/EBITDA6.2× · Pricier than median
PEG0.86× · Cheaper than median
What the price implies (reverse DCF)
The inverse question: what free-cash-flow growth must Ryder System Inc deliver for ten years so that today's price is fair in our DCF model? Same formula, same discount rate as the fair value.
Implied FCF growth, 10 years+15.7 % per year
Achieved revenue growth, 5 years+8.5 % p.a.
Sector median revenue growth+4.6 %
FCF yield on price4.45 %
Discount rate (WACC) in the models9.3 %
The price demands an acceleration versus past growth: a high bar the company still has to clear. Ranking of the largest stocks →
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.
This stockSector peers
VALUE0· sector 63
FUTURE0· sector 30
PAST68· sector 27
HEALTH0· sector 69
DIVIDEND28· sector 47
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.
None of the checked exposures detected
Similar stocks
10 more Rental & Leasing Services stocks, each showing price versus our Fair Value estimate (as of Sep 3, 2026).
Is Ryder System Inc (R) overvalued or undervalued?
As of Sep 3, 2026, our model estimates a fair value of $109.71 versus a price of $246.89, about −56% upside (overvalued).
What is the fair value of R?
Our model-based fair value for Ryder System Inc is $109.71 (as of Sep 3, 2026), built from audited fundamentals. The current price: $246.89.
What is the quality score of R?
Ryder System Inc has a Quality Score of 50/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Ryder System Inc (R)?
Our model-based price target is the fair value of $109.71 (as of Sep 3, 2026) from 25 valuation models. Cautious scenario $109.71, optimistic scenario $290.18. It is a calculation from audited fundamentals, not an analyst target.
What is the Ryder System Inc stock forecast for 2026?
Our models put fair value at $109.71, about −56% upside versus a price of $246.89 (overvalued). Cautious scenario $109.71, optimistic scenario $290.18. The calculation is refreshed regularly with new filings.
What is the revenue of Ryder System Inc (R)?
Ryder System Inc reported trailing-twelve-month revenue of about $12.7B (latest available figure, as of Sep 3, 2026).
What is the net profit margin of R?
The net profit margin of Ryder System Inc is about 3.9%, meaning it keeps roughly 3.9% of revenue as net income. Based on the latest reported figures.
Does Ryder System Inc pay a dividend?
Ryder System Inc currently shows a dividend yield of about 1.39% relative to its recent price (as of Sep 3, 2026).
What growth is priced into Ryder System Inc (R)?
For today's price to be fair in a discounted-cash-flow model, Ryder System Inc would have to grow free cash flow by +15.7 % per year for ten years (discount rate 9.3 %, then 2 % perpetual growth). Over the last 5 years revenue grew +8.5 % per year. As of Sep 3, 2026.
What discount rate (WACC) does the fair value of R use?
Our models discount Ryder System Inc at 9.3 %: a base by market capitalisation (large), damped by beta 1.01, country premium for USA. The same rate applies in all 26 models.
What is the intrinsic value of Ryder System Inc (R)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Ryder System Inc it is $109.71 per share (as of Sep 3, 2026), against a price of $246.89. It is the blended result of 25 valuation models (cash flow, earnings, asset, dividend).
Is Ryder System Inc stock overvalued or undervalued in 2026?
As of Sep 3, 2026, R trades above its calculated fair value: price $246.89, fair value $109.71, a gap of about −56% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of R?
No. The price is what the market pays today ($246.89); the fair value is what the company's own numbers justify ($109.71). For Ryder System Inc the two are $137.18 per share apart. That gap is exactly why we show both numbers side by side.
How much is Ryder System Inc worth?
The market values Ryder System Inc at about $10.6B (market capitalisation, as of Sep 3, 2026). Per share that is $246.89; our models calculate a fair value of $109.71 per share.
What do the bullish and bearish scenarios say about R?
Our models span a range for Ryder System Inc: cautious scenario $109.71, base $109.71, optimistic $290.18 per share (as of Sep 3, 2026, price $246.89). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of R?
Ryder System Inc trades at a price-to-earnings ratio of 20.5 (as of Sep 3, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $109.71 is built from several models across several years. Other multiples: PEG 0.9, P/B 3.5, P/S 0.8, EV/EBITDA 6.2.
What is the PEG ratio of R?
The PEG ratio of Ryder System Inc is 0.86 (P/E divided by earnings growth, as of Sep 3, 2026). That is below 1, so growth is priced more cheaply than the earnings multiple alone suggests.
How solid is the balance sheet of Ryder System Inc (R)?
Balance-sheet figures for Ryder System Inc (as of Sep 3, 2026): return on equity 16.9%, debt of 2.24 per unit of equity. They feed the Quality Score of 50/100, which measures business quality independently of the share price.
How far is R from its 52-week high?
Ryder System Inc trades at $246.89, about 9% below its 52-week high of $269.99 and 71% above the low of $144.04 (as of Sep 3, 2026). Distance from the high says nothing about value: that is what the fair value of $109.71 is for.
Which stocks are comparable to Ryder System Inc?
From the same area (Industrials) we also value United Rentals, Inc, Sunbelt Rentals Holdings, AerCap Holdings, U-Haul Holding, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Ryder System Inc stock attractive at the current price?
The data as of Sep 3, 2026: price $246.89, calculated fair value $109.71 (−56%), Quality Score 50/100, from 25 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of R calculated?
We run Ryder System Inc through 25 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of $109.71, with the spread shown as a cautious and an optimistic scenario.
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Ryder System Inc
R · US