McGrath RentCorp (MGRC)vsRyder System Inc (R)
MGRC
McGrath RentCorp
$109.44
+0.46%
INDUSTRIALS · Cap: $2.59B
R
Ryder System Inc
$203.64
-0.58%
INDUSTRIALS · Cap: $8.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Ryder System Inc generates 1241% more annual revenue ($12.66B vs $944.24M). MGRC leads profitability with a 16.6% profit margin vs 3.9%. R appears more attractively valued with a PEG of 0.86. MGRC earns a higher WallStSmart Score of 69/100 (B-).
MGRC
Strong Buy69
out of 100
Grade: B-
R
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.1%
Fair Value
$297.18
Current Price
$109.44
$187.74 discount
Margin of Safety
-30.3%
Fair Value
$166.74
Current Price
$203.64
$36.90 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 28.9%
Earnings expanding 28.1% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
No major concerns identified
4.5% earnings growth
3.9% margin — thin
Revenue declined 0.4%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : MGRC
The strongest argument for MGRC centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 16.6% and operating margin at 28.9%. PEG of 1.03 suggests the stock is reasonably priced for its growth.
Bull Case : R
The strongest argument for R centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.86 suggests the stock is reasonably priced for its growth.
Bear Case : MGRC
No major red flags identified for MGRC, but monitor valuation.
Bear Case : R
The primary concerns for R are EPS Growth, Profit Margin, Revenue Growth. Debt-to-equity of 2.84 is elevated, increasing financial risk. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
MGRC profiles as a mature stock while R is a value play — different risk/reward profiles.
R carries more volatility with a beta of 0.91 — expect wider price swings.
MGRC is growing revenue faster at 5.3% — sustainability is the question.
R generates stronger free cash flow (344M), providing more financial flexibility.
Bottom Line
MGRC scores higher overall (69/100 vs 56/100), backed by strong 16.6% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
McGrath RentCorp
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
McGrath RentCorp is a business-to-business rental company in the United States and internationally. The company is headquartered in Livermore, California.
Ryder System Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Ryder System, Inc. is a global transportation and logistics company. The company is headquartered in Miami, Florida.
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