WallStSmart

PROG Holdings Inc (PRG)vsRyder System Inc (R)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ryder System Inc generates 426% more annual revenue ($12.66B vs $2.41B). PRG leads profitability with a 6.1% profit margin vs 3.9%. R appears more attractively valued with a PEG of 0.86. PRG earns a higher WallStSmart Score of 59/100 (C).

PRG

Buy

59

out of 100

Grade: C

Growth: 2.0Profit: 7.0Value: 7.3Quality: 7.3
Piotroski: 2/9Altman Z: 4.63

R

Buy

56

out of 100

Grade: C

Growth: 3.3Profit: 6.0Value: 7.3Quality: 4.0
Piotroski: 6/9Altman Z: 1.33
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PRGSignificantly Overvalued (-63.6%)

Margin of Safety

-63.6%

Fair Value

$20.67

Current Price

$28.99

$8.32 premium

UndervaluedFair: $20.67Overvalued
RSignificantly Overvalued (-30.3%)

Margin of Safety

-30.3%

Fair Value

$166.74

Current Price

$203.64

$36.90 premium

UndervaluedFair: $166.74Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PRG4 strengths · Avg: 9.0/10
P/E RatioValuation
9.4x10/10

Attractively priced relative to earnings

Altman Z-ScoreHealth
4.6310/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.938/10

Growing faster than its price suggests

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

R3 strengths · Avg: 8.0/10
PEG RatioValuation
0.868/10

Growing faster than its price suggests

P/E RatioValuation
17.1x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Areas to Watch

PRG4 concerns · Avg: 2.8/10
Market CapQuality
$1.14B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
6.1%3/10

6.1% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-7.8%2/10

Revenue declined 7.8%

R4 concerns · Avg: 2.8/10
EPS GrowthGrowth
4.5%4/10

4.5% earnings growth

Profit MarginProfitability
3.9%3/10

3.9% margin — thin

Revenue GrowthGrowth
-0.4%2/10

Revenue declined 0.4%

Altman Z-ScoreHealth
1.332/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : PRG

The strongest argument for PRG centers on P/E Ratio, Altman Z-Score, PEG Ratio. PEG of 0.93 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 : PRG

The primary concerns for PRG are Market Cap, Profit Margin, Piotroski F-Score.

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

PRG carries more volatility with a beta of 1.77 — expect wider price swings.

R is growing revenue faster at -0.4% — sustainability is the question.

R generates stronger free cash flow (344M), providing more financial flexibility.

Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PRG scores higher overall (59/100 vs 56/100). Both earn "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.

PROG Holdings Inc

INDUSTRIALS · RENTAL & LEASING SERVICES · USA

PROG Holdings, Inc. is an omnichannel provider of leasing and purchasing solutions for underserved and credit-distressed customers. The company is headquartered in Draper, Utah.

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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