Ryder System Inc (R)vsU-Haul Holding Company (UHAL-B)
R
Ryder System Inc
$262.19
-0.04%
INDUSTRIALS · Cap: $9.83B
UHAL-B
U-Haul Holding Company
$66.02
+1.03%
INDUSTRIALS · Cap: $12.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Ryder System Inc generates 112% more annual revenue ($12.82B vs $6.04B). R leads profitability with a 3.9% profit margin vs 1.4%. R trades at a lower P/E of 20.8x. R earns a higher WallStSmart Score of 59/100 (C).
R
Buy59
out of 100
Grade: C
UHAL-B
Avoid34
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-81.7%
Fair Value
$119.59
Current Price
$262.19
$142.60 premium
Intrinsic value data unavailable for UHAL-B.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
3.9% margin — thin
Distress zone — elevated risk
Elevated debt levels
3.1% revenue growth
ROE of 0.7% — below average capital efficiency
1.4% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : R
The strongest argument for R centers on PEG Ratio. PEG of 0.86 suggests the stock is reasonably priced for its growth.
Bull Case : UHAL-B
The strongest argument for UHAL-B centers on Price/Book.
Bear Case : R
The primary concerns for R are Profit Margin, Altman Z-Score, Debt/Equity. Debt-to-equity of 2.59 is elevated, increasing financial risk. Thin 3.9% margins leave little buffer for downturns.
Bear Case : UHAL-B
The primary concerns for UHAL-B are Revenue Growth, Return on Equity, Profit Margin. A P/E of 268.5x leaves little room for execution misses. Thin 1.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
UHAL-B carries more volatility with a beta of 1.11 — expect wider price swings.
R is growing revenue faster at 5.0% — sustainability is the question.
R generates stronger free cash flow (272M), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
R scores higher overall (59/100 vs 34/100). Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
Visit Website →U-Haul Holding Company
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
U-Haul Holding Company, a subsidiary of AMERCO, is a leading provider of innovative storage and transportation solutions across North America, characterized by its extensive fleet of rental trucks, trailers, and self-storage facilities. The company capitalizes on a strong brand and vast network, serving a diverse clientele that includes both residential and corporate customers. U-Haul’s commitment to affordability, exceptional customer service, and strategic investments in technology and operational efficiency position it favorably for sustained growth in the burgeoning do-it-yourself moving sector, catering to the increasing consumer appetite for flexible moving and storage options. As a dominant player in the industry, U-Haul is well-placed to harness rising demand and drive long-term value for its stakeholders.
Visit Website →Compare with Other RENTAL & LEASING SERVICES Stocks
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