Ryder System Inc (R)vsU-Haul Holding Company (UHAL-B)
R
Ryder System Inc
$191.78
-0.36%
INDUSTRIALS · Cap: $7.61B
UHAL-B
U-Haul Holding Company
$39.92
-1.75%
INDUSTRIALS · Cap: $8.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Ryder System Inc generates 111% more annual revenue ($12.66B vs $6.00B). R leads profitability with a 3.9% profit margin vs 2.1%. R trades at a lower P/E of 16.1x. R earns a higher WallStSmart Score of 56/100 (C).
R
Buy56
out of 100
Grade: C
UHAL-B
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.5%
Fair Value
$167.86
Current Price
$191.78
$23.92 premium
Margin of Safety
-1300.0%
Fair Value
$3.20
Current Price
$39.92
$36.72 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
4.5% earnings growth
3.9% margin — thin
Revenue declined 40.0%
Distress zone — elevated risk
1.9% revenue growth
ROE of 1.7% — below average capital efficiency
2.1% margin — thin
Operating margin of 2.5%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : UHAL-B
The strongest argument for UHAL-B centers on Price/Book.
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.
Bear Case : UHAL-B
The primary concerns for UHAL-B are Revenue Growth, Return on Equity, Profit Margin. A P/E of 90.2x leaves little room for execution misses. Thin 2.1% 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.
UHAL-B is growing revenue faster at 1.9% — 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
R scores higher overall (56/100 vs 36/100). Both earn "Buy" and "Hold" 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, stands as a leading provider of storage and transportation solutions in North America, offering a diverse range of rental trucks, trailers, and self-storage facilities. With a robust brand reputation and a vast network, U-Haul serves a wide array of clients, from individual households to commercial enterprises. The company's commitment to affordability, convenience, and superior customer experience, alongside ongoing investments in technology and efficiency, positions it favorably for continued growth in the dynamic do-it-yourself moving market. As one of the largest players in the industry, U-Haul is poised to capitalize on increasing consumer demand for flexible moving solutions.
Visit Website →Compare with Other RENTAL & LEASING SERVICES Stocks
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