Ryder System Inc (R)vsUnited Rentals Inc (URI)
R
Ryder System Inc
$266.39
-1.40%
INDUSTRIALS · Cap: $10.73B
URI
United Rentals Inc
$1,055.57
+1.13%
INDUSTRIALS · Cap: $72.45B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 34% more annual revenue ($17.50B vs $13.08B). URI leads profitability with a 16.3% profit margin vs 4.0%. R appears more attractively valued with a PEG of 0.86. URI earns a higher WallStSmart Score of 72/100 (B).
R
Buy65
out of 100
Grade: C+
URI
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-72.4%
Fair Value
$126.07
Current Price
$266.39
$140.32 premium
Intrinsic value data unavailable for URI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 25.5% YoY
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Strong operational efficiency at 29.2%
15.7% revenue growth
Earnings expanding 35.4% YoY
Areas to Watch
4.0% margin — thin
Distress zone — elevated risk
Elevated debt levels
Moderate valuation
Grey zone — moderate risk
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : R
The strongest argument for R centers on PEG Ratio, EPS Growth. PEG of 0.86 suggests the stock is reasonably priced for its growth.
Bull Case : URI
The strongest argument for URI centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 16.3% and operating margin at 29.2%. Revenue growth of 15.7% demonstrates continued momentum.
Bear Case : R
The primary concerns for R are Profit Margin, Altman Z-Score, Debt/Equity. Debt-to-equity of 2.75 is elevated, increasing financial risk. Thin 4.0% margins leave little buffer for downturns.
Bear Case : URI
The primary concerns for URI are P/E Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 1.64 is elevated, increasing financial risk.
Key Dynamics to Monitor
R profiles as a value stock while URI is a growth play — different risk/reward profiles.
URI carries more volatility with a beta of 1.83 — expect wider price swings.
URI is growing revenue faster at 15.7% — sustainability is the question.
R generates stronger free cash flow (182M), providing more financial flexibility.
Bottom Line
URI scores higher overall (72/100 vs 65/100), backed by strong 16.3% margins and 15.7% revenue growth. 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.
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 →United Rentals Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
United Rentals, Inc. (NYSE: URI) is the world's largest equipment rental company, with about 13 percent of the North American market share as of 2019.
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