Ryder System Inc (R)vsU-Haul Holding Company (UHAL)
R
Ryder System Inc
$191.78
-0.36%
INDUSTRIALS · Cap: $7.61B
UHAL
U-Haul Holding Company
$42.28
-1.28%
INDUSTRIALS · Cap: $8.64B
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 appears more attractively valued with a PEG of 0.86. R earns a higher WallStSmart Score of 56/100 (C).
R
Buy56
out of 100
Grade: C
UHAL
Hold40
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
-1458.2%
Fair Value
$3.13
Current Price
$42.28
$39.15 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
Expensive relative to growth rate
1.9% revenue growth
ROE of 1.7% — below average capital efficiency
2.1% margin — thin
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
The strongest argument for UHAL 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
The primary concerns for UHAL are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 98.9x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
UHAL carries more volatility with a beta of 1.11 — expect wider price swings.
UHAL 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 40/100). 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
AMERCO is a DIY warehousing and moving operator for household and commercial items in the United States and Canada. The company is headquartered in Reno, Nevada.
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