Ryder System Inc (R)vsUnited Rentals Inc (URI)
R
Ryder System Inc
$191.78
-0.36%
INDUSTRIALS · Cap: $7.61B
URI
United Rentals Inc
$710.47
-1.32%
INDUSTRIALS · Cap: $47.29B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 27% more annual revenue ($16.10B vs $12.66B). URI leads profitability with a 15.5% profit margin vs 3.9%. R appears more attractively valued with a PEG of 0.86. URI earns a higher WallStSmart Score of 60/100 (C+).
R
Buy56
out of 100
Grade: C
URI
Buy60
out of 100
Grade: C+
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
-232.6%
Fair Value
$262.75
Current Price
$710.47
$447.72 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
Every $100 of equity generates 28 in profit
Strong operational efficiency at 25.2%
Areas to Watch
4.5% earnings growth
3.9% margin — thin
Revenue declined 40.0%
Distress zone — elevated risk
2.8% revenue growth
Grey zone — moderate risk
Weak financial health signals
Earnings declined 1.9%
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 : URI
The strongest argument for URI centers on Return on Equity, Operating Margin. Profitability is solid with margins at 15.5% and operating margin at 25.2%. PEG of 1.21 suggests the stock is reasonably priced for its growth.
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 : URI
The primary concerns for URI are Revenue Growth, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
URI carries more volatility with a beta of 1.65 — expect wider price swings.
URI is growing revenue faster at 2.8% — sustainability is the question.
URI generates stronger free cash flow (577M), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
URI scores higher overall (60/100 vs 56/100), backed by strong 15.5% margins. 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.
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.
Compare with Other RENTAL & LEASING SERVICES Stocks
Want to dig deeper into these stocks?