Ryder System Inc (R)vsUnited Rentals Inc (URI)
R
Ryder System Inc
$262.19
-0.04%
INDUSTRIALS · Cap: $9.83B
URI
United Rentals Inc
$1,162.84
+0.02%
INDUSTRIALS · Cap: $71.59B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 31% more annual revenue ($16.83B vs $12.82B). URI leads profitability with a 15.7% profit margin vs 3.9%. R appears more attractively valued with a PEG of 0.86. URI earns a higher WallStSmart Score of 68/100 (B-).
R
Buy59
out of 100
Grade: C
URI
Strong Buy68
out of 100
Grade: B-
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 URI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Strong operational efficiency at 26.0%
Earnings expanding 25.5% YoY
Areas to Watch
3.9% margin — thin
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate risk
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 : URI
The strongest argument for URI centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 15.7% and operating margin at 26.0%. Revenue growth of 11.8% demonstrates continued momentum.
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 : URI
The primary concerns for URI are PEG Ratio, P/E Ratio, Altman Z-Score. Debt-to-equity of 1.67 is elevated, increasing financial risk.
Key Dynamics to Monitor
R profiles as a value stock while URI is a mature play — different risk/reward profiles.
URI carries more volatility with a beta of 1.80 — expect wider price swings.
URI is growing revenue faster at 11.8% — sustainability is the question.
R generates stronger free cash flow (272M), providing more financial flexibility.
Bottom Line
URI scores higher overall (68/100 vs 59/100), backed by strong 15.7% margins and 11.8% 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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