R
Strong BuySecond WindAI neutralRyder System, Inc. · Industrials · United States · $10.4B cap · $90.3M/day traded
$282.11 +4.1% · close 26 Oct · scored 27 Oct
StockRank up 10.4 since 24 Oct: Momentum up 17 after a 4% price rise, Value down 4.
Second Wind: Cheap and rising again, but the business does not yet earn the optimism.
Reported 22 Oct: the next-year EPS estimate rose 3.0% across the report (snapshots of 18 Oct and 25 Oct).
As of 27 Oct 2026, MoatMap's StockRank for Ryder System, Inc. (R) is 81/100, ranked against 24,000+ stocks in 35 markets (Quality 49, Value 55, Momentum 75, each scored against its sector).
Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →
Ryder leases and maintains commercial truck fleets and runs dedicated transport and contract logistics for US businesses. It has been shifting towards more contractual, less cyclical revenue and is actively buying back stock, about 2.6% of shares in the past 90 days. Even so, the business is capital intensive, used-truck values and rental demand remain cyclical, and third-quarter results due on October 22 will test whether freight weakness is easing.
ABOUT RYDER SYSTEM, INC.
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Ryder System, Inc. is a leading provider of commercial fleet management, dedicated transportation, and supply chain solutions across North America. Its competitive moat is built on a comprehensive suite of integrated services, an extensive operational network, and long-term customer relationships that generate high switching costs and significant logistical efficiencies. Ryder's asset-heavy model and deep expertise position it as a dominant force in transportation and logistics services.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 12.5B | 12.0B | 12.7B | 12.7B | 0.6% | 13.1B | 13.4B | 14.2B | 5.6% |
| EPS | 18.73 | 9.25 | 11.62 | 12.15 | -13.4% | 13.13 | 14.03 | 17.06 | 18.5% |
| Shares | 46.3M | 43.9M | 42.1M | 39.4M | -14.8% | 38.2M | — | — | — |
| Debt | 7.1B | 8.1B | 8.9B | 8.7B | 7.0% | 8.2B | — | — | — |
| Equity | 2.9B | 3.1B | 3.1B | 3.1B | 1.3% | — | — | — | — |
| Op CF | 2.3B | 2.4B | 2.3B | 2.6B | 3.9% | 2.7B | — | — | — |
| Inv CF | -1.9B | -2.7B | -2.4B | -1.6B | — | — | — | — | — |
| Fin CF | -861.0M | 256.0M | 153.0M | -912.0M | — | — | — | — | — |
Above its 200-day average and 1% below its 52-week high.
Calmer than 68% of stocks we rank over the past year (32% a year).
How this is worked out
StockRank judges the business. The price check reads only the chart: it is the price side of the Momentum score, in words.
The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn like this one cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of R are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| R | Ryder System, Inc.(you) | $10.4B | 81 | Strong Buy |
| MGRC | McGrath RentCorp | $2.9B | 56 | Hold |
| VSTS | Vestis Corporation | $1.9B | 60 | Hold |
| PRG | PROG Holdings, Inc. | $1.2B | 93 | Strong Buy |
| URI | United Rentals, Inc. | $68.4B | 63 | Hold |
| HRI | Herc Holdings Inc. | $4.3B | 41 | Hold |
| UHAL-B | U-Haul Holding Company | $9.6B | 24 | Sell |
| SUNB | Sunbelt Rentals Holdings, Inc. | $32.2B | 45 | Hold |
| GATX | GATX Corporation | $5.8B | 33 | Sell |
| WLFC | Willis Lease Finance Corporation | $824M | 61 | Hold |
Peer medians: ROE 8.8% · P/E 25.9x · Gross margin 29.3%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.