CHARGED ALPHA
Stock Analysis
R Unclassified Latest YouTube: Q1 2026

Ryder System Inc

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

R Stock: EPS Beats, Revenue Misses — Q1 2026

Library coverage

Episodes tracked
2
Episodes linked
2
Latest video
Q1 2026
Podcast available
Yes
Current price
$265.36
-0.58 (-0.22%)
Trailing / Forward P/E
22.02x
Forward: 15.08x
Market cap / Volume
Volume:
Revenue / Earnings Growth
-0.2%
Earnings: 2.5%
Margins
7.1% op
Gross: 20.1% · Net: 3.9%
Balance sheet
0.68x current
Debt / Equity: 305.0
52-week range / Beta
$157.67 - $284.25
Beta: 1.01
Analyst target
$276.38
Upside: 4.2%
Cash / shareholder return
7.05% FCF yield
Dividend yield: 1.33%

Company context

Industry: Rental & Leasing Services
Country: United States
Employees:
Price to book: 3.59x
Return on equity: 16.9%
Ryder System, Inc. operates as a logistics and transportation company worldwide. It operates through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS). The FMS segment offers full-service leasing and leasing with flexible maintenance options; commercial vehicle rental; maintenance services; digital and technology support services; fuel services; and fuel planning and tax reporting, cards, and monitoring services, and centralized billing, as well as sells used vehicles through its retail sales centers and www.ryder.com/used-trucks website. The DTS segment offers transportation, vehicles, drivers, outing and scheduling, fleet design, safety, regulatory compliance, risk management and technology and communication systems support. The SCS segment comprises distribution management services, such as coordinating warehousing and transportation for inbound and outbound material flows; managing import and export for international shipments; coordinating just-in-time replenishment of component parts to manufacturing and final assembly; and offering shipment delivery to distribution centers or end delivery points, as well as e-commerce fulfillment. This segment also offers dedicated transportation; transportation management and brokerage; e-commerce and last mile; and contract manufacturing and contract packaging. The company was founded in 1933 and is headquartered in Coral Gables, Florida.

Price chart

Market context for R

Competitive view

R vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Ryder System Inc latest YouTube video thumbnail YouTube
Ryder System Inc
R
Latest video
Q1 2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
ADBE latest YouTube video thumbnail YouTube
ADBE
ADBE
Latest video
Q2 FY2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
SS&C Technologies Holdings Inc. latest YouTube video thumbnail YouTube
SS&C Technologies Holdings Inc.
SSNC
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
R
$10.27B
Ryder System Inc
ADBE
$87.82B
ADBE
SSNC
$15.76B
SS&C Technologies Holdings Inc.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
R
22.0x
Ryder System Inc
ADBE
12.6x
ADBE
SSNC
20.3x
SS&C Technologies Holdings Inc.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
R
15.1x
Ryder System Inc
ADBE
8.0x
ADBE
SSNC
8.7x
SS&C Technologies Holdings Inc.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
R
-0.2%
Ryder System Inc
ADBE
12.7%
ADBE
SSNC
8.8%
SS&C Technologies Holdings Inc.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
R
2.5%
Ryder System Inc
ADBE
7.9%
ADBE
SSNC
8.3%
SS&C Technologies Holdings Inc.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
R
7.1%
Ryder System Inc
ADBE
35.3%
ADBE
SSNC
24.2%
SS&C Technologies Holdings Inc.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
R
20.1%
Ryder System Inc
ADBE
89.4%
ADBE
SSNC
48.0%
SS&C Technologies Holdings Inc.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
R
3.9%
Ryder System Inc
ADBE
28.7%
ADBE
SSNC
12.6%
SS&C Technologies Holdings Inc.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
R
16.9%
Ryder System Inc
ADBE
63.0%
ADBE
SSNC
11.8%
SS&C Technologies Holdings Inc.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
R
7.0%
Ryder System Inc
ADBE
10.5%
ADBE
SSNC
8.1%
SS&C Technologies Holdings Inc.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
R
305.00x
Ryder System Inc
ADBE
61.44x
ADBE
SSNC
110.67x
SS&C Technologies Holdings Inc.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
R
0.68x
Ryder System Inc
ADBE
0.75x
ADBE
SSNC
1.10x
SS&C Technologies Holdings Inc.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
R
1.01
Ryder System Inc
ADBE
1.43
ADBE
SSNC
1.11
SS&C Technologies Holdings Inc.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
R
1.3%
Ryder System Inc
ADBE
ADBE
SSNC
1.6%
SS&C Technologies Holdings Inc.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
R
4.2%
Ryder System Inc
ADBE
23.3%
ADBE
SSNC
42.2%
SS&C Technologies Holdings Inc.

Episode timeline

Episode archive for R

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
Published youtube complete
R Stock: EPS Beats, Revenue Misses — Q1 2026
Quarterly earnings-analysis entry for Ryder System Inc. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
Published podcast complete
Charged Alpha | Ryder System Inc (R) | S&P 500 Deep Dive — Ep. 226
Quarterly earnings-analysis entry for Ryder System Inc. Use the links on the right to open the video or podcast episode.