Ryder System (R) Stock Analysis

November 11, 2026

This is a peer-relative look at Ryder System (R): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Transportation peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for Ryder System (R)
Profile Item	R
Name	Ryder System Inc.
Country/Region	United States
GICS Sector	Industrials
GICS Industry Group	Transportation
GICS Industry	Ground Transportation
GICS Sub-Industry	Cargo Ground Transportation
Market Capitalization	10.18 billion USD
Currency	USD
Exchange	NYSE
Listing Date	January 2, 1980
Security Type	Common Stock

Price Performance

Cumulative Growth

GSPC

Ryder System (R) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Ryder System (R) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Ryder System (R) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Ryder System (R) metric values compared with Transportation industry-group medians
Metric	Current stock: R	Industry group median
Total Return (1Y)	66.06%	22.71%
Total Return (3Y, Annualized)	43.22%	14.66%
Total Return (5Y, Annualized)	29.10%	3.98%

Risk Profile

Drawdown History

GSPC

Ryder System (R) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Ryder System (R) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Ryder System (R) metric values compared with Transportation industry-group medians
Metric	Current stock: R	Industry group median
Volatility (1Y, Annualized)	32.86%	40.42%
Beta (5Y)	1.05	1.15
Max Drawdown (5Y)	-27.39%	-52.44%

Risk-Adjusted Performance

Risk-Return Positioning

Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. R is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

Ryder System (R) metric values compared with Transportation industry-group medians
Metric	Current stock: R	Industry group median
Sharpe Ratio (1Y)	1.88	0.46
Sortino Ratio (1Y)	3.07	0.70

Profitability

ROE (TTM)

Ryder System (R) posts ROE of 17.20%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.

R

Transportation industry group

17.20%

Group distribution

Max: 45.08%
Q3: 22.02%
R: 17.20%
Median: 13.94%
Q1: 2.89%
Min: -10.45%

Largest peers

UNP: 38.75%
UPS: 28.65%
CSX: 26.39%
CNI: 22.45%
R: 17.20%
UBER: 12.33%
CP: 8.27%

Where Ryder System (R) stands on ROE within its Transportation peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

Ryder System (R) keeps 3.98% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.

R

Transportation industry group

3.98%

Group distribution

Max: 50.36%
Q3: 21.18%
Median: 5.58%
R: 3.98%
Q1: 1.55%
Min: -11.37%

Largest peers

UNP: 28.90%
CNI: 26.42%
CP: 24.14%
CSX: 23.97%
UBER: 6.13%
UPS: 4.84%
R: 3.98%

Where Ryder System (R) stands on net margin within its Transportation peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

Ryder System (R) turns 9.50% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.

R

Transportation industry group

9.50%

Group distribution

Max: 59.18%
Q3: 29.30%
Median: 11.50%
R: 9.50%
Q1: 4.62%
Min: -8.91%

Largest peers

CNI: 41.52%
UNP: 41.34%
CSX: 39.26%
CP: 38.56%
UBER: 9.80%
R: 9.50%
UPS: 9.28%

Where Ryder System (R) stands on operating margin within its Transportation peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

Ryder System (R) metric values compared with Transportation industry-group medians
Metric	Current stock: R	Industry group median
ROE (TTM)	17.20%	13.94%
ROA (TTM)	4.01%	4.95%
Net Margin (TTM)	3.98%	5.58%
Operating Margin (TTM)	9.50%	11.50%
Gross Margin (TTM)	19.60%	27.25%

Growth

Revenue Growth

Ryder System (R) grew revenue -0.17%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.

Ryder System (R): Revenue Growth across different time periods, set against Transportation industry-group medians.

EPS Growth

Ryder System (R) grew earnings per share 7.96%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.

Ryder System (R): EPS Growth across different time periods, set against Transportation industry-group medians.

Growth Metrics

Ryder System (R) metric values compared with Transportation industry-group medians
Metric	Current stock: R	Industry group median
Revenue Growth (YoY)	-0.17%	2.80%
Revenue Growth (3Y CAGR)	0.60%	1.66%
EPS Growth (YoY)	7.96%	-10.61%
EPS Growth (3Y CAGR)	-11.18%	-7.47%

Financial Strength

Current Ratio (MRQ)

Ryder System (R) has current ratio of 0.67, in the tighter-liquidity quartile for its industry. The short-term cushion is thinner than most peers carry, even if the absolute comfort level still depends on the business model.

R

Transportation industry group

0.67

Group distribution

Max: 2.58
Q3: 1.62
Median: 1.16
Q1: 0.78
R: 0.67
Min: 0.22

Largest peers

UPS: 1.24
UBER: 1.23
UNP: 1.16
CSX: 0.84
CNI: 0.82
R: 0.67
CP: 0.52

Where Ryder System (R) stands on current ratio within its Transportation peer group — the box is the group’s distribution and the dots its largest members.

Debt / Equity (MRQ)

Ryder System (R) has debt-to-equity ratio of 2.75, in the higher-leverage quartile for its industry. The heavier reliance on borrowing can make earnings, rates, or refinancing conditions matter more.

R

Transportation industry group

2.75

Group distribution

R: 2.75
Max: 2.75
Q3: 1.37
Median: 0.78
Q1: 0.35
Min: 0.00

Largest peers

R: 2.75
UPS: 2.03
UNP: 1.41
CSX: 1.35
CNI: 1.09
UBER: 0.61
CP: 0.55

Where Ryder System (R) stands on debt-to-equity ratio within its Transportation peer group — the box is the group’s distribution and the dots its largest members.

Financial Strength Metrics

Ryder System (R) metric values compared with Transportation industry-group medians
Metric	Current stock: R	Industry group median
Current Ratio (MRQ)	0.67	1.16
Debt / Equity (MRQ)	2.75	0.78
Net Debt / EBITDA	2.84	2.00

Dividends

Dividend Yield (TTM)

Ryder System (R) has dividend yield of 1.38%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.

R

Transportation industry group

1.38%

Group distribution

Max: 4.68%
Q3: 1.99%
R: 1.38%
Median: 0.74%
Q1: 0.00%
Min: 0.00%

Largest peers

UPS: 5.91%
CNI: 2.87%
UNP: 1.87%
R: 1.38%
CSX: 1.08%
CP: 1.06%
UBER: 0.00%

Where Ryder System (R) stands on dividend yield within its Transportation peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

Ryder System (R) has payout ratio of 28.48%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.

R

Transportation industry group

28.48%

Group distribution

Max: 100.89%
Q3: 41.68%
R: 28.48%
Median: 20.43%
Q1: 0.00%
Min: 0.00%

Largest peers

UPS: 126.40%
CNI: 45.63%
UNP: 43.37%
CSX: 28.65%
R: 28.48%
CP: 22.91%
UBER: 0.00%

Where Ryder System (R) stands on payout ratio within its Transportation peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

Ryder System (R) metric values compared with Transportation industry-group medians
Metric	Current stock: R	Industry group median
Dividend Yield (TTM)	1.38%	0.74%
Dividend Payout Ratio (TTM)	28.48%	20.43%

Valuation

P/E Ratio (TTM)

Ryder System (R) trades at P/E ratio of 20.29, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.

R

Transportation industry group

20.29

Group distribution

Max: 46.76
Q3: 30.87
Median: 20.58
R: 20.29
Q1: 10.44
Min: 0.00

Largest peers

UBER: 40.35
CP: 29.54
CSX: 25.58
UNP: 22.63
CNI: 21.61
UPS: 20.87
R: 20.29

Where Ryder System (R) stands on P/E ratio within its Transportation peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

Ryder System (R) trades at 0.78 on P/S ratio, roughly in the peer group’s normal range. The market is not making a strong cheap-or-rich statement about its revenue base.

R

Transportation industry group

0.78

Group distribution

Max: 4.35
Q3: 2.07
Median: 0.93
R: 0.78
Q1: 0.53
Min: 0.04

Largest peers

UNP: 6.54
CSX: 6.09
CP: 5.01
CNI: 4.05
UBER: 2.48
UPS: 1.01
R: 0.78

Where Ryder System (R) stands on P/S ratio within its Transportation peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

Ryder System (R) trades at 3.42 on P/B ratio, in the higher book-value quartile. The market is paying a premium to book, so stronger ROE, cleaner assets, or a better growth profile need to justify it.

R

Transportation industry group

3.42

Group distribution

Max: 6.29
R: 3.42
Q3: 3.39
Median: 1.90
Q1: 1.03
Min: -2.07

Largest peers

UNP: 7.83
CSX: 6.29
UPS: 6.15
UBER: 5.06
CNI: 4.77
R: 3.42
CP: 2.46

Where Ryder System (R) stands on P/B ratio within its Transportation peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

Ryder System (R) metric values compared with Transportation industry-group medians
Metric	Current stock: R	Industry group median
P/E Ratio (TTM)	20.29	20.58
P/S Ratio (TTM)	0.78	0.93
P/B Ratio (MRQ)	3.42	1.90
Free Cash Flow Yield (TTM)	15.08%	3.36%