EquipmentShare.com Inc. (EQPT) vs Ryder System, Inc. (R)

EquipmentShare.com Inc. and Ryder System, Inc. are both Rental & Leasing Services companies. Ryder System, Inc. is the larger, with a market value of $10.3B against $3.5B — 3.0× the size. EquipmentShare.com Inc. trades at the lower P/E: 15.4× against 20.6×. Ryder System, Inc. has the higher net margin (3.98% vs 1.03%) and the lower return on invested capital (6.45% vs 23.5%). Across the 18 metrics below, EquipmentShare.com Inc. leads on 10 and Ryder System, Inc. on 8.

Valuation

Metric EQPT R Rental & Leasing Services median
P/E 15.37 20.57 20.11
P/S 0.68 0.79 1.11
P/B 2.88 3.47 2.44
Price to free cash flow n/m 7.16 11.04
EV/EBITDA 3.36 6.00 8.70
EV/Sales 1.33 1.33 2.87
Earnings yield 6.51% 4.86% 3.40%
Free cash flow yield (48.66%) 13.96% 0.63%

Profitability

Metric EQPT R Rental & Leasing Services median
Gross margin 49.70% 19.58% 48.46%
Operating margin 33.57% 7.87% 8.37%
Net margin 1.03% 3.98% 1.97%
Free cash flow margin (32.95%) 11.02% 2.91%
Return on equity 0.00% 17.13% 12.31%
Return on assets 1.49% 3.18% 0.88%
Return on invested capital 23.50% 6.45% 2.86%

Growth

Metric EQPT R Rental & Leasing Services median
Revenue growth (TTM) — 3.16% 4.47%
EPS growth (last fiscal year) 102.08% 7.96% 1.04%
Revenue growth, 5-year CAGR — 8.51% 11.45%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric EQPT R Rental & Leasing Services median
Debt to equity 3.16 2.42 1.28
Current ratio 2.42 0.67 1.01
Net debt to EBITDA 4.59 2.56 4.19

Dividend

Metric EQPT R Rental & Leasing Services median
Dividend yield — 1.39% 1.38%
Payout ratio — 0.29 0.24

Size

Metric EQPT R Rental & Leasing Services median
Market cap 3.47b 10.33b 3.37b

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