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Ryder System, Inc. (R) vs Sunbelt Rentals Holdings, Inc. (SUNB)

Ryder System, Inc. and Sunbelt Rentals Holdings, Inc. are both Rental & Leasing Services companies. Sunbelt Rentals Holdings, Inc. is the larger, with a market value of $31.2B against $10.3B — 3.0× the size. Ryder System, Inc. trades at the lower P/E: 20.6× against 22.6×. Sunbelt Rentals Holdings, Inc. has the higher net margin (12.8% vs 3.98%) and the higher return on invested capital (9.04% vs 6.45%). Both pay a dividend; Ryder System, Inc. yields more (1.39% vs 1.37%). Across the 20 metrics below, Ryder System, Inc. leads on 11 and Sunbelt Rentals Holdings, Inc. on 9.

Valuation

Metric R SUNB Rental & Leasing Services median
P/E 20.57 22.62 20.11
P/S 0.79 2.82 1.11
P/B 3.47 4.21 2.44
Price to free cash flow 7.16 11.04 11.04
EV/EBITDA 6.00 11.50 8.70
EV/Sales 1.33 3.59 2.87
Earnings yield 4.86% 4.42% 3.40%
Free cash flow yield 13.96% 9.06% 0.63%

Profitability

Metric R SUNB Rental & Leasing Services median
Gross margin 19.58% 39.08% 48.46%
Operating margin 7.87% 20.78% 8.37%
Net margin 3.98% 12.82% 1.97%
Free cash flow margin 11.02% 25.55% 2.91%
Return on equity 17.13% 0.00% 12.31%
Return on assets 3.18% 12.08% 0.88%
Return on invested capital 6.45% 9.04% 2.86%

Growth

Metric R SUNB Rental & Leasing Services median
Revenue growth (TTM) 3.16% — 4.47%
EPS growth (last fiscal year) 7.96% (11.37%) 1.04%
Revenue growth, 5-year CAGR 8.51% — 11.45%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric R SUNB Rental & Leasing Services median
Debt to equity 2.42 1.15 1.28
Current ratio 0.67 0.94 1.01
Net debt to EBITDA 2.56 1.68 4.19

Dividend

Metric R SUNB Rental & Leasing Services median
Dividend yield 1.39% 1.37% 1.38%
Payout ratio 0.29 0.31 0.24

Size

Metric R SUNB Rental & Leasing Services median
Market cap 10.33b 31.20b 3.37b

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