Ryder System, Inc. (R) vs U-Haul Holding Company (UHAL)

Ryder System, Inc. and U-Haul Holding Company are both Rental & Leasing Services companies. U-Haul Holding Company is the larger, with a market value of $10.5B against $9.1B — 1.2× the size. Ryder System, Inc. trades at the lower P/E: 19.2× against 437×. U-Haul Holding Company grew revenue faster over the last twelve months: 3.02% against 1.12%. Ryder System, Inc. has the higher net margin (3.87% vs 0.47%) and the higher return on invested capital (6.20% vs 1.81%). Across the 21 metrics below, Ryder System, Inc. leads on 16 and U-Haul Holding Company on 5.

Valuation

Metric R UHAL Rental & Leasing Services median
P/E 19.17 437.21 19.17
P/S 0.71 1.97 0.99
P/B 3.15 1.53 2.23
Price to free cash flow 7.76 n/m 8.31
EV/EBITDA 5.69 11.43 7.84
EV/Sales 1.27 3.12 2.53
Earnings yield 5.22% 0.23% 0.95%
Free cash flow yield 12.89% (4.51%) 1.43%

Profitability

Metric R UHAL Rental & Leasing Services median
Gross margin 19.82% 28.88% 49.40%
Operating margin 7.82% 6.99% 8.49%
Net margin 3.87% 0.47% 1.01%
Free cash flow margin 9.11% (8.89%) 1.87%
Return on equity 16.66% 0.36% 12.13%
Return on assets 3.05% 0.13% 0.24%
Return on invested capital 6.20% 1.81% 2.80%

Growth

Metric R UHAL Rental & Leasing Services median
Revenue growth (TTM) 1.12% 3.02% 3.21%
EPS growth (last fiscal year) 7.96% (85.80%) —
Revenue growth, 5-year CAGR 8.51% 5.86% 12.97%
Net income growth, 5-year CAGR 0.00% (38.90%) 0.00%

Health

Metric R UHAL Rental & Leasing Services median
Debt to equity 2.59 1.06 1.48
Current ratio 0.65 1.77 1.36
Net debt to EBITDA 2.56 4.22 4.32

Dividend

Metric R UHAL Rental & Leasing Services median
Dividend yield 2.28% — 1.59%
Payout ratio 0.22 0.00 0.00

Size

Metric R UHAL Rental & Leasing Services median
Market cap 9.06b 10.54b 2.42b

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