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

Ryder System, Inc. and U-Haul Holding Company are both Rental & Leasing Services companies. Ryder System, Inc. and U-Haul Holding Company are of similar size ($10.1B and $9.2B). Ryder System, Inc. trades at the lower P/E: 19.4× against 407×. 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 19.40 407.29 18.17
P/S 0.72 1.83 0.92
P/B 3.18 1.43 2.15
Price to free cash flow 7.85 n/m 7.80
EV/EBITDA 5.73 10.94 7.72
EV/Sales 1.28 2.99 2.47
Earnings yield 5.16% 0.25% 1.00%
Free cash flow yield 12.74% (4.85%) 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%) (8.44%)
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 1.57% — 1.56%
Payout ratio 0.30 — 0.22

Size

Metric R UHAL Rental & Leasing Services median
Market cap 9.21b 10.07b 2.43b

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