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 ($10.3B and $10.2B). Ryder System, Inc. trades at the lower P/E: 20.6× against 416×. Ryder System, Inc. grew revenue faster over the last twelve months: 3.16% against 2.84%. Ryder System, Inc. has the higher net margin (3.98% vs 0.97%) and the higher return on invested capital (6.45% vs 1.98%). Across the 21 metrics below, Ryder System, Inc. leads on 19 and U-Haul Holding Company on 2.

Valuation

Metric R UHAL Rental & Leasing Services median
P/E 20.57 415.64 20.11
P/S 0.79 1.86 1.11
P/B 3.47 1.46 2.44
Price to free cash flow 7.16 n/m 11.04
EV/EBITDA 6.00 11.21 8.70
EV/Sales 1.33 3.03 2.87
Earnings yield 4.86% 0.24% 3.40%
Free cash flow yield 13.96% (4.01%) 0.63%

Profitability

Metric R UHAL Rental & Leasing Services median
Gross margin 19.58% 0.00% 48.46%
Operating margin 7.87% 7.71% 8.37%
Net margin 3.98% 0.97% 1.97%
Free cash flow margin 11.02% (7.44%) 2.91%
Return on equity 17.13% 0.00% 12.31%
Return on assets 3.18% 0.28% 0.88%
Return on invested capital 6.45% 1.98% 2.86%

Growth

Metric R UHAL Rental & Leasing Services median
Revenue growth (TTM) 3.16% 2.84% 4.47%
EPS growth (last fiscal year) 7.96% (85.80%) 1.04%
Revenue growth, 5-year CAGR 8.51% 5.86% 11.45%
Net income growth, 5-year CAGR 0.00% (38.90%) 0.00%

Health

Metric R UHAL Rental & Leasing Services median
Debt to equity 2.42 1.07 1.28
Current ratio 0.67 0.00 1.01
Net debt to EBITDA 2.56 4.22 4.19

Dividend

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

Size

Metric R UHAL Rental & Leasing Services median
Market cap 10.33b 10.24b 3.37b

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