-1.85%
1.87%
8.07%
21.57%
35.32%
114.95%
229.56%

Company Description

Ryder System, Inc.operates as a logistics and transportation company worldwide.The company operates through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS).


The FMS segment offers full service leasing and leasing with flexible maintenance options, as well as maintenance services, supplies, and related equipment for operation of the vehicles; commercial vehicle rental services; and contract or transactional maintenance services of trucks, tractors, and trailers, as well as fleet support services.This segment also provides access to diesel fuel; offers fuel planning and tax reporting, cards, and monitoring services, and centralized billing; and sells used vehicles through its 63 retail sales centers and www.ryder.com/used-trucks website.The DTS segment offers equipment, maintenance, drivers, administrative, and additional services, as well as routing and scheduling, fleet sizing, safety, regulatory compliance, risk management, and technology and communication systems support services.


The SCS segment comprises distribution management services, such as designing and managing customer's distribution network and facilities; coordinating warehousing and transportation for inbound and outbound material flows; handling import and export for international shipments; coordinating just-in-time replenishment of component parts to manufacturing and final assembly; and offering shipments to customer distribution centers or end customer delivery points, as well as other value added services, such as light assembly of components.This segment also offers transportation management services, such as shipment optimization, load scheduling, and delivery confirmation services; knowledge-based professional services; and e-commerce and last mile services.Ryder System, Inc.


was founded in 1933 and is headquartered in Miami, Florida.

Market Data

Last Price 159.41
Change Percentage -1.85%
Open 161.93
Previous Close 162.41
Market Cap ( Millions) 6741
Volume 1017942
Year High 171.78
Year Low 106.62
M A 50 161.94
M A 200 141.01

Financial Ratios

FCF Yield -7.13%
Dividend Yield 1.91%
ROE 15.58%
Debt / Equity 286.55%
Net Debt / EBIDTA 647.70%
Price To Book 2.23
Price Earnings Ratio 14.25
Price To FCF -14.02
Price To sales 0.54
EV / EBITDA 11.56

News

Business Breakdown

Expected Mid-Term Growth

Segment nΒ°1 -> Fleet Management Solutions

Expected Growth : 8 %

What the company do ?

Ryder System, Inc.'s Fleet Management Solutions provide customized logistics and transportation management services to optimize fleet operations, reduce costs, and improve efficiency.

Why we expect these perspectives ?

Ryder System's Fleet Management Solutions growth is driven by increasing demand for outsourced logistics, rising adoption of digital fleet management technologies, and growing need for cost savings and efficiency in transportation. Additionally, the company's investments in electrification, autonomous vehicles, and data analytics are enhancing its offerings, further fueling growth.

Segment nΒ°2 -> Supply Chain Solutions

Expected Growth : 9 %

What the company do ?

Ryder System, Inc.'s Supply Chain Solutions provide integrated logistics services, including transportation, warehousing, and freight management, to optimize supply chain efficiency and reduce costs.

Why we expect these perspectives ?

Ryder System's Supply Chain Solutions segment growth is driven by increasing demand for e-commerce fulfillment, rising need for inventory management and visibility, and growing adoption of omnichannel retailing. Additionally, the company's investments in digital technologies, such as robotics and artificial intelligence, are enhancing operational efficiency and driving growth.

Segment nΒ°3 -> Dedicated Transportation Solutions

Expected Growth : 10 %

What the company do ?

Ryder's Dedicated Transportation Solutions provide customized logistics and transportation management services, offering a dedicated fleet, drivers, and equipment to meet unique business needs.

Why we expect these perspectives ?

Ryder's Dedicated Transportation Solutions growth is driven by increasing demand for customized logistics, e-commerce growth, and need for cost savings. Additionally, the rise of the gig economy, urbanization, and the need for flexible capacity solutions contribute to this growth. Furthermore, Ryder's expertise in fleet management, maintenance, and technology integration also support this growth.

Segment nΒ°4 -> Eliminations

Expected Growth : 7 %

What the company do ?

Eliminations from Ryder System, Inc. refer to the removal of intercompany transactions and balances to present a consolidated financial statement.

Why we expect these perspectives ?

Ryder System, Inc.'s 7% growth is driven by increasing demand for logistics and transportation services, fueled by e-commerce growth and supply chain complexity. Additionally, the company's investments in digitalization, fleet modernization, and strategic acquisitions have improved operational efficiency and expanded its customer base.

Ryder System, Inc. Products

Product Range What is it ?
Ryder ChoiceLease A flexible, medium-term lease solution that combines the benefits of leasing with the flexibility to return or purchase the vehicle at the end of the term.
Ryder SelectLease A long-term lease solution that provides a fixed monthly payment and a set lease term, with the option to purchase the vehicle at the end of the lease.
Ryder Dedicated A customized transportation solution that provides dedicated vehicles and drivers to meet specific business needs.
Ryder Supply Chain Solutions A comprehensive logistics solution that integrates transportation, warehousing, and distribution services to optimize supply chain efficiency.
Ryder Last Mile A customized last-mile delivery solution that provides flexible, same-day, or next-day delivery options for businesses.
Ryder Used Vehicle Sales A platform for buying and selling used commercial vehicles, offering a wide range of trucks, tractors, and trailers.

Ryder System, Inc.'s Porter Forces

Ryder System, Inc. operates in a niche market, providing transportation and logistics services. While there are substitutes available, such as other logistics companies, Ryder's specialized services and strong brand reputation reduce the threat of substitutes.

Ryder System, Inc. has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, Ryder's customized logistics solutions and long-term contracts further reduce customer bargaining power.

Ryder System, Inc. relies on a network of suppliers for fuel, vehicles, and other inputs. While suppliers have some bargaining power, Ryder's scale and diversified supplier base mitigate this threat.

The logistics industry has high barriers to entry, including significant capital requirements and regulatory hurdles. This reduces the threat of new entrants and allows Ryder System, Inc. to maintain its market position.

The logistics industry is highly competitive, with several established players competing for market share. Ryder System, Inc. must continually innovate and improve its services to maintain its market position.

Capital Structure

Value
Debt Weight 74.43%
Debt Cost 6.33%
Equity Weight 25.57%
Equity Cost 10.82%
WACC 7.48%
Leverage 291.01%

Historical Valuation

Price/Earnings Ratio

Margin Valuation

Peers Valuation

Competitors

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Peers Metrics

DCF BETA

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
159.41$
Current Price
159.41$
Potential
-0.00%

Expected Cash-Flows

Scoring Insights

Peers Group Analysis

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