Loading...

Domestic Supply Chains And Green Fleets Will Drive Future Growth

Published
28 Aug 24
Updated
08 Oct 25
AnalystConsensusTarget's Fair Value
US$202.11
7.2% undervalued intrinsic discount
08 Oct
US$187.52
Loading
1Y
26.3%
7D
-1.3%

Author's Valuation

US$202.117.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 Oct 25
Fair value Increased 2.83%

Analysts have raised their price target for Ryder System by $5.56 to $202.11 per share. They cited modest improvements in discount rate assumptions while noting slightly reduced projections for revenue growth and profit margins.

Shared on23 Sep 25
Fair value Increased 1.32%

Ryder System’s fair value has seen only a marginal increase, as both Future P/E and revenue growth forecasts remained virtually unchanged, resulting in a modest uptick in the consensus analyst price target from $194.00 to $196.56. What's in the News Issued Q3 2025 GAAP EPS guidance of $3.30–$3.50 and full-year 2025 GAAP EPS guidance of $12.15–$12.60, with revenue expected at $12.7 billion and net earnings of $520 million.

Shared on31 Jul 25
Fair value Increased 0.23%

With both the discount rate and future P/E multiple essentially unchanged, analysts have kept Ryder System's consensus price target steady at $193.56. What's in the News Repurchased 130,000 shares for $19.2 million, completing a total of 1,130,940 shares for $164.65 million under the buyback announced October 2024.

Shared on07 May 25
Fair value Increased 22%

Shared on30 Apr 25
Fair value Decreased 8.36%

AnalystConsensusTarget has decreased revenue growth from 5.9% to 4.7% and decreased future PE multiple from 11.8x to 10.4x.

Shared on23 Apr 25
Fair value Decreased 2.90%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 3.94%

Shared on09 Apr 25
Fair value Decreased 0.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 2.06%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 2.70%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 4.50%

AnalystConsensusTarget has increased discount rate from 7.2% to 10.1%.