Ryder System
Market Cap
US$2.8b
Last Updated
2019/10/17 23:41 UTC
Data Sources
Company Financials +
Executive Summary
Ryder System, Inc. provides transportation and supply chain management solutions worldwide.
Snowflake
Fundamentals
6 star dividend payer and fair value.
Similar Companies
Share Price & News
How has Ryder System's share price performed over time and what events caused price changes?
Latest Share Price and Events
Market Performance
7 Day Return
6.5%
R
5.5%
US Transportation
1.8%
US Market
1 Year Return
-19.9%
R
10.3%
US Transportation
7.3%
US Market
Return vs Industry: R underperformed the US Transportation industry which returned 10.3% over the past year.
Return vs Market: R underperformed the US Market which returned 7.3% over the past year.
Shareholder returns
| R | Industry | Market | |
|---|---|---|---|
| 7 Day | 6.5% | 5.5% | 1.8% |
| 30 Day | -2.5% | -1.4% | -0.7% |
| 90 Day | -11.4% | -7.6% | 0.06% |
| 1 Year | -16.7%-19.9% | 12.3%10.3% | 9.7%7.3% |
| 3 Year | -10.1%-17.9% | 83.3%74.6% | 46.3%36.9% |
| 5 Year | -29.7%-38.5% | 69.1%54.4% | 64.5%46.5% |
Price Volatility Vs. Market
How volatile is Ryder System's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall St
Is Ryder System, Inc.'s (NYSE:R) CEO Being Overpaid?3 weeks ago | Simply Wall St
Ryder System, Inc. (NYSE:R) Has A ROE Of 12%1 month ago | Simply Wall St
Ryder System, Inc. (NYSE:R): What Does Its Beta Value Mean For Your Portfolio?Valuation
Is Ryder System undervalued compared to its fair value and its price relative to the market?
8.7x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Undervalued: R ($51.85) is trading above our estimate of fair value ($34.15)
Significantly Undervalued: R is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: R is good value based on its PE Ratio (8.7x) compared to the Transportation industry average (17.7x).
PE vs Market: R is good value based on its PE Ratio (8.7x) compared to the US market (17.7x).
Price to Earnings Growth Ratio
Low PEG Ratio: R is poor value based on its PEG Ratio (1.9x)
Price to Book Ratio
PB vs Industry: R is good value based on its PB Ratio (1.1x) compared to the US Transportation industry average (2x).
Next Steps
Future Growth
How is Ryder System forecast to perform in the next 1 to 3 years based on estimates from 11 analysts?
4.5%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: R's forecast earnings growth (4.5% per year) is above the savings rate (2.7%).
Earnings vs Market: R's earnings (4.5% per year) are forecast to grow slower than the US market (14.6% per year).
High Growth Earnings: R's earnings are forecast to grow, but not significantly.
Revenue vs Market: R's revenue (3.4% per year) is forecast to grow slower than the US market (7.3% per year).
High Growth Revenue: R's revenue (3.4% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
High Future ROE: R's Return on Equity is forecast to be low in 3 years time (9.9%).
Next Steps
Past Performance
How has Ryder System performed over the past 5 years?
18.0%
Historical annual earnings growth
Earnings and Revenue History
Past Earnings Growth Analysis
Earnings Trend: R's earnings have grown by 18% per year over the past 5 years.
Accelerating Growth: R's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: R had negative earnings growth (-60.1%) over the past year, making it difficult to compare to the Transportation industry average (-40.1%).
Return on Equity
High ROE: R's Return on Equity (12%) is considered low.
Return on Assets
ROA vs Industry: R's Return on Assets is below or equal to the Transportation industry average last year.
Return on Capital Employed
ROCE Improving: R's Return on Capital Employed has declined over the past 3 years.
Next Steps
Financial Health
How is Ryder System's financial position?
Financial Position Analysis
Short Term Liabilities: R's short term assets ($1.6B) do not cover its short term liabilities ($2.6B)
Long Term Liabilities: R's short term assets (1.6B) do not cover its long term liabilities (9.3B)
Debt to Equity History and Analysis
Debt Level: R's debt to equity ratio (292.5%) is considered high
Reducing Debt: R's debt to equity ratio has increased from 239.9% to 292.5% over the past 5 years.
Debt Coverage: R's debt is well covered by operating cash flow (23.8%).
Interest Coverage: R's interest payments on its debt are well covered by EBIT (3.3x coverage).
Balance Sheet
Inventory Level: R has a low level of unsold assets or inventory.
Debt Coverage by Assets: R's debt is not covered by short term assets (assets are 0.2x debt).
Next Steps
Dividend
What is Ryder System's current dividend yield, its reliability and sustainability?
4.32%
Current Dividend Yield
Upcoming Dividend Payment
Purchase Ryder System before the 'Buy Limit' to receive their next dividend payment.
Dividend Yield vs Market
Current dividend yield vs market & industry
Stability and Growth of Payments
Notable Dividend: R's dividend (4.32%) is higher than the bottom 25% of dividend payers in the US market (1.45%).
High Dividend: R's dividend (4.32%) is in the top 25% of dividend payers in the US market (3.72%)
Stable Dividend: R's dividends per share have been stable in the past 10 years.
Growing Dividend: R's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonably low payout ratio (36.2%), R's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: R's dividends in 3 years are forecast to be well covered by earnings (42% payout ratio).
Next Steps
Management
What is the CEO of Ryder System's salary, the management and board of directors tenure and is there insider trading?
4.3yrs
Average management tenure
CEO
Robert Sanchez (54yo)
6.8yrs
Tenure
US$7,351,625
Compensation
Mr. Robert E. Sanchez serves as President at Ryder System, Inc. and has been Chief Executive Officer since January 2013 and Chairman since May 2013 and served as its President from 2012 to 2014, and served ...
CEO Compensation Analysis
Compensation vs. Market: Robert's total compensation ($USD7.35M) is about average for companies of similar size in the US market ($USD5.11M).
Compensation vs Earnings: Robert's compensation has been consistent with company performance over the past year.
Management Age and Tenure
4.3yrs
Average Tenure
53yo
Average Age
Experienced Management: R's management team is considered experienced (4.3 years average tenure).
Board Age and Tenure
7.1yrs
Average Tenure
61.5yo
Average Age
Experienced Board: R's board of directors are considered experienced (7.1 years average tenure).
Insider Trading
Insider Buying: R insiders have only sold shares in the past 3 months.
Recent Insider Transactions
| Entity | Individual |
| Role | Member of the Board of Directors Independent Director |
| Shares | 2,293 |
| Max Price | US$46.67 |
| Entity | Individual |
| Role | Head of Marketing Executive VP & Chief Marketing Officer |
| Shares | 1,767 |
| Max Price | US$52.21 |
| Entity | Individual |
| Role | Member of the Board of Directors Independent Director |
| Shares | 1,138 |
| Max Price | US$62.82 |
| Entity | Individual |
| Role | Member of the Board of Directors Independent Director |
| Shares | 2,000 |
| Max Price | US$57.24 |
Ownership Breakdown
Management Team
Robert Sanchez (54yo)
Chairman
- Tenure: 6.8yrs
- Compensation: US$7.35m
Bob Fatovic (53yo)
Executive VP
- Tenure: 15.4yrs
- Compensation: US$1.40m
Bob Brunn
Vice President of Investor Relations
- Tenure: 0yrs
Rajeev Ravindran (53yo)
Senior VP & Chief Information Officer
- Tenure: 1.8yrs
John Gleason (63yo)
Executive VP & Chief Sales Officer
- Tenure: 3.9yrs
Scott Parker (51yo)
Executive VP & CFO
- Tenure: 0.5yrs
Karen Jones (56yo)
Executive VP & Chief Marketing Officer
- Tenure: 6.1yrs
John Diez (47yo)
President of Fleet Management Solutions
- Tenure: 0.2yrs
- Compensation: US$2.20m
Steve Sensing (51yo)
President of Global Supply Chain Solutions
- Tenure: 4.6yrs
- Compensation: US$2.20m
Frank Mullen (50yo)
Principal Accounting Officer
- Tenure: 0yrs
Board Members
Hansel Tookes (71yo)
Lead Independent Director
- Tenure: 4.8yrs
- Compensation: US$329.13k
E. Smith (59yo)
Independent Director
- Tenure: 14.3yrs
- Compensation: US$299.51k
Luis Nieto (63yo)
Independent Director
- Tenure: 12.7yrs
- Compensation: US$290.27k
Bob Hagemann (62yo)
Independent Director
- Tenure: 5.2yrs
- Compensation: US$269.04k
Dave Nord (61yo)
Independent Director
- Tenure: 1.6yrs
- Compensation: US$226.50k
Abbie Smith (66yo)
Independent Director
- Tenure: 16.3yrs
- Compensation: US$283.07k
Robert Sanchez (54yo)
Chairman
- Tenure: 6.8yrs
- Compensation: US$7.35m
Mike Hilton (65yo)
Independent Director
- Tenure: 7.3yrs
- Compensation: US$253.09k
Tamara Adler Lundgren (61yo)
Independent Director
- Tenure: 7yrs
- Compensation: US$260.26k
Bob Eck (60yo)
Independent Director
- Tenure: 8.4yrs
- Compensation: US$266.36k
Company Information
Ryder System, Inc.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: Ryder System, Inc.
- Ticker: R
- Exchange: NYSE
- Founded: 1933
- Industry: Trucking
- Sector: Transportation
- Market Cap: US$2.765b
- Shares outstanding: 53.33m
- Website: https://www.ryder.com
Number of Employees
Location
- Ryder System, Inc.
- 11690 NW 105th Street
- Miami
- Florida
- 33178
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| R | NYSE (New York Stock Exchange) | Yes | Common Shares | US | USD | Jan 1968 |
| RYD | DB (Deutsche Boerse AG) | Yes | Common Shares | DE | EUR | Jan 1968 |
Biography
Ryder System, Inc. provides transportation and supply chain management solutions worldwide. The company operates through three segments: Fleet Management Solutions (FMS), Dedicated Transportation Solutions ...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2019/10/17 23:41 |
| End of Day Share Price | 2019/10/17 00:00 |
| Earnings | 2019/06/30 |
| Annual Earnings | 2018/12/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.