Ryder System Inc (R) is fairly valued and United Rentals Inc (URI) is slightly overvalued.
Both trade above our estimate of their intrinsic value. R is the closer of the two: -5%, against -19% for URI.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 7.8% (average of 3 methods) values the shares at $225.56; the price of $236.50 is 5% above that value, and 80% of that value comes from beyond year five.
Leak Score 14/100 on 3 of 12 signals
Discounting its cash flows at 11.6% (average of 3 methods) values the shares at $879.95; the price of $1043.04 is 19% above that value, and 68% of that value comes from beyond year five.
Leak Score 58/100 on 10 of 12 signals
| Metric | R | URI |
|---|---|---|
| Verdict | Fairly valued | Slightly overvalued |
| Price | $236.50 | $1043.04 |
| Intrinsic value | $225.56 | $879.95 |
| Margin of safety | -5% | -19% |
| Leak Score | 14/100 (3/12) | 58/100 (10/12) |
| Market cap | $9.1B | $64.9B |
| Revenue growth, 5 years | 8.5% | 13.6% |
| Operating margin | 8.2% | 25.2% |
| Net margin | 3.8% | 15.7% |
| Return on equity | 16.6% | 28.9% |
| Debt to equity | 2.94 | 1.67 |
| P/E | 19.4x | 25.1x |
| Forward P/E | 13.3x | 18.2x |
| P/B | 3.1x | 7.0x |
| Dividend yield | 1.5% | 0.8% |