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Ryder System, Inc. (R) Stock Analysis

SellModerate Confidence

Industrials · Rental & Leasing Services

Sell if holding. Engine safety override at $250.82: Quality below floor (3.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.6/10. Specifically: Elevated put/call ratio: 1.43; Below-average business quality.

Ryder System provides outsourced logistics and transportation throughout North America via Fleet Management Solutions (commercial leasing/rental/maintenance), Supply Chain Solutions (integrated warehousing/logistics), and Dedicated Transportation Solutions. Revenue is primarily... Read more

$250.82+0.3% A.UpsideScore 4.6/10#12 of 17 Rental & Leasing Services
Stop $234.01Target $251.44(resistance)A.R:R -0.7:1
Analyst target$258.56+3.1%9 analysts
$251.44our TP
$250.82price
$258.56mean
$240
$290

Sell if holding. Engine safety override at $250.82: Quality below floor (3.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.6/10. Specifically: Elevated put/call ratio: 1.43; Below-average business quality. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Score 4.6/10, moderate confidence.

Passes 6/8 gates (positive momentum, clean insider activity, no SEC red flags, news boost analyst 0.80, earnings proximity 83d clear, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

Thesis

Rewards
Recent Analyst detected in news
Risks
Target reached (-10.3% upside)
Quality below floor (3.9 < 4.0)

Key Metrics

P/E (TTM)20.4
P/E (Fwd)14.2
Mkt Cap$9.5B
EV/EBITDA6.5
Profit Mgn3.9%
ROE16.9%
Rev Growth-0.2%
Beta0.93
Dividend1.44%
Rating analysts17

Quality Signals

Piotroski F4/9

Options Flow

P/C1.43bearish
IV47%normal
Max Pain$125-50.2% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMCustomertop-10 SCS and DTS customers
    10-K Item 1A: 'During 2025, sales to our top ten customers in each of SCS and DTS accounted for approximately one-third of total revenue and operating revenue for each segment.'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Revenue shrinking — -0.2% YoY. Growth thesis broken unless recovery story develops.static

Revenue Growth
2.5
Earnings Growth
2.5
Declining revenue: -0%

Quality below the gate floor. Component breakdown shows what dragged the score down.static

Gross Margin
0.0
Net Margin
2.0
Roa
2.6
Current Ratio
2.7
Operating Margin
2.8
Piotroski F
4.4
Moat
5.0
Roe
5.6
Fcf Quality
9.9
Excellent cash conversion: 147% FCF/NINo competitive moat
GatesA.R:R -0.7=NEGATIVEMomentum 4.9<5.5 (soft — BUY_NOW allowed but watch)Momentum 4.9>=4.5Insider activity: OKNo SEC red flagsNEWS BOOST ANALYST 0.80EARNINGS PROXIMITY 83d clearSEMI CYCLE PEAK CLEARSuitability: Moderate
RSI
72 · Overbought
20D MA 50D MA 200D MAGOLDEN CROSSSupport $201.20Resistance $256.57

Price Targets

$234
$251
A.Upside+0.2%
A.R:R-0.7:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-10.3% upside)
! Quality below floor (3.9 < 4.0)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-23 (83d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is R stock a buy right now?

Sell if holding. Engine safety override at $250.82: Quality below floor (3.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.6/10. Specifically: Elevated put/call ratio: 1.43; Below-average business quality. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Prior stop was $234.01. Score 4.6/10, moderate confidence.

What is the R stock price target?

Take-profit target: $251.44 (+0.3% upside). Prior stop was $234.01. Stop-loss: $234.01.

What are the risks of investing in R?

Target reached (-10.3% upside); Quality below floor (3.9 < 4.0).

Is R overvalued or undervalued?

Ryder System, Inc. trades at a P/E of 20.4 (forward 14.2). TrendMatrix value score: 5.9/10. Verdict: Sell.

What do analysts say about R?

17 analysts cover R with a consensus score of 4.0/5. Average price target: $259.

What does Ryder System, Inc. do?Ryder System provides outsourced logistics and transportation throughout North America via Fleet Management Solutions...

Ryder System provides outsourced logistics and transportation throughout North America via Fleet Management Solutions (commercial leasing/rental/maintenance), Supply Chain Solutions (integrated warehousing/logistics), and Dedicated Transportation Solutions. Revenue is primarily contractual; top-10 customers in SCS and DTS each account for approximately one-third of segment revenues.

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