Ryder System (R) vs United Rentals (URI)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Ryder System (R) has outperformed United Rentals (URI) over the past year, gaining 25.1% versus a gain of 4.9%. Over five years, URI leads with a +197.0% price change compared with +177.4% for R. United Rentals is the larger company by market cap ($64.98 billion vs $8.98 billion), about 7.2 times the size.
On valuation, Ryder System trades at a lower forward P/E (13.3x vs 18.2x for United Rentals). Ryder System offers the higher dividend yield (1.55% vs 0.72%). United Rentals converts more of its revenue into profit, with a net margin of 15.5% versus 3.9%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | R | URI |
|---|---|---|
| Share price | $234.25 | $1,043.96 |
| Market cap | $8.98B | $64.98B |
| 1-day change | +0.83% | +0.63% |
| YTD return | +21.39% | +28.19% |
| 1-year return | +25.08% | +4.94% |
| 5-year return | +177.40% | +196.97% |
| P/E ratio (TTM) | 19.03 | 25.10 |
| Forward P/E | 13.30 | 18.19 |
| EPS (TTM) | $12.31 | $41.59 |
| Dividend yield | 1.55% | 0.72% |
| Annual dividend | $3.64 | $7.52 |
| Revenue (latest FY) | $12.66B | $16.10B |
| Revenue growth (YoY) | +0.23% | +4.91% |
| Net income (latest FY) | $499.00M | $2.49B |
| Gross margin | — | 38.16% |
| Operating margin | — | 24.68% |
| Net margin | 3.94% | 15.49% |
| 52-week high | $284.25 | $1,179.18 |
| 52-week low | $157.67 | $701.59 |
| Distance from 52-week high | -17.59% | -11.47% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +22.99% | +21.26% |
| Average volume | 292.95K | 471.82K |
| Shares outstanding | 38.35M | 62.24M |
| Employees | 51,600 | 28,500 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Rental/Leasing Companies | Diversified Commercial Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- United Rentals is about 7.2 times larger than Ryder System by market value ($64.98B vs $8.98B).
- R has outperformed URI by 20.1 percentage points over the past year.
- United Rentals trades at a higher earnings multiple (25.1x vs 19.0x trailing P/E).
- United Rentals is more profitable, keeping 15.5 cents of every revenue dollar as net income versus 3.9 cents for Ryder System.
About Ryder System
R stock →Ryder System, Inc. operates as a logistics and transportation company worldwide.
Consumer Discretionary · Rental/Leasing Companies · 51,600 employees
About United Rentals
URI stock →United Rentals, Inc., through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand. It operates through two segments, General Rentals and Specialty.
Consumer Discretionary · Diversified Commercial Services · 28,500 employees
R vs URI FAQ
Which is bigger, Ryder System or United Rentals?
United Rentals (URI) is larger, with a market capitalization of $64.98B compared with $8.98B for Ryder System (R).
Which stock has performed better over the past year, R or URI?
R returned +25.08% over the past 12 months, compared with +4.94% for URI (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, R or URI?
R has the lower trailing P/E at 19.0, versus 25.1 for URI. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Ryder System or United Rentals?
Ryder System has the higher yield at 1.55%, compared with 0.72% for United Rentals.
Are Ryder System and United Rentals in the same industry?
Both are in the Consumer Discretionary sector, but in different industries: Rental/Leasing Companies for Ryder System and Diversified Commercial Services for United Rentals.