Ryder vs XPO
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KIRA’s take AI analyst
I put Ryder and XPO side by side, using each one’s latest annual report. Here is what stands out:
- Ryder is the larger business, with $12.7B of revenue in fiscal 2025 against $8.2B for XPO, about 1.6 times as much.
- XPO grew revenue faster (1.1%, against 0.2%).
- XPO earned a higher return on the capital invested in it (9.5%, against 7.5%).
- Investors pay more for each dollar of XPO’s earnings: a P/E of 53.9x against 21.5x for Ryder.
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Ryder
R
5/9
5-year growthNet marginPiotroski F-scoreNet debt / EBITDAShare count change
XPO
XPO
4/9
Revenue growthFCF marginReturn on capitalReturn on equity
Side by side
Best in the row
| Latest fiscal year | R FY25 | XPO FY25 |
|---|---|---|
| Size | ||
| Market cap | $10.9B | $21.5B |
| Revenue | $12.7B | $8.2B |
| Free cash flow | $459M | $329M |
| Net income | $499M | $316M |
| Growth | ||
| Revenue growth | 0.2% | 1.1% |
| 5-year growth | 8.5% | 5.8% |
| Share count change | −5.5% | −0.8% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | — | 8.0% |
| Net margin | 3.9% | 3.9% |
| FCF margin | 3.6% | 4.0% |
| Return on capital | 7.5% | 9.5% |
| Return on equity | 16.2% | 18.3% |
| Balance sheet | ||
| Net debt | $7.4B | $3.2B |
| Net debt / EBITDA | 2.2x | 2.8x |
| Dividends and buybacks | $664M | $125M |
| Valuation & quality | ||
| P/E | 21.5x | 53.9x |
| Piotroski F-score | 6 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.