Ryder
R · Cargo Ground Transportation
$270.90
2.0%XPO
XPO · Cargo Ground Transportation
$183.21
2.9%The short version
- 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 54.2x against 20.7x for Ryder.
| Latest fiscal year | R · FY25 | XPO · FY25 |
|---|---|---|
| Size | ||
| Market cap | $10.5B | $21.6B |
| 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 | 20.7x | 54.2x |
| Piotroski F-score | 6 | 5 |
FY16
R $6.8B
XPO $14.6B
FY17
R $7.3B
XPO $15.4B
FY18
R $8.4B
XPO $17.3B
FY19
R $8.9B
XPO $10.7B
FY20
R $8.4B
XPO $6.2B
FY21
R $9.7B
XPO $7.2B
FY22
R $12.0B
XPO $7.7B
FY23
R $11.8B
XPO $7.7B
FY24
R $12.6B
XPO $8.1B
FY25
R $12.7B
XPO $8.2B
R
XPO
FY16
R —
XPO 3.2%
FY17
R —
XPO 3.8%
FY18
R —
XPO 4.1%
FY19
R —
XPO 5.3%
FY20
R —
XPO 1.6%
FY21
R —
XPO 4.3%
FY22
R —
XPO 4.9%
FY23
R —
XPO 5.7%
FY24
R —
XPO 8.2%
FY25
R —
XPO 8.0%
R
XPO
FY16
R −$304M
XPO $139M
FY17
R −$232M
XPO $281M
FY18
R −$1.3B
XPO $551M
FY19
R −$1.6B
XPO $250M
FY20
R $1.0B
XPO $139M
FY21
R $234M
XPO $387M
FY22
R −$321M
XPO $303M
FY23
R −$881M
XPO −$839M
FY24
R −$418M
XPO $19.0M
FY25
R $459M
XPO $329M
R
XPO
FY16
R 4.9%
XPO 4.6%
FY17
R 5.8%
XPO 7.3%
FY18
R 5.0%
XPO 7.1%
FY19
R 1.6%
XPO 5.8%
FY20
R 1.1%
XPO 1.1%
FY21
R 7.7%
XPO 5.0%
FY22
R 11.3%
XPO 6.8%
FY23
R 6.3%
XPO 8.4%
FY24
R 7.5%
XPO 11.6%
FY25
R 7.5%
XPO 9.5%
R
XPO
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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.