FedEx Freight vs Ryder
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KIRAβs take AI analyst
I put FedEx Freight and Ryder side by side, using each oneβs latest annual report. Here is what stands out:
- Ryder is the larger business, with $12.7B of revenue in fiscal 2025 against $8.8B for FedEx Freight.
- Ryder grew revenue faster (0.2%, against β1.1%).
- Ryder turned more of its sales into free cash flow (3.6% FCF margin, against β2.4%).
- FedEx Freight earned a higher return on the capital invested in it (13.0%, against 7.5%).
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
FedEx Freight
FDXF
3/7
Net marginReturn on capitalReturn on equity
Ryder
R
4/7
Revenue growthFCF marginNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | FDXF FY26 | R FY25 |
|---|---|---|
| Size | ||
| Market cap | $16.4B | $10.9B |
| Revenue | $8.8B | $12.7B |
| Free cash flow | β$212M | $459M |
| Net income | $655M | $499M |
| Growth | ||
| Revenue growth | β1.1% | 0.2% |
| 5-year growth | β | 8.5% |
| Share count change | 0.0% | β5.5% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | 6.1% | β |
| Net margin | 7.5% | 3.9% |
| FCF margin | β2.4% | 3.6% |
| Return on capital | 13.0% | 7.5% |
| Return on equity | 69.1% | 16.2% |
| Balance sheet | ||
| Net debt | $4.3B | $7.4B |
| Net debt / EBITDA | 4.1x | 2.2x |
| Dividends and buybacks | $48.0M | $664M |
| Valuation & quality | ||
| P/E | β | 21.5x |
| Piotroski F-score | β | 6 |
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.