LSTR vs UPS vs R Stock Comparison

Landstar System, United Parcel Service and Ryder System Prices as of Oct 27, 2026 Peers: Industry group
LSTR Landstar System Inc
$168.78 +3.1% 1M +30.3% 1Y
Market cap
$4.75B
P/E
42.2x
Revenue (TTM)
—
Div. yield
–
Logistics Industrials
UPS United Parcel Service Inc
$106.13 +13.0% 1M +19.0% 1Y
Market cap
$88.85B
P/E
19.4x
Revenue (TTM)
$89.93B
Div. yield
–
Parcel Delivery Industrials
7 wins
R Ryder System Inc
$279.65 +18.7% 1M +66.2% 1Y
Market cap
$10.67B
P/E
20.5x
Revenue (TTM)
$13.08B
Div. yield
0.01%
Logistics Industrials
4 wins

Head to Head

11 decided of 12

United Parcel Service leads on 7 of the 12 questions below (United Parcel Service 7, Ryder System 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionLSTRUPSRLeader
Larger companyMarket capitalisation $4.75B $88.85B $10.67B UPS
Cheaper on earningsLower P/E, profitable companies only 42.2x 19.4x 20.5x UPS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 27.4x 15.7x 19.4x UPS
Faster revenue growthRevenue growth, trailing twelve months — -0.4% +3.2% R
More profitableNet margin, trailing twelve months — 5.1% 4.0% UPS
Better return on capitalReturn on invested capital — 12.9% -70.6% UPS
Less leveragedLower net debt / EBITDA — 1.9x -0.9x R
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.01% –
Better 1-year returnPrice return, last 12 months +30.3% +19.0% +66.2% R
Better 5-year returnAnnualised price return, 5 years -0.6%/yr -13.1%/yr +26.4%/yr R
Less volatileAnnualised volatility, 1 year 35.1% 31.0% 32.1% UPS
Higher overall scoreMean of the five percentile scores vs peers — 44/100 40/100 UPS

Percentile Scorecard

LSTRUPSR

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisLSTRUPSR
Valuation 18 #112 of 136 43 #78 of 136 37 #86 of 136
Growth – 22 #95 of 121 62 #47 of 121
Profitability – 69 #36 of 115 27 #84 of 115
Financial Health – 33 #96 of 143 4 #137 of 143
Shareholder Returns 40 #50 of 82 54 #38 of 82 69 #26 of 82
Overall – 44 40
  • LSTR ranked among 150 companies in Transportation
  • UPS ranked among 150 companies in Transportation
  • R ranked among 150 companies in Transportation

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodLSTRUPSRSPY
1 month +3.1%+13.0%+18.7% -0.2%
3 months -8.9%+0.5%+7.5% +3.9%
6 months -7.5%+2.1%+12.9% +8.2%
Year to date +17.5%+7.0%+46.1% +12.9%
1 year +30.3%+19.0%+66.2% +12.3%
3 years +3.8%-21.3%+202.7% +87.4%
3 years, per year +1.2%-7.7%+44.7% +23.3%
5 years -2.7%-50.4%+222.8% +67.9%
5 years, per year -0.6%-13.1%+26.4% +10.9%
10 years +137.4%-1.8%+304.2% +261.1%
10 years, per year +9.0%-0.2%+15.0% +13.7%

Risk

MeasureLSTRUPSRSPY
Volatility, 1Y 35.1%31.0%32.1% 12.7%
Downside volatility, 1Y 37.1%33.6%29.0% 12.7%
Beta vs S&P 500, 1Y 0.710.731.02 1.00
Return / volatility, 1Y 0.860.612.06 0.97
Max drawdown, 5Y -41.2%-64.4%-28.8% -25.4%
From 52-week high -25.1%-11.6%-0.9% -1.2%
52-week high $225.37$120.00$282.13 $779.14
52-week low $121.51$89.22$162.50 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleLSTRUPSR
P/E now vs peer median 42.2xmedian 16.3x 19.8xmedian 16.3x 20.6xmedian 16.3x
P/S now vs peer median 1.1xmedian 1.0x 0.9xmedian 1.0x 0.8xmedian 1.0x
EV/EBITDA now vs peer median —median 8.7x 9.5xmedian 8.7x -2.2xmedian 8.7x
P/FCF now vs peer median 31.6xmedian 11.4x 14.6xmedian 11.4x 11.2xmedian 11.4x
P/B now vs peer median 6.9xmedian 1.2x 5.3xmedian 1.2x 3.6xmedian 1.2x
PEG now vs peer median —median 0.82 -0.87median 0.82 2.47median 0.82

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsLSTRUPSR
Revenue – $89.93B $13.08B
Gross profit – – $2.56B
Operating income – $6.58B -$9.81B
Net income – $4.57B $520.00M
Free cash flow – $5.46B $954.00M
EPS (diluted) – $5.37 $13.41
Cash & equivalents $297.32M $4.65B $198.00M
Total debt – $24.48B $30.21B
Shares (diluted) 33.94M 851.00M 38.79M
Enterprise value $4.75B $65.75B $9.87B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricLSTRUPSR
P/E 42.2x 19.8x 20.6x
P/FCF 31.6x 14.6x 11.2x
P/Operating cash flow – 9.0x 3.9x
P/S 1.1x 0.9x 0.8x
P/B 6.9x 5.3x 3.6x
P/Tangible book 6.9x 7.1x 4.1x
EV/EBITDA – 9.5x -2.2x
EV/EBIT – 15.1x -1.8x
EV/Revenue – 1.1x 1.4x
EV/FCF – 18.2x 18.5x
EV/Operating cash flow – 11.2x 6.5x
PEG (3Y EPS CAGR) – -0.87 2.47

Growth

14 metrics
MetricLSTRUPSR
Revenue growth (1Y) – -0.4% 3.2%
Revenue CAGR (3Y) – -2.2% 3.4%
Gross profit growth (1Y) – – -0.4%
Gross profit CAGR (3Y) – – 3.6%
Operating income growth (1Y) – -21.7% -4.2%
Operating income CAGR (3Y) – -17.3% -3.7%
Net income growth (1Y) – -20.2% 3.6%
Net income CAGR (3Y) – -23.0% 2.1%
EPS growth (1Y) – -20.6% 11.2%
EPS CAGR (3Y) – -22.7% 8.3%
Operating cash flow growth (1Y) – 18.6% 13.8%
Operating cash flow CAGR (3Y) – -8.0% 4.9%
Free cash flow growth (1Y) – 54.2% 1,184%
Free cash flow CAGR (3Y) – -4.2% 47.1%

Profitability

14 metrics
MetricLSTRUPSR
Gross margin – – 19.6%
EBITDA margin – 11.6% -61.9%
Operating margin – 7.3% -75.0%
Pretax margin – 6.5% 5.4%
Net margin – 5.1% 4.0%
FCF margin – 6.1% 7.3%
Operating cash flow margin – 9.9% 20.9%
Return on equity – 29.6% 17.8%
Return on assets – 6.4% 3.2%
Return on invested capital – 12.9% -70.6%
Return on capital employed – 11.6% -80.1%
Asset turnover – 1.3x 0.8x
Cash conversion (OCF / net income) – 1.9x 5.3x
Stock comp / revenue – 0.1% –

Financial Health

11 metrics
MetricLSTRUPSR
Debt / assets – 34.4% 44.6%
Debt / equity – 1.6x 2.4x
Net debt / EBITDA – 1.9x -0.9x
Debt / FCF – 4.5x 7.6x
Liabilities / assets – 78.8% 81.6%
Equity / assets 45.9% 21.2% 18.4%
Interest coverage – 6.0x -25.2x
Current ratio 1.8x 1.2x 0.7x
Quick ratio – 1.0x 0.6x
Cash ratio – 0.3x 0.1x
Altman Z-score – 2.83 -0.58

Shareholder Returns

7 metrics
MetricLSTRUPSR
Dividend yield 2.2% 6.2% 1.3%
Net buyback yield – -0.1% 5.2%
Shareholder yield 2.2% 6.0% 6.5%
Payout ratio (earnings) – – 28.8%
Payout ratio (FCF) – – 15.7%
Dividend growth (1Y) – – 5.6%
Dividend CAGR (3Y) – – 6.3%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusLSTRUPSR
Forward P/E 27.4xFY2026 15.7xFY2026 19.4xFY2026
EPS, next fiscal year $6.15FY2026 $6.75FY2026 $14.45FY2026
EPS growth, next FY +85.8%FY2026 -5.7%FY2026 +11.8%FY2026
EPS growth, the year after +27.8% +26.7% +30.6%
Revenue, next fiscal year $5.45BFY2026 $87.80BFY2026 $14.12BFY2026
Revenue growth, next FY +15.1%FY2026 -1.0%FY2026 +11.5%FY2026
Revenue growth, the year after +17.6% +14.6% +2.3%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLSTRUPSR
Held by institutions 100.0% 70.9% 90.8%
Institutions holding 543 2,137 579
Change in shares held, QoQ -2.8% +6.0% -0.6%
Institutions buying 296 1,088 309
Institutions selling 153 809 177
Buyers to sellers 1.93 1.34 1.75

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

LSTRUPSR
LSTR 1.00 0.39 0.49
UPS 0.39 1.00 0.52
R 0.49 0.52 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, LSTR, UPS and R?

United Parcel Service (UPS) is the largest by market capitalisation: Landstar System (LSTR) $4.75B, United Parcel Service (UPS) $88.85B, Ryder System (R) $10.67B.

Which stock is cheaper, LSTR, UPS and R?

United Parcel Service (UPS) trades on the lowest price-to-earnings ratio (Landstar System (LSTR) 42.2x, United Parcel Service (UPS) 19.4x, Ryder System (R) 20.5x). On next year's consensus earnings, United Parcel Service (UPS) is cheapest (Landstar System (LSTR) 27.4x, United Parcel Service (UPS) 15.7x, Ryder System (R) 19.4x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Ryder System (R) grew revenue fastest over the trailing twelve months: United Parcel Service (UPS) -0.4%, Ryder System (R) +3.2%.

Which company is more profitable?

United Parcel Service (UPS) has the highest net margin (United Parcel Service (UPS) 5.1%, Ryder System (R) 4.0%). On return on invested capital, United Parcel Service (UPS) leads (United Parcel Service (UPS) 12.9%, Ryder System (R) -70.6%).

Which stock has performed better?

Over the past year Ryder System (R) returned the most: Landstar System (LSTR) +30.3%, United Parcel Service (UPS) +19.0%, Ryder System (R) +66.2%. Over five years, Ryder System (R) compounded fastest (Landstar System (LSTR) -0.6%/yr, United Parcel Service (UPS) -13.1%/yr, Ryder System (R) +26.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Landstar System (LSTR) 0.00%, United Parcel Service (UPS) 0.00%, Ryder System (R) 0.01%. Landstar System (LSTR) and United Parcel Service (UPS) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, United Parcel Service (UPS) has been the steadiest (Landstar System (LSTR) 35.1%, United Parcel Service (UPS) 31.0%, Ryder System (R) 32.1%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, LSTR, UPS and R?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, United Parcel Service (UPS) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.