R vs RXO vs UPS Stock Comparison

Ryder System, Rxo and United Parcel Service Prices as of Oct 26, 2026 Peers: Industry group
R Ryder System Inc
$282.13 +19.8% 1M +74.9% 1Y
Market cap
$10.71B
P/E
20.6x
Revenue (TTM)
$13.08B
Div. yield
0.01%
Logistics Industrials
3 wins
RXO RXO, Inc.
$28.67 +44.9% 1M +63.7% 1Y
Market cap
$4.89B
P/E
–
Revenue (TTM)
$6.09B
Div. yield
–
Logistics Industrials
1 win
UPS United Parcel Service Inc
$100.20 +6.7% 1M +14.9% 1Y
Market cap
$87.92B
P/E
19.2x
Revenue (TTM)
$89.93B
Div. yield
–
Parcel Delivery Industrials
7 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 3, Rxo 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionRRXOUPSLeader
Larger companyMarket capitalisation $10.71B $4.89B $87.92B UPS
Cheaper on earningsLower P/E, profitable companies only 20.6x -46.5x 19.2x UPS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 20.0x 220.5x 14.8x UPS
Faster revenue growthRevenue growth, trailing twelve months +3.2% +9.5% -0.4% RXO
More profitableNet margin, trailing twelve months 4.0% -1.7% 5.1% UPS
Better return on capitalReturn on invested capital -70.6% -3.3% 12.9% UPS
Less leveragedLower net debt / EBITDA -0.9x 16.0x 1.9x R
Higher dividend yieldTrailing dividend yield 0.01% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +74.9% +63.7% +14.9% R
Better 5-year returnAnnualised price return, 5 years +26.6%/yr — -13.9%/yr R
Less volatileAnnualised volatility, 1 year 32.1% 75.8% 30.6% UPS
Higher overall scoreMean of the five percentile scores vs peers 40/100 24/100 45/100 UPS

Percentile Scorecard

RRXOUPS

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

AxisRRXOUPS
Valuation 37 #86 of 136 13 #119 of 136 46 #74 of 136
Growth 61 #48 of 122 18 #100 of 122 23 #94 of 122
Profitability 27 #85 of 116 19 #94 of 116 70 #36 of 116
Financial Health 5 #137 of 144 44 #81 of 144 33 #97 of 144
Shareholder Returns 70 #25 of 82 – 56 #37 of 82
Overall 40 24 45
  • R ranked among 150 companies in Transportation
  • RXO ranked among 150 companies in Transportation
  • UPS ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodRRXOUPSSPY
1 month +19.8%+44.9%+6.7% -0.8%
3 months +5.0%+18.9%-11.2% +3.5%
6 months +13.1%+47.6%-7.4% +7.0%
Year to date +47.4%+126.8%+1.0% +12.2%
1 year +74.9%+63.7%+14.9% +13.0%
3 years +205.4%+66.0%-25.7% +86.3%
3 years, per year +45.1%+18.4%-9.4% +23.1%
5 years +224.6%—-52.8% +68.6%
5 years, per year +26.6%—-13.9% +11.0%
10 years +307.6%—-7.7% +258.0%
10 years, per year +15.1%—-0.8% +13.6%

Risk

MeasureRRXOUPSSPY
Volatility, 1Y 32.1%75.8%30.6% 12.7%
Downside volatility, 1Y 29.1%82.8%33.6% 12.7%
Beta vs S&P 500, 1Y 1.031.830.71 1.00
Return / volatility, 1Y 2.330.840.49 1.02
Max drawdown, 5Y -28.8%-67.1%-64.4% -25.4%
From 52-week high 0.0%-2.2%-16.5% -1.8%
52-week high $282.13$29.32$120.00 $779.14
52-week low $162.50$10.48$89.22 $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.

MultipleRRXOUPS
P/E now vs peer median 20.8xmedian 16.1x -46.3xmedian 16.1x 18.7xmedian 16.1x
P/S now vs peer median 0.8xmedian 1.0x 0.8xmedian 1.0x 0.8xmedian 1.0x
EV/EBITDA now vs peer median -2.2xmedian 8.7x 173.6xmedian 8.7x 9.1xmedian 8.7x
P/FCF now vs peer median 11.3xmedian 11.5x -62.2xmedian 11.5x 13.8xmedian 11.5x
P/B now vs peer median 3.6xmedian 1.2x 3.1xmedian 1.2x 5.0xmedian 1.2x
PEG now vs peer median 2.49median 0.81 0.46median 0.81 -0.82median 0.81

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 monthsRRXOUPS
Revenue $13.08B $6.09B $89.93B
Gross profit $2.56B $1.11B –
Operating income -$9.81B -$76.00M $6.58B
Net income $520.00M -$105.00M $4.57B
Free cash flow $954.00M -$76.00M $5.46B
EPS (diluted) $13.41 $-0.62 $5.37
Cash & equivalents $198.00M $15.00M $4.65B
Total debt $30.21B $495.00M $24.48B
Shares (diluted) 38.79M 169.65M 851.00M
Enterprise value $9.91B $4.81B $64.81B

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
MetricRRXOUPS
P/E 20.8x -46.3x 18.7x
P/FCF 11.3x -62.2x 13.8x
P/Operating cash flow 3.9x -278.1x 8.5x
P/S 0.8x 0.8x 0.8x
P/B 3.6x 3.1x 5.0x
P/Tangible book 4.1x 4.4x 6.7x
EV/EBITDA -2.2x 173.6x 9.1x
EV/EBIT -1.8x -68.5x 14.4x
EV/Revenue 1.4x 0.9x 1.1x
EV/FCF 18.6x -68.5x 17.4x
EV/Operating cash flow 6.5x -306.4x 10.7x
PEG (3Y EPS CAGR) 2.49 0.46 -0.82

Growth

14 metrics
MetricRRXOUPS
Revenue growth (1Y) 3.2% 9.5% -0.4%
Revenue CAGR (3Y) 3.4% 12.9% -2.2%
Gross profit growth (1Y) -0.4% -1.4% –
Gross profit CAGR (3Y) 3.6% 1.7% –
Operating income growth (1Y) -4.2% -2.7% -21.7%
Operating income CAGR (3Y) -3.7% -62.7% -17.3%
Net income growth (1Y) 3.6% 65.9% -20.2%
Net income CAGR (3Y) 2.1% -120.7% -23.0%
EPS growth (1Y) 11.2% 66.1% -20.6%
EPS CAGR (3Y) 8.3% -101.3% -22.7%
Operating cash flow growth (1Y) 13.8% -342.9% 18.6%
Operating cash flow CAGR (3Y) 4.9% -27.8% -8.0%
Free cash flow growth (1Y) 1,184% -68.9% 54.2%
Free cash flow CAGR (3Y) 47.1% -36.6% -4.2%

Profitability

14 metrics
MetricRRXOUPS
Gross margin 19.6% 18.2% –
EBITDA margin -61.9% 0.5% 11.6%
Operating margin -75.0% -1.2% 7.3%
Pretax margin 5.4% -2.0% 6.5%
Net margin 4.0% -1.7% 5.1%
FCF margin 7.3% -1.2% 6.1%
Operating cash flow margin 20.9% -0.3% 9.9%
Return on equity 17.8% -7.0% 29.6%
Return on assets 3.2% -3.1% 6.4%
Return on invested capital -70.6% -3.3% 12.9%
Return on capital employed -80.1% -3.6% 11.6%
Asset turnover 0.8x 1.8x 1.3x
Cash conversion (OCF / net income) 5.3x 0.2x 1.9x
Stock comp / revenue – 0.5% 0.1%

Financial Health

11 metrics
MetricRRXOUPS
Debt / assets 44.6% 14.3% 34.4%
Debt / equity 2.4x 0.3x 1.6x
Net debt / EBITDA -0.9x 16.0x 1.9x
Debt / FCF 7.6x -6.5x 4.5x
Liabilities / assets 81.6% 56.5% 78.8%
Equity / assets 18.4% 43.5% 21.2%
Interest coverage -25.2x – 6.0x
Current ratio 0.7x 1.3x 1.2x
Quick ratio 0.6x 1.2x 1.0x
Cash ratio 0.1x 0.0x 0.3x
Altman Z-score -0.58 3.08 2.78

Shareholder Returns

7 metrics
MetricRRXOUPS
Dividend yield 1.3% – 6.5%
Net buyback yield 5.1% – -0.2%
Shareholder yield 6.4% – 6.4%
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.

ConsensusRRXOUPS
Forward P/E 20.0xFY2026 220.5xFY2026 14.8xFY2026
EPS, next fiscal year $14.12FY2026 $0.13FY2026 $6.75FY2026
EPS growth, next FY +9.3%FY2026 – -5.7%FY2026
EPS growth, the year after +29.3% +384.6% +26.7%
Revenue, next fiscal year $14.00BFY2026 $7.20BFY2026 $87.80BFY2026
Revenue growth, next FY +10.6%FY2026 +25.5%FY2026 -1.0%FY2026
Revenue growth, the year after +1.9% -0.1% +14.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersRRXOUPS
Held by institutions 90.8% 100.0% 70.9%
Institutions holding 579 302 2,137
Change in shares held, QoQ -0.6% -1.3% +6.0%
Institutions buying 309 164 1,088
Institutions selling 177 82 809
Buyers to sellers 1.75 2.00 1.34

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.

RRXOUPS
R 1.00 0.46 0.52
RXO 0.46 1.00 0.35
UPS 0.52 0.35 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, R, RXO and UPS?

United Parcel Service (UPS) is the largest by market capitalisation: Ryder System (R) $10.71B, Rxo (RXO) $4.89B, United Parcel Service (UPS) $87.92B.

Which stock is cheaper, R, RXO and UPS?

United Parcel Service (UPS) trades on the lowest price-to-earnings ratio (Ryder System (R) 20.6x, Rxo (RXO) -46.5x, United Parcel Service (UPS) 19.2x). On next year's consensus earnings, United Parcel Service (UPS) is cheapest (Ryder System (R) 20.0x, Rxo (RXO) 220.5x, United Parcel Service (UPS) 14.8x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Rxo (RXO) grew revenue fastest over the trailing twelve months: Ryder System (R) +3.2%, Rxo (RXO) +9.5%, United Parcel Service (UPS) -0.4%.

Which company is more profitable?

United Parcel Service (UPS) has the highest net margin (Ryder System (R) 4.0%, Rxo (RXO) -1.7%, United Parcel Service (UPS) 5.1%). On return on invested capital, United Parcel Service (UPS) leads (Ryder System (R) -70.6%, Rxo (RXO) -3.3%, United Parcel Service (UPS) 12.9%).

Which stock has performed better?

Over the past year Ryder System (R) returned the most: Ryder System (R) +74.9%, Rxo (RXO) +63.7%, United Parcel Service (UPS) +14.9%. Over five years, Ryder System (R) compounded fastest (Ryder System (R) +26.6%/yr, United Parcel Service (UPS) -13.9%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Ryder System (R) 0.01%, Rxo (RXO) 0.00%, United Parcel Service (UPS) 0.00%. Rxo (RXO) 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 (Ryder System (R) 32.1%, Rxo (RXO) 75.8%, United Parcel Service (UPS) 30.6%). Volatility measures how widely the price swings, not the risk of the business.

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

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.