RXO vs R Stock Comparison

Rxo and Ryder System Prices as of Oct 23, 2026 Peers: Industry group
RXO RXO, Inc.
$28.75 +44.7% 1M +66.9% 1Y
Market cap
$4.87B
P/E
–
Revenue (TTM)
$6.09B
Div. yield
–
Logistics Industrials
2 wins
R Ryder System Inc
$270.59 +13.7% 1M +68.9% 1Y
Market cap
$10.76B
P/E
20.7x
Revenue (TTM)
$13.08B
Div. yield
0.01%
Logistics Industrials
7 wins

Head to Head

9 decided of 12

Ryder System leads on 7 of the 12 questions below (Ryder System 7, Rxo 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionRXORLeader
Larger companyMarket capitalisation $4.87B $10.76B R
Cheaper on earningsLower P/E, profitable companies only -46.4x 20.7x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 221.2x 19.2x R
Faster revenue growthRevenue growth, trailing twelve months +9.5% +3.2% RXO
More profitableNet margin, trailing twelve months -1.7% 4.0% R
Better return on capitalReturn on invested capital -3.3% -70.6% RXO
Less leveragedLower net debt / EBITDA 16.0x -0.9x R
Higher dividend yieldTrailing dividend yield 0.00% 0.01% –
Better 1-year returnPrice return, last 12 months +66.9% +68.9% R
Better 5-year returnAnnualised price return, 5 years — +24.9%/yr –
Less volatileAnnualised volatility, 1 year 75.6% 32.1% R
Higher overall scoreMean of the five percentile scores vs peers 23/100 41/100 R

Percentile Scorecard

RXOR

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

AxisRXOR
Valuation 13 #119 of 136 38 #85 of 136
Growth 19 #99 of 122 62 #47 of 122
Profitability 19 #97 of 119 27 #87 of 119
Financial Health 43 #84 of 147 5 #140 of 147
Shareholder Returns – 72 #24 of 84
Overall 23 41
  • RXO 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

PeriodRXORSPY
1 month +44.7%+13.7% -1.0%
3 months +12.2%+1.2% +2.9%
6 months +48.3%+6.8% +6.4%
Year to date +127.5%+41.4% +11.4%
1 year +66.9%+68.9% +13.1%
3 years +57.7%+176.2% +79.4%
3 years, per year +16.4%+40.3% +21.5%
5 years —+204.2% +67.7%
5 years, per year —+24.9% +10.9%
10 years —+320.0% +255.2%
10 years, per year —+15.4% +13.5%

Risk

MeasureRXORSPY
Volatility, 1Y 75.6%32.1% 12.7%
Downside volatility, 1Y 83.2%29.1% 12.7%
Beta vs S&P 500, 1Y 1.831.03 1.00
Return / volatility, 1Y 0.882.15 1.03
Max drawdown, 5Y -67.1%-31.0% -25.4%
From 52-week high -1.9%-3.5% -2.5%
52-week high $29.32$280.34 $779.14
52-week low $10.48$160.20 $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.

MultipleRXOR
P/E now vs peer median -46.5xmedian 16.0x 19.9xmedian 16.0x
P/S now vs peer median 0.8xmedian 1.0x 0.8xmedian 1.0x
EV/EBITDA now vs peer median 174.0xmedian 8.7x -2.1xmedian 8.7x
P/FCF now vs peer median -62.4xmedian 11.5x 10.8xmedian 11.5x
P/B now vs peer median 3.1xmedian 1.2x 3.5xmedian 1.2x
PEG now vs peer median 0.46median 0.82 2.39median 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 monthsRXOR
Revenue $6.09B $13.08B
Gross profit $1.11B $2.56B
Operating income -$76.00M -$9.81B
Net income -$105.00M $520.00M
Free cash flow -$76.00M $954.00M
EPS (diluted) $-0.62 $13.41
Cash & equivalents $15.00M $198.00M
Total debt $495.00M $30.21B
Shares (diluted) 169.65M 38.79M
Enterprise value $4.79B $9.96B

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
MetricRXOR
P/E -46.5x 19.9x
P/FCF -62.4x 10.8x
P/Operating cash flow -278.9x 3.8x
P/S 0.8x 0.8x
P/B 3.1x 3.5x
P/Tangible book 4.4x 4.0x
EV/EBITDA 174.0x -2.1x
EV/EBIT -68.7x -1.8x
EV/Revenue 0.9x 1.3x
EV/FCF -68.7x 18.2x
EV/Operating cash flow -307.1x 6.3x
PEG (3Y EPS CAGR) 0.46 2.39

Growth

14 metrics
MetricRXOR
Revenue growth (1Y) 9.5% 3.2%
Revenue CAGR (3Y) 12.9% 3.4%
Gross profit growth (1Y) -1.4% -0.4%
Gross profit CAGR (3Y) 1.7% 3.6%
Operating income growth (1Y) -2.7% -4.2%
Operating income CAGR (3Y) -62.7% -3.7%
Net income growth (1Y) 65.9% 3.6%
Net income CAGR (3Y) -120.7% 2.1%
EPS growth (1Y) 66.1% 11.2%
EPS CAGR (3Y) -101.3% 8.3%
Operating cash flow growth (1Y) -342.9% 13.8%
Operating cash flow CAGR (3Y) -27.8% 4.9%
Free cash flow growth (1Y) -68.9% 1,184%
Free cash flow CAGR (3Y) -36.6% 47.1%

Profitability

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

Financial Health

11 metrics
MetricRXOR
Debt / assets 14.3% 44.6%
Debt / equity 0.3x 2.4x
Net debt / EBITDA 16.0x -0.9x
Debt / FCF -6.5x 7.6x
Liabilities / assets 56.5% 81.6%
Equity / assets 43.5% 18.4%
Interest coverage – -25.2x
Current ratio 1.3x 0.7x
Quick ratio 1.2x 0.6x
Cash ratio 0.0x 0.1x
Altman Z-score 3.08 -0.60

Shareholder Returns

7 metrics
MetricRXOR
Dividend yield – 1.4%
Net buyback yield – 5.3%
Shareholder yield – 6.7%
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.

ConsensusRXOR
Forward P/E 221.2xFY2026 19.2xFY2026
EPS, next fiscal year $0.13FY2026 $14.12FY2026
EPS growth, next FY – +9.3%FY2026
EPS growth, the year after +384.6% +29.3%
Revenue, next fiscal year $7.20BFY2026 $14.00BFY2026
Revenue growth, next FY +25.5%FY2026 +10.6%FY2026
Revenue growth, the year after -0.1% +1.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersRXOR
Held by institutions 100.0% 90.8%
Institutions holding 302 579
Change in shares held, QoQ -1.3% -0.6%
Institutions buying 164 309
Institutions selling 82 177
Buyers to sellers 2.00 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.

RXOR
RXO 1.00 0.47
R 0.47 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, RXO and R?

Ryder System (R) is the largest by market capitalisation: Rxo (RXO) $4.87B, Ryder System (R) $10.76B.

Which company is growing faster?

Rxo (RXO) grew revenue fastest over the trailing twelve months: Rxo (RXO) +9.5%, Ryder System (R) +3.2%.

Which company is more profitable?

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

Which stock has performed better?

Over the past year Ryder System (R) returned the most: Rxo (RXO) +66.9%, Ryder System (R) +68.9%. Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Rxo (RXO) 0.00%, Ryder System (R) 0.01%. Rxo (RXO) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Ryder System (R) has been the steadiest (Rxo (RXO) 75.6%, Ryder System (R) 32.1%). Volatility measures how widely the price swings, not the risk of the business.

Do RXO and R move together?

Their daily returns over the past year have a correlation of 0.47, a moderate positive relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, RXO 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, Ryder System (R) 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.