R - Unlocking Shareholder Value: Why Ryder Could Be Your Next Long-Term Winner

2024-07-05 13:19:36 ET

Summary

• Ryder System, Inc. has shown impressive growth and strategic transformation, doubling comparable earnings and improving return on equity.
• Analysts predict 17% EPS growth for 2025 and 2026, making Ryder an attractive option for long-term investors.
• Despite cyclical risks and competition, Ryder's focus on core markets and technology could unlock substantial shareholder value.

If ifs and buts were candy and nuts, we'd all have a Merry Christmas.

Introduction

In this article, I want to discuss a "what if" situation regarding a company I haven't covered since August 12, 2022. That company is Ryder System, Inc. ( R ) , a transportation giant that has returned 58% since then.

Back then, I called the company a " good dividend investment " but refrained from investing due to my focus on other transportation companies and the fact that Ryder had to prove itself....

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