COMPARE · Reviewed August 3, 2026
GATX vs R
Verdict: Side-by-side breakdown using the Bull Rankings model. GATX scored 62.9, R scored 60.4 — GATX leads.
Compare another set
GATX
GATX Corporation
62.9
$181.03 · $6.4B
fundamentals as of
Score gap
2.5
GATX leads
R
Ryder System, Inc.
60.4
$267.76 · $10.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
GATX
stronger →← stronger
R
51
Qualityreturns · margins · balance sheet
65
85
Growthrevenue & earnings expansion
59
57
Valuevaluation vs sector peers
57
GATX and R split the three pillars evenly.
Fundamentals, head-to-head
GATX
R
-$858mF
FCF
$687mC+
+22.8%A-
Rev
+1.1%C
3.48D
D/E
2.94D
3.1xB
P/S
—
0.64A-
PEG
0.86B+
—
P/E
21.3xB+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
GATX
R
—
Price vs fair valuelower is cheaper
30% below
—
Growth the price implies10-yr FCF · lower = less priced in
~4%/yr
—
1-yr DCF upside
+14%
—
5-yr DCF upside
+43%
—
10-yr DCF upside
+97%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GATX
Why this score
- Raising its dividend
- Short track record
R
Why this score
- Buying back stock
- Raising its dividend
- Short track record
The companies
GATXGATX Corporation
Why now
Rental & Leasing Services · market cap $6.4b. 12% off the 52-week high of $205.56. Revenue growing +23%, comfortably above the S&P median. PEG 0.64 — paying under fair value for the growth rate. 4 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $219.75 (implying +21% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
D/E 3.48 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Free cash flow is negative (-$858m) — capital raises or debt issuance likely required; dilution / leverage risk.
RRyder System, Inc.
Why now
Rental & Leasing Services · market cap $10.3b. 6% off the 52-week high of $284.25. PEG 0.86 — paying under fair value for the growth rate. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $299.56 (implying +12% upside).
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 139% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 2.94 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Net margin 3.9% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.