COMPARE · Data as of August 27, 2026
R vs SUNB
Verdict: Side-by-side breakdown using the Bull Rankings model. R scored 57.1, SUNB scored 66.3 — SUNB leads.
Compare another set
R
Ryder System, Inc.
57.1
$248.09 · $9.5B
fundamentals as of
Score gap
9.2
SUNB leads
SUNB
Sunbelt Rentals Holdings, Inc.
66.3
$75.69 · $31.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestR20.2x
- Fastest growthSUNB+4.4%
- Strongest balance sheetSUNB1.43
- Highest qualitySUNB80 / 100
- Largest discount to fair valueR-35%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
R
stronger →← stronger
SUNB
65
Qualityreturns · margins · balance sheet
80
50
Growthrevenue & earnings expansion
58
56
Valuevaluation vs sector peers
62
SUNB is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
R
SUNB
$687mC+
FCF
$1.6bC+
+1.1%C
Rev
+4.4%C+
2.94D
D/E
1.43C
20.2xB+
P/E
24.0xB+
0.86B+
PEG
1.45B
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
R
SUNB
35% below
Price vs fair valuelower is cheaper
53% above
~2%/yr
Growth the price implies10-yr FCF · lower = less priced in
~22%/yr
+23%
1-yr DCF upside
-44%
+54%
5-yr DCF upside
-35%
+113%
10-yr DCF upside
-20%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
R
Why this score
- Buying back stock
- Raising its dividend
SUNB
Why this score
- Buying back stock
- Short track record
The companies
RRyder System, Inc.
Why now
Rental & Leasing Services · market cap $9.5b. 13% off the 52-week high of $284.25. PEG 0.86 — paying under fair value for the growth rate. 9 sell-side analysts publish a mean 1-yr target of $299.56 (implying +21% 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.
SUNBSunbelt Rentals Holdings, Inc.
Why now
Rental & Leasing Services · market cap $31.0b. 13% off the 52-week high of $86.68. 15 sell-side analysts rate this a Hold with a mean 1-yr target of $85.47 (implying +13% upside).
Moat
Net margin 53% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 120% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Beta 1.65 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 12.4x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
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.
Where R and SUNB diverge
On the headline score the gap is 9.2 points in favor of SUNB. The widest single difference is Quality, where SUNB leads by 14.9 points.
- QualityR 65.5 · SUNB 80.4SUNB +14.9
- GrowthR 50.3 · SUNB 58.3SUNB +8.0
- ValueR 56.5 · SUNB 62.1SUNB +5.6
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.