Rush Enterprises, Inc. (RUSHB)
Fair ValueFundamental
77
Price
$53.91
Market Cap
$6.29B
Part 1 · What the company is worth
Overview
Rush Enterprises, Inc., through its subsidiaries, operates as an integrated retailer of commercial vehicles and related services in the United States and Canada. The company operates a network of commercial vehicle dealerships under the Rush Truck Centers name. Its Rush Truck Centers primarily sell commercial vehicles manufactured by Peterbilt, International, Hino, Ford, Isuzu, IC Bus, Blue Bird, Blue Arc and Battle Motors. The company also engages in the retail sale of new and used commercial vehicles, and aftermarket parts, as well as provision of service and repair, financing, and leasing and rental services; and offers property and casualty insurance, including collision and liability insurance on commercial vehicles, cargo insurance, and credit life insurance products. In addition, it provides equipment installation and repair, parts installation, and paint and body repair services; new vehicle pre-delivery inspection, truck modification, and natural gas fuel system installation services, body, chassis upfitting, and component installation services; parts and collision repair; CNG fuel systems; and vehicle telematics products, as well as sells new and used trailers, and tires for commercial vehicles. The company serves regional and national fleets, local and state governments, corporations, and owner-operators. Rush Enterprises, Inc. was incorporated in 1965 and is headquartered in New Braunfels, Texas.
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Direct competitors
Who this company fights with for the same customers
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No competitor list for this company yet.
Balance Sheet & Liquidity
Revenue
$6.86B
Trailing 12 months (through 6/30/2026)
Net Income
$265M
Trailing 12 months (through 6/30/2026)
Free Cash Flow
$462M
Total Equity
$2.20B
Total Liabilities
$2.20B
Current Ratio
1.45
Interest Coverage
10.25
Debt/EBITDA
0.81
Earnings Per Share
Revenue & Net Income
Free Cash Flow
Income Breakdown
Historical statement
Margins over time
Debt over time
How heavy the debt is
Growth grid
Growth — Revenue
Fair Value Estimation
Fair Value
$48.19
Current Price
$53.91
Margin of Safety
-11.9%
Fair Value Range
$31.32 - $65.05
Spread across the valuation methods used, not a statistically calibrated confidence interval.
Estimation Methods
Valuation Metrics
P/E Ratio
16.24
ROE
12.0%
P/B Ratio
-
P/FCF
-
Gross Margin
20.8%
ROIC
9.5%
Profitability Radar
Value Creation (Economic Moat)
ROIC
9.5%
WACC
9.2%
ROIC − WACC
+0.4 pp
ROIC is roughly in line with the cost of capital — the company is barely covering its capital cost.
Fundamental Analysis Criteria
Passed (20)
- EPS shows upward trend
- EPS CAGR 20.75%
- Price CAGR 19.61%
- ROIC 9.5%
- Debt/Equity ratio
- Operating Margin 5.4%
- Positive Free Cash Flow
- Current Ratio
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- Low reliance on intangibles
- ROE 11.8%
- Revenue Growth 5Y 9.4%
- Analyst Consensus 83% Buy
- Earnings Surprise avg 4.9%
- PEG Ratio 1.10
- Earnings Quality (OCF/NI) 2.54
- Share Dilution -1.3%
- Piotroski F-Score 6/9
Failed (4)
- Gross Margin 20.8%
- CapEx intensity
- DCF valuation (Unknown)
- Net Margin Trend 3.9% vs 3.9%
Unavailable (4)
- P/FCF NaN
- P/B Ratio NaN
- Dividend Payout NaN%
- Price below Graham Number
Piotroski F-Score
Mixed signals: some areas need attention
Earnings Quality
High quality: earnings backed by cash
Share Dilution
Buying back shares. Shareholder friendly
Institutional Holdings
No institutional filings reported for this company.
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| Mr. W. Marvin Rush III | Chairman of the Board, CEO & President | 66 |
| Mr. Steven L. Keller CPA | CFO & Treasurer | 55 |
| Mr. Jody Pollard | Chief Operating Officer | 48 |
| Mr. Corey H. Lowe | Senior Vice President of Peterbilt Dealerships | 49 |
| Mr. Michael L. Goldstone J.D. | Senior VP, General Counsel & Corporate Secretary | 58 |
| Mr. Jorgan Peterson | Senior Vice President of International Dealerships | - |
Part 2 · The price and when to enter
This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Documents
- View document
Annual Report (10-K)
A yearly overview of the business, its financial results, and the risks it faces.
Filed on 2026-02-25
- View document
Quarterly Report (10-Q)
A snapshot of financial performance for the most recent three-month period.
Filed on 2026-08-07
- View document
Current Report (8-K)
An announcement of a major event, such as a leadership change or big news.
Filed on 2026-08-06
via SEC EDGAR
Income History
via SEC EDGAR
Latest News
Recent headlines for RUSHB, sourced from Markets Gazette.