Added to YB: 2026-03-11
Pitch date: 2026-01-04
RUSHA [bullish]
Rush Enterprises, Inc.
+14.65%
current return
Author Info
No bio for this author
Company Info
Rush Enterprises, Inc., through its subsidiaries, operates as an integrated retailer of commercial vehicles and related services in the United States and Canada.
Market Cap
$5.0B
Pitch Price
$53.73
Price Target
76.00 (+18%)
Dividend
1.15%
EV/EBITDA
9.65
P/E
20.19
EV/Sales
0.84
Sector
Trading Companies and Distributors
Category
value
Rush Enterprises, Inc. - $RUSHA
RUSHA: Largest US comm. truck dealer (6% class 8, 5% class 4-7 share) pivoting to parts distribution. Managed accounts grew 12% in '23, 7% in '24 despite -15% industry decline. Strategic shift raised absorption rate from 112% to 133%, ROIC improving. Trading 8.4x mid-cycle EPS vs 12.7x fair value. Parts growth 8%/yr driven by 380 account managers expanding to 500-530. Freight recovery + underlying parts momentum = 50% upside to $76 PT. CEO owns 11%, strong OEM relationships.
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