Rush Enterprises, Inc.
Rank #214ValueRUSHA · Nasdaq · Consumer Cyclical
Rush Enterprises, Inc. (RUSHA) — Rank #214 by gross profitability (GP/assets 0.31) · ROE 11.3% · Piotroski F-Score 6 / 9.
As-of 2026-09-15 · CIK 0001012019 · all metrics point-in-time as of the filing date.
About
Rush Enterprises, Inc., through its subsidiaries, operates as an integrated retailer of commercial vehicles and related services in the United States and Canada.
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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.
- Industry
- Auto & Truck Dealerships
- Sector
- Consumer Cyclical
- State
- TX
- Filer Category
- Large accelerated filer
- Fiscal Year End
- December 31
- Website
- rushenterprises.com
Price History
Company Snapshot
P/E and dividend yield are the primary valuation lenses for mature businesses.
Market Cap
$5.70B
P/E (annual)
14.9
P/S (annual)
0.8
P/B
2.4
P/OCF (annual)
6.6
Shareholder Yield
2.4%
Employees
7,858
Industry
Auto & Truck Dealerships
Exchange
Nasdaq
Signal Flags
Quality Profile
Profitability
1/1 passSafety
1/1 passCash Flow
3/3 passGrowth
1/2 passTerry Smith quality gate
Passes 1/5 Terry Smith thresholdsWhat Growth Is Priced In
Implied revenue growth (10Y)
-4.1%
The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).
Buyback tailwind: -1.3% — per-share value needs a total required return of -5.4% once share-count change is priced in.
vs. own 6-year median revenue growth: 3.4%
within its own historyCost-of-equity sensitivity (implied growth at different discount rates)
r = 8%
-7.7%
r = 10% (base)
-4.1%
r = 12%
-1.0%
Net debt / market cap: 0.5%
Valuation History
Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.
P / E
Price / diluted EPS
P / S
Price / revenue per share
P / B
Price / book value per share
P / GP
Price / gross profit per share
P / FCF
Price / free cash flow per share
Dividend yield and payout ratio are the primary reads at this stage (trailing P/E — see valuation above).
Profitability
Gross profitability (GP / assets)
0.31
Primary signal (Novy-Marx).
Return on equity
11.3%
Gross margin
19.6%
Revenue growth (YoY)
-4.7%
Gross margin improving
Margin trend vs prior year.
Operating Leverage
| 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|
| Revenue vs COGS | ||||
| Revenue vs OpEx | ||||
| Op. Income vs Revenue |
Growth
Revenue CAGR (3Y)
1.5%
Revenue CAGR (5Y)
9.4%
Earnings CAGR (3Y)
-12.3%
FCF CAGR (3Y)
108.0%
Anti-fragile safety
Balance-sheet safety
Composite anti-fragile check.
Debt / equity
0.98
Current ratio
1.45×
Quick ratio
0.36×
Net cash
-$17.78M
Cash & equivalents minus total debt.
Recession resistance
Revenue through recessions
Worst single-year YoY revenue decline, 17 years of history
Cash-flow health
Free cash flow
$462.01M
Operating cash flow minus capex.
Positive free cash flow
FCF / net income
0.75
Cash-backing of earnings.
FCF/NI divergence
Unfavorable divergence (yellow flag).
Accruals healthy
Cash-backed earnings.
SBC / revenue
0.4%
Stock-based comp intensity.
Dividend safety
Composite score
4.5 / 5
Piotroski F-Score
F-Score
6 / 9
Fundamental-strength score (0-9).