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Rush Enterprises, Inc. (RUSHA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS7818462092
CUSIP781846209
SectorConsumer Cyclical
IndustryAuto & Truck Dealerships

Highlights

Market Cap$3.39B
EPS$3.96
PE Ratio11.04
PEG Ratio3.16
Revenue (TTM)$7.89B
Gross Profit (TTM)$1.49B
EBITDA (TTM)$716.88M
Year Range$33.25 - $53.78
Target Price$58.50
Short %6.11%
Short Ratio8.05

Share Price Chart


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Rush Enterprises, Inc.

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Rush Enterprises, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


500.00%1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%December2024FebruaryMarchAprilMay
2,601.22%
458.65%
RUSHA (Rush Enterprises, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Rush Enterprises, Inc. had a return of -11.81% year-to-date (YTD) and 31.39% in the last 12 months. Over the past 10 years, Rush Enterprises, Inc. had an annualized return of 12.83%, outperforming the S&P 500 benchmark which had an annualized return of 10.70%.


PeriodReturnBenchmark
Year-To-Date-11.81%8.61%
1 month-15.16%-0.45%
6 months16.42%18.66%
1 year31.39%25.25%
5 years (annualized)21.26%12.50%
10 years (annualized)12.83%10.70%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-10.72%8.84%9.90%-17.94%
2023-12.86%12.00%26.80%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of RUSHA is 79, placing it in the top 21% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of RUSHA is 7979
Rush Enterprises, Inc.(RUSHA)
The Sharpe Ratio Rank of RUSHA is 7979Sharpe Ratio Rank
The Sortino Ratio Rank of RUSHA is 7373Sortino Ratio Rank
The Omega Ratio Rank of RUSHA is 7373Omega Ratio Rank
The Calmar Ratio Rank of RUSHA is 8989Calmar Ratio Rank
The Martin Ratio Rank of RUSHA is 7979Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Rush Enterprises, Inc. (RUSHA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


RUSHA
Sharpe ratio
The chart of Sharpe ratio for RUSHA, currently valued at 1.20, compared to the broader market-2.00-1.000.001.002.003.004.001.20
Sortino ratio
The chart of Sortino ratio for RUSHA, currently valued at 1.67, compared to the broader market-4.00-2.000.002.004.006.001.67
Omega ratio
The chart of Omega ratio for RUSHA, currently valued at 1.23, compared to the broader market0.501.001.502.001.23
Calmar ratio
The chart of Calmar ratio for RUSHA, currently valued at 1.71, compared to the broader market0.002.004.006.001.71
Martin ratio
The chart of Martin ratio for RUSHA, currently valued at 4.65, compared to the broader market-10.000.0010.0020.0030.004.65
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.36, compared to the broader market-2.00-1.000.001.002.003.004.002.36
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.36, compared to the broader market-4.00-2.000.002.004.006.003.36
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.41, compared to the broader market0.501.001.502.001.41
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.93, compared to the broader market0.002.004.006.001.93
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.14, compared to the broader market-10.000.0010.0020.0030.009.14

Sharpe Ratio

The current Rush Enterprises, Inc. Sharpe ratio is 1.20. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Rush Enterprises, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00December2024FebruaryMarchAprilMay
1.20
2.36
RUSHA (Rush Enterprises, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Rush Enterprises, Inc. granted a 1.47% dividend yield in the last twelve months. The annual payout for that period amounted to $0.65 per share.


PeriodTTM202320222021202020192018
Dividend$0.65$0.62$0.53$0.49$0.27$0.22$0.11

Dividend yield

1.47%1.23%1.53%1.33%0.98%1.08%0.70%

Monthly Dividends

The table displays the monthly dividend distributions for Rush Enterprises, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.17$0.00$0.00
2023$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.00$0.17$0.00$0.17$0.00
2022$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.14$0.00$0.00$0.14$0.00
2021$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.13$0.00$0.00$0.13$0.00
2020$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.09$0.00
2019$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.06$0.00$0.00$0.06$0.00
2018$0.05$0.00$0.00$0.05$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.5%
Rush Enterprises, Inc. has a dividend yield of 1.47%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%140.0%15.0%
Rush Enterprises, Inc. has a payout ratio of 14.98%, which is below the market average. This means Rush Enterprises, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchAprilMay
-17.41%
-1.40%
RUSHA (Rush Enterprises, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Rush Enterprises, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Rush Enterprises, Inc. was 71.91%, occurring on Nov 20, 2008. Recovery took 513 trading sessions.

The current Rush Enterprises, Inc. drawdown is 17.41%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-71.91%Jul 24, 2007338Nov 20, 2008513Dec 6, 2010851
-61.26%Nov 3, 2014321Feb 11, 2016304Apr 27, 2017625
-47.89%Jan 29, 2018539Mar 19, 2020138Oct 5, 2020677
-45%Jul 12, 2002104Jan 2, 2003117Jul 25, 2003221
-42.14%Feb 17, 2012109Jul 24, 2012128Jan 29, 2013237

Volatility

Volatility Chart

The current Rush Enterprises, Inc. volatility is 10.30%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%December2024FebruaryMarchAprilMay
10.30%
4.08%
RUSHA (Rush Enterprises, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Rush Enterprises, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items