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Rush Enterprises, Inc. (RUSHB)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US7818463082
CUSIP
781846308
IPO Date
Jun 10, 1996

Highlights

Market Cap
$5.11B
Enterprise Value
$7.04B
EPS (TTM)
$3.27
PE Ratio
19.68
PEG Ratio
2.47
Total Revenue (TTM)
$7.43B
Gross Profit (TTM)
$1.46B
EBITDA (TTM)
$552.82M
Year Range
$47.71 - $67.27
ROA (TTM)
5.95%
ROE (TTM)
11.97%

Share Price Chart


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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.


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S&P 500 Index

Returns By Period

Rush Enterprises, Inc. (RUSHB) has returned 14.71% so far this year and 15.39% over the past 12 months. Looking at the last ten years, RUSHB has achieved an annualized return of 24.92%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


Rush Enterprises, Inc.

1D
0.97%
1M
-0.17%
YTD
14.71%
6M
12.81%
1Y
15.39%
3Y*
18.94%
5Y*
18.22%
10Y*
24.92%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jun 10, 1996, RUSHB's average daily return is +0.09%, while the average monthly return is +1.61%. At this rate, your investment would double in approximately 3.6 years.

Historically, 55% of months were positive and 45% were negative. The best month was Apr 2009 with a return of +42.0%, while the worst month was Jan 2000 at -37.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 8 months.

On a daily basis, RUSHB closed higher 48% of trading days. The best single day was Oct 27, 2000 with a return of +34.1%, while the worst single day was Mar 18, 2020 at -25.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.89%9.56%-0.17%14.71%
20255.29%-0.66%-0.42%2.34%-9.42%0.51%3.49%7.24%-1.07%-8.62%2.09%5.42%4.77%
2024-10.78%7.06%5.67%-23.23%3.74%-7.17%20.49%-0.10%1.93%1.27%17.77%-4.51%4.28%
20233.38%3.47%-0.15%-2.19%-0.29%16.96%0.96%0.36%-1.10%-10.71%8.28%21.49%43.39%
2022-5.98%-3.02%-1.35%0.21%2.59%0.20%9.35%-6.30%-5.39%11.92%-0.77%6.19%5.93%
20212.22%-1.56%18.81%-2.88%-0.58%-12.04%15.05%-2.97%7.97%12.98%-5.33%10.64%44.83%

Benchmark Metrics

Rush Enterprises, Inc. has an annualized alpha of 15.11%, beta of 0.94, and R² of 0.15 versus S&P 500 Index. Calculated based on daily prices since June 11, 1996.

  • This stock captured 109.26% of S&P 500 Index gains but only 87.86% of its losses — a favorable profile for investors.
  • R² of 0.15 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
15.11%
Beta
0.94
0.15
Upside Capture
109.26%
Downside Capture
87.86%

Return for Risk

Risk / Return Rank

RUSHB ranks 55 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


RUSHB Risk / Return Rank: 5555
Overall Rank
RUSHB Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
RUSHB Sortino Ratio Rank: 5353
Sortino Ratio Rank
RUSHB Omega Ratio Rank: 4949
Omega Ratio Rank
RUSHB Calmar Ratio Rank: 5757
Calmar Ratio Rank
RUSHB Martin Ratio Rank: 5757
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Rush Enterprises, Inc. (RUSHB) and compare them to a chosen benchmark (S&P 500 Index).


RUSHBBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.47

0.90

-0.43

Sortino ratio

Return per unit of downside risk

0.91

1.39

-0.48

Omega ratio

Gain probability vs. loss probability

1.10

1.21

-0.11

Calmar ratio

Return relative to maximum drawdown

0.71

1.40

-0.69

Martin ratio

Return relative to average drawdown

1.70

6.61

-4.91

Explore RUSHB risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Rush Enterprises, Inc. provided a 1.17% dividend yield over the last twelve months, with an annual payout of $0.75 per share. The company has been increasing its dividends for 7 consecutive years.


0.60%0.80%1.00%1.20%1.40%$0.00$0.20$0.40$0.60$0.8020182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018
Dividend$0.75$0.74$0.70$0.62$0.53$0.49$0.27$0.22$0.11

Dividend yield

1.17%1.32%1.29%1.17%1.42%1.37%1.07%1.09%0.67%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.19$0.19
2025$0.00$0.00$0.18$0.00$0.18$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.74
2024$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.70
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$0.62
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$0.53
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$0.49

Dividend Yield & Payout


Dividend Yield

Rush Enterprises, Inc. has a dividend yield of 1.17%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

Rush Enterprises, Inc. has a payout ratio of 21.99%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


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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 82.05%, occurring on Dec 7, 2000. Recovery took 727 trading sessions.

The current Rush Enterprises, Inc. drawdown is 3.40%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-82.05%Jul 13, 1999358Dec 7, 2000727Nov 3, 20031085
-70.15%Jul 24, 2007409Mar 6, 2009441Dec 3, 2010850
-59.51%Jun 12, 1996268Jul 2, 1997452Apr 20, 1999720
-58.03%Jan 29, 2018538Mar 18, 2020153Oct 23, 2020691
-54.25%Sep 3, 2014364Feb 11, 2016258Feb 21, 2017622

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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

Valuation

The Valuation section provides an overview of how Rush Enterprises, Inc. is priced in the market compared to other companies in the Auto & Truck Dealerships industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for RUSHB, comparing it with other companies in the Auto & Truck Dealerships industry. Currently, RUSHB has a P/E ratio of 19.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for RUSHB compared to other companies in the Auto & Truck Dealerships industry. RUSHB currently has a PEG ratio of 2.5. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for RUSHB relative to other companies in the Auto & Truck Dealerships industry. Currently, RUSHB has a P/S ratio of 0.7. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for RUSHB in comparison with other companies in the Auto & Truck Dealerships industry. Currently, RUSHB has a P/B value of 2.3. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items