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ISIN
US7818463082
CUSIP
781846308
IPO Date
Jun 10, 1996

Highlights

Market Cap
$6.16B
Enterprise Value
$8.11B
EPS (TTM)
$3.31
PE Ratio
23.45
PEG Ratio
2.94
Total Revenue (TTM)
$7.24B
Gross Profit (TTM)
$1.37B
EBITDA (TTM)
$535.09M
Year Range
$47.71 - $81.10
ROA (TTM)
5.69%
ROE (TTM)
11.38%
Avg. Volume (1M)
110K
Avg. Volume Value (1M)
$8.34M

Share Price Chart


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Performance

RUSHB Performance Chart

Rush Enterprises, Inc. (RUSHB) is up 39.0% since the beginning of the year. At $78 per share, RUSHB is trading 4.2% below its 52-week high of $81. Investors who bought $1,000 worth of RUSHB shares 5 years ago would now be looking at an investment worth $2,859.


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Benchmark

Compare this symbol against anything

Returns By Period

Rush Enterprises, Inc. (RUSHB) has returned 38.96% so far this year and 50.38% over the past 12 months. Looking at the last ten years, RUSHB has achieved an annualized return of 23.92%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.


Rush Enterprises, Inc.

1D
-0.52%
1M
3.53%
6M
32.48%
YTD
38.96%
1Y
50.38%
3Y*
20.49%
5Y*
23.38%
10Y*
23.92%
ALL TIME*
13.24%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RUSHB Monthly Returns History

Based on dividend-adjusted daily data since Jun 10, 1996, RUSHB's average daily return is +0.09%, while the average monthly return is +1.64%. At this rate, an 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%13.22%-10.67%17.87%1.61%38.96%
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 15.08%, beta of 0.94, and R2 of 0.15 versus S&P 500 Index. Calculated based on daily prices since June 10, 1996.

  • This stock captured 106.83% of S&P 500 Index gains but only 85.43% 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
15.08%
Beta
0.94
0.15
Upside Capture
106.83%
Downside Capture
85.43%

Return for Risk

Risk / Return Rank

RUSHB ranks 81 for risk / return — above 81% of stocks peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.


RUSHB Risk / Return Rank: 8181
Overall Rank
RUSHB Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
RUSHB Sortino Ratio Rank: 8181
Sortino Ratio Rank
RUSHB Omega Ratio Rank: 7777
Omega Ratio Rank
RUSHB Calmar Ratio Rank: 8181
Calmar Ratio Rank
RUSHB Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

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

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


RUSHBBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.03

Sortino ratioReturn per unit of downside risk

+0.09

Omega ratioGain probability vs. loss probability

1.24

1.25

-0.01

Calmar ratioReturn relative to maximum drawdown

2.31

2.00

+0.30

Martin ratioReturn relative to average drawdown

5.52

8.49

-2.97

Dividends

Dividend History

Rush Enterprises, Inc. provided a 0.98% dividend yield over the last twelve months, with an annual payout of $0.76 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$0.76$0.74$0.70$0.62$0.53$0.49$0.27$0.22$0.11

Dividend yield

0.98%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$0.00$0.19$0.00$0.00$0.38
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 0.98%, 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 22.34%, 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 1.60%.


Drawdown

Fall

Recovery

Underwater

Related event

-82.05%Dec 2000
1y 4mo2y 11mo
4y 3moJul 1999 - Nov 2003
Dot-com crash2000–2002
-70.15%Mar 2009
1y 7mo1y 9mo
3y 4moJul 2007 - Dec 2010
Financial crisis2007–2009
-59.51%Jul 1997
1y 20d1y 9mo
2y 10moJun 1996 - Apr 1999
-58.03%Mar 2020
2y 1mo7mo 9d
2y 8moJan 2018 - Oct 2020
COVID crash2020
-54.25%Feb 2016
1y 5mo1y 11d
2y 5moSep 2014 - Feb 2017

Drawdown Indicators


RUSHBBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-82.05%

-56.78%

-25.27%

Max Drawdown (1Y)

Largest decline over 1 year

-19.59%

-9.10%

-10.49%

Max Drawdown (3Y)

Largest decline over 3 years

-28.48%

-18.90%

-9.58%

Max Drawdown (5Y)

Largest decline over 5 years

-28.48%

-25.43%

-3.05%

Max Drawdown (10Y)

Largest decline over 10 years

-58.03%

-33.92%

-24.11%

Current Drawdown

Current decline from peak

-1.60%

-1.58%

-0.02%

Average Drawdown

Average peak-to-trough decline

-23.12%

-10.70%

-12.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.18%

2.14%

+6.04%

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 23.4. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

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 2.9. 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 0.9. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

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 2.7. 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
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