Rush Enterprises, Inc. (RUSHA) Stock

Rush Enterprises, Inc. (RUSHA) is a Consumer Discretionary stock trading at $77.11 (as of 2026-08-20), with a market capitalization of $6.16B and a trailing P/E of 23.5. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Rush Enterprises, Inc. and its subsidiaries operate as an integrated retailer of commercial vehicles and related services in the United States through a dealership network (Rush Truck Centers). The company sells new and used commercial vehicles and parts, provides service and repair plus financing, leasing and rental, and offers related insurance and some vehicle telematics and equipment installation services.

Understand Rush Enterprises, Inc.: how it makes money

Rush Enterprises operates commercial vehicle dealerships in the United States, selling new and used trucks and related brands, and also makes money through aftermarket parts, service and body shop work, leasing and rental, and financing and insurance services.

The profit model is supported by an integrated dealership mix, where vehicle sales tie customers to ongoing aftermarket parts, service, and related leasing and rental revenue.

Revenue by segment (latest quarter)
Vehicle Sales$1.2B
Aftermarket Leasing and Rental$0.6B

Business quality (Weak): The company runs an integrated commercial vehicle dealership platform, and its margins appear modest (operating margin 4.9%). The key question for investors is whether aftermarket absorption and customer activity can sustain profitability through the cycle.

Valuation: At 22× earnings, RUSHA trades 15% above the Retail average (19×). Note: one-time items can distort reported P/E.

Bull case

  • Integrated dealership footprint: Vehicle sales are paired with aftermarket parts, service and body shop operations, plus leasing and rental, financing, and insurance offerings.
  • Aftermarket metrics are measurable: Investors can track aftermarket absorption (Aftermarket Absorption Ratio), which links vehicle activity to recurring service and parts demand.

Bear case

  • Profit leverage depends on absorption and demand: Because profitability is supported by aftermarket activity tied to vehicle sales, weaker vehicle demand or lower aftermarket absorption can pressure results.
  • Margins are not high: With an operating margin of 4.9%, small changes in costs or mix could have an outsized impact on operating income.
Valuation — source: SEC EDGAR (first-party)
Price$77.11
Market Cap$6.16B
P/E Ratio23.5
EV / EBITDA11.3
Price / Book2.69
Price / Sales0.84
FCF Yield10.2%
DCF Value (model)$53.34
DCF Upside vs Price-30.8%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$7.43B
Net Margin3.5%
Revenue Growth (YoY)-4.7%
EPS Growth (YoY)-12.5%
FCF Growth (YoY)147.7%
Financial Health — source: SEC EDGAR
Altman Z-Score4.43 (safe)
Piotroski F-Score6/9 (moderate)
Valuation vs Sector & Industry
Stock P/E23.5
Sector P/E (Consumer Discretionary)20.5
Industry P/E (Retail)19.5
vs Sector14.9%
vs Industry20.5%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($635.44M)
Institutional Holders Tracked10
Company
SectorConsumer Discretionary
IndustryRetail
CEOW. Marvin Rush
Employees7,827
CountryUS
IPO Date2003-10-07

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RUSHA earnings history · RUSHA institutional & insider holders · RUSHA KPIs & operating metrics · RUSHA financials · RUSHA investor presentations & press releases · RUSHA SEC filings · RUSHA peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.