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49.9 (1y: +61%)
Market Cap 14.36 B P/E(ttm) 17.50
Enterprise Value 15 B P/B 3.00
RYAAY- NAS (USA)
Ryanair Holdings PLC
  • Currently 4.5/5
Business Predictability Rank: 4.5-Star
Back Testing Results:
Average gain of all 4.5-Star stocks: 10.6% per year.
% of Stocks that are in still loss if held for 10yrs: 10%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$49.90
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GuruFocus Financial Strength Rank measures how strong a companyย’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry		 vs
history
Cash to Debt 0.923
RYAAY's Cash to Debt is ranked higher than
92% of the 116 Companies
in the Global Airlines industry.

( Industry Median: 0.33 vs. RYAAY: 0.923 )
RYAAY' s 10-Year Cash to Debt Range
Min: 0.77   Max: 2.83
Current: 0.92
0.77
2.83
Equity to Asset 0.367
RYAAY's Equity to Asset is ranked higher than
86% of the 116 Companies
in the Global Airlines industry.

( Industry Median: 0.25 vs. RYAAY: 0.367 )
RYAAY' s 10-Year Equity to Asset Range
Min: 0.34   Max: 0.62
Current: 0.37
0.34
0.62
Interest Coverage 10
RYAAY's Interest Coverage is ranked higher than
94% of the 116 Companies
in the Global Airlines industry.

( Industry Median: 1.90 vs. RYAAY: 10 )
RYAAY' s 10-Year Interest Coverage Range
Min: 2   Max: No Debt
Current: 10
F-Score: 6
Z-Score: 2.41
M-Score: -2.84
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry		 vs
history
Operating margin (%) 14.70
RYAAY's Operating margin (%) is ranked higher than
96% of the 116 Companies
in the Global Airlines industry.

( Industry Median: 4.70 vs. RYAAY: 14.70 )
RYAAY' s 10-Year Operating margin (%) Range
Min: 3.1   Max: 31.3
Current: 14.7
3.1
31.3
Net-margin (%) 11.7
RYAAY's Net-margin (%) is ranked higher than
95% of the 116 Companies
in the Global Airlines industry.

( Industry Median: 2.10 vs. RYAAY: 11.7 )
RYAAY' s 10-Year Net-margin (%) Range
Min: -5.8   Max: 28.4
Current: 11.7
-5.8
28.4
ROE (%) 17.4
RYAAY's ROE (%) is ranked higher than
91% of the 116 Companies
in the Global Airlines industry.

( Industry Median: 5.40 vs. RYAAY: 17.4 )
RYAAY' s 10-Year ROE (%) Range
Min: -7   Max: 19.3
Current: 17.4
-7
19.3
ROA (%) 6.4
RYAAY's ROA (%) is ranked higher than
91% of the 116 Companies
in the Global Airlines industry.

( Industry Median: 1.40 vs. RYAAY: 6.4 )
RYAAY' s 10-Year ROA (%) Range
Min: -2.6   Max: 10.2
Current: 6.4
-2.6
10.2
ROC (Joel Greenblatt) (%) 19.80
RYAAY's ROC (Joel Greenblatt) (%) is ranked higher than
93% of the 116 Companies
in the Global Airlines industry.

( Industry Median: 5.00 vs. RYAAY: 19.80 )
RYAAY' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 3.2   Max: 37
Current: 19.8
3.2
37
Revenue Growth (%) 13.7
RYAAY's Revenue Growth (%) is ranked higher than
91% of the 116 Companies
in the Global Airlines industry.

( Industry Median: 6.20 vs. RYAAY: 13.7 )
RYAAY' s 10-Year Revenue Growth (%) Range
Min: 8.2   Max: 20
Current: 13.7
8.2
20
EBITDA Growth (%) 13.8
RYAAY's EBITDA Growth (%) is ranked higher than
89% of the 116 Companies
in the Global Airlines industry.

( Industry Median: 5.00 vs. RYAAY: 13.8 )
RYAAY' s 10-Year EBITDA Growth (%) Range
Min: -6.9   Max: 29.3
Current: 13.8
-6.9
29.3
EPS Growth (%) 17.5
RYAAY's EPS Growth (%) is ranked higher than
91% of the 116 Companies
in the Global Airlines industry.

( Industry Median: 0.00 vs. RYAAY: 17.5 )
RYAAY' s 10-Year EPS Growth (%) Range
Min: -7.4   Max: 30.4
Current: 17.5
-7.4
30.4
ยป RYAAY's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

RYAAY Guru Trades in Q2 2012

John Rogers 15,706 sh (New)
Ron Baron 474,293 sh (+1429.98%)
Manning & Napier Advisors, Inc 17,005,674 sh (+4.11%)
Francis Chou 27,000 sh (unchged)
Bruce Kovner 9,706 sh (unchged)
Prem Watsa 189,900 sh (unchged)
Julian Robertson 123,022 sh (unchged)
Causeway International Value 583,900 sh (unchged)
Jim Simons 2,093,796 sh (-0.07%)
Steven Cohen 10,703 sh (-3.3%)
Ruane Cunniff 8,955 sh (-19.48%)
» More
Q3 2012

RYAAY Guru Trades in Q3 2012

Sarah Ketterer 4,228,989 sh (New)
Steven Cohen 12,266 sh (+14.6%)
Jim Simons 2,320,896 sh (+10.85%)
John Rogers 16,696 sh (+6.3%)
Prem Watsa 189,900 sh (unchged)
Bruce Kovner 9,706 sh (unchged)
Causeway International Value 583,900 sh (unchged)
Francis Chou 27,000 sh (unchged)
Julian Robertson 123,022 sh (unchged)
Ruane Cunniff 8,851 sh (-1.16%)
Manning & Napier Advisors, Inc 16,773,296 sh (-1.37%)
Ron Baron 265,200 sh (-44.09%)
» More
Q4 2012

RYAAY Guru Trades in Q4 2012

Steven Cohen 15,100 sh (+23.1%)
Jim Simons 2,662,396 sh (+14.71%)
Ron Baron 291,800 sh (+10.03%)
Causeway International Value 593,600 sh (+1.66%)
Prem Watsa 189,900 sh (unchged)
Julian Robertson 123,022 sh (unchged)
Francis Chou 27,000 sh (unchged)
John Rogers 16,696 sh (unchged)
Bruce Kovner Sold Out
Ruane Cunniff 8,838 sh (-0.15%)
Sarah Ketterer 4,214,439 sh (-0.34%)
Manning & Napier Advisors, Inc 15,629,181 sh (-6.82%)
» More
Q1 2013

RYAAY Guru Trades in Q1 2013

Louis Moore Bacon 163,329 sh (New)
Ron Baron 819,692 sh (+180.91%)
Steven Cohen 37,820 sh (+150.46%)
Jim Simons 2,664,096 sh (+0.06%)
Prem Watsa 189,900 sh (unchged)
Julian Robertson 123,022 sh (unchged)
Causeway International Value 593,600 sh (unchged)
Ruane Cunniff 8,838 sh (unchged)
Francis Chou 27,000 sh (unchged)
John Rogers 16,696 sh (unchged)
Sarah Ketterer 4,169,167 sh (-1.07%)
Manning & Napier Advisors, Inc 11,819,100 sh (-24.38%)
» More
» Details

Insider Trades

Latest Guru Trades with RYAAY

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ron Baron 2013-03-31 Add 180.91%0.12%$34.28 - $43.23 $ 49.926%819692
Ron Baron 2012-09-30 Reduce -44.09%0.04%$27.9 - $32.74 $ 49.964%265200
Ron Baron 2012-06-30 Add 1429.98%0.09%$29.11 - $36.69 $ 49.953%474293
Ruane Cunniff 2012-03-31 Reduce -41.97%$27.8 - $36.15 $ 49.960%11122
Glenn Greenberg 2011-09-30 Sold Out 6.1072%$24.2 - $28.93 $ 49.990%0
Glenn Greenberg 2011-06-30 Reduce -30.28%2.46%$27.97 - $30.56 $ 49.969%2382288
Ruane Cunniff 2011-06-30 Reduce -43.55%$27.97 - $30.56 $ 49.969%19283
Ruane Cunniff 2010-12-31 New Buy0.01%$29.2 - $33.09 $ 49.961%34479
David Dreman 2010-09-30 Sold Out 0.03%$27.88 - $31.21 $ 49.968%0
David Dreman 2010-06-30 New Buy0.03%$22.58 - $30.36 $ 49.986%39479
Glenn Greenberg 2010-03-31 Reduce -45%5.98%$25.98 - $27.95 $ 49.985%4714663
Premium More recent guru trades are included for Premium Members only!!
ยป Financial Charts

Peter Lynch Chart

Guru Investment Theses on Ryanair Holdings PLC

Baron Funds Comments on Ryanair Holdings - Aug 24, 2012

From Baron Funds' second quarter commentary:

Ryanair Holdings plc (RYAAY) is an "ultra low cost" airline that flies 79 million passengers on 294 aircraft over 1,500 routes in Europe. Ryanair is Europe's largest airline with 11% market share, but its share is expanding as passengers continue to favor low-priced, no-frills travel. Ryanair is the most profitable airline in the world, generates the highest return on its invested capital, and has returned more cash to shareholders than any other airline. RYAAY operates the lowest per-passenger cost structure, by flying point-topoint service to non-congested airports, hiring non-union labor and outsourcing aircraft maintenance. Low costs and low fares stimulate demand on routes that become unprofitable for competitors, so Ryanair flies alone on over half its routes. Several competitors have consolidated or closed operations, a trend we think will continue, and we think Ryanair's incremental route gains should enhance profitability. We believe that Ryanair has an attractive, open-ended growth opportunity for the next several years. (Aaron Wasserman)

Check out Ron Baron latest stock trades

Top Ranked Articles about Ryanair Holdings PLC

Baron Funds Comments on Ryanair Holdings
August 24, 2012
From Baron Funds' second quarter commentary: Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 17.50
RYAAY's P/E(ttm) is ranked higher than
72% of the 88 Companies
in the Global Airlines industry.

( Industry Median: 14.30 vs. RYAAY: 17.50 )
RYAAY' s 10-Year P/E(ttm) Range
Min: 9.47   Max: 129.48
Current: 17.5
9.47
129.48
P/B 3.00
RYAAY's P/B is ranked higher than
55% of the 100 Companies
in the Global Airlines industry.

( Industry Median: 1.22 vs. RYAAY: 3.00 )
RYAAY' s 10-Year P/B Range
Min: 1.08   Max: 12.03
Current: 3
1.08
12.03
P/S 2.20
RYAAY's P/S is ranked lower than
52% of the 111 Companies
in the Global Airlines industry.

( Industry Median: 0.39 vs. RYAAY: 2.20 )
RYAAY' s 10-Year P/S Range
Min: 0.99   Max: 8.75
Current: 2.2
0.99
8.75
PFCF 13.50
RYAAY's PFCF is ranked higher than
74% of the 65 Companies
in the Global Airlines industry.

( Industry Median: 12.67 vs. RYAAY: 13.50 )
RYAAY' s 10-Year PFCF Range
Min: 7.74   Max: 111.17
Current: 13.5
7.74
111.17
EV-to-EBIT 14.3
RYAAY's EV-to-EBIT is ranked higher than
69% of the 87 Companies
in the Global Airlines industry.

( Industry Median: 14.10 vs. RYAAY: 14.3 )
RYAAY' s 10-Year EV-to-EBIT Range
Min: 8.3   Max: 650.7
Current: 14.3
8.3
650.7
PEG 0.6
RYAAY's PEG is ranked higher than
81% of the 36 Companies
in the Global Airlines industry.

( Industry Median: 0.98 vs. RYAAY: 0.6 )
RYAAY' s 10-Year PEG Range
Min: 0.16   Max: 4.69
Current: 0.6
0.16
4.69
Shiller P/E 29.3
RYAAY's Shiller P/E is ranked lower than
100% of the Companies
in the Global Airlines industry.

( Industry Median: vs. RYAAY: 29.3 )
RYAAY' s 10-Year Shiller P/E Range
Min: 8.57   Max: 29.87
Current: 29.3
8.57
29.87

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 332.7
RYAAY's Price/Net Current Asset Value is ranked lower than
87% of the 95 Companies
in the Global Airlines industry.

( Industry Median: 10.90 vs. RYAAY: 332.7 )
RYAAY' s 10-Year Price/Net Current Asset Value Range
Min: 112   Max: 583
Current: 332.7
112
583
Price/Tangible Book 3.3
RYAAY's Price/Tangible Book is ranked lower than
51% of the 89 Companies
in the Global Airlines industry.

( Industry Median: 1.30 vs. RYAAY: 3.3 )
RYAAY' s 10-Year Price/Tangible Book Range
Min: 1.7   Max: 4.9
Current: 3.3
1.7
4.9
Price/DCF (Projected) 2.8
RYAAY's Price/DCF (Projected) is ranked higher than
51% of the 51 Companies
in the Global Airlines industry.

( Industry Median: 1.80 vs. RYAAY: 2.8 )
RYAAY' s 10-Year Price/DCF (Projected) Range
Min: 1.8   Max: 6.6
Current: 2.8
1.8
6.6
Price/Median PS Value 0.7
RYAAY's Price/Median PS Value is ranked higher than
75% of the 106 Companies
in the Global Airlines industry.

( Industry Median: 0.80 vs. RYAAY: 0.7 )
RYAAY' s 10-Year Price/Median PS Value Range
Min: 0.5   Max: 2.6
Current: 0.7
0.5
2.6
Price/Peter Lynch Fair Value 0.8
RYAAY's Price/Peter Lynch Fair Value is ranked higher than
85% of the 26 Companies
in the Global Airlines industry.

( Industry Median: 0.80 vs. RYAAY: 0.8 )
RYAAY' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.4   Max: 1.7
Current: 0.8
0.4
1.7
Price/Graham Number 2
RYAAY's Price/Graham Number is ranked lower than
53% of the 75 Companies
in the Global Airlines industry.

( Industry Median: 0.90 vs. RYAAY: 2 )
RYAAY' s 10-Year Price/Graham Number Range
Min: 0.9   Max: 2.7
Current: 2
0.9
2.7
Earnings Yield (Greenblatt) 7.00
RYAAY's Earnings Yield (Greenblatt) is ranked higher than
80% of the 116 Companies
in the Global Airlines industry.

( Industry Median: 5.90 vs. RYAAY: 7.00 )
RYAAY' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.2   Max: 12.1
Current: 7
0.2
12.1
Forward Rate of Return (Yacktman) 31.7
RYAAY's Forward Rate of Return (Yacktman) is ranked higher than
96% of the 116 Companies
in the Global Airlines industry.

( Industry Median: 0.00 vs. RYAAY: 31.7 )
RYAAY' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -1.6   Max: 58.5
Current: 31.7
-1.6
58.5

Business Description

Ryanair Holdings PLC provides low fares airline-related services, including scheduled services, and ancillary services including car hire services, and internet and other related services to third parties, across a European route network. The Company provides various ancillary services and engages in other activities connected with its core air passenger service, including non-flight scheduled services, Internet-related services, and the in-flight sale of beverages, food, and merchandise.
Company Website
Industry: Airlines
Compare:CPA, LFL, ALNPY, LUV, CPCAY
Traded in other countries:RYA.UK, RY4A.Germany, RY4B.Germany
ยป More Articles for NAS:RYAAY

Headlines

Articles On GuruFocus.com
Sarah Ketterer Returns 24 Pct in 2012, Her Top Q4 Buys Feb 25 2013 
Rare interview appearance by legendary hedge fund manager, Julian Robertson Oct 24 2012 
Legendary Julian Robertson Gives His Stock Picks: RYAAY, RYCEY, COF, OCN Oct 23 2012 
Baron Funds Comments on Ryanair Holdings Aug 24 2012 
Hedge Fund Manager Glenn Greenberg Reports Q2 Portfolio Aug 15 2011 
Portfolio Juice From Hero CEOS Apr 22 2011 
Kenneth Fisher's Stock Picks: RYAAY and COST Apr 19 2011 
Ryanair has downside protection Feb 23 2011 
Glenn Greenberg at Columbia: How a Great Investor Thinks Nov 17 2011 
Manning & Napier Advisors Buys Amgen Inc., Boston Scientific Corp., Time Warner Inc., Nordstrom Inc. Apr 28 2010 


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