Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
URI
BuyPremium GrowerUnited Rentals, Inc. · Industrials · United States · $64.1B · Avg Vol: $433M/d
COMPANY DESCRIPTION
United Rentals, Inc. is the world's largest equipment rental company, providing a comprehensive fleet of construction and industrial equipment, tools, and related services across North America. The company leverages its unparalleled scale, extensive branch network, and diverse equipment offerings to serve a broad customer base, reducing their capital expenditure and maintenance burdens. This dominant market position and operational efficiency create a significant competitive moat in a fragmented industry.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 11.6B | 14.3B | 15.3B | 16.1B | 11.4% | 16.8B | 17.7B | 19.3B | 9.4% |
| EPS | 29.77 | 35.40 | 38.82 | 38.71 | 9.1% | 41.54 | 45.31 | 52.63 | 16.6% |
| Shares | 69.4M | 67.3M | 65.3M | 63.1M | -9.0% | 62.2M | — | — | — |
| Debt | 12.2B | 12.7B | 14.8B | 15.7B | 8.6% | 15.4B | — | — | — |
| Equity | 7.1B | 8.1B | 8.6B | 9.0B | 8.3% | — | — | — | — |
| Op CF | 4.4B | 4.7B | 4.5B | 5.2B | 5.4% | 5.7B | — | — | — |
| Inv CF | -5.0B | -3.0B | -4.1B | -3.4B | — | — | — | — | — |
| Fin CF | 552.0M | -1.5B | -274.0M | -1.8B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of URI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| URI | United Rentals, Inc.(you) | $64.1B | 65 | Buy |
| SUNB.L | Sunbelt Rentals Holdings, Inc. | $29.6B | 54 | Hold |
| AER | AerCap Holdings N.V. | $23.2B | 52 | Hold |
| AYV.PA | AYVENS | $10.2B | 70 | Buy |
| 8439.T | Tokyo Century Corporation | $8.2B | 62 | Hold |
| R | Ryder System, Inc. | $9.4B | 73 | Buy |
| RENT3.SA | Localiza Rent a Car S.A. | $7.4B | 61 | Hold |
| 2588.HK | BOC Aviation Limited | $6.6B | 58 | Hold |
| EFN.TO | Element Fleet Management Corp. | $7.5B | 46 | Hold |
| SIX2.DE | Sixt SE | $4.0B | 76 | Buy |
Peer medians: ROE 8.9% · P/E 19.8x · Gross margin 26.1%