Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
URI.MX
STRONG BUYUnited Rentals, Inc. · Industrials · United States · $71.1B · Avg Vol: $9K/d
COMPANY DESCRIPTION
United Rentals, Inc. is the world's largest industrial and construction equipment rental company, operating an extensive network of branch locations across North America. The company's competitive moat is driven by its massive, diversified fleet of rental assets and its proprietary digital platform that optimizes fleet utilization for large industrial customers. United Rentals benefits from significant scale advantages, allowing it to outcompete smaller regional players on fleet availability and customer service.
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% | 16.4B | 17.3B | 18.5B | 7.3% |
| EPS | 29.77 | 35.40 | 38.82 | 38.73 | 9.2% | 39.21 | — | — | — |
| Shares | 114.8M | 115.0M | 115.2M | 115.4M | +0.5% | — | — | — | — |
| Debt | 12.2B | 12.7B | 14.8B | 15.7B | 8.6% | 15.0B | — | — | — |
| Equity | 7.1B | 8.1B | 8.6B | 9.0B | 8.3% | — | — | — | — |
| Op CF | 4.4B | 4.7B | 4.5B | 5.2B | 5.4% | 5.3B | — | — | — |
| 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.MX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| URI.MX | United Rentals, Inc.(you) | $71.1B | 92 | STRONG BUY |
| AYV.PA | AYVENS | $10.2B | 91 | STRONG BUY |
| AER | AerCap Holdings N.V. | $23.5B | 70 | BUY |
| R | Ryder System, Inc. | $10.1B | 87 | STRONG BUY |
| 2588.HK | BOC Aviation Limited | $7.1B | 79 | BUY |
| SUNB.L | Sunbelt Rentals Holdings, Inc. | $30.9B | 48 | HOLD |
| SIX3.DE | Sixt SE | $3.0B | 95 | STRONG BUY |
| 8439.T | Tokyo Century Corporation | $7.5B | 67 | BUY |
| PRG | PROG Holdings, Inc. | $1.8B | 99 | STRONG BUY |
| MGRC | McGrath RentCorp | $3.0B | 74 | BUY |
Peer medians: ROE 8.3% · P/E 20.0x · Gross margin 25.1%