URI

United Rentals, Inc.

$1,043.87

+1.84% 2026-10-20

IndustrialsS&P 500

1M 3M 6M 1Y 2Y

URISPY

-1.6%

+3.0%

+3.2%

+30.0%

YTD

+29.8%

+5.2%

Live chart

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Grades vs sector

Momentum

62nd pct in sector

B-

12-1 return: +15.8%
Percentile within its GICS sector across the S&P 1500.

Growth

61st pct in sector

B-

Revenue growth (YoY): +11.8%
Percentile within its GICS sector across the S&P 1500.

Value

42nd pct in sector

Forward E/P: 5.6% · EBITDA/EV: 5.9%
Percentile within its GICS sector across the S&P 1500.

Profitability

83rd pct in sector

A-

Profit margin: +15.7% · Return on equity: +28.9%
Percentile within its GICS sector across the S&P 1500.

Revisions

Not enough data yet

–

EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Our models

Not held by any of our 5 live models right now.

Quality Growth

not ranked (outside this model's universe or screens)

Momentum Top 15

rank 257 of 499 · 12-1 momentum % 9.6

Momentum Blend

not in the current book

New Highs Growth

not ranked (outside this model's universe or screens)

Conviction 20

not in the current book

News

More news

United Rentals’ (URI) Specialty Rentals Up 25% as Data Centers and Infrastructure Drive Growth

Insider Monkey · Oct 19

Key stats

Market cap$65.0B

P/E (trailing)25.1

P/E (forward)18.1

52-week range701.59 – 1,179.18

Revenue growth (YoY, latest qtr)+11.8%

Dividend yield0.77%

Analyst consensusBuy (21)

Mean price target$1,261.10 (+21%)

Valuation and fundamentals

Valuation & fundamentals

Bottom line

Leans undervalued

Model read-out from the numbers below, not advice. Score +1 (DCF counts double).

•DCF (base case)above the price by 1%

•Forward P/E vs sector18.1x vs median 17.1x

•Piotroski F-score4/9

▲Altman Z3.6 (safe)

•Net debt / EBITDA3.2x

▲Analyst target+21% (21 analysts)

Discounted cash flow

Bear

$654

-37%

growth 7% · disc. 14.0% · term. 2.0%

Base

$1,056

+1%

growth 12% · disc. 13.0% · term. 2.5%

Bull

$1,510

+45%

growth 15% · disc. 12.0% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal

Today's price assumes free cash flow grows about 9% a year for 10 years.

Implied

+9%/yr

FCF, last 3 yrs

+5%/yr

FCF, last 5 yrs

+16%/yr

Revenue, last 3 yrs

+11%/yr

Revenue, last 5 yrs

+14%/yr

Same inputs as the DCF above: trailing free cash flow 5.1B, 13.0% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.

Edit assumptions · recalculates instantly

Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-03-31). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.83 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Industrials

P/E (trailing)

sector median 26.4× · 47th pct

25.1×
cheaper

Forward P/E

sector median 17.1× · 56th pct

18.1×
pricier

EV / EBITDA

sector median 14.8× · 66th pct

17.7×
pricier

Price / sales

sector median 2.1× · 77th pct

4.0×
pricier

Price / book

sector median 3.5× · 78th pct

7.2×
pricier

FCF yield

sector median 4.5% · 76th pct

7.9%
cheaper

Forward EPS $57.78 vs trailing $41.57 (+39% expected growth). Forward P/E uses analysts' next-12-month estimate.

Quality & financial health

Gross margin

38.2%

Operating margin

24.7%

FCF margin

31.4%

Net margin

15.3%

Return on equity

28.0%

Return on invested capital

13.1%

Net debt / EBITDA

3.2×

Current ratio

0.8×

Interest cover

–

Cash conversion (OCF/NI)

2.1×

Piotroski F-score 4/9 · last two fiscal years

✓ Positive net income✓ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✗ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✗ Gross margin improved✗ Asset turnover improved

Altman Z-score 3.6 (safe zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.

Analysts

Mean target

$1,261

+21%

Analysts

Buy

Range

$950–$1,610

low – high

● price · ◆ mean target

Annual history

FY	Revenue	Net income	Free cash flow
2025	$16.1B	$2.5B	$5.2B
2024	$15.3B	$2.6B	$4.5B
2023	$14.3B	$2.4B	$4.7B
2022	$11.6B	$2.1B	$4.4B
2021	$9.7B	$1.4B	$3.7B
2020	$8.5B	$890.0M	$2.5B

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +11.4%.

Earnings

Next report: 2026-10-21 · after close · EPS est 14.03

EstimateActual (beat)Actual (miss)

Report	EPS est	Actual	Surprise
2026-07-22	11.59	12.76	+10.1%
2026-04-22	8.94	9.71	+8.6%
2026-01-28	11.80	11.09	-6.0%
2025-10-22	12.29	11.70	-4.8%
2025-07-23	10.54	10.47	-0.6%
2025-04-23	8.81	8.86	+0.5%
2025-01-29	11.63	11.59	-0.3%
2024-10-23	12.49	11.80	-5.5%

Quarterly revenue

Quarter	Revenue	YoY
2026-06-30	$4.4B	+11.8%
2026-03-31	$4.0B	–
2025-12-31	$4.2B	–
2025-09-30	$4.2B	–
2025-06-30	$3.9B	–

Analyst actions

Truist Securities

2026-10-05 · main

Buy → Buy
PT $1,395

RBC Capital

2026-09-24 · reit

Outperform → Outperform
PT $1,323

JP Morgan

2026-09-10 · down

Overweight → Neutral
PT $1,170

Evercore ISI Group

2026-08-11 · main

Outperform → Outperform
PT $1,262

Argus Research

2026-08-04 · reit

Buy → Buy
PT $1,250

UBS

2026-07-25 · main

Buy → Buy
PT $1,350

Recent dividends

2026-08-12: $1.970 · 2026-05-13: $1.970 · 2026-02-11: $1.970 · 2025-11-12: $1.790 · 2025-08-13: $1.790 · 2025-05-14: $1.790 · 2025-02-12: $1.790 · 2024-11-13: $1.630

Insider trades

Grace William E.

EVP, CFO · 2026-07-24

SELL
$1.7M

None

None · None

SELL
–

None

None · None

SELL
–

Stats refreshed 2026-10-20 18:08:27 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

coteau

Coteau Systematic Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.

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