United Rentals, Inc. (URI) — Analysis Summary
United Rentals, Inc. (URI) has a market cap of $64.58B with year-over-year revenue growth of +3.0%. Net margin stands at 67.5%. The stock trades at a P/E ratio of 25.8.
Key Takeaways
- Revenue changed +3.0% year-over-year
- Net margin of 67.5%
- P/E ratio of 25.8
Compared to other companies in the SERVICES-EQUIPMENT RENTAL & LEASING, NEC sector, URI posted revenue growth of +3.0% and trades at a P/E of 25.8.
United Rentals, Inc. (URI)
UPDATED — ET · MARKET DATA POLYGON · FINANCIALS SEC EDGAR
Red Flags & WarningsWatch List
Some caution signals are active and should be weighed alongside the valuation work.
Current ratio at 0.80x — current liabilities exceed current assets
Gross margin at 167.7% — verify: very few businesses sustain >90% gross margin outside pure software/IP
Operating margin at 108.2% — exceptionally high, typical only for monopolistic or IP-heavy businesses
United Rentals is the world's largest equipment rental company, principally operating in the US and Canada. It has 16% share in a highly fragmented market serving general industrial (49%), commercial construction (46%), and residential construction (5%). The company operates a $21 billion fleet of equipment, including aerial platforms, forklifts, excavators, trucks, power generators, and various other materials serving local and national accounts from nearly 1,600 locations in North America and 100 abroad. It has pursued a strategy of bundling specialty rental capabilities to offer its customers more advanced solutions in addition to its core equipment rental business, supporting its ambitions to become a one-stop shop for customers and enhance and maintain its margin profile.
Sector
SERVICES-EQUIPMENT RENTAL & LEASING, NEC
Employees
28,500
Headquarters
STAMFORD, CT
Exchange
XNYS
Systematic competitive advantage assessment based on 4yr data
This assessment is based on quantitative analysis of historical financial data and does not constitute investment advice. Moat ratings may change with industry and competitive dynamics.
First version surfaces recent SEC Forms 3, 4, and 5 activity. It does not yet parse individual buy/sell transactions.
Capital Structure
Cash Flow
Annual Dividend/Share
$7.88
Dividend Yield
0.76%
Dividend History
Disclaimer: This is not financial advice. Data sourced from SEC EDGAR and Polygon.io. Past performance does not guarantee future results. Always conduct your own research before making investment decisions.