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Upturn AI SWOT - About
MGRC 
McGrath RentCorp (MGRC)
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Upturn Advisory Summary
06/30/2025: MGRC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
2 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $144
1 Year Target Price $144
| 1 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -6.42% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.85B USD | Price to earnings Ratio 12.02 | 1Y Target Price 144 |
Price to earnings Ratio 12.02 | 1Y Target Price 144 | ||
Volume (30-day avg) 2 | Beta 0.67 | 52 Weeks Range 94.27 - 129.34 | Updated Date 06/30/2025 |
52 Weeks Range 94.27 - 129.34 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 1.64% | Basic EPS (TTM) 9.65 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 25.81% | Operating Margin (TTM) 23.32% |
Management Effectiveness
Return on Assets (TTM) 6.6% | Return on Equity (TTM) 22.8% |
Valuation
Trailing PE 12.02 | Forward PE 19.84 | Enterprise Value 3462790068 | Price to Sales(TTM) 3.11 |
Enterprise Value 3462790068 | Price to Sales(TTM) 3.11 | ||
Enterprise Value to Revenue 3.77 | Enterprise Value to EBITDA 7.36 | Shares Outstanding 24611300 | Shares Floating 24311317 |
Shares Outstanding 24611300 | Shares Floating 24311317 | ||
Percent Insiders 1.19 | Percent Institutions 89.46 |
Analyst Ratings
Rating 2 | Target Price 144 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
McGrath RentCorp
Company Overview
History and Background
McGrath RentCorp was founded in 1979. Initially focused on mobile office rentals, it has expanded through organic growth and acquisitions to provide diverse rental solutions.
Core Business Areas
- Mobile Modular: Rents and sells modular buildings and related services to temporary and permanent needs.
- TRS-RenTelco: Rents and sells electronic test equipment.
- Adler Tank Rentals: Rents and sells liquid and solid containment solutions including tanks, boxes and related services.
Leadership and Structure
Joele Michaud is the Chief Executive Officer and President. The company has a traditional corporate structure with a board of directors and executive management team.
Top Products and Market Share
Key Offerings
- Modular Buildings: Portable classrooms, offices, and other structures. Competitors include WillScot Mobile Mini Holdings (WSC). Specific market share data unavailable but this represents a large portion of their revenue. Revenue is difficult to separate from service revenues.
- Electronic Test Equipment: Various test and measurement equipment for rent or sale to telecommunications, aerospace, and other industries. Market share data is not readily available, key competitors includes Electro Rent Corporation. Revenue is difficult to separate from service revenues.
- Tanks and Liquid/Solid Containment: Tanks for various uses (storage, transport). Competitors include United Rentals Fluid Solutions. Market share data is not readily available. Revenue is difficult to separate from service revenues.
Market Dynamics
Industry Overview
The rental industry is driven by economic activity, construction, and industrial demand. Trends include increasing demand for sustainable solutions and technological advancements.
Positioning
McGrath RentCorp is a well-established player in the rental industry, known for its diverse offerings and reliable service. Competitive advantages include its scale, geographic reach, and customer relationships.
Total Addressable Market (TAM)
TAM is difficult to assess precisely due to the breadth of rental categories. McGrath RentCorp is well positioned within its niche segments to continue capturing market share through continued strategic investments in new business units.
Upturn SWOT Analysis
Strengths
- Diversified revenue streams
- Established brand reputation
- Strong customer relationships
- Experienced management team
- Nationwide geographic presence
Weaknesses
- Capital intensive business model
- Exposure to economic cycles
- Dependence on rental rates
- Integration risks from acquisitions
Opportunities
- Expanding into new markets
- Acquiring complementary businesses
- Developing new rental solutions
- Leveraging technology for efficiency
- Increase focus on sustainability initiatives
Threats
- Economic downturns
- Increased competition
- Fluctuations in interest rates
- Changes in regulations
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- WSC
- URI
Competitive Landscape
McGrath RentCorp competes with larger and smaller companies depending on the specific segment. Its diversification provides a competitive advantage.
Major Acquisitions
Enviroplex
- Year: 2021
- Acquisition Price (USD millions): 75
- Strategic Rationale: Expanded McGrath's presence in the modular building sector, specifically education.
Growth Trajectory and Initiatives
Historical Growth: McGrath RentCorp has historically grown through a combination of organic expansion and strategic acquisitions.
Future Projections: Future projections based on analyst estimates are not provided.
Recent Initiatives: Recent initiatives include strategic acquisitions to expand service offerings and geographic presence.
Summary
McGrath RentCorp is a diversified rental company with a strong market position. Its diverse revenue streams help mitigate risk. The company needs to manage its capital intensity and exposure to economic cycles. Strategic acquisitions offer opportunities for growth, but integration risks need to be managed.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Public SEC Filings
- Industry Reports
- Market Data Providers
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It should not be considered financial advice. Market share data is estimated and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About McGrath RentCorp
Exchange NASDAQ | Headquaters Livermore, CA, United States | ||
IPO Launch date 1990-03-26 | President, CEO & Director Mr. Joseph F. Hanna | ||
Sector Industrials | Industry Rental & Leasing Services | Full time employees 1219 | Website https://www.mgrc.com |
Full time employees 1219 | Website https://www.mgrc.com | ||
McGrath RentCorp operates as a business-to-business rental company in the United States and internationally. It rents and sells relocatable modular buildings, portable storage containers, and electronic test equipment. The company operates through four segments: Mobile Modular, Portable Storage, TRS-RenTelco, and Enviroplex. The Mobile Modular segment rents and sells modular buildings designed for use as classrooms, temporary offices adjacent to existing facilities, sales offices, construction field offices, restroom buildings, health care clinics, child care facilities, office spaces, and various other purposes. The Portable Storage segment offers steel containers, such as storage and office containers to provide a temporary storage solution to construction, retail, commercial and industrial, energy and petrochemical, manufacturing, education, and healthcare markets. The TRS-RenTelco segment rents and sells general purpose electronic test equipment, such as oscilloscopes, amplifiers, analyzers, signal source, and power source test equipment primarily to aerospace, defense, electronics, industrial, research, and semiconductor industries. This segment also provides communications test equipment, including network and transmission test equipment for various fiber, copper, and wireless networks to the manufacturers of communications equipment and products, electrical and communications installation contractors, field technicians, and service providers. The Enviroplex segment manufactures and sells portable classrooms directly to public school districts and other educational institutions in California. The company was incorporated in 1979 and is based in Livermore, California.
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