Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
MGRC 
McGrath RentCorp (MGRC)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/14/2025: MGRC (1-star) is currently NOT-A-BUY. Pass it for now.
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
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $145
1 Year Target Price $145
| 1 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -6.59% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.87B USD | Price to earnings Ratio 11.26 | 1Y Target Price 145 |
Price to earnings Ratio 11.26 | 1Y Target Price 145 | ||
Volume (30-day avg) 2 | Beta 0.56 | 52 Weeks Range 97.40 - 128.80 | Updated Date 10/14/2025 |
52 Weeks Range 97.40 - 128.80 | Updated Date 10/14/2025 | ||
Dividends yield (FY) 1.66% | Basic EPS (TTM) 10.36 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 26.81% | Operating Margin (TTM) 24.26% |
Management Effectiveness
Return on Assets (TTM) 6.47% | Return on Equity (TTM) 23.84% |
Valuation
Trailing PE 11.26 | Forward PE 16.84 | Enterprise Value 3424024673 | Price to Sales(TTM) 3.05 |
Enterprise Value 3424024673 | Price to Sales(TTM) 3.05 | ||
Enterprise Value to Revenue 3.64 | Enterprise Value to EBITDA 7.06 | Shares Outstanding 24611531 | Shares Floating 24336620 |
Shares Outstanding 24611531 | Shares Floating 24336620 | ||
Percent Insiders 1.01 | Percent Institutions 92.1 |
Upturn AI SWOT
McGrath RentCorp
Company Overview
History and Background
McGrath RentCorp was founded in 1979. It started as a rental company for mobile offices and has grown through acquisitions and organic expansion into a diversified business-to-business rental company.
Core Business Areas
- Mobile Modular: Rents and sells modular buildings and provides related services, primarily for temporary and semi-permanent classroom, office, and storage space.
- TRS-RenTelco: Rents and sells electronic test equipment.
- Adler Tank Rentals: Rents and sells liquid and solid containment solutions, including tanks, boxes, and related equipment.
Leadership and Structure
Joe Hanna is the CEO of McGrath RentCorp. The company operates with a divisional structure, with each business segment having its own management team.
Top Products and Market Share
Key Offerings
- Modular Buildings: Mobile Modular rents and sells modular buildings, primarily for temporary or semi-permanent use as classrooms, offices, sales offices and storage space. McGrath Rentcorp holds a significant market share within the Western US. Competitors include WillScot Mobile Mini Holdings Corp (WSC) and Pac-Van (owned by General Finance Corporation).
- Electronic Test Equipment: TRS-RenTelco rents and sells a wide range of electronic test and measurement equipment. Key offerings include oscilloscopes, spectrum analyzers, and network analyzers. They cater to a diverse range of industries including telecom, aerospace, and defense. Competitors include Electro Rent Corp and TestEquity.
- Tanks and Containment Solutions: Adler Tank Rentals rents and sells tanks, pumps, and other containment equipment for industrial and construction applications. The revenue isn't broken down by specific service or product. Competitors include United Rentals Fluid Solutions and Rain for Rent.
Market Dynamics
Industry Overview
The rental services industry is driven by economic activity, construction spending, and demand for temporary space and equipment. Factors like infrastructure development and regulatory requirements also play a role.
Positioning
McGrath RentCorp is a well-established player in the rental services market, known for its diverse offerings and strong customer relationships. Its diversified business model provides a degree of resilience against economic cycles.
Total Addressable Market (TAM)
The total addressable market for modular space, electronic test equipment, and tank rentals is estimated to be in the tens of billions of dollars. McGrath RentCorp is positioned to capture a significant portion of this TAM through its diverse offerings and established market presence.
Upturn SWOT Analysis
Strengths
- Diversified business model
- Strong brand reputation
- Established customer relationships
- Experienced management team
- Geographic presence
Weaknesses
- Capital intensive business
- Exposure to economic cycles
- Dependence on specific industries
- Potential for equipment obsolescence
- High fixed costs
Opportunities
- Expansion into new geographic markets
- Acquisition of complementary businesses
- Increased demand for temporary space and equipment
- Growth in infrastructure spending
- Adoption of new technologies
Threats
- Economic downturns
- Increased competition
- Fluctuations in commodity prices
- Changes in regulatory requirements
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- WillScot Mobile Mini Holdings Corp (WSC)
- United Rentals (URI)
- Electro Rent Corp (ELRC)
Competitive Landscape
McGrath RentCorp competes with larger players like WillScot Mobile Mini and United Rentals, and smaller regional competitors. Its competitive advantages include its diversified business model, focus on customer service, and strong brand reputation.
Major Acquisitions
Design Space Modular Buildings
- Year: 2021
- Acquisition Price (USD millions): 260
- Strategic Rationale: Expanded Mobile Modular's geographic footprint and customer base.
Growth Trajectory and Initiatives
Historical Growth: Discuss McGrath RentCorp's growth trends over the past years.
Future Projections: Provide projections for McGrath RentCorp's future growth based on analyst estimates.
Recent Initiatives: Highlight recent strategic initiatives undertaken by McGrath RentCorp.
Summary
McGrath RentCorp is a diversified rental company with a strong position in its core markets. The company's diversified business model provides stability, but its capital-intensive nature and exposure to economic cycles pose challenges. McGrath RentCorp should focus on expanding its geographic footprint and capitalizing on growth opportunities in infrastructure spending and technology adoption, while also keeping a close eye on the financial ratios, balance sheet and cash flow.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Investor Presentations
- Earnings Call Transcripts
- Industry Reports
- Financial News Articles
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share estimates are approximate and may vary depending on the source and methodology. Financial data is based on publicly available information and may be subject to change.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.