Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- 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
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/05/2025: 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 $146.75
1 Year Target Price $146.75
| 1 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -6.58% | 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 12/05/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.54B USD | Price to earnings Ratio 17.48 | 1Y Target Price 146.75 |
Price to earnings Ratio 17.48 | 1Y Target Price 146.75 | ||
Volume (30-day avg) 2 | Beta 0.51 | 52 Weeks Range 94.99 - 128.27 | Updated Date 12/6/2025 |
52 Weeks Range 94.99 - 128.27 | Updated Date 12/6/2025 | ||
Dividends yield (FY) 1.87% | Basic EPS (TTM) 5.9 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 15.62% | Operating Margin (TTM) 26.02% |
Management Effectiveness
Return on Assets (TTM) 6.27% | Return on Equity (TTM) 12.7% |
Valuation
Trailing PE 17.48 | Forward PE 15.6 | Enterprise Value 3114493223 | Price to Sales(TTM) 2.73 |
Enterprise Value 3114493223 | Price to Sales(TTM) 2.73 | ||
Enterprise Value to Revenue 3.34 | Enterprise Value to EBITDA 9.25 | Shares Outstanding 24611657 | Shares Floating 24336745 |
Shares Outstanding 24611657 | Shares Floating 24336745 | ||
Percent Insiders 1.01 | Percent Institutions 92.36 |
Upturn AI SWOT
McGrath RentCorp
Company Overview
History and Background
McGrath RentCorp was founded in 1979. Initially focused on modular office rentals, it expanded through organic growth and acquisitions to include other specialty rental segments. Significant milestones include IPO in 1984, expansion into electronic test equipment rental, and diversification into portable storage and educational rentals.
Core Business Areas
- Mobile Modular: Provides relocatable modular buildings and classrooms for temporary or permanent space needs. Services include delivery, installation, and maintenance.
- TRS-RenTelco: Offers rental of electronic test equipment and communications infrastructure equipment. Caters to industries like aerospace, defense, telecommunications, and semiconductor manufacturing.
- Adler Tank Rentals: Rents and sells tanks and containers for storing liquids and solids, serving industries such as environmental services, construction, and agriculture.
Leadership and Structure
Joeleen K. Jones serves as the Chief Executive Officer. The organizational structure is typical of a public company, with a Board of Directors overseeing executive management responsible for the various business segments and corporate functions.
Top Products and Market Share
Key Offerings
- Modular Buildings: Relocatable modular buildings and classrooms. McGrath RentCorp holds a significant market share in the modular building rental market, although specific numbers vary by region. Competitors include WillScot Mobile Mini Holdings Corp (WSC) and Pac-Van.
- Electronic Test Equipment Rental: Rental of oscilloscopes, spectrum analyzers, and other test equipment. The market share data is not publicly available, but TRS-RenTelco is a major player in this niche. Competitors include Electro Rent Corporation and TestEquity.
- Tanks and Containers: Rental of tanks and containers for storing liquids and solids. Market share information is fragmented, but Adler Tank Rentals has a strong presence in several regions. Competitors include United Rentals (URI) and various regional tank rental companies.
Market Dynamics
Industry Overview
The specialty rental market is driven by economic activity, infrastructure projects, and industrial production. Demand fluctuates based on industry cycles and seasonality.
Positioning
McGrath RentCorp is positioned as a diversified specialty rental company, offering a broad range of products and services across multiple industries. Competitive advantages include a strong brand reputation, extensive geographic reach, and a diverse product portfolio.
Total Addressable Market (TAM)
The TAM for specialty rentals across McGrath RentCorp's segments is estimated to be in the billions of dollars annually. McGrath RentCorp is positioned well to capture a portion of this TAM, but the exact percentage is difficult to define as its a moving target. The companyu2019s positioning is strong, and it benefits from long-term relationships with its customers.
Upturn SWOT Analysis
Strengths
- Diversified revenue streams
- Strong brand reputation
- Extensive geographic reach
- Experienced management team
- Proven track record of acquisitions
Weaknesses
- Sensitivity to economic cycles
- Capital intensive business model
- Dependence on key industries
- Potential for equipment obsolescence
- Exposure to environmental liabilities (tank rentals)
Opportunities
- Further acquisitions and consolidation
- Expansion into new geographic markets
- Development of new rental products and services
- Increased demand from infrastructure projects
- Growth in environmental services sector
Threats
- Economic downturns
- Increased competition
- Rising interest rates
- Changes in regulations
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- WSC
- URI
- ACT
- ARR
Competitive Landscape
McGrath RentCorp faces competition from both large national players and smaller regional companies. Its diversified business model and strong customer relationships provide a competitive advantage.
Major Acquisitions
Design Space Modular Buildings
- Year: 2018
- Acquisition Price (USD millions): 256
- Strategic Rationale: Expanded geographic reach and market share in the modular building rental market.
Growth Trajectory and Initiatives
Historical Growth: McGrath RentCorp has experienced steady growth in revenue and earnings over the past decade, driven by organic expansion and strategic acquisitions.
Future Projections: Analysts project continued growth in revenue and earnings, supported by favorable industry trends and the company's strong market position.
Recent Initiatives: Recent initiatives include investments in new equipment, expansion into new geographic markets, and acquisitions of complementary businesses.
Summary
McGrath RentCorp demonstrates financial stability and consistent revenue growth. Its diversified approach to specialty rentals helps mitigate cyclical downturns within its varying markets. Recent acquisitions will solidify market share. Future outlooks are optimistic based on current and expected revenue growth. A possible downturn in the overall economy would impact their business.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
- Company Website
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Market conditions and company performance can change, so users should conduct their own research before making any investment decisions.
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.