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MGRC 
McGrath RentCorp (MGRC)
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Upturn Advisory Summary
01/09/2026: 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 $147
1 Year Target Price $147
| 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 01/09/2026 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.67B USD | Price to earnings Ratio 18.36 | 1Y Target Price 147 |
Price to earnings Ratio 18.36 | 1Y Target Price 147 | ||
Volume (30-day avg) 2 | Beta 0.5 | 52 Weeks Range 94.99 - 128.27 | Updated Date 01/9/2026 |
52 Weeks Range 94.99 - 128.27 | Updated Date 01/9/2026 | ||
Dividends yield (FY) 1.77% | 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 18.36 | Forward PE 16.23 | Enterprise Value 3225491797 | Price to Sales(TTM) 2.86 |
Enterprise Value 3225491797 | Price to Sales(TTM) 2.86 | ||
Enterprise Value to Revenue 3.46 | Enterprise Value to EBITDA 9.58 | Shares Outstanding 24611657 | Shares Floating 24337483 |
Shares Outstanding 24611657 | Shares Floating 24337483 | ||
Percent Insiders 1.01 | Percent Institutions 92.23 |
Upturn AI SWOT
McGrath RentCorp
Company Overview
History and Background
McGrath RentCorp (NASDAQ: MGRC) was founded in 1977 by Dean McGrath. The company began as a provider of temporary office space and has since expanded its offerings and rental fleets. Key milestones include its initial public offering in 1986 and strategic acquisitions that have broadened its market reach and service capabilities. McGrath RentCorp operates through three distinct segments: Mobile Modular, Event Rentals, and TRS-RentCo.
Core Business Areas
- Mobile Modular: Provides rental and sale of modular buildings for various applications, including temporary classrooms, offices, and healthcare facilities. This segment caters to educational institutions, construction companies, and government agencies.
- Event Rentals: Offers rental of portable toilets, restroom trailers, and showers for special events, concerts, and disaster relief efforts. This segment also includes portable fencing and related event infrastructure.
- TRS-RentCo: Provides rental of tank, and pump equipment for industrial and commercial customers, primarily for applications such as wastewater management, environmental cleanup, and construction dewatering.
Leadership and Structure
McGrath RentCorp is led by a management team with extensive experience in the rental industry. The organizational structure is segmented, with each business unit operating with a degree of autonomy to best serve its specific market. The CEO is effective and the board of directors oversees the strategic direction of the company.
Top Products and Market Share
Key Offerings
- Modular Buildings: McGrath RentCorp offers a wide range of modular building solutions, including single-wide and double-wide units, custom configurations, and specialty structures. Market share data is not publicly disclosed for individual product lines, but the company is a significant player in the temporary and permanent modular building rental market. Competitors include WillScot Mobile Mini Holdings (WSC), CORT, and numerous regional providers.
- Portable Toilets and Restrooms: This segment provides a comprehensive fleet of portable sanitation solutions, from standard portable toilets to luxury restroom trailers. The event rentals market is highly competitive with many local and national providers. Competitors include United Rentals (URI), Sunbelt Rentals (part of Ashtead Group), and various regional portable toilet companies.
- Tank and Pump Rentals: TRS-RentCo's offerings include various types of tanks (e.g., containment, water, fuel) and pumps (e.g., submersible, diaphragm, centrifugal) for fluid management. This is a specialized market within the broader industrial rental sector. Competitors include United Rentals (URI), Sunbelt Rentals, and other specialized fluid management rental companies.
Market Dynamics
Industry Overview
McGrath RentCorp operates in the diversified rental services industry, which includes sectors such as construction, industrial, events, and disaster relief. The industry is characterized by strong demand driven by construction activity, temporary space needs, and event planning. The adoption of rental solutions is increasing as businesses seek cost-effective and flexible alternatives to ownership.
Positioning
McGrath RentCorp is positioned as a diversified rental solutions provider with a strong presence in its core segments. Its competitive advantages lie in its established customer relationships, extensive rental fleet, and decentralized operational structure that allows for localized service. The company benefits from recurring revenue streams through its rental model.
Total Addressable Market (TAM)
The TAM for the modular building rental market, portable sanitation, and industrial fluid management equipment is substantial and growing. While specific TAM figures for each segment vary, the broader equipment rental market in the US is estimated to be in the tens of billions of dollars. McGrath RentCorp targets specific niches within these larger markets, aiming to capture a significant share of its addressable segments through its specialized offerings and geographic reach.
Upturn SWOT Analysis
Strengths
- Diversified business model across multiple rental segments
- Established customer relationships and recurring revenue streams
- Extensive rental fleet and operational infrastructure
- Decentralized operational structure allowing for responsive local service
- Experienced management team
Weaknesses
- Reliance on construction and event industry cycles
- Competition from larger, more diversified rental companies
- Potential for fleet depreciation and capital expenditure needs
- Geographic concentration in certain regions
Opportunities
- Expansion into new geographic markets
- Acquisition of smaller rental companies to consolidate market share
- Increased demand for sustainable and modular building solutions
- Growth in the disaster relief and emergency response rental sector
- Leveraging technology for improved fleet management and customer service
Threats
- Economic downturns impacting construction and event spending
- Increased competition and price pressure
- Rising interest rates impacting borrowing costs for fleet expansion
- Natural disasters leading to unexpected increases in demand and strain on resources
- Changes in environmental regulations affecting portable sanitation and fluid management
Competitors and Market Share
Key Competitors
- WillScot Mobile Mini Holdings (WSC)
- United Rentals, Inc. (URI)
- Sunbelt Rentals (part of Ashtead Group, ASHT.L)
Competitive Landscape
McGrath RentCorp competes in a fragmented market with larger, more diversified players like United Rentals and WillScot Mobile Mini. Its advantage lies in its specialized focus within its three segments and strong regional presence. However, it faces challenges in terms of scale and breadth of services compared to its larger competitors.
Growth Trajectory and Initiatives
Historical Growth: McGrath RentCorp has experienced steady revenue and earnings growth over the past several years, driven by its diversified segments and strategic management. The company has shown resilience through economic cycles.
Future Projections: Analyst projections generally indicate continued modest growth for McGrath RentCorp, supported by ongoing demand in its core markets and potential expansion opportunities. The company is expected to benefit from infrastructure spending and continued demand for temporary space solutions.
Recent Initiatives: Recent initiatives likely include fleet modernization, geographic expansion in key growth areas, and potential bolt-on acquisitions to enhance its service offerings and market penetration. The company also focuses on operational efficiency and customer service improvements.
Summary
McGrath RentCorp is a stable and diversified rental services company with strong performance in its core segments of modular buildings, event rentals, and tank/pump rentals. Its consistent revenue, healthy profit margins, and commitment to shareholder returns are positive indicators. However, the company must remain vigilant against economic downturns and intense competition from larger players, while continuing to explore strategic growth opportunities.
Similar Stocks
Sources and Disclaimers
Data Sources:
- McGrath RentCorp Investor Relations
- Financial news and data providers (e.g., Yahoo Finance, Bloomberg)
- Industry analysis reports
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute financial advice. Investors should conduct their own due diligence 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.
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