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United Rentals Inc(URI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for URI
10/28/2026: URI (3-star) is a STRONG-BUY. BUY for 3 days. Simulated Profits (4.70%). Updated daily EoD!
United Rentals Inc is the premier player in the North American equipment rental market, offering a vast array of construction and industrial machinery. The company has a leading position in the industry, benefiting from massive scale and a deliberate strategy of expanding into higher-margin specialty services. While it faces cyclical risks linked to construction activity and requires significant capital expenditure, its ability to maintain high fleet utilization remains a core strength. The company suits growth-oriented investors looking for exposure to infrastructure and construction trends, though it lacks dividend income. Investors should monitor macroeconomic conditions and the successful integration of future acquisitions.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company consistently captures market share and expands into high-margin segments. |
| Momentum investor | Strong fit while signal remains positive | The stock often trends with infrastructure spending cycles and construction momentum. |
| Value investor | Mixed fit | Valuations can be demanding depending on the cyclical nature of the industry. |
| Dividend investor | Weak fit | The company does not pay a regular dividend, prioritizing growth and share repurchases. |
| Low-risk investor | Mixed fit | The stock is sensitive to economic cycles, which increases volatility during downturns. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock price is sensitive to macroeconomic shifts and construction forecasts. |
| Valuation risk | Medium | Market pricing fluctuates based on expected capital expenditure cycles. |
| Competition risk (rental market share) | Medium | The primary threat is price undercutting from national competitors like Sunbelt. |
| Business quality | Strong | United Rentals has a high-quality, diverse fleet and deep operational expertise. |
| Dividend income | Low / none | Investors looking for steady income will not find a dividend yield here. |
| Execution risk | Medium | Successfully integrating large acquisitions is critical to maintaining margins. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 53.09% | Avg. Invested days 51 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 72.33B USD | Price to earnings Ratio 27.94 | 1Y Target Price 1292.24 |
Price to earnings Ratio 27.94 | 1Y Target Price 1292.24 | ||
Volume (30-day avg) 547.4K shares | Beta 1.83 | 52 Weeks Range 698.94 - 1189.01 | Updated Date 10/28/2026 |
52 Weeks Range 698.94 - 1189.01 | Updated Date 10/28/2026 | ||
Dividends yield (FY) 0.67% | Basic EPS (TTM) 41.59 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Equipment Rentals | Revenue generated from leasing aerial, earthmoving, and specialized equipment. | This is the core engine, turning the fleet into recurring cash flow. |
| Rental Related Services | Delivery, pickup, and maintenance services for the rented fleet. | Adds service revenue to the core business, improving customer stickiness. |
| Geography: North America | Operations across the United States and Canada. | The company relies heavily on the North American construction environment. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-21 | When After Market | Estimate 13.83 | Actual 15.55 |
Profitability
Profit Margin 16.33% | Operating Margin (TTM) 29.21% |
Management Effectiveness
Return on Assets (TTM) 9.14% | Return on Equity (TTM) 30.56% |
Valuation
Trailing PE 27.94 | Forward PE 19.46 | Enterprise Value 85.54B | Price to Sales(TTM) 4.13 |
Enterprise Value 85.54B | Price to Sales(TTM) 4.13 | ||
Enterprise Value to Revenue 4.89 | Enterprise Value to EBITDA 10.96 | Shares Outstanding 62.24M | Shares Floating 61.56M |
Shares Outstanding 62.24M | Shares Floating 61.56M | ||
Percent Insiders 0.44 | Percent Institutions 95.53 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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