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Upturn AI SWOT - About
URI 
United Rentals Inc (URI)
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Upturn Advisory Summary
10/14/2025: URI (3-star) is a STRONG-BUY. BUY since 110 days. Simulated Profits (49.99%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
23 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $1001.74
1 Year Target Price $1001.74
| 7 | Strong Buy |
| 4 | Buy |
| 9 | Hold |
| 3 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 99.09% | Avg. Invested days 64 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 64.37B USD | Price to earnings Ratio 25.25 | 1Y Target Price 1001.74 |
Price to earnings Ratio 25.25 | 1Y Target Price 1001.74 | ||
Volume (30-day avg) 23 | Beta 1.73 | 52 Weeks Range 523.58 - 1007.97 | Updated Date 10/14/2025 |
52 Weeks Range 523.58 - 1007.97 | Updated Date 10/14/2025 | ||
Dividends yield (FY) 0.70% | Basic EPS (TTM) 39.62 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 16.11% | Operating Margin (TTM) 25.62% |
Management Effectiveness
Return on Assets (TTM) 8.97% | Return on Equity (TTM) 29.3% |
Valuation
Trailing PE 25.25 | Forward PE 20.7 | Enterprise Value 76846870184 | Price to Sales(TTM) 4.09 |
Enterprise Value 76846870184 | Price to Sales(TTM) 4.09 | ||
Enterprise Value to Revenue 4.88 | Enterprise Value to EBITDA 10.81 | Shares Outstanding 64341222 | Shares Floating 63972547 |
Shares Outstanding 64341222 | Shares Floating 63972547 | ||
Percent Insiders 0.52 | Percent Institutions 94.92 |
Upturn AI SWOT
United Rentals Inc
Company Overview
History and Background
United Rentals, Inc. was founded in 1997 through the combination of six rental companies. It has grown through acquisitions and organic expansion to become the largest equipment rental company in the world.
Core Business Areas
- General Rentals: Offers a wide range of construction, industrial, and homeowner equipment for rent.
- Specialty Rentals: Provides specialized equipment and services for specific industries such as trench safety, power & HVAC, and fluid solutions.
- Used Equipment Sales: Sells used equipment from its rental fleet.
- Site Services: Provides portable sanitation and temporary fencing solutions.
Leadership and Structure
Matthew Flannery serves as the Chief Executive Officer. The company has a typical corporate structure with departments such as operations, finance, sales, and marketing.
Top Products and Market Share
Key Offerings
- Aerial Work Platforms (Scissor Lifts, Boom Lifts): Used for accessing elevated areas in construction and maintenance. Market is competitive with companies like Sunbelt Rentals and Herc Rentals. Revenue is integrated within the overall rental revenue, not specifically broken out.
- Earthmoving Equipment (Excavators, Loaders): These are essential for construction and infrastructure projects. United Rentals has a significant market share in this segment. Competitors include Caterpillar and John Deere rentals. Revenue is integrated within the overall rental revenue, not specifically broken out.
- Power & HVAC Equipment (Generators, Heaters, AC Units): Provides temporary power and climate control solutions. Competition from Aggreko and others. Revenue is integrated within the overall rental revenue, not specifically broken out.
- Trench Safety Equipment: Used to protect workers in excavations. United Rentals is a leading provider in this segment. Competitors include companies specializing in shoring and trenching equipment. Revenue is integrated within the overall rental revenue, not specifically broken out.
Market Dynamics
Industry Overview
The equipment rental industry is driven by construction activity, infrastructure development, and industrial production. The market is consolidating, with larger players acquiring smaller companies.
Positioning
United Rentals is the largest equipment rental company in North America, with a significant advantage in scale and geographic reach. They offer a wide variety of equipment and services, making them a one-stop shop for many customers.
Total Addressable Market (TAM)
The North American equipment rental market is estimated to be over $60 billion. United Rentals is positioned to capture a significant portion of this TAM due to its size, scale, and breadth of offerings.
Upturn SWOT Analysis
Strengths
- Largest equipment rental company
- Extensive geographic network
- Diverse equipment fleet
- Strong brand recognition
- Experienced management team
Weaknesses
- High capital expenditures
- Susceptible to economic cycles
- Integration risks from acquisitions
- Dependence on construction and industrial sectors
Opportunities
- Further industry consolidation
- Expansion into new markets
- Increased demand for specialty rentals
- Growth in infrastructure spending
- Technological advancements (e.g., telematics)
Threats
- Economic downturn
- Increased competition
- Fluctuations in equipment prices
- Changes in government regulations
- Rising interest rates
Competitors and Market Share
Key Competitors
- Herc Rentals Inc (HRI)
- Ashtead Group plc (ASHTY)
- Sunbelt Rentals
- Aggreko
Competitive Landscape
United Rentals benefits from its scale and broad equipment fleet, but faces competition from other large rental companies and smaller regional players.
Major Acquisitions
Ahern Rentals
- Year: 2023
- Acquisition Price (USD millions): 2000
- Strategic Rationale: Expanded United Rentals' presence in key geographic markets and added significant aerial fleet.
BlueLine Rental
- Year: 2018
- Acquisition Price (USD millions): 2100
- Strategic Rationale: Strengthened United Rentals' position in the equipment rental market and expanded its geographic footprint.
Growth Trajectory and Initiatives
Historical Growth: United Rentals has grown significantly through acquisitions and organic expansion.
Future Projections: Analysts project continued growth for United Rentals, driven by infrastructure spending and construction activity.
Recent Initiatives: Recent initiatives include acquisitions of smaller rental companies, investments in technology, and expansion of the specialty rental business.
Summary
United Rentals is a robust player in the equipment rental industry, leveraging its scale and diverse fleet. The company's growth strategy of acquisitions and expansion is working well. Economic downturns and increased competition represent potential challenges it needs to be aware of. Despite these challenges, United Rentals is positioned for continued growth in a consolidating market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Industry reports
- Analyst estimates
- Company Website
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions can change rapidly.
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 United Rentals Inc
Exchange NYSE | Headquaters Stamford, CT, United States | ||
IPO Launch date 1997-12-18 | President, CEO & Director Mr. Matthew J. Flannery | ||
Sector Industrials | Industry Rental & Leasing Services | Full time employees 27900 | Website https://www.unitedrentals.com |
Full time employees 27900 | Website https://www.unitedrentals.com | ||
United Rentals, Inc., through its subsidiaries, operates as an equipment rental company. It operates in two segments, General Rentals and Specialty. The General Rentals segment rents general construction and industrial equipment includes backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms, such as boom and scissor lifts; and general tools and light equipment comprising pressure washers, water pumps, and power tools for construction and industrial companies, manufacturers, utilities, municipalities, homeowners, and government entities. The specialty segment rents trench safety equipment consists of trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers, and line testing equipment for underground work; power and heating, ventilating, and air conditioning equipment, such as portable diesel generators, electrical distribution equipment, and temperature control equipment; fluid solutions equipment for fluid containment, transfer, and treatment; surface protection mats; and mobile storage equipment and modular office space. This segment serves construction companies involved in infrastructure projects, and municipalities and industrial companies. It also sells aerial lifts, reach forklifts, telehandlers, compressors, and generators; construction consumables, tools, small equipment, and safety supplies; and parts for equipment that is owned by its customers, as well as provides repair and maintenance services. The company sells used equipment through its sales force, brokers, website, at auctions, and directly to manufacturers. The company operates in the United States, Canada, Europe, Australia, and New Zealand. United Rentals, Inc. was incorporated in 1997 and is headquartered in Stamford, Connecticut.
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