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URI 
United Rentals Inc (URI)
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Upturn Advisory Summary
12/01/2025: URI (3-star) is currently NOT-A-BUY. Pass it for now.
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 $1025.47
1 Year Target Price $1025.47
| 7 | Strong Buy |
| 4 | Buy |
| 9 | Hold |
| 3 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 81.93% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 12/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 51.81B USD | Price to earnings Ratio 20.75 | 1Y Target Price 1025.47 |
Price to earnings Ratio 20.75 | 1Y Target Price 1025.47 | ||
Volume (30-day avg) 23 | Beta 1.67 | 52 Weeks Range 522.49 - 1019.33 | Updated Date 12/1/2025 |
52 Weeks Range 522.49 - 1019.33 | Updated Date 12/1/2025 | ||
Dividends yield (FY) 0.86% | Basic EPS (TTM) 38.81 |
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 15.83% | Operating Margin (TTM) 26.48% |
Management Effectiveness
Return on Assets (TTM) 8.68% | Return on Equity (TTM) 28.78% |
Valuation
Trailing PE 20.75 | Forward PE 17.45 | Enterprise Value 66570023231 | Price to Sales(TTM) 3.24 |
Enterprise Value 66570023231 | Price to Sales(TTM) 3.24 | ||
Enterprise Value to Revenue 4.16 | Enterprise Value to EBITDA 9.31 | Shares Outstanding 63630147 | Shares Floating 63261728 |
Shares Outstanding 63630147 | Shares Floating 63261728 | ||
Percent Insiders 0.52 | Percent Institutions 94.39 |
Upturn AI SWOT
United Rentals Inc
Company Overview
History and Background
United Rentals, Inc. was founded in 1997 by Bradley Jacobs. It quickly grew through acquisitions and organic expansion to become the largest equipment rental company in the world. Significant milestones include various acquisitions of smaller rental companies and expansions into specialty rental segments.
Core Business Areas
- General Rentals: This segment offers a broad range of construction, industrial, and homeowner equipment for rent, including aerial work platforms, forklifts, earthmoving equipment, and hand tools.
- Specialty Rentals: This segment provides specialized equipment and solutions for specific industries and applications, such as trench safety, power and HVAC, fluid solutions, and tool solutions.
Leadership and Structure
Matthew Flannery serves as the Chief Executive Officer. The organizational structure is hierarchical with regional and functional management teams reporting to the corporate headquarters.
Top Products and Market Share
Key Offerings
- Aerial Work Platforms: Includes scissor lifts, boom lifts, and personnel lifts. United Rentals is a major player in this market, competing with companies like Sunbelt Rentals and Herc Rentals. Market share is estimated at 25% across all rental equipment.Competitors: Sunbelt Rentals, Herc Rentals.
- Earthmoving Equipment: Consists of excavators, loaders, and backhoes. These are essential for construction and infrastructure projects. Competitors include Sunbelt Rentals, Cat Rental Store. Market share is estimated at 25% across all rental equipment. Competitors: Sunbelt Rentals, Cat Rental Store.
- Trench Safety Equipment: Includes shoring and shielding systems for underground construction. United Rentals holds a significant share of this specialized market. Competitors: Sunbelt Rentals, Trench Plate Rental Co.
Market Dynamics
Industry Overview
The equipment rental industry is cyclical, driven by construction activity, industrial production, and infrastructure spending. Demand is currently strong due to infrastructure projects and a healthy construction market.
Positioning
United Rentals is the market leader in North America, benefiting from its scale, extensive network, and diverse product offerings. Its competitive advantages include its large fleet, strong brand recognition, and value added services.
Total Addressable Market (TAM)
The estimated TAM for the equipment rental market is over $60 billion. United Rentals, with approximately $14 billion in annual revenue, is well-positioned to capture further market share.
Upturn SWOT Analysis
Strengths
- Largest equipment rental company in North America
- Extensive branch network
- Diversified product offerings
- Strong brand recognition
- Experienced management team
Weaknesses
- Capital intensive business
- Vulnerable to economic cycles
- High debt levels
- Integration risks from acquisitions
Opportunities
- Infrastructure spending initiatives
- Growth in specialty rental segments
- Expansion into new markets
- Technological advancements (e.g., telematics)
- Increasing outsourcing of equipment management
Threats
- Economic downturn
- Increased competition
- Fluctuations in equipment prices
- Rising interest rates
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- HRI
- ASO
- CAT
Competitive Landscape
United Rentals benefits from its scale and extensive network, giving it a cost advantage. However, smaller regional players can sometimes offer more personalized service. Herc Rentals (HRI) and Ashtead Group (ASO) are its main competitors.
Major Acquisitions
Ahern Rentals
- Year: 2023
- Acquisition Price (USD millions): 2000
- Strategic Rationale: Expanded United Rentals' presence in key markets and added significant fleet capacity.
General Finance Corporation
- Year: 2021
- Acquisition Price (USD millions): 996
- Strategic Rationale: Expanded United Rentals' mobile storage and modular space solutions.
Growth Trajectory and Initiatives
Historical Growth: United Rentals has grown rapidly through acquisitions and organic expansion. Recent years have seen strong growth due to increased construction activity.
Future Projections: Analysts project continued growth for United Rentals, driven by infrastructure spending and the increasing popularity of equipment rental. Revenue is expected to grow in the mid-single digits annually.
Recent Initiatives: Recent initiatives include expanding the specialty rental business, investing in technology, and improving operational efficiency.
Summary
United Rentals is the dominant player in the equipment rental market, benefiting from its scale and diversified offerings. Strong industry tailwinds and infrastructure spending are driving growth. However, its capital-intensive nature and exposure to economic cycles require careful monitoring and management of debt levels.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on your own research and due diligence.
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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