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Upturn AI SWOT - About
URI 
United Rentals Inc (URI)
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Upturn Advisory Summary
08/14/2025: URI (3-star) is a STRONG-BUY. BUY since 68 days. Profits (38.14%). 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 $886
1 Year Target Price $886
| 7 | Strong Buy |
| 4 | Buy |
| 9 | Hold |
| 3 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 83.36% | Avg. Invested days 57 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 58.48B USD | Price to earnings Ratio 23.53 | 1Y Target Price 886 |
Price to earnings Ratio 23.53 | 1Y Target Price 886 | ||
Volume (30-day avg) 23 | Beta 1.73 | 52 Weeks Range 523.58 - 933.32 | Updated Date 08/15/2025 |
52 Weeks Range 523.58 - 933.32 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 0.74% | Basic EPS (TTM) 38.63 |
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 2025-07-22 | When Before Market | Estimate 10.55 | Actual 10.47 |
Profitability
Profit Margin 16.11% | Operating Margin (TTM) 25.62% |
Management Effectiveness
Return on Assets (TTM) 8.94% | Return on Equity (TTM) 29.3% |
Valuation
Trailing PE 23.53 | Forward PE 20.66 | Enterprise Value 72385449851 | Price to Sales(TTM) 3.71 |
Enterprise Value 72385449851 | Price to Sales(TTM) 3.71 | ||
Enterprise Value to Revenue 4.6 | Enterprise Value to EBITDA 10.18 | Shares Outstanding 64341200 | Shares Floating 63989919 |
Shares Outstanding 64341200 | Shares Floating 63989919 | ||
Percent Insiders 0.52 | Percent Institutions 95.06 |
Upturn AI SWOT
United Rentals Inc
Company Overview
History and Background
United Rentals, Inc. was founded in 1997 and has grown through numerous acquisitions to become the largest equipment rental company in the world. The company's rapid expansion has been driven by a strategy of consolidation within the fragmented equipment rental industry.
Core Business Areas
- General Rentals: Offers a wide variety of construction, industrial, and homeowner equipment, including aerial work platforms, forklifts, earthmoving equipment, and hand tools.
- Specialty Rentals: Provides specialized equipment and solutions for specific industries or applications, such as trench safety, power and HVAC, fluid solutions, and tool solutions.
- Used Equipment Sales: Sells used equipment from its rental fleet.
Leadership and Structure
Matthew J. Flannery is the current CEO. The company operates with a decentralized structure, organized into geographic regions and specialty divisions.
Top Products and Market Share
Key Offerings
- Aerial Work Platforms: Scissor lifts, boom lifts, and other aerial platforms. United Rentals holds a significant market share in this segment. Competitors include Sunbelt Rentals, Herc Rentals, and Ashtead Group. Estimated revenue can be a significant portion of the overall revenue.
- Earthmoving Equipment: Excavators, loaders, and other earthmoving machines. United Rentals is a major player. Competitors include Sunbelt Rentals, Herc Rentals, and Cat Rental Store.
- Trench Safety Equipment: A complete line of Trench Safety solutions for construction. United Rentals is a significant player. Competitors include Sunbelt Rentals, Herc Rentals.
- Power & HVAC Equipment: Generators, heaters, and air conditioners. United Rentals holds a considerable market share. Competitors include Sunbelt Rentals, Herc Rentals.
Market Dynamics
Industry Overview
The equipment rental industry is cyclical, influenced by construction activity, infrastructure spending, and economic conditions. It is a fragmented market with many local and regional players, but consolidation is ongoing.
Positioning
United Rentals is the largest equipment rental company globally, holding a leading market share. Its competitive advantages include its scale, geographic reach, diverse product offerings, and strong relationships with equipment manufacturers.
Total Addressable Market (TAM)
The North American equipment rental market is estimated to be valued at over $60 billion. United Rentals is well-positioned to capture a significant portion of this TAM due to its leading market position.
Upturn SWOT Analysis
Strengths
- Largest market share
- Extensive branch network
- Diverse equipment fleet
- Strong brand recognition
- Established customer relationships
Weaknesses
- High capital expenditures
- Sensitivity to economic cycles
- Integration risks from acquisitions
- Debt burden
- Dependence on construction industry
Opportunities
- Further consolidation in the industry
- Increased infrastructure spending
- Growth in non-residential construction
- Expansion into new geographic markets
- Technological advancements (e.g., telematics)
Threats
- Economic downturns
- Increased competition
- Rising interest rates
- Fluctuations in fuel prices
- Changes in government regulations
Competitors and Market Share
Key Competitors
- ASH
- HRI
- CAT
Competitive Landscape
United Rentals benefits from its scale and brand recognition. However, it faces competition from other large players and regional rental companies. Competitive advantages often depend on local market conditions and customer relationships.
Major Acquisitions
Ahern Rentals
- Year: 2023
- Acquisition Price (USD millions): 2000
- Strategic Rationale: Increased United Rentals' presence and resources in the western US market.
Growth Trajectory and Initiatives
Historical Growth: United Rentals has grown significantly through acquisitions and organic expansion. The company's growth has been correlated with the construction industry and infrastructure development.
Future Projections: Analyst estimates suggest continued growth for United Rentals, driven by infrastructure spending and increased construction activity.
Recent Initiatives: Recent strategic initiatives include acquisitions, investments in technology, and expansion of its specialty rental offerings.
Summary
United Rentals is a strong company due to its market leadership and extensive network. Its growth is closely tied to economic cycles and infrastructure spending. The company should focus on integrating acquisitions successfully and managing its debt effectively while watching out for competition.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Estimates
- Company Press Releases
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data and revenue estimates can vary and are subject to change. Financial information should be verified against official company filings.
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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