-1.90%
6.96%
-6.28%
10.76%
15.20%
129.22%
433.02%
AI Spotlight on URI
Company Description
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 specialty construction products, including 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; 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, directly to manufacturers, and at auctions.The company operates a network of 1,360 rental locations in the United States, Canada, Europe, Australia, and New Zealand.United Rentals, Inc.
was incorporated in 1997 and is headquartered in Stamford, Connecticut.
Market Data
| Last Price | 743.67 |
| Change Percentage | -1.90% |
| Open | 738.89 |
| Previous Close | 758.06 |
| Market Cap ( Millions) | 48567 |
| Volume | 362850 |
| Year High | 896.98 |
| Year Low | 596.48 |
| M A 50 | 773.41 |
| M A 200 | 735.34 |
Financial Ratios
| FCF Yield | 0.86% |
| Dividend Yield | 0.88% |
| ROE | 30.65% |
| Debt / Equity | 168.12% |
| Net Debt / EBIDTA | 221.59% |
| Price To Book | 5.7 |
| Price Earnings Ratio | 19.07 |
| Price To FCF | 115.93 |
| Price To sales | 3.17 |
| EV / EBITDA | 9.88 |
News
- Jan -30 - United Rentals Stock Down on Q4 Earnings Miss, Revenue Beat
- Jan -30 - United Rentals, Inc. (URI) Q4 2024 Earnings Call Transcript
- Jan -30 - United Rentals (URI) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
- Jan -29 - United Rentals (URI) Misses Q4 Earnings Estimates
- Jan -29 - United Rentals Increases Quarterly Cash Dividend
- Jan -29 - United Rentals Announces Record Fourth Quarter and Full-Year 2024 Results, Introduces 2025 Outlook for Growth and Announces 10% Increase to Quarterly Dividend
- Jan -28 - United Rentals Tender Offer for H&E Equipment Services, Inc. Commences
- Jan -27 - Factors Setting the Tone for United Rentals' Q4 Earnings
- Jan -27 - The 3 Biggest M&A Stock Opportunities for 2025
- Jan -21 - Power Rental Market Forecasts 2025-2030, with Company Profiles for United Rentals, Sunbelt Rentals, Wacker Neuson, Herc Rentals, Modern Energy Rental, PON Energy Rental, BPC Power Rental & More
- Jan -17 - United Rentals Names Julie Brandt to Board of Directors
- Jan -16 - H&E EQUIPMENT INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of H&E Equipment Services, Inc. - HEES
- Jan -16 - United Rentals, Inc. Fourth Quarter and Full Year 2024 Conference Call and Audio Webcast Thursday, January 30, 2025 at 8:30 a.m. (ET)
- Jan -15 - United Rentals to Buy H&E: A Big Move for Equipment Rental Leadership
- Jan -15 - What's Happening With United Rentals Stock?
- Jan -14 - United Rentals to acquire H&E Equipment Services in deal valued at $4.8 billion
- Jan -14 - United Rentals to Acquire H&E Equipment Services, Inc.
- Dec -18 - United Rentals Launches New Excavation Safety Training Program
- Dec -16 - Prediction: After Crushing the Market in 2024, United Rentals Could Have Another Winning Year in 2025
- Dec -02 - United Rentals Recognized for Leadership in Veteran Hiring and Career Development
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> General Rentals
Expected Growth : 5.5 %
What the company do ?
General Rentals from United Rentals, Inc. offers a wide range of equipment and tools for rent to construction, industrial, and municipal customers.
Why we expect these perspectives ?
United Rentals' General Rentals segment growth of 5.5% is driven by increasing construction activity, infrastructure spending, and a growing demand for equipment rentals. Additionally, the company's strategic acquisitions, investments in technology, and a strong used equipment market also contribute to the segment's growth.
Segment n°2 -> Specialty
Expected Growth : 6.5 %
What the company do ?
United Rentals, Inc. specializes in equipment rentals for construction, industrial, and municipal industries, offering a wide range of equipment and tools for various projects.
Why we expect these perspectives ?
United Rentals' Specialty segment growth of 6.5% is driven by increasing demand for specialized equipment in infrastructure projects, growth in non-residential construction, and a rise in oil and gas activities. Additionally, the company's strategic acquisitions and investments in its fleet and technology have enhanced its offerings, further contributing to the segment's growth.
United Rentals, Inc. Products
| Product Range | What is it ? |
|---|---|
| General Rental Equipment | United Rentals offers a wide range of general rental equipment, including aerial lifts, forklifts, generators, and more. |
| Specialty Rental Equipment | United Rentals provides specialty rental equipment, including trench safety, pump solutions, and power distribution equipment. |
| Trench Safety Equipment | United Rentals offers trench safety equipment, including trench boxes, shoring systems, and confined space equipment. |
| Power and HVAC Rental Equipment | United Rentals provides power and HVAC rental equipment, including generators, air conditioning units, and heating units. |
| Pump and Fluid Solutions | United Rentals offers pump and fluid solutions, including pumps, hoses, and filtration systems. |
| Tool and Equipment Rentals | United Rentals provides tool and equipment rentals, including hand tools, power tools, and equipment for specific trades. |
| Aerial Lift Rentals | United Rentals offers aerial lift rentals, including boom lifts, scissor lifts, and forklifts. |
| Fleet Management Services | United Rentals provides fleet management services, including equipment tracking, maintenance, and repair. |
| Used Equipment Sales | United Rentals sells used equipment, including aerial lifts, generators, and other construction equipment. |
United Rentals, Inc.'s Porter Forces
Threat Of Substitutes
United Rentals, Inc. has a low threat of substitutes due to the specialized equipment and services it provides to its customers. The company's equipment rental solutions are often tailored to specific customer needs, making it difficult for substitutes to emerge.
Bargaining Power Of Customers
United Rentals, Inc. has a medium bargaining power of customers due to the presence of large and small customers. While large customers may have some bargaining power, the company's diverse customer base and wide range of equipment offerings mitigate this power.
Bargaining Power Of Suppliers
United Rentals, Inc. has a low bargaining power of suppliers due to its large scale of operations and diversified supplier base. The company's ability to negotiate prices and terms with suppliers reduces the bargaining power of suppliers.
Threat Of New Entrants
United Rentals, Inc. has a low threat of new entrants due to the high barriers to entry in the equipment rental industry. The company's established brand, large fleet of equipment, and extensive network of locations create significant barriers to entry for new competitors.
Intensity Of Rivalry
United Rentals, Inc. operates in a highly competitive industry with several established players. The company's rivalry with competitors such as Sunbelt Rentals and RSC Equipment Rental drives the intensity of rivalry in the industry.
Strength
Capital Structure
| Value | |
|---|---|
| Debt Weight | 60.90% |
| Debt Cost | 6.64% |
| Equity Weight | 39.10% |
| Equity Cost | 13.00% |
| WACC | 9.13% |
| Leverage | 155.74% |
United Rentals, Inc. : Quality Control
United Rentals, Inc. passed 4 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| PCAR | PACCAR Inc designs, manufactures, and distributes light, medium, and heavy-duty commercial trucks in the United States, Europe, Mexico, South America, Australia, and internationally. It operates through three segments: Truck, Parts, … |
| PAYX | Paychex, Inc. provides integrated human capital management solutions for human resources (HR), payroll, benefits, and insurance services for small to medium-sized businesses in the United States, Europe, and India. It … |
| R | Ryder System, Inc. operates as a logistics and transportation company worldwide. The company operates through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS). … |
| FTAIP | Fortress Transportation and Infrastructure Investors LLC owns and acquires infrastructure and related equipment for the transportation of goods and people in Africa, Asia, Europe, North America, and South America. It … |
| TDG | TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. Its Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Paychex
A-Score
1-Year Total Return ->
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Ryder System
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1-Year Total Return ->
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TransDigm Group
A-Score
1-Year Total Return ->
4
Fortress Transportation
A-Score
1-Year Total Return ->
5
PACCAR
A-Score
1-Year Total Return ->
6
