EquipmentShare.com Inc Class A Common Stock (EQPT)vsUnited Rentals Inc (URI)
EQPT
EquipmentShare.com Inc Class A Common Stock
$18.02
+2.27%
INDUSTRIALS · Cap: $4.46B
URI
United Rentals Inc
$989.12
0.00%
INDUSTRIALS · Cap: $61.57B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 240% more annual revenue ($16.83B vs $4.95B). URI leads profitability with a 15.7% profit margin vs 0.5%. URI appears more attractively valued with a PEG of 1.29. URI earns a higher WallStSmart Score of 72/100 (B).
EQPT
Hold46
out of 100
Grade: D+
URI
Strong Buy72
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 26.3% year-over-year
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Strong operational efficiency at 26.0%
Earnings expanding 25.5% YoY
Areas to Watch
0.0% earnings growth
ROE of 3.8% — below average capital efficiency
0.5% margin — thin
Expensive relative to growth rate
Grey zone — moderate risk
Elevated debt levels
Weak financial health signals
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : EQPT
The strongest argument for EQPT centers on Revenue Growth. Revenue growth of 26.3% demonstrates continued momentum.
Bull Case : URI
The strongest argument for URI centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 15.7% and operating margin at 26.0%. Revenue growth of 11.8% demonstrates continued momentum.
Bear Case : EQPT
The primary concerns for EQPT are EPS Growth, Return on Equity, Profit Margin. A P/E of 176.1x leaves little room for execution misses. Debt-to-equity of 3.04 is elevated, increasing financial risk.
Bear Case : URI
The primary concerns for URI are Altman Z-Score, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.67 is elevated, increasing financial risk.
Key Dynamics to Monitor
EQPT profiles as a growth stock while URI is a mature play — different risk/reward profiles.
EQPT is growing revenue faster at 26.3% — sustainability is the question.
URI generates stronger free cash flow (-261M), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
URI scores higher overall (72/100 vs 46/100), backed by strong 15.7% margins and 11.8% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
EquipmentShare.com Inc Class A Common Stock
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
EquipmentShare.com Inc. provides integrated, full-service construction solutions across equipment rental, sales, and technology. The company is headquartered in Columbia, Missouri.
United Rentals Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
United Rentals, Inc. (NYSE: URI) is the world's largest equipment rental company, with about 13 percent of the North American market share as of 2019.
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