EquipmentShare.com Inc Class A Common Stock (EQPT)vsUnited Rentals Inc (URI)
EQPT
EquipmentShare.com Inc Class A Common Stock
$20.80
+2.26%
INDUSTRIALS · Cap: $5.48B
URI
United Rentals Inc
$747.59
+0.10%
INDUSTRIALS · Cap: $47.52B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 268% more annual revenue ($16.10B vs $4.38B). URI leads profitability with a 15.5% profit margin vs 0.1%. URI appears more attractively valued with a PEG of 1.17. URI earns a higher WallStSmart Score of 63/100 (C+).
EQPT
Avoid32
out of 100
Grade: F
URI
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for EQPT.
Margin of Safety
-233.1%
Fair Value
$262.34
Current Price
$747.59
$485.25 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Every $100 of equity generates 28 in profit
Strong operational efficiency at 25.2%
Areas to Watch
Trading at 15.8x book value
1.2% revenue growth
ROE of 0.3% — below average capital efficiency
0.1% margin — thin
2.8% revenue growth
Grey zone — moderate risk
Weak financial health signals
Earnings declined 1.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : EQPT
EQPT has a balanced fundamental profile.
Bull Case : URI
The strongest argument for URI centers on Return on Equity, Operating Margin. Profitability is solid with margins at 15.5% and operating margin at 25.2%. PEG of 1.17 suggests the stock is reasonably priced for its growth.
Bear Case : EQPT
The primary concerns for EQPT are Price/Book, Revenue Growth, Return on Equity. Thin 0.1% margins leave little buffer for downturns.
Bear Case : URI
The primary concerns for URI are Revenue Growth, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
URI is growing revenue faster at 2.8% — sustainability is the question.
URI generates stronger free cash flow (577M), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
URI scores higher overall (63/100 vs 32/100), backed by strong 15.5% margins. Both earn "Buy" and "Avoid" 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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