EquipmentShare.com Inc Class A Common Stock (EQPT)vsUnited Rentals Inc (URI)
EQPT
EquipmentShare.com Inc Class A Common Stock
$19.55
-4.35%
INDUSTRIALS · Cap: $5.10B
URI
United Rentals Inc
$1,067.77
-1.55%
INDUSTRIALS · Cap: $62.32B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 252% more annual revenue ($16.36B vs $4.65B). URI leads profitability with a 15.3% profit margin vs 0.5%. URI appears more attractively valued with a PEG of 1.65. URI earns a higher WallStSmart Score of 64/100 (C+).
EQPT
Hold43
out of 100
Grade: D
URI
Buy64
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 38.1% year-over-year
Large-cap with strong market position
Every $100 of equity generates 28 in profit
Strong operational efficiency at 23.1%
Areas to Watch
Expensive relative to growth rate
ROE of 3.8% — below average capital efficiency
0.5% margin — thin
Operating margin of 0.1%
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : EQPT
The strongest argument for EQPT centers on Revenue Growth. Revenue growth of 38.1% 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 15.3% and operating margin at 23.1%.
Bear Case : EQPT
The primary concerns for EQPT are PEG Ratio, Return on Equity, Profit Margin. A P/E of 224.3x leaves little room for execution misses. Debt-to-equity of 2.68 is elevated, increasing financial risk.
Bear Case : URI
The primary concerns for URI are PEG Ratio, P/E Ratio, Altman Z-Score. Debt-to-equity of 1.67 is elevated, increasing financial risk.
Key Dynamics to Monitor
EQPT profiles as a hypergrowth stock while URI is a mature play — different risk/reward profiles.
EQPT is growing revenue faster at 38.1% — sustainability is the question.
URI generates stronger free cash flow (681M), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
URI scores higher overall (64/100 vs 43/100), backed by strong 15.3% margins. Both earn "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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