GATX Corporation (GATX)vsUnited Rentals Inc (URI)
GATX
GATX Corporation
$170.05
+0.42%
INDUSTRIALS · Cap: $6.02B
URI
United Rentals Inc
$747.59
+0.10%
INDUSTRIALS · Cap: $47.52B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 825% more annual revenue ($16.10B vs $1.74B). GATX leads profitability with a 19.2% profit margin vs 15.5%. GATX appears more attractively valued with a PEG of 0.64. GATX earns a higher WallStSmart Score of 73/100 (B).
GATX
Strong Buy73
out of 100
Grade: B
URI
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.8%
Fair Value
$427.28
Current Price
$170.05
$257.23 discount
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
Strong operational efficiency at 31.0%
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 25.8% YoY
Every $100 of equity generates 28 in profit
Strong operational efficiency at 25.2%
Areas to Watch
Negative free cash flow — burning cash
Distress zone — elevated risk
2.8% revenue growth
Grey zone — moderate risk
Weak financial health signals
Earnings declined 1.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : GATX
The strongest argument for GATX centers on Operating Margin, PEG Ratio, Price/Book. Profitability is solid with margins at 19.2% and operating margin at 31.0%. PEG of 0.64 suggests the stock is reasonably priced for its growth.
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 : GATX
The primary concerns for GATX are Free Cash Flow, Altman Z-Score.
Bear Case : URI
The primary concerns for URI are Revenue Growth, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
GATX profiles as a mature stock while URI is a value play — different risk/reward profiles.
URI carries more volatility with a beta of 1.65 — expect wider price swings.
GATX is growing revenue faster at 8.6% — sustainability is the question.
URI generates stronger free cash flow (577M), providing more financial flexibility.
Bottom Line
GATX scores higher overall (73/100 vs 63/100), backed by strong 19.2% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
GATX Corporation
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
GATX Corporation (NYSE: GATX) strives to be recognized as the best car rental company in the world by our customers, our shareholders, our employees and the communities where we operate. The company is headquartered in Chicago, Illinois since its founding in 1898.
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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