WallStSmart

GATX Corporation (GATX)vsUnited Rentals Inc (URI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

United Rentals Inc generates 760% more annual revenue ($16.36B vs $1.90B). GATX leads profitability with a 17.9% profit margin vs 15.3%. GATX appears more attractively valued with a PEG of 0.64. GATX earns a higher WallStSmart Score of 73/100 (B).

GATX

Strong Buy

73

out of 100

Grade: B

Growth: 8.0Profit: 7.0Value: 6.3Quality: 3.0
Piotroski: 3/9Altman Z: 0.68

URI

Buy

64

out of 100

Grade: C+

Growth: 6.7Profit: 8.5Value: 5.0Quality: 4.0
Piotroski: 2/9Altman Z: 1.98

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GATX4 strengths · Avg: 8.5/10
Revenue GrowthGrowth
38.4%10/10

Revenue surging 38.4% year-over-year

PEG RatioValuation
0.648/10

Growing faster than its price suggests

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.8%8/10

Strong operational efficiency at 29.8%

URI3 strengths · Avg: 8.7/10
Market CapQuality
$62.32B9/10

Large-cap with strong market position

Return on EquityProfitability
27.9%9/10

Every $100 of equity generates 28 in profit

Operating MarginProfitability
23.1%8/10

Strong operational efficiency at 23.1%

Areas to Watch

GATX4 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-4.32B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.682/10

Distress zone — elevated risk

Debt/EquityHealth
4.551/10

Elevated debt levels

URI4 concerns · Avg: 3.8/10
PEG RatioValuation
1.654/10

Expensive relative to growth rate

P/E RatioValuation
25.4x4/10

Moderate valuation

Altman Z-ScoreHealth
1.984/10

Grey zone — moderate risk

Debt/EquityHealth
1.673/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : GATX

The strongest argument for GATX centers on Revenue Growth, PEG Ratio, Price/Book. Profitability is solid with margins at 17.9% and operating margin at 29.8%. Revenue growth of 38.4% 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 : GATX

The primary concerns for GATX are Piotroski F-Score, Free Cash Flow, Altman Z-Score. Debt-to-equity of 4.55 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

GATX profiles as a growth stock while URI is a mature play — different risk/reward profiles.

URI carries more volatility with a beta of 1.83 — expect wider price swings.

GATX is growing revenue faster at 38.4% — sustainability is the question.

URI generates stronger free cash flow (681M), providing more financial flexibility.

Bottom Line

GATX scores higher overall (73/100 vs 64/100), backed by strong 17.9% margins and 38.4% revenue growth. 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.

Want to dig deeper into these stocks?