General Dynamics Corporation (GD)vsUnited Rentals Inc (URI)
GD
General Dynamics Corporation
$355.90
+0.47%
INDUSTRIALS · Cap: $96.29B
URI
United Rentals Inc
$989.12
0.00%
INDUSTRIALS · Cap: $61.57B
Smart Verdict
WallStSmart Research — data-driven comparison
General Dynamics Corporation generates 226% more annual revenue ($54.86B vs $16.83B). URI leads profitability with a 15.7% profit margin vs 8.2%. URI appears more attractively valued with a PEG of 1.29. URI earns a higher WallStSmart Score of 72/100 (B).
GD
Buy58
out of 100
Grade: C
URI
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-56.6%
Fair Value
$229.18
Current Price
$355.90
$126.72 premium
Intrinsic value data unavailable for URI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 1.6B in free cash flow
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
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 : GD
The strongest argument for GD centers on Market Cap, Free Cash Flow.
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 : GD
The primary concerns for GD are PEG Ratio.
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
GD profiles as a value stock while URI is a mature play — different risk/reward profiles.
URI carries more volatility with a beta of 1.79 — expect wider price swings.
URI is growing revenue faster at 11.8% — sustainability is the question.
GD generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
URI scores higher overall (72/100 vs 58/100), backed by strong 15.7% margins and 11.8% 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.
General Dynamics Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Dynamics Corporation (GD) is an American aerospace and defense corporation. It is headquartered in Reston, Fairfax County, Virginia.
Visit Website →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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