McGrath RentCorp (MGRC)vsSunbelt Rentals Holdings, Inc. (SUNB)
MGRC
McGrath RentCorp
$109.44
+0.46%
INDUSTRIALS · Cap: $2.59B
SUNB
Sunbelt Rentals Holdings, Inc.
$69.61
+3.69%
INDUSTRIALS · Cap: $27.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Sunbelt Rentals Holdings, Inc. generates 1058% more annual revenue ($10.93B vs $944.24M). MGRC leads profitability with a 16.6% profit margin vs 12.7%. MGRC appears more attractively valued with a PEG of 1.03. MGRC earns a higher WallStSmart Score of 69/100 (B-).
MGRC
Strong Buy69
out of 100
Grade: B-
SUNB
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.1%
Fair Value
$297.18
Current Price
$109.44
$187.74 discount
Margin of Safety
N/A
Fair Value
$22.17
Current Price
$69.61
$47.44 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 28.9%
Earnings expanding 28.1% YoY
Generating 1.5B in free cash flow
Areas to Watch
No major concerns identified
2.7% revenue growth
Earnings declined 6.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : MGRC
The strongest argument for MGRC centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 16.6% and operating margin at 28.9%. PEG of 1.03 suggests the stock is reasonably priced for its growth.
Bull Case : SUNB
The strongest argument for SUNB centers on Free Cash Flow. PEG of 1.04 suggests the stock is reasonably priced for its growth.
Bear Case : MGRC
No major red flags identified for MGRC, but monitor valuation.
Bear Case : SUNB
The primary concerns for SUNB are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
MGRC profiles as a mature stock while SUNB is a value play — different risk/reward profiles.
SUNB carries more volatility with a beta of 1.65 — expect wider price swings.
MGRC is growing revenue faster at 5.3% — sustainability is the question.
SUNB generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
MGRC scores higher overall (69/100 vs 50/100), backed by strong 16.6% margins. Both earn "Strong 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.
McGrath RentCorp
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
McGrath RentCorp is a business-to-business rental company in the United States and internationally. The company is headquartered in Livermore, California.
Sunbelt Rentals Holdings, Inc.
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Sunbelt Rentals Holdings, Inc., engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada. The company is headquartered in Fort Mill, South Carolina.
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