McGrath RentCorp (MGRC)vsSunbelt Rentals Holdings, Inc. (SUNB)
MGRC
McGrath RentCorp
$110.40
+0.49%
INDUSTRIALS · Cap: $2.68B
SUNB
Sunbelt Rentals Holdings, Inc.
$72.68
-0.68%
INDUSTRIALS · Cap: $28.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Sunbelt Rentals Holdings, Inc. generates 1096% more annual revenue ($11.15B vs $932.86M). MGRC leads profitability with a 16.4% profit margin vs 11.9%. MGRC appears more attractively valued with a PEG of 1.02. SUNB earns a higher WallStSmart Score of 58/100 (C).
MGRC
Buy57
out of 100
Grade: C
SUNB
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-48.4%
Fair Value
$77.95
Current Price
$110.40
$32.45 premium
Intrinsic value data unavailable for SUNB.
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 23.3%
No standout strengths identified
Areas to Watch
Revenue declined 6.2%
Earnings declined 6.2%
Distress zone — elevated risk
Elevated debt levels
Earnings declined 27.8%
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 16.4% and operating margin at 23.3%. PEG of 1.02 suggests the stock is reasonably priced for its growth.
Bull Case : SUNB
PEG of 1.26 suggests the stock is reasonably priced for its growth.
Bear Case : MGRC
The primary concerns for MGRC are Revenue Growth, EPS Growth.
Bear Case : SUNB
The primary concerns for SUNB are Altman Z-Score, Debt/Equity, EPS Growth.
Key Dynamics to Monitor
MGRC profiles as a declining 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.
SUNB is growing revenue faster at 8.9% — sustainability is the question.
SUNB generates stronger free cash flow (877M), providing more financial flexibility.
Bottom Line
SUNB scores higher overall (58/100 vs 57/100). Both earn "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.
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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