Northrop Grumman Corporation (NOC)vsUnited Rentals Inc (URI)
NOC
Northrop Grumman Corporation
$572.41
-0.94%
INDUSTRIALS · Cap: $81.68B
URI
United Rentals Inc
$952.13
-1.10%
INDUSTRIALS · Cap: $61.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Northrop Grumman Corporation generates 159% more annual revenue ($42.37B vs $16.36B). URI leads profitability with a 15.3% profit margin vs 10.8%. URI appears more attractively valued with a PEG of 1.60. URI earns a higher WallStSmart Score of 64/100 (C+).
NOC
Buy63
out of 100
Grade: C+
URI
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-61.6%
Fair Value
$419.98
Current Price
$572.41
$152.43 premium
Intrinsic value data unavailable for URI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 84.9% YoY
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Large-cap with strong market position
Every $100 of equity generates 28 in profit
Strong operational efficiency at 23.1%
Areas to Watch
4.4% revenue growth
Grey zone — moderate risk
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Grey zone — moderate risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : NOC
The strongest argument for NOC centers on EPS Growth, Market Cap, Return on Equity.
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 : NOC
The primary concerns for NOC are Revenue Growth, Altman Z-Score, Debt/Equity.
Bear Case : URI
The primary concerns for URI are PEG Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
NOC profiles as a value stock while URI is a mature play — different risk/reward profiles.
URI carries more volatility with a beta of 1.68 — expect wider price swings.
URI is growing revenue faster at 7.2% — sustainability is the question.
URI generates stronger free cash flow (681M), providing more financial flexibility.
Bottom Line
URI scores higher overall (64/100 vs 63/100), backed by strong 15.3% margins. 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.
Northrop Grumman Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Northrop Grumman Corporation (NYSE: NOC) is an American multinational aerospace and defense technology company.
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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