PROG Holdings Inc (PRG)vsSunbelt Rentals Holdings, Inc. (SUNB)
PRG
PROG Holdings Inc
$30.88
+4.29%
INDUSTRIALS · Cap: $1.24B
SUNB
Sunbelt Rentals Holdings, Inc.
$82.90
+1.30%
INDUSTRIALS · Cap: $32.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Sunbelt Rentals Holdings, Inc. generates 339% more annual revenue ($11.47B vs $2.61B). SUNB leads profitability with a 12.1% profit margin vs 5.6%. PRG appears more attractively valued with a PEG of 0.93. SUNB earns a higher WallStSmart Score of 70/100 (B-).
PRG
Strong Buy69
out of 100
Grade: B-
SUNB
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-9.9%
Fair Value
$30.75
Current Price
$30.88
$0.13 premium
Intrinsic value data unavailable for SUNB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 22.3% year-over-year
Strong operational efficiency at 22.4%
Earnings expanding 22.8% YoY
Areas to Watch
Smaller company, higher risk/reward
5.6% margin — thin
Elevated debt levels
Earnings declined 4.2%
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : PRG
The strongest argument for PRG centers on P/E Ratio, Altman Z-Score, PEG Ratio. Revenue growth of 22.3% demonstrates continued momentum. PEG of 0.93 suggests the stock is reasonably priced for its growth.
Bull Case : SUNB
The strongest argument for SUNB centers on Operating Margin, EPS Growth. Revenue growth of 11.2% demonstrates continued momentum. PEG of 1.14 suggests the stock is reasonably priced for its growth.
Bear Case : PRG
The primary concerns for PRG are Market Cap, Profit Margin, Debt/Equity.
Bear Case : SUNB
The primary concerns for SUNB are Altman Z-Score, Debt/Equity. Debt-to-equity of 1.70 is elevated, increasing financial risk.
Key Dynamics to Monitor
PRG profiles as a growth stock while SUNB is a value play — different risk/reward profiles.
PRG carries more volatility with a beta of 1.78 — expect wider price swings.
PRG is growing revenue faster at 22.3% — sustainability is the question.
SUNB generates stronger free cash flow (744M), providing more financial flexibility.
Bottom Line
SUNB scores higher overall (70/100 vs 69/100) and 11.2% revenue growth. Both earn "Strong Buy" and "Strong 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.
PROG Holdings Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
PROG Holdings, Inc. is an omnichannel provider of leasing and purchasing solutions for underserved and credit-distressed customers. The company is headquartered in Draper, Utah.
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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