PROG Holdings Inc (PRG)vsSunbelt Rentals Holdings, Inc. (SUNB)
PRG
PROG Holdings Inc
$28.99
+0.94%
INDUSTRIALS · Cap: $1.14B
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 354% more annual revenue ($10.93B vs $2.41B). SUNB leads profitability with a 12.7% profit margin vs 6.1%. PRG appears more attractively valued with a PEG of 0.93. PRG earns a higher WallStSmart Score of 59/100 (C).
PRG
Buy59
out of 100
Grade: C
SUNB
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-63.6%
Fair Value
$20.67
Current Price
$28.99
$8.32 premium
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
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Generating 1.5B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
6.1% margin — thin
Weak financial health signals
Revenue declined 7.8%
2.7% revenue growth
Earnings declined 6.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : PRG
The strongest argument for PRG centers on P/E Ratio, Altman Z-Score, PEG Ratio. PEG of 0.93 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 : PRG
The primary concerns for PRG are Market Cap, Profit Margin, Piotroski F-Score.
Bear Case : SUNB
The primary concerns for SUNB are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
PRG carries more volatility with a beta of 1.77 — expect wider price swings.
SUNB is growing revenue faster at 2.7% — sustainability is the question.
SUNB generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PRG scores higher overall (59/100 vs 50/100). Both earn "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.
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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