Sunbelt Rentals Holdings, Inc. (SUNB)vsUnited Rentals Inc (URI)
SUNB
Sunbelt Rentals Holdings, Inc.
$81.08
+0.20%
INDUSTRIALS · Cap: $30.96B
URI
United Rentals Inc
$1,162.84
+0.02%
INDUSTRIALS · Cap: $71.59B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 51% more annual revenue ($16.83B vs $11.15B). URI leads profitability with a 15.7% profit margin vs 11.9%. SUNB appears more attractively valued with a PEG of 1.44. URI earns a higher WallStSmart Score of 68/100 (B-).
SUNB
Buy58
out of 100
Grade: C
URI
Strong Buy68
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Strong operational efficiency at 26.0%
Earnings expanding 25.5% YoY
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Earnings declined 27.8%
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : SUNB
PEG of 1.44 suggests the stock is reasonably priced for its growth.
Bull Case : URI
The strongest argument for URI centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 15.7% and operating margin at 26.0%. Revenue growth of 11.8% demonstrates continued momentum.
Bear Case : SUNB
The primary concerns for SUNB are Altman Z-Score, Debt/Equity, EPS Growth.
Bear Case : URI
The primary concerns for URI are PEG Ratio, P/E Ratio, Altman Z-Score. Debt-to-equity of 1.67 is elevated, increasing financial risk.
Key Dynamics to Monitor
SUNB profiles as a value stock while URI is a mature play — different risk/reward profiles.
URI carries more volatility with a beta of 1.80 — expect wider price swings.
URI is growing revenue faster at 11.8% — sustainability is the question.
SUNB generates stronger free cash flow (877M), providing more financial flexibility.
Bottom Line
URI scores higher overall (68/100 vs 58/100), backed by strong 15.7% margins and 11.8% revenue growth. Both earn "Strong 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.
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.
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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