Sunbelt Rentals Holdings, Inc. (SUNB)vsUnited Rentals Inc (URI)
SUNB
Sunbelt Rentals Holdings, Inc.
$77.05
+1.21%
INDUSTRIALS · Cap: $32.17B
URI
United Rentals Inc
$1,055.57
+1.13%
INDUSTRIALS · Cap: $72.45B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 53% more annual revenue ($17.50B vs $11.47B). URI leads profitability with a 16.3% profit margin vs 12.1%. SUNB appears more attractively valued with a PEG of 1.14. URI earns a higher WallStSmart Score of 72/100 (B).
SUNB
Strong Buy70
out of 100
Grade: B-
URI
Strong Buy72
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 22.4%
Earnings expanding 22.8% YoY
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Strong operational efficiency at 29.2%
15.7% revenue growth
Earnings expanding 35.4% YoY
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Moderate valuation
Grey zone — moderate risk
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : URI
The strongest argument for URI centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 16.3% and operating margin at 29.2%. Revenue growth of 15.7% demonstrates continued momentum.
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.
Bear Case : URI
The primary concerns for URI are P/E Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 1.64 is elevated, increasing financial risk.
Key Dynamics to Monitor
SUNB profiles as a value stock while URI is a growth play — different risk/reward profiles.
URI carries more volatility with a beta of 1.83 — expect wider price swings.
URI is growing revenue faster at 15.7% — sustainability is the question.
SUNB generates stronger free cash flow (744M), providing more financial flexibility.
Bottom Line
URI scores higher overall (72/100 vs 70/100), backed by strong 16.3% margins and 15.7% 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.
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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