Sunbelt Rentals Holdings, Inc. (SUNB)vsUnited Rentals Inc (URI)
SUNB
Sunbelt Rentals Holdings, Inc.
$64.09
-2.92%
INDUSTRIALS · Cap: $27.63B
URI
United Rentals Inc
$710.47
-1.32%
INDUSTRIALS · Cap: $47.29B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 47% more annual revenue ($16.10B vs $10.93B). URI leads profitability with a 15.5% profit margin vs 12.7%. SUNB appears more attractively valued with a PEG of 1.06. URI earns a higher WallStSmart Score of 60/100 (C+).
SUNB
Hold50
out of 100
Grade: D+
URI
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
N/A
Fair Value
$22.10
Current Price
$64.09
$41.99 premium
Margin of Safety
-232.6%
Fair Value
$262.75
Current Price
$710.47
$447.72 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Generating 1.5B in free cash flow
Every $100 of equity generates 28 in profit
Strong operational efficiency at 25.2%
Areas to Watch
2.7% revenue growth
Earnings declined 6.8%
2.8% revenue growth
Grey zone — moderate risk
Weak financial health signals
Earnings declined 1.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : SUNB
The strongest argument for SUNB centers on Free Cash Flow. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bull Case : URI
The strongest argument for URI centers on Return on Equity, Operating Margin. Profitability is solid with margins at 15.5% and operating margin at 25.2%. PEG of 1.21 suggests the stock is reasonably priced for its growth.
Bear Case : SUNB
The primary concerns for SUNB are Revenue Growth, EPS Growth.
Bear Case : URI
The primary concerns for URI are Revenue Growth, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
URI carries more volatility with a beta of 1.65 — expect wider price swings.
URI is growing revenue faster at 2.8% — 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
URI scores higher overall (60/100 vs 50/100), backed by strong 15.5% margins. 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.
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.
Compare with Other RENTAL & LEASING SERVICES Stocks
Want to dig deeper into these stocks?