United Rentals Inc (URI)vsWillis Lease Finance Corporation (WLFC)
URI
United Rentals Inc
$747.59
+0.10%
INDUSTRIALS · Cap: $47.52B
WLFC
Willis Lease Finance Corporation
$176.96
+0.71%
INDUSTRIALS · Cap: $1.36B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 2287% more annual revenue ($16.10B vs $674.38M). WLFC leads profitability with a 18.2% profit margin vs 15.5%. WLFC appears more attractively valued with a PEG of 0.94. WLFC earns a higher WallStSmart Score of 71/100 (B).
URI
Buy63
out of 100
Grade: C+
WLFC
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-233.1%
Fair Value
$262.34
Current Price
$747.59
$485.25 premium
Margin of Safety
-77.9%
Fair Value
$113.29
Current Price
$176.96
$63.67 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 28 in profit
Strong operational efficiency at 25.2%
Attractively priced relative to earnings
Strong operational efficiency at 45.6%
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 26.1% year-over-year
Areas to Watch
2.8% revenue growth
Grey zone — moderate risk
Weak financial health signals
Earnings declined 1.9%
Smaller company, higher risk/reward
Weak financial health signals
Earnings declined 3.6%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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 1.17 suggests the stock is reasonably priced for its growth.
Bull Case : WLFC
The strongest argument for WLFC centers on P/E Ratio, Operating Margin, PEG Ratio. Profitability is solid with margins at 18.2% and operating margin at 45.6%. Revenue growth of 26.1% demonstrates continued momentum.
Bear Case : URI
The primary concerns for URI are Revenue Growth, Altman Z-Score, Piotroski F-Score.
Bear Case : WLFC
The primary concerns for WLFC are Market Cap, Piotroski F-Score, EPS Growth. Debt-to-equity of 3.14 is elevated, increasing financial risk.
Key Dynamics to Monitor
URI profiles as a value stock while WLFC is a growth play — different risk/reward profiles.
URI carries more volatility with a beta of 1.65 — expect wider price swings.
WLFC is growing revenue faster at 26.1% — sustainability is the question.
URI generates stronger free cash flow (577M), providing more financial flexibility.
Bottom Line
WLFC scores higher overall (71/100 vs 63/100), backed by strong 18.2% margins and 26.1% 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.
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.
Willis Lease Finance Corporation
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Willis Lease Finance Corporation is a global lessor and manager of commercial aircraft and aircraft engines. The company is headquartered in Coconut Creek, Florida.
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