WallStSmart
SUNB

Sunbelt Rentals Holdings, Inc.

NYSE: SUNB · INDUSTRIALS · RENTAL & LEASING SERVICES

$76.55
+4.46% today

Updated 2026-04-30

Market cap
$31.42B
P/E ratio
23.32
P/S ratio
2.88x
EPS (TTM)
$3.26
Dividend yield
1.47%
52W range
$61 – $78
Volume
4.2M

Sunbelt Rentals Holdings, Inc. (SUNB) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$76.55
Consensus
$70.75
-7.58%
2030 Target
$397.47
+419.23%
DCF
5 analysts:
2 Buy1 Hold4 Sell

Management guidance

No specific CEO revenue guidance found in available sources. Company is recently IPO'd (March 2, 2026) and held investor day in 2026; detailed forward guidance not disclosed in research materials provided.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$662.45
$13.7B Rev × 20x P/S
Base case (2030)
$397.47
$13.7B Rev × 12x P/S
Bear case (2030)
$264.98
$13.7B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$9.7B$10.9B$10.8B$11.3B$11.9B$12.4B$13.0B$13.7B
Revenue growth12.3%-0.6%4.6%5.1%4.6%4.8%4.8%
EPS$3.48$3.72$3.95$4.21$4.48
P/S ratio12.0x12.0x12.0x12.0x12.0x
Implied price$328.07$347.00$359.61$378.54$397.47

Catalysts & risks

Growth catalysts
+ 2026 Investor Day presentations and strategic guidance
+ Recovery from FY2025 revenue decline (-0.62%) with stabilization in construction/industrial end markets
+ Integration of acquisitions and potential M&A in fragmented equipment rental sector
Key risks
- Construction cycle downturn reducing equipment rental demand
- Recent IPO volatility and lack of long-term historical guidance track record
- High leverage (Debt/Eq 1.37) limiting financial flexibility in economic slowdown

Methodology

Sunbelt Rentals Holdings, Inc.'s forward estimates are derived from AI-powered research synthesis combining analyst consensus from 5 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.