United Rentals URI
United Rentals is the world's largest equipment rental company, offering machinery and tools for construction, industry, and events, with a business model based on a broad fleet and rental contracts. United Rentals shows tight financial health (ND/EBITDA 3.26x) but solid quality and growth (ROE 28.89%, earnings growth 25.5%), with reasonable valuation (fwd P/E 18.27) and positive momentum after raising guidance.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
United Rentals is the world's largest equipment rental company, offering machinery and tools for construction, industry, and events, with a business model based on a broad fleet and rental contracts. United Rentals shows tight financial health (ND/EBITDA 3.26x) but solid quality and growth (ROE 28.89%, earnings growth 25.5%), with reasonable valuation (fwd P/E 18.27) and positive momentum after raising guidance.
Score by category
| Category | Score |
|---|---|
| Financial health | 4.6 |
| Quality / Moat | 7.0 |
| Valuation | 4.7 |
| Growth | 7.7 |
| Dividend | 4.3 |
| Momentum | 5.3 |
| Risk & Context | 2.3 |
OVERALL SCORE: 5.1/10
Context and risks
The crude oil rally and 10-year yield rise increase fleet financing costs, but with ND/EBITDA of 3.26x, the impact is moderate and not dominant. Exposure to infrastructure and data center projects is a mitigant.
News considered in the analysis
- United Rentals (URI) Lifted Guidance On Stronger Demand, Is It Still Below Fair Value? — La mejora de la guía refleja una demanda fuerte y es una señal positiva material, aunque parte ya esté en el precio tras la reacción inicial.
- United Rentals Sees Large-Project Pipeline Accelerate as Specialty Demand Stays Strong — La aceleración del pipeline de grandes proyectos y la fortaleza en especialidad respaldan el crecimiento futuro de ingresos, con impacto positivo parcialmente descontado.
- Is United Rentals (URI) Fully Priced After Its Strong Q2 Results? — Artículo de análisis sin información nueva; discute si la acción está completamente valorada tras los resultados, sin hechos concretos.
- 5 Building Product Stocks to Buy on Infrastructure & Data Center Boom — La mención al auge de infraestructura y centros de datos es un viento de cola sectorial, pero es una lista genérica sin catalizador específico para URI.
- Keynote Fireside: Business and Governance in LA: 2nd LA CorpGov Forum — Ruido: anuncio de un evento de gobernanza sin impacto financiero.
Verdict: Hold; the guidance raise and project pipeline support growth, but high leverage and rate sensitivity limit upside.
Main risk: High leverage (ND/EBITDA 3.26x) with rising rates increases fleet financing costs, potentially compressing margins if demand cools.
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