United Rentals, Inc. (URI)

US — Industrials Sector
Peers: LHX  CMI  PCAR  FDX  CNI  FERG  NSC  AXON  ROP  GWW 

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Key Metrics & Ratings

  • symbol URI
  • Rev/Share 249.1622
  • Book/Share 140.2765
  • PB 5.681
  • Debt/Equity 1.6902
  • CurrentRatio 0.8984
  • ROIC 0.1097

 

  • MktCap 51792718139.0
  • FreeCF/Share 67.0054
  • PFCF 12.0476
  • PE 20.2091
  • Debt/Assets 0.506
  • DivYield 0.009
  • ROE 0.2855

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 3
  • DCF Score 3
  • P/B Score 1
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Initiation URI Wells Fargo -- Overweight -- -- Nov. 14, 2025
Initiation URI RBC Capital Mkts -- Outperform -- $1152 Oct. 22, 2025
Upgrade URI Robert W. Baird Neutral Outperform -- $1050 Oct. 1, 2025
Upgrade URI Bernstein Market Perform Outperform -- $1128 Sept. 23, 2025
Upgrade URI BNP Paribas Exane Underperform Neutral -- $900 Sept. 16, 2025
Downgrade URI Redburn Atlantic Buy Neutral -- $760 June 13, 2025
Upgrade URI KeyBanc Capital Markets Sector Weight Overweight -- $865 May 22, 2025
Upgrade URI UBS Sell Neutral -- $780 May 16, 2025
Upgrade URI Morgan Stanley Equal Weight Overweight -- $702 April 16, 2025
Downgrade URI UBS Neutral Sell -- $485 April 7, 2025

News

United Rentals: Reshoring Trend, Industry Discipline, And Recent Correction Present A Buying Opportunity
URI
Published: March 06, 2025 by: Seeking Alpha
Sentiment: Positive

United Rentals, Inc. is well-positioned for growth due to strong mega-project pipelines driven by robust demand in data centers, manufacturing, and power markets, supported by reshoring trends and the IIJA. Margins should improve in the medium to long term with strong pricing, volume growth, and specialty business expansion serving as tailwind. URI's good execution and favorable long-term prospects justify a buy rating, with potential for P/E multiple re-rating and significant upside.

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image for news United Rentals: Reshoring Trend, Industry Discipline, And Recent Correction Present A Buying Opportunity

About United Rentals, Inc. (URI)

  • IPO Date 1997-12-18
  • Website https://www.unitedrentals.com
  • Industry Rental & Leasing Services
  • CEO Matthew J. Flannery
  • Employees 27900

United Rentals, Inc., through its subsidiaries, operates as an equipment rental company. It operates in two segments, General Rentals and Specialty. The General Rentals segment rents general construction and industrial equipment includes backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms, such as boom and scissor lifts; and general tools and light equipment comprising pressure washers, water pumps, and power tools for construction and industrial companies, manufacturers, utilities, municipalities, homeowners, and government entities. The specialty segment rents specialty construction products, including trench safety equipment consists of trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers, and line testing equipment for underground work; power and heating, ventilating, and air conditioning equipment, such as portable diesel generators, electrical distribution equipment, and temperature control equipment; fluid solutions equipment for fluid containment, transfer, and treatment; and mobile storage equipment and modular office space. This segment serves construction companies involved in infrastructure projects, and municipalities and industrial companies. It also sells aerial lifts, reach forklifts, telehandlers, compressors, and generators; construction consumables, tools, small equipment, and safety supplies; and parts for equipment that is owned by its customers, as well as provides repair and maintenance services. The company sells used equipment through its sales force, brokers, website, directly to manufacturers, and at auctions. The company operates a network of 1,360 rental locations in the United States, Canada, Europe, Australia, and New Zealand. United Rentals, Inc. was incorporated in 1997 and is headquartered in Stamford, Connecticut.