Sunbelt Rentals Holdings, Inc. (SUNB) Fair Value & Analysis
Industrials · US · Market cap $30.2B · ISIN US8669661048
What is Sunbelt Rentals Holdings, Inc. really worth?
Sunbelt Rentals Holdings, Inc.
SUNB · US
A solid business, currently priced close to our fair value of $65.76.
Strengths
Risks
For context
Fair value as of: Aug 18, 2026
From 25 valuation models · updated 17 days ago
Share price −18.0% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
- A fairly wide model range ($43.14 to $84.88) leaves room in how you read the outcome.
Price vs Fair Value (6 months)
White line = price, green steps = our fair value per fiscal year. As of Aug 18, 2026.
How to read this chart
6‑month range $62.44 – $85.18 · fair‑value band $43.14 – $84.88 · the $65.99 price screens above the $65.76 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Aug 18, 2026.
Analysis
Sunbelt Rentals Holdings, Inc. (SUNB) currently trades at $65.99, while our model-based Fair Value estimate is $65.76, implying the stock looks roughly 0.4% fairly valued today. The Quality Score stands at 65/100 (solid quality), in the Industrials sector. Bull case: the DCF Models group reads highest at a median of $79.44 per share, and 11 of the 25 models we run sit above the $65.99 price. Bear case: the Asset-Based group reads lowest at $12.11, and 14 of the 25 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Sunbelt Rentals Holdings, Inc. generated revenue of $10.9B at a net margin of 12.7%. Revenue grew 2.7% year over year. It earns a return on equity of 18.1%. Net debt stands at $10.1B. Fundamentals as of Aug 18, 2026
Our scenario range runs from $43.14 (bear case) to $84.88 (bull case); at $65.99, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 18% below its 52-week high and 8% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at 13% fair-value upside, at 0%, SUNB screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2026 figures, and about 4 months have passed since. In that time the company retained roughly $0.7592 per share, which is 1.2 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 25 models by family
Widest divergence: DCF Models ($79.44) versus Asset-Based ($12.11). Highest evidence: FCF DCF (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 18, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 63 · Market factors (momentum, volatility) 23
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Sunbelt Rentals Holdings, Inc., together with its subsidiaries, 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.
Full company description
Sunbelt Rentals Holdings, Inc., together with its subsidiaries, 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. It provides pumps, power generation, heating, cooling, scaffolding, traffic management, temporary flooring, structures and fencing, trench shoring, and lifting solutions. The company offers its products and services for airports, highways and bridges, office buildings, data centres, schools and universities, shopping centres, residential, remodeling, manufacturing plants, and green energy applications in the construction markets; maintenance, repair, and operations of office and apartment complexes, data and shopping centers, and golf courses, as well as industrial, entertainment and conference venues; entertainment and special events, such as national and sporting events, concerts, film and television production, theme parks, festivals, farmers' markets, local 5k runs, and cycle races; emergency response and restoration applications comprising fire, hurricanes, flooding, tornadoes, winter storms, residential emergencies, health emergencies, alternative care facilities, points of distribution, and healthcare testing facilities; and state and local government facilities, including government, hospitals, parks and recreation departments, and schools and universities, as well as for pavement/kerb repairs. The company was founded in 1947 and is based in Fort Mill, South Carolina.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Sunbelt Rentals Holdings, Inc. reported revenue of $11.2B in FY2026 versus $8.0B in FY2022, a compound +8.8%/yr. Reported net income was $1.3B in FY2026, compounding +1.4%/yr from FY2022.
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Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Sunbelt Rentals Appoints Ekta Singh-Bushell to Board of Directors
- Here’s Why Sunbelt (SUNB) is One of the Best Up and Coming Stocks to Invest In Right Now
- Sunbelt Rentals Appoints Cynthia T. Jamison to Board of Directors
- Citi Maintains Buy Rating on Sunbelt Rentals (SUNB)
Peer Group
Rental & Leasing Services · 90 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Rental & Leasing Services median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Rental & Leasing Services stocks, each showing price versus our Fair Value estimate (as of Aug 18, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| United Rentals, Inc URI | $1,038 | $449.86 | −57% |
| AerCap Holdings AER | $147.49 | $301.51 | +104% |
| U-Haul Holding UHAL | $68.41 | $7.21 | −89% |
| Ryder System, Inc R | $243.48 | $109.71 | −55% |
| Ayvens AYV | €11.36 | €25.90 | +128% |
| Element Fleet Management Corp EFN | C$27.92 | C$20.86 | −25% |
| BOC Aviation Limited 2588 | HK$75.15 | HK$145.91 | +94% |
| GATX Corporation GATX | $173.54 | $140.90 | −19% |
| Avis Budget Group CAR | $139.58 | $158.11 | +13% |
| WillScot Holdings WSC | $23.76 | $43.19 | +82% |
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