United Rentals Inc (URI) Fair Value & Analysis
Industrials · US · Market cap $65.5B · ISIN US9113631090
What is United Rentals Inc really worth?
United Rentals Inc
URI · US
A solid business, but trading 121% above our fair value of $449.86.
Strengths
Risks
For context
Fair value as of: Sep 2, 2026
From 24 valuation models · updated 2 days ago
Share price −13.6% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The model range is unusually wide ($270.71 to $1,045). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid but not exceptional quality (58/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 2, 2026.
How to read this chart
60‑month range $227.43 – $1,165 · fair‑value band $270.71 – $1,045 · the $993.87 price screens above the $449.86 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 2, 2026.
Analysis
United Rentals Inc (URI) currently trades at $993.87, while our model-based Fair Value estimate is $449.86, implying the stock looks roughly 120.9% overvalued today. The Quality Score stands at 58/100 (solid quality), in the Industrials sector. Bull case: the Growth Earnings group reads highest at a median of $733.89 per share, and 3 of the 24 models we run sit above the $993.87 price. Bear case: the Asset-Based group reads lowest at $95.91, and 21 of the 24 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, United Rentals Inc generated revenue of $16.4B at a net margin of 15.3%. Revenue grew 7.2% year over year. It earns a return on equity of 28.2%. Net debt stands at $16.0B. Fundamentals as of Sep 2, 2026
Our scenario range runs from $270.71 (bear case) to $1,045 (bull case); at $993.87, 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 9% below its 52-week high and 47% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at 13% fair-value upside, at −55%, URI screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $21.61 per share, which is 4.8 % 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 24 models by family
Widest divergence: Growth Earnings ($733.89) versus Growth DCF ($36.44). Highest evidence: FCF DCF (77).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 2, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 55 · Market factors (momentum, volatility) 43
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
United Rentals, Inc., through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand. It operates through two segments, General Rentals and Specialty.
Full company description
United Rentals, Inc., through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand. It operates through two segments, General Rentals and Specialty. The General Rentals segment rents general construction and industrial equipment, such as backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms, including 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 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; surface protection mats; and mobile storage equipment and modular office space. This segment serves construction companies involved in infrastructure projects, and municipalities and industrial companies. The company 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. It sells used equipment through its sales force, brokers, website, at auctions, and directly to manufacturers. United Rentals, Inc. was incorporated in 1997 and is headquartered in Stamford, Connecticut.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
United Rentals Inc reported revenue of $16.1B in FY2025 versus $9.7B in FY2021, a compound +13.5%/yr. Reported net income was $2.5B in FY2025, compounding +15.8%/yr from FY2021.
of which total revenue +11.4 % · buybacks/dilution +4.2 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
URI screens 121% overvalued. Compare with Sunbelt Rentals Holdings →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Are Wall Street Analysts Predicting United Rentals Stock Will Climb or Sink?
- Will Large Infrastructure Projects Fuel United Rentals' Fleet Growth?
- Why Is United Rentals (URI) Down 3.9% Since Last Earnings Report?
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.
VALUE 0: the price sits above our fair-value range.
Insider activity: 44/100
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 Sep 2, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Sunbelt Rentals Holdings SUNB | $84.80 | $65.76 | −22% |
| 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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