Where Does United Rentals Stock Rank Among Competitors?
With United Rentals falling -13% in a Week, it makes sense to re-evaluate vs its peers. Consistently assessing alternatives is core to a sound investment approach. Here is how United Rentals (URI) stock stacks up against its peers in size, valuation, growth and margin.
- URI’s operating margin of 25.1% is high, higher than most peers though lower than WLFC (40.3%).
- URI’s revenue growth of 6.7% in the last 12 months is moderate, outpacing UHAL, MGRC but lagging GATX, HRI, WLFC.
- URI’s stock gained 7.1% over the past year and trades at a PE of 22.2, though peers like GATX delivered stronger returns.
As a quick background, United Rentals provides general and specialty construction equipment rentals, including trench safety products, through a network of over 1,300 locations.
A single stock can be risky, but there is a huge value to a broader, diversified approach. Quiz time: Over the last 5 years, which index do you think the Trefis High Quality Portfolio outperformed — the S&P 500, the S&P 1500 Equal Weighted, or both? The answer might surprise you. See how our advisory framework helps stack the odds in your favor.
| URI | UHAL | GATX | HRI | MGRC | WLFC | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 56.2 | 10.7 | 5.7 | 4.6 | 2.8 | 0.9 |
| Revenue ($ Bil) | 16.0 | 5.9 | 1.7 | 3.9 | 0.9 | 0.7 |
| PE Ratio | 22.2 | 34.2 | 18.0 | -66.7 | 19.1 | 7.2 |
| LTM Revenue Growth | 6.7% | 4.9% | 11.7% | 12.4% | 4.8% | 33.1% |
| LTM Operating Margin | 25.1% | 12.3% | 31.2% | 11.9% | 25.0% | 40.3% |
| LTM FCF Margin | 2.8% | -30.6% | 39.0% | -4.8% | 6.3% | -60.6% |
| 12M Market Return | 7.1% | -24.3% | 16.7% | -34.2% | -0.2% | -27.9% |
Why does this matter? URI just went down -12.6% in a week – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell URI Stock to see if United Rentals is really a falling knife. Sharp dips often come with rebound opportunities – see how the stock has dipped and recovered in the past through URI Dip Buyer Analysis lens.
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Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| URI | 6.7% | – | 7.1% | 23.1% | 19.8% |
| UHAL | 4.9% | 3.6% | -4.1% | 2.2% | |
| GATX | 11.7% | – | 12.4% | 10.8% | 1.2% |
| HRI | 12.4% | – | 2.8% | 19.8% | 32.2% |
| MGRC | 4.8% | – | 9.5% | 30.9% | 18.9% |
| WLFC | 33.1% | – | 36.0% | 34.2% | 13.8% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| URI | 25.1% | – | 26.5% | 26.9% | 27.8% |
| UHAL | 12.3% | 12.9% | 18.0% | 25.2% | |
| GATX | 31.2% | – | 29.9% | 27.5% | 26.7% |
| HRI | 11.9% | – | 16.3% | 20.2% | 20.4% |
| MGRC | 25.0% | – | 26.8% | 22.8% | 23.2% |
| WLFC | 40.3% | – | 45.7% | 35.2% | 30.7% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| URI | 22.2 | – | 18.1 | 16.2 | 11.9 |
| UHAL | 34.2 | 36.9 | 22.4 | 12.8 | |
| GATX | 18.0 | – | 19.5 | 16.6 | 24.1 |
| HRI | -66.7 | – | 25.5 | 12.2 | 11.8 |
| MGRC | 19.1 | – | 11.8 | 16.8 | 20.9 |
| WLFC | 7.2 | – | 12.5 | 7.0 | 65.9 |
While peer comparison is critical, the Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.