How Does United Rentals Stock Compare With Peers?
United Rentals (URI) stock delivered a 5% return over the past year, yet how does it truly compare against its peers in a dynamic equipment rental market? As of 1/29/2026, a closer look reveals URI’s robust 24.7% operating margin and 4.1% free cash flow margin, often surpassing rivals. Its 4.9% LTM revenue growth aligns with a 2026 outlook of 4.3%-7.4% growth, in a market poised for steady expansion. While its P/E of 20.0 appears somewhat elevated compared to certain profitable peers, URI’s leading position and strong projected operational performance suggest continued market outperformance, despite recent quarterly misses.
- URI’s operating margin of 24.7% signals strong efficiency, though MGRC’s 25.0% edge hints at its specialized modular segment’s profitability.
- URI’s 4.9% revenue growth, below HRI/CTOS, suggests broad market exposure, while peers capitalize on specialized demand and acquisitions.
- URI’s 4.7% stock gain and 20.0x PE reflect stable market leadership, whereas CTOS’s stronger returns show investor bets on niche sector growth.
Here’s how United Rentals stacks up across size, valuation, and profitability versus key peers.
| URI | HRI | WSC | MGRC | CTOS | ALTG | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 49.9 | 4.9 | 3.7 | 2.7 | 1.4 | 0.2 |
| Revenue ($ Bil) | 16.1 | 3.9 | 2.3 | 0.9 | 1.9 | 1.8 |
| PE Ratio | 20.0 | -70.7 | 16.5 | 18.7 | -58.8 | -2.8 |
| LTM Revenue Growth | 4.9% | 12.4% | -3.6% | 4.8% | 7.4% | -4.0% |
| LTM Operating Margin | 24.7% | 11.9% | 23.7% | 25.0% | 6.8% | 1.1% |
| LTM FCF Margin | 4.1% | -4.8% | 19.5% | 6.3% | -6.4% | -1.2% |
| 12M Market Return | 4.7% | -26.4% | -45.1% | -8.1% | 21.8% | -0.3% |
For more details on United Rentals, read Buy or Sell URI Stock. Below we compare URI’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| URI | 4.9% | 4.9% | 7.1% | 23.1% | |
| HRI | 12.4% | – | 2.8% | 19.8% | 32.2% |
| WSC | -3.6% | – | 1.3% | 10.4% | 28.1% |
| MGRC | 4.8% | – | 9.5% | 30.9% | 18.9% |
| CTOS | 7.4% | – | -3.4% | 18.6% | 34.8% |
| ALTG | -4.0% | – | -0.0% | 19.4% | 29.6% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| URI | 24.7% | 24.7% | 26.5% | 26.9% | |
| HRI | 11.9% | – | 16.3% | 20.2% | 20.4% |
| WSC | 23.7% | – | 24.4% | 28.8% | 23.9% |
| MGRC | 25.0% | – | 26.8% | 22.8% | 23.2% |
| CTOS | 6.8% | – | 6.7% | 9.9% | 8.2% |
| ALTG | 1.1% | – | 1.0% | 2.9% | 2.6% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| URI | 20.0 | 20.9 | 18.1 | 16.2 | |
| HRI | -70.7 | – | 20.0 | 15.6 | 13.4 |
| WSC | 16.5 | – | 125.9 | 13.9 | 28.4 |
| MGRC | 18.7 | – | 11.1 | 15.7 | 25.3 |
| CTOS | -58.8 | – | -47.6 | 23.2 | 39.3 |
| ALTG | -2.8 | – | -2.5 | 23.8 | 42.7 |
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