URI

United Rentals, Inc.

IndustrialsRental & Leasing ServicesNASDAQ

$995.67

+$67.81 (6.81%)today

Conviction

0/ 10

Fair Value$985.89

Upside-0.98%

Signal0

Market Cap$46.0B

52W Range$533.45–$1,021.47

Next EarningsApr 22

Price History

FAIR VALUE ANALYSISMonte Carlo · 3,000 runs · 99% valid

Fair Value$244.92

Current Price$743.13

Upside / Down-67.0%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)100.0%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

26.3%/yr

±5.1% · revenue growth to justify current price

FCF-Based Reverse DCF

67.9%/yr

±4.3% · FCF growth to justify current price

THE GAP

Market pricing margin compression or rising capex

Premium Content

Upgrade to premium for full distribution data, sensitivity analysis, and segment breakdowns.

Quick Take

United Rentals, Inc., through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand.

Trailing P/E18.9x

Forward P/E13.8x

P/S2.9x

EPS (TTM)$38.58

Analyst Target$985.89

Analyst Upside-1.0%

No Eagle analysis yet. Request a full review including conviction score, bull/bear cases, and thesis.

Bull Case

No analysis yet

Bear Case

No analysis yet

Research Feed

sec_10kMar 2

Conviction: unchanged

URI 2025 10-K: Market Leader Faces Margin Normalization

Market-leading rental company (15% share, .1B revenues) facing margin normalization after strong 2024. Net margin compressed 130 bps to 15.5%, primarily specialty segment pressure and used equipment m...