UNITED RENTALS, INC. (URI) Stock Analysis — April 2026 Rating, Price, and Forecast
Company Overview — What Does UNITED RENTALS, INC. Do?
United Rentals, Inc., through its subsidiaries, operates as an equipment rental company. It operates in two segments, General Rentals and Specialty. The General Rentals segment rents general construction and industrial equipment includes backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms, such as 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 specialty construction products, including 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; and mobile storage equipment and modular office space. This segment serves construction companies involved in infrastructure projects, and municipalities and industrial companies. It 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. The company sells used equipment through its sales force, brokers, website, directly to manufacturers, and at auctions. As of January 1, 2022, the company operated a network of 1,345 rental locations, including 1,149 of these locations are in the United States, 139 are in Canada, 11 are in Europe, and and 46 are in Australia and New Zealand. United Rentals, Inc. was incorporated in 1997 and is headquartered in Stamford, Connecticut. UNITED RENTALS, INC. (URI) is classified as a large-cap stock in the Industrials sector, specifically within the Business Services industry. The company is led by CEO Matthew J. Flannery and employs approximately 24,600 people, headquartered in Stamford, Connecticut. With a market capitalization of $46.0B, URI is one of the prominent companies in the Industrials sector.
UNITED RENTALS, INC. (URI) Stock Rating — Hold (April 2026)
As of April 2026, UNITED RENTALS, INC. receives a Hold rating with a composite score of 54.5/100 and 3 out of 5 stars from the Blank Capital Research quantitative model.URI ranks #1,185 out of 4,446 stocks in our coverage universe. Within the Industrials sector, UNITED RENTALS, INC. ranks #191 of 752 stocks, placing it in the upper half of its Industrials peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).
URI Stock Price and 52-Week Range
UNITED RENTALS, INC. (URI) currently trades at $771.93. The stock gained $4.57 (0.6%) in the most recent trading session. The 52-week high for URI is $1021.47, which means the stock is currently trading -24.4% from its annual peak. The 52-week low is $525.91, putting the stock 46.8% above its annual trough. Recent trading volume was 358K shares, suggesting relatively thin trading activity.
Is URI Overvalued or Undervalued? — Valuation Analysis
UNITED RENTALS, INC. (URI) carries a value factor score of 65/100 in the Blank Capital model, indicating fair valuation relative to historical norms. The trailing price-to-earnings ratio is 18.77x, compared to the Industrials sector average of 28.33x — a discount of 34%. The price-to-book ratio stands at 5.33x, versus the sector average of 2.23x. The price-to-sales ratio is 3.01x, compared to 0.50x for the average Industrials stock. On an enterprise value basis, URI trades at 13.86x EV/EBITDA, versus 5.70x for the sector.
Overall, URI's valuation appears roughly in line with sector benchmarks, suggesting the market is pricing the stock fairly given its current fundamentals and growth trajectory. Neither deep value nor significantly overpriced, the stock occupies a middle ground on valuation.
UNITED RENTALS, INC. Profitability — ROE, Margins, and Quality Score
UNITED RENTALS, INC. (URI) earns a quality factor score of 74/100, indicating solid business quality with consistent operational execution. The return on equity (ROE) is 28.4%, compared to the Industrials sector average of 8.9%, which demonstrates strong shareholder value creation. Return on assets (ROA) comes in at 8.5% versus the sector average of 3.3%.
On a margin basis, UNITED RENTALS, INC. reports gross margins of 39.0%, compared to 35.8% for the sector. The operating margin is 25.4% (sector: 6.2%). Net profit margin stands at 16.0%, versus 3.9% for the average Industrials stock. Revenue growth is running at 12.1% on a trailing basis, compared to 6.4% for the sector. The overall profitability profile is adequate, though there may be room for margin expansion.
URI Debt, Balance Sheet, and Financial Health
UNITED RENTALS, INC. has a debt-to-equity ratio of 159.0%, compared to the Industrials sector average of 70.0%. This elevated leverage warrants close monitoring, as it increases the company's sensitivity to rising interest rates and economic downturns. The current ratio is 0.94x, which may signal near-term liquidity tightness. Total debt on the balance sheet is $14.30B. Cash and equivalents stand at $459M.
URI has a beta of 1.21, meaning it is more volatile than the broader market — a $10,000 investment in URI would be expected to move 21.0% more than the S&P 500 on any given day. The stability factor score for UNITED RENTALS, INC. is 58/100, reflecting average volatility within the normal range for its sector.
UNITED RENTALS, INC. Revenue and Earnings History — Quarterly Trend
In TTM 2026, UNITED RENTALS, INC. reported revenue of $15.88B and earnings per share (EPS) of $38.71. Net income for the quarter was $2.55B. Gross margin was 39.0%. Operating income came in at $4.04B.
In FY 2025, UNITED RENTALS, INC. reported revenue of $16.10B and earnings per share (EPS) of $38.71. Net income for the quarter was $2.49B. Gross margin was 38.2%. Revenue grew 4.9% year-over-year compared to FY 2024. Operating income came in at $3.97B.
In Q3 2025, UNITED RENTALS, INC. reported revenue of $4.23B and earnings per share (EPS) of $10.93. Net income for the quarter was $701M. Gross margin was 39.4%. Revenue grew 5.9% year-over-year compared to Q3 2024. Operating income came in at $1.11B.
In Q2 2025, UNITED RENTALS, INC. reported revenue of $3.94B and earnings per share (EPS) of $9.59. Net income for the quarter was $622M. Gross margin was 38.9%. Revenue grew 4.5% year-over-year compared to Q2 2024. Operating income came in at $1.00B.
Over the past 8 quarters, UNITED RENTALS, INC. has demonstrated a growth trajectory, with revenue expanding from $3.77B to $15.88B. Investors analyzing URI stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.
URI Dividend Yield and Income Analysis
UNITED RENTALS, INC. (URI) currently pays a dividend yield of 0.7%. At this yield, a $10,000 investment in URI stock would generate approximately $$73.00 in annual dividend income. With a net margin of 16.0%, the dividend appears well-covered by earnings, suggesting sustainable payouts going forward.
URI Momentum and Technical Analysis Profile
UNITED RENTALS, INC. (URI) has a momentum factor score of 45/100, reflecting neutral trend characteristics. The stock is neither significantly outperforming nor underperforming the broader market on a momentum basis. The investment factor score is 28/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 26/100 signals elevated short interest, which can indicate bearish sentiment among institutional investors.
URI vs Competitors — Industrials Sector Ranking and Peer Comparison
Within the Industrials sector, UNITED RENTALS, INC. (URI) ranks #191 out of 752 stocks based on the Blank Capital composite score. This places URI in the upper half of all Industrials stocks in our coverage universe. Key competitors and sector peers include South Bow Corp (SOBO) with a score of 56.5/100, TSAKOS ENERGY NAVIGATION LTD (TEN) with a score of 61.4/100, Great Lakes Dredge & Dock CORP (GLDD) with a score of 56.7/100, Tri Pointe Homes, Inc. (TPH) with a score of 57.3/100, and Clear Channel Outdoor Holdings, Inc. (CCO) with a score of 52.2/100.
Comparing URI against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full URI vs S&P 500 (SPY) comparison to assess how UNITED RENTALS, INC. stacks up against the broader market across all factor dimensions.
URI Next Earnings Date
No upcoming earnings date has been announced for UNITED RENTALS, INC. (URI) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.
Should You Buy URI? — Investment Thesis Summary
UNITED RENTALS, INC. presents a balanced picture with arguments on both sides. The quality score of 74/100 indicates above-average profitability and business fundamentals. The value score of 65/100 suggests attractive pricing relative to fundamentals.
In summary, UNITED RENTALS, INC. (URI) earns a Hold rating with a composite score of 54.5/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on URI stock.
Related Resources for URI Investors
Explore more research and tools: URI vs S&P 500 comparison, top Industrials stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare URI head-to-head with peers: URI vs SOBO, URI vs TEN, URI vs GLDD.