What is the rating for URI stock?

UNITED RENTALS, INC. (URI) has a "Buy" rating based on our 6-factor quantitative model. It has a composite score of 65.6 and ranks #265 out of 7,333 stocks in our coverage universe with a 4-star rating.

Is URI a good stock to buy?

Based on our quantitative analysis, URI receives a "Buy" rating with 4 out of 5 stars. Key factors include: Quality score of 76.1, Value score of 88.4, and Momentum score of 77.1. The timing score is 53, indicating "Neutral" entry conditions. This is not investment advice - please conduct your own research.

What sector is URI in?

UNITED RENTALS, INC. (URI) operates in the Services sector, specifically in the Business Services industry. It has a market capitalization of $61.42 billion.

What is URI's P/E ratio?

URI has a P/E (Price-to-Earnings) ratio of 22.47x. This helps investors assess whether the stock is trading at a premium or discount relative to its earnings.

Does URI pay a dividend?

Yes, URI pays a dividend with a current yield of 0.73%.

What is URI's market cap?

UNITED RENTALS, INC. (URI) has a market capitalization of $61.42 billion, making it a large-cap stock.

What are the risks of investing in URI?

Key risk factors for URI include: elevated debt levels, and general market risk. As with all investments, there is risk of loss.

How does URI compare to peers?

Within the Services sector, URI ranks #265 overall with a quality score of 76.1/100 and value score of 88.4/100.

What is URI's revenue growth?

URI has revenue growth of 12.1% year-over-year.

What is URI's composite score?

UNITED RENTALS, INC. (URI) has a composite score of 65.6/100, which places it at rank #265 out of 7,333 stocks. This score is derived from our proprietary 6-factor quantitative model that evaluates quality, value, momentum, investment efficiency, stability, and short interest.

How does URI compare to the S&P 500?

URI ranks in the top 96% of all stocks in our coverage universe with a composite score of 65.6. This places it well above the market median.

What are the bull and bear cases for URI?

Bull case: URI scores highest in value at 88.4/100, indicating strong performance in this area. Bear case: The weakest factor is investment efficiency at 29.7/100, which may present a risk. Our overall assessment is Buy with 4 out of 5 stars.

Is URI overvalued or undervalued?

URI appears undervalued based on our value factor score of 88.4/100. With a P/E of 22.5x, the stock trades at an attractive valuation relative to its fundamentals.

What is URI's momentum score?

URI has a momentum score of 77.1/100, placing it in the strong category. This indicates strong recent price performance and institutional accumulation.

When is URI's next earnings date?

For the latest earnings date and analysis for URI, visit our earnings calendar or check the URI stock page for real-time updates. Our AI-generated earnings reports provide in-depth analysis after each quarterly report.

Is URI a good stock to buy right now?

Based on our 6-factor quantitative model, UNITED RENTALS, INC. (URI) receives a "Buy" rating with a composite score of 65.6/100. It is ranked #265 out of 7,333 stocks. Key factor scores: Quality 76/100, Value 88/100, Momentum 77/100. The timing signal is "Neutral". This is quantitative analysis only — not investment advice.

What is the stock rating for URI?

UNITED RENTALS, INC. (URI) has a "Buy" rating and 4-star score. The composite score of 65.6 ranks it #265 among 7,333 U.S. stocks. Ratings are updated weekly using academically-proven factor models.

What sector is URI in?

UNITED RENTALS, INC. operates in the Services sector (Business Services industry) with a market cap of $61.42 billion. It is classified as a large-cap stock.

Does URI pay a dividend?

Yes, URI pays a dividend with a current yield of 0.73%. For every $1,000 invested, you would receive approximately $7.30 in annual dividend income.

What is URI's P/E ratio?

URI has a trailing P/E ratio of 22.47x. The Services sector average is 23.7x. This P/E is in a moderate range relative to the broader market.

How profitable is URI?

URI's quality factor score is 76/100. Gross margin: 39.0%. ROE: 28.4% vs sector average 5.7%. Margins are moderate to low, reflecting competitive market dynamics.

How is URI valued compared to peers?

URI's value factor score is 88/100 (higher = cheaper). Key multiples: P/E 22.5x, EV/EBITDA 16.0x. The stock appears attractively valued versus peers.

What is URI's debt level?

URI's debt-to-equity ratio is 159%. Sector average: 0%. Elevated leverage increases credit risk.

URI has a beta of 1.26, meaning it amplifies market moves. Stability score: 64/100.

Does URI have high short interest?

URI's short interest factor score is 58/100 (higher = less short selling). Moderate short interest.

URI Stock Analysis — UNITED RENTALS, INC. Price Target & Forecast 2026

IMPORTANT DISCLAIMER: Blank Capital Research ("BCR") is a technology platform, not a registered investment advisor or broker-dealer. The algorithmically generated signals, scores, and rankings provided on this site ("God Mode" Signals) are for informational and research purposes only and do not constitute financial advice, investment recommendations, or an offer to sell or solicit an offer to buy any securities.

HYPOTHETICAL PERFORMANCE RESULTS: The "timing scores" and "regime signals" displayed are based on quantitative models. Hypothetical or simulated performance results have certain inherent limitations. Unlike an actual performance record, simulated results do not represent actual trading. Also, since the trades have not actually been executed, the results may have under-or-over compensated for the impact, if any, of certain market factors, such as lack of liquidity.

RISK OF LOSS: Trading in financial markets involves a high degree of risk and may result in the loss of your entire investment. Data provided by third-party sources (Intrinio, Snowflake) is believed to be reliable but is not guaranteed for accuracy or completeness. Past performance is not indicative of future results.

URI Stock Analysis — UNITED RENTALS, INC. Price Target & Forecast 2026 | Blank Capital Research

Sector

Services

Industry

Business Services

Market Cap

$61.4B

Leadership

Matthew J. Flannery

Business Summary

Elite QualityDeep Value

United Rentals, Inc. operates in two segments, General Rentals and Specialty. The specialty segment rents specialty construction products, including trench safety equipment. As of January 1, 2022, the company operated a network of 1,345 rental locations.

Operations

Headcount

Fundamental Spot Check

Context: 2025

Valuation

Market Cap

$61.4B

P/E Ratio

22.5xOutperforming

P/B Ratio

6.39xLagging

P/S Ratio

3.61xLagging

EV/EBITDA

16.0xLagging

Dividend Yield

0.73%

Efficiency & Risk

Gross Margin

39.0%Lagging

Operating Margin

25.4%Outperforming

ROE

28.4%Outperforming

Rev Growth (YoY)

12.1%

Debt/Equity

159.00xLagging

Beta

1.26

Red = Sector Laggard

Black = Market Average

Revenue Breakdown

Strategic Timing Audit

STRONG

5/6

Mixed Alignment [5 BULL / 1 BEAR]

Quantitative Factor Convergence Analysis Verified

Momentum

77th pctl

Intelligence Feed

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Earnings Call Transcripts

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Financial Intelligence Ledger

Verified SEC Filings Aggregate • URI

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Metric Entity	10Y Historical Trend	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
Revenue		$16.1B4.9%	$15.3B7.1%	$14.3B23.1%	$11.6B19.8%	$9.7B13.9%	$8.5B8.8%	$9.4B16.2%	$8.0B21.2%	$6.6B15.3%	$5.8B
Cost of Revenue		$10.0B8.3%	$9.2B7.9%	$8.5B28.2%	$6.6B13.4%	$5.9B9.7%	$5.3B5.9%	$5.7B21.3%	$4.7B20.9%	$3.9B15.3%	$3.4B
Gross Profit		$6.1B0.1%	$6.2B5.8%	$5.8B16.4%	$5.0B29.7%	$3.9B21.0%	$3.2B13.3%	$3.7B9.1%	$3.4B21.5%	$2.8B15.2%	$2.4B
R&D Expense	-	—	—	—	—	—	—	—	—	—	—
Operating Expenses		$2.2B4.1%	$2.1B5.0%	$2.0B12.6%	$1.8B11.9%	$1.6B14.0%	$1.4B8.9%	$1.5B7.4%	$1.4B12.0%	$1.3B27.7%	$988M
Operating Income		$4.0B2.3%	$4.1B6.2%	$3.8B18.4%	$3.2B41.9%	$2.3B26.5%	$1.8B16.4%	$2.2B10.3%	$2.0B29.5%	$1.5B6.5%	$1.4B
Interest Expense	-	—	—	—	—	—	—	—	—	—	—
Tax Provision		$844M3.8%	$813M3.3%	$787M12.9%	$697M51.5%	$460M84.7%	$249M26.8%	$340M10.5%	$380M227.5%	-$298M186.9%	$343M
EBITDA		$4.4B2.0%	$4.5B5.7%	$4.3B18.4%	$3.6B35.7%	$2.6B30.5%	$3.8B9.6%	$4.2B15.8%	$3.6B25.3%	$2.9B8.6%	$2.7B
Net Income		$2.5B3.1%	$2.6B6.2%	$2.4B15.2%	$2.1B51.9%	$1.4B55.7%	$890M24.2%	$1.2B7.1%	$1.1B18.6%	$1.3B137.8%	$566M
EPS (Diluted)		$38.710.3%	$38.829.7%	$35.4018.9%	$29.7755.5%	$19.1456.4%	$12.2419.4%	$15.1814.5%	$13.2616.7%	$15.91145.1%	$6.49

SEC EDGAR Repository

Direct unfiltered access to 10-K, 10-Q and 8-K filings for URI.

Open Regulatory Dossier

Data Integrity Notice

Figures adjusted for stock splits and restatements where applicable.

TTM (Trailing Twelve Months) data updates within 48 hours of quarterly filings.

Execution Benchmarks Audit

Revenue Growth

YOY expansion rate

+41% SCTR

12.1%

Sector Avg: 8.6%

Gross Margin

Core pricing power

-40% SCTR

39.0%

Sector Avg: 64.6%

Operating Margin

Operating efficiency

+464% SCTR

25.4%

Sector Avg: 4.5%

Return on Equity

Equity efficiency

+395% SCTR

28.4%

Sector Avg: 5.7%

Debt/Equity

Financial leverage

-45329% SCTR

159.0%

Sector Avg: 0.3%

Dividend Yield

Direct cash return

+Infinity% SCTR

0.7%

Sector Avg: 0.0%

Financial History

Forensic Accounting Audit

Watchlist

Earnings Quality

Earnings well-supported by fundamental cash flows

Asset Efficiencymedium RISK

Material decline in asset turnover efficiency detected

Algorithmic red flag detection based on regulatory SEC filings.

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Dividend Yield

0.73%

Sustainable|TTM Actual

Annual Payout

$0.45B

Aggregate|Common Dividend

Payout Ratio

16%

Sustainable|Estimated

Yield Benchmark Comparison

URI Yield0.73%

Sector Average (Services)0.00%

Annual Dividend History

$0.42

2020

$0.45

2021

$0.48

2022

$0.52

2023

$0.55

2024

$0.60

2025

Shareholder Calendar

Ex-Dividend DatePending

Dividend Amount$0.112

Payment DatePending

Dividend TypeCash

FrequencyQuarterly

Dates updated upon official exchange announcement.

Shareholder Returns

Capital Allocation audit

Smart Money Conviction

Neutral

Synthesized from recent 13F filings, Form 4 insider transactions, and outstanding short interest metrics.

Governance Audit

Moderate Index

WeakModerateStrong

Average governance indicators based on financial metrics. Verified against factor-based integrity benchmarks.

Executive Operations

CEO: Matthew J. Flannery

Insider alignment Audit

No recent insider transactions available for URI

Major Institutional Blocks

Top 5 Holders

Institutional cap table data requires verified 13F filing feeds.

Access SEC 13F Dossier →

Form 4 Filings

Recent Activity

Insider transaction data currently awaiting regulatory verification.

Access SEC Form 4 Dossier →

Regulatory Disclosure Vault

Proxy Statement (DEF 14A)

Exec Comp, Board Nominees, Proposals

Annual Report (10-K)

MD&A, Risk Factors, Strategy

Institutional Holders (13F)

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Insider Liquidity

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Institutional Peer Matrix

Top Services Universe

Factor Alpha Dispersion: Value vs. Quality

Quadrant I: High Quality / Undervalued

Quadrant III: Low Quality / Expensive

X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = URI ANALYSIS TARGET

Stock	Rating	Score▼	Quality	Value	Momentum	P/E	EV/EBITDA	ROE	ROA	Gross Mgn	Op Mgn	Net Mgn	Rev Growth	Div Yield	D/E	Mkt Cap	AUDIT
$YALA Yalla Group Ltd		75	89	99	80	-	-	-	-	-	-	-	-	-	-	$0	VS
$GRVY GRAVITY Co., Ltd.		75	82	96	71	-	-	-	-	-	-	-	-	-	-	$0	VS
$ISSC INNOVATIVE SOLUTIONS & SUPPORT INC		73	81	88	94	25.0x	14.1x	17.1%	10.3%	35.5%	14.6%	10.1%	105.2%	0.0%	41.0x	$244M	VS
$AER AerCap Holdings N.V.		72	60	87	84	-	-	-	-	-	-	-	-	-	-	$0	VS
$HCSG HEALTHCARE SERVICES GROUP INC		72	74	88	88	7.1x	6.1x	28.9%	20.8%	20.8%	9.9%	9.3%	8.5%	0.0%	1.0x	$1.2B	VS
$LQDT LIQUIDITY SERVICES INC		72	90	88	68	24.9x	14.3x	14.1%	8.3%	45.7%	8.5%	6.2%	28.1%	0.0%	0.0x	$736M	VS
$TRTNpA Triton International Ltd		71	70	89	70	-	1.7x	0.0%	-	97.4%	58.0%	37.4%	-	8.8%	264.0x	$2.5B	VS
$EDU New Oriental Education & Technology Group Inc.		71	83	52	77	-	-	-	-	-	-	-	-	-	-	$0	VS
$NTES NetEase, Inc.		71	88	93	68	-	-	-	-	-	-	-	-	-	-	$0	VS
$UTI UNIVERSAL TECHNICAL INSTITUTE INC		70	86	86	72	43.2x	16.0x	15.3%	5.8%	100.0%	6.9%	5.2%	15.1%	0.0%	24.0x	$1.8B	VS
$URI UNITED RENTALS, INC.		66	76	88	77	22.5x	16.0x	28.4%	8.5%	39.0%	25.4%	16.0%	12.1%	0.7%	159.0x	$61.4B
SECTOR BENCH	-	-	-	-	-	23.7x	11.7x	5.7%	2.4%	64.6%	4.5%	2.8%	8.6%	0.0%	0.3x	-	REF

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Lateral Comparison Mesh

$URI / $YALA AUDIT $URI / $GRVY AUDIT $URI / $ISSC AUDIT $URI / $AER AUDIT $URI / $HCSG AUDIT

Market Intelligence FAQ

UNITED RENTALS, INC. (URI) receives a "Buy" rating with a composite score of 65.6/100. It ranks #265 out of 7,333 stocks in our coverage universe and carries a 4-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.

Full Research Publication

Equity Research Analysis: UNITED RENTALS, INC. (URI)

FEBRUARY 2026|Blank Capital Research Unit|Spot: $897.70

Price$897.70

Composite Score65.6/100

RatingBUY (4★)

Rank#265 OF 7,333

Market Cap$61.4B

Comments

Institutional Audit

Feb 25, 2026

UNITED RENTALS, INC.

65.6

Sector Decomposition auditServices [N=802]

Factor	Global	Sector	Tilt
PROFITABILITY	76	91	-15DRAG
MOMENTUM	77	87	-10DRAG
VALUATION	88	96	-8DRAG
INVESTMENT	30	31	-1NEUTRAL
STABILITY	64	70	-6DRAG
SHORT INT	58	72	-14DRAG

Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.

Executive Summary

UNITED RENTALS, INC. receives a Buy rating with a composite score of 65.6/100 and 4 out of 5 stars, ranking #265 of 7,333 stocks in our universe. URI displays a favorable combination of factors that positions it above the majority of the market. While not without risk, the quantitative profile supports a constructive outlook.

Business Quality

URI earns a quality score of 76/100, indicating above-average business quality. The company reports a return on equity of 28.4% (sector avg: 5.7%), gross margins of 39.0% (sector avg: 64.6%), net margins of 16.0% (sector avg: 2.8%). Companies in this tier generally demonstrate consistent profitability and efficient capital deployment, though they may face some competitive pressure.

Intrinsic Valuation

URI carries a solid value score of 88/100, pointing to an attractively priced stock relative to peers. Key valuation metrics include a P/E ratio of 22.47x, an EV/EBITDA of 15.97x, a P/B ratio of 6.39x. This score suggests reasonable compensation for the risks involved, with potential upside if the market recognizes the stock's underlying worth.

Capital Reinvestment

UNITED RENTALS, INC.'s investment score of 30/100 suggests limited reinvestment activity. Key growth metrics include revenue growth of 12.1% vs. a sector average of 8.6% and a return on assets of 8.5% (sector: 2.4%). While this can be positive for mature, cash-generative businesses returning capital to shareholders, it may also signal a lack of growth opportunities or management conservatism.

Market Momentum

URI shows strong momentum characteristics with a score of 77/100. The stock has been trending above key moving averages, indicating solid demand from institutional buyers. Revenue growth stands at 12.1% year-over-year, while a beta of 1.26 reflects its sensitivity to broader market moves. This level of momentum typically signals sustained investor confidence and favorable near-term price action.

Balance Sheet Health

With a stability score of 64/100, URI exhibits average financial resilience. Key stability metrics include a beta of 1.26 and a debt-to-equity ratio of 159.00x (sector avg: 0.3x). While the balance sheet is not a major concern, the stock is subject to typical market volatility and may experience sharper drawdowns during risk-off episodes.

Institutional Risk Profile

The short interest score of 58/100 for URI suggests somewhat elevated bearish positioning by institutional traders. Specific risk factors include above-average market sensitivity (beta: 1.26), elevated leverage (D/E: 159.00x). With a $61.4B market cap (large-cap), UNITED RENTALS, INC. may experience above-average volatility. Investors should consider whether the short thesis has merit or if it creates a potential short-squeeze opportunity.

Dividend Intelligence

URI offers a modest dividend yield of 0.7%. While the income contribution is relatively small, even a small dividend signals management's commitment to shareholder returns and can serve as a signal of financial discipline.

Sector Benchmark Analysis

UNITED RENTALS, INC. is a large-cap company in the Services sector, ranked #29 of 50 in its sector (42nd percentile) and #265 of 7,333 overall (96th percentile). Key comparisons include ROE of 28.4% exceeding the 5.7% sector median and operating margins of 25.4% above the 4.5% sector average. This below-median ranking suggests URI faces competitive challenges relative to stronger Services peers.

Comparative Research Mesh

URI VS S&P 500 (SPY)TOP SERVICES PEERS

URI

UNITED RENTALS, INC.

Business Summary

Operations

Fundamental Spot Check

Valuation

Efficiency & Risk

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BEAR THESIS

01Executive Summary

02Strategy & Outlook

Risk / Reward Variance

Research Verdict

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Executive Summary

Business Quality

Intrinsic Valuation

Capital Reinvestment

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