WallStSmart

Alta Equipment Group Inc (ALTG)vsUnited Rentals Inc (URI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

United Rentals Inc generates 797% more annual revenue ($16.36B vs $1.82B). URI leads profitability with a 15.3% profit margin vs -4.3%. URI earns a higher WallStSmart Score of 64/100 (C+).

ALTG

Avoid

33

out of 100

Grade: F

Growth: 6.0Profit: 2.5Value: 6.7Quality: 6.0
Piotroski: 4/9Altman Z: 1.20

URI

Buy

64

out of 100

Grade: C+

Growth: 6.7Profit: 8.5Value: 5.0Quality: 4.0
Piotroski: 2/9Altman Z: 1.98
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ALTGUndervalued (+51.6%)

Margin of Safety

+51.6%

Fair Value

$14.33

Current Price

$6.42

$7.91 discount

UndervaluedFair: $14.33Overvalued

Intrinsic value data unavailable for URI.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALTG2 strengths · Avg: 9.0/10
Debt/EquityHealth
-41.4710/10

Conservative balance sheet, low leverage

EPS GrowthGrowth
45.4%8/10

Earnings expanding 45.4% YoY

URI3 strengths · Avg: 8.7/10
Market CapQuality
$62.32B9/10

Large-cap with strong market position

Return on EquityProfitability
27.9%9/10

Every $100 of equity generates 28 in profit

Operating MarginProfitability
23.1%8/10

Strong operational efficiency at 23.1%

Areas to Watch

ALTG4 concerns · Avg: 2.3/10
Market CapQuality
$209.53M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-570.0%2/10

ROE of -570.0% — below average capital efficiency

Revenue GrowthGrowth
-3.0%2/10

Revenue declined 3.0%

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

URI4 concerns · Avg: 3.8/10
PEG RatioValuation
1.654/10

Expensive relative to growth rate

P/E RatioValuation
25.4x4/10

Moderate valuation

Altman Z-ScoreHealth
1.984/10

Grey zone — moderate risk

Debt/EquityHealth
1.673/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : ALTG

The strongest argument for ALTG centers on Debt/Equity, EPS Growth.

Bull Case : URI

The strongest argument for URI centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 15.3% and operating margin at 23.1%.

Bear Case : ALTG

The primary concerns for ALTG are Market Cap, Return on Equity, Revenue Growth.

Bear Case : URI

The primary concerns for URI are PEG Ratio, P/E Ratio, Altman Z-Score. Debt-to-equity of 1.67 is elevated, increasing financial risk.

Key Dynamics to Monitor

ALTG profiles as a turnaround stock while URI is a mature play — different risk/reward profiles.

URI carries more volatility with a beta of 1.83 — expect wider price swings.

URI is growing revenue faster at 7.2% — sustainability is the question.

URI generates stronger free cash flow (681M), providing more financial flexibility.

Bottom Line

URI scores higher overall (64/100 vs 33/100), backed by strong 15.3% margins. ALTG offers better value entry with a 51.6% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Alta Equipment Group Inc

INDUSTRIALS · RENTAL & LEASING SERVICES · USA

Alta Equipment Group Inc. owns and operates integrated equipment distribution platforms in the United States. The company is headquartered in Livonia, Michigan.

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United Rentals Inc

INDUSTRIALS · RENTAL & LEASING SERVICES · USA

United Rentals, Inc. (NYSE: URI) is the world's largest equipment rental company, with about 13 percent of the North American market share as of 2019.

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