GATX Corporation (GATX)vsUnited Rentals Inc (URI)
GATX
GATX Corporation
$171.06
-1.18%
INDUSTRIALS · Cap: $6.20B
URI
United Rentals Inc
$1,067.77
-1.55%
INDUSTRIALS · Cap: $62.32B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 760% more annual revenue ($16.36B vs $1.90B). GATX leads profitability with a 17.9% profit margin vs 15.3%. GATX appears more attractively valued with a PEG of 0.64. GATX earns a higher WallStSmart Score of 73/100 (B).
GATX
Strong Buy73
out of 100
Grade: B
URI
Buy64
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 38.4% year-over-year
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 29.8%
Large-cap with strong market position
Every $100 of equity generates 28 in profit
Strong operational efficiency at 23.1%
Areas to Watch
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : GATX
The strongest argument for GATX centers on Revenue Growth, PEG Ratio, Price/Book. Profitability is solid with margins at 17.9% and operating margin at 29.8%. Revenue growth of 38.4% demonstrates continued momentum.
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 : GATX
The primary concerns for GATX are Piotroski F-Score, Free Cash Flow, Altman Z-Score. Debt-to-equity of 4.55 is elevated, increasing financial risk.
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
GATX profiles as a growth 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.
GATX is growing revenue faster at 38.4% — sustainability is the question.
URI generates stronger free cash flow (681M), providing more financial flexibility.
Bottom Line
GATX scores higher overall (73/100 vs 64/100), backed by strong 17.9% margins and 38.4% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
GATX Corporation
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
GATX Corporation (NYSE: GATX) strives to be recognized as the best car rental company in the world by our customers, our shareholders, our employees and the communities where we operate. The company is headquartered in Chicago, Illinois since its founding in 1898.
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.
Compare with Other RENTAL & LEASING SERVICES Stocks
Want to dig deeper into these stocks?