Herc Holdings Inc (HRI)vsUnited Rentals Inc (URI)
HRI
Herc Holdings Inc
$140.96
-0.81%
INDUSTRIALS · Cap: $4.84B
URI
United Rentals Inc
$989.12
0.00%
INDUSTRIALS · Cap: $61.57B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 247% more annual revenue ($16.83B vs $4.86B). URI leads profitability with a 15.7% profit margin vs 1.0%. HRI appears more attractively valued with a PEG of 0.05. URI earns a higher WallStSmart Score of 72/100 (B).
HRI
Buy58
out of 100
Grade: C
URI
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-63.9%
Fair Value
$110.35
Current Price
$140.96
$30.61 premium
Intrinsic value data unavailable for URI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 20.2% year-over-year
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Strong operational efficiency at 26.0%
Earnings expanding 25.5% YoY
Areas to Watch
1.0% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
ROE of -0.3% — below average capital efficiency
Grey zone — moderate risk
Elevated debt levels
Weak financial health signals
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : HRI
The strongest argument for HRI centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 20.2% demonstrates continued momentum. PEG of 0.05 suggests the stock is reasonably priced for its growth.
Bull Case : URI
The strongest argument for URI centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 15.7% and operating margin at 26.0%. Revenue growth of 11.8% demonstrates continued momentum.
Bear Case : HRI
The primary concerns for HRI are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 86.2x leaves little room for execution misses. Debt-to-equity of 5.01 is elevated, increasing financial risk.
Bear Case : URI
The primary concerns for URI are Altman Z-Score, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.67 is elevated, increasing financial risk.
Key Dynamics to Monitor
HRI profiles as a growth stock while URI is a mature play — different risk/reward profiles.
HRI carries more volatility with a beta of 1.86 — expect wider price swings.
HRI is growing revenue faster at 20.2% — sustainability is the question.
HRI generates stronger free cash flow (-179M), providing more financial flexibility.
Bottom Line
URI scores higher overall (72/100 vs 58/100), backed by strong 15.7% margins and 11.8% 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.
Herc Holdings Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Herc Holdings Inc. is an equipment rental provider primarily in the United States and internationally. The company is headquartered in Bonita Springs, Florida.
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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