McGrath RentCorp (MGRC)vsSunbelt Rentals Holdings, Inc. (SUNB)
MGRC
McGrath RentCorp
$108.88
-0.42%
INDUSTRIALS · Cap: $2.83B
SUNB
Sunbelt Rentals Holdings, Inc.
$79.36
-2.37%
INDUSTRIALS · Cap: $34.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Sunbelt Rentals Holdings, Inc. generates 1054% more annual revenue ($10.93B vs $947.36M). MGRC leads profitability with a 16.4% profit margin vs 12.7%. MGRC appears more attractively valued with a PEG of 1.16. MGRC earns a higher WallStSmart Score of 59/100 (C).
MGRC
Buy59
out of 100
Grade: C
SUNB
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-48.3%
Fair Value
$77.97
Current Price
$108.88
$30.91 premium
Intrinsic value data unavailable for SUNB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 21.9%
Generating 1.5B in free cash flow
Areas to Watch
1.6% revenue growth
Earnings declined 4.3%
Expensive relative to growth rate
Moderate valuation
2.7% revenue growth
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : MGRC
The strongest argument for MGRC centers on Price/Book, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 21.9%. PEG of 1.16 suggests the stock is reasonably priced for its growth.
Bull Case : SUNB
The strongest argument for SUNB centers on Free Cash Flow.
Bear Case : MGRC
The primary concerns for MGRC are Revenue Growth, EPS Growth.
Bear Case : SUNB
The primary concerns for SUNB are PEG Ratio, P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
SUNB carries more volatility with a beta of 1.65 — expect wider price swings.
SUNB is growing revenue faster at 2.7% — sustainability is the question.
SUNB generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MGRC scores higher overall (59/100 vs 54/100), backed by strong 16.4% margins. Both earn "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.
McGrath RentCorp
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
McGrath RentCorp is a business-to-business rental company in the United States and internationally. The company is headquartered in Livermore, California.
Sunbelt Rentals Holdings, Inc.
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Sunbelt Rentals Holdings, Inc., engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada. The company is headquartered in Fort Mill, South Carolina.
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