McGrath RentCorp (MGRC)vsUnited Rentals Inc (URI)
MGRC
McGrath RentCorp
$108.88
-0.42%
INDUSTRIALS · Cap: $2.83B
URI
United Rentals Inc
$1,067.77
-1.55%
INDUSTRIALS · Cap: $62.32B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 1627% more annual revenue ($16.36B vs $947.36M). MGRC leads profitability with a 16.4% profit margin vs 15.3%. MGRC appears more attractively valued with a PEG of 1.16. URI earns a higher WallStSmart Score of 64/100 (C+).
MGRC
Buy59
out of 100
Grade: C
URI
Buy64
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 URI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 21.9%
Large-cap with strong market position
Every $100 of equity generates 28 in profit
Strong operational efficiency at 23.1%
Areas to Watch
1.6% revenue growth
Earnings declined 4.3%
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate risk
Elevated debt levels
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 : 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 : MGRC
The primary concerns for MGRC are Revenue Growth, EPS 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
MGRC profiles as a value 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 59/100), backed by strong 15.3% 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.
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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