Sunbelt Rentals Holdings, Inc. (SUNB)vsUnited Rentals Inc (URI)
SUNB
Sunbelt Rentals Holdings, Inc.
$79.36
-2.37%
INDUSTRIALS · Cap: $35.57B
URI
United Rentals Inc
$1,067.77
-1.55%
INDUSTRIALS · Cap: $67.91B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 50% more annual revenue ($16.36B vs $10.93B). URI leads profitability with a 15.3% profit margin vs 12.7%. SUNB appears more attractively valued with a PEG of 1.59. URI earns a higher WallStSmart Score of 62/100 (C+).
SUNB
Buy54
out of 100
Grade: C-
URI
Buy62
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Generating 1.5B in free cash flow
Large-cap with strong market position
Every $100 of equity generates 28 in profit
Strong operational efficiency at 23.1%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
2.7% revenue growth
Grey zone — moderate risk
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : SUNB
The strongest argument for SUNB centers on Free Cash Flow.
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 : SUNB
The primary concerns for SUNB are PEG Ratio, P/E Ratio, 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
SUNB profiles as a value stock while URI is a mature play — different risk/reward profiles.
URI carries more volatility with a beta of 1.82 — expect wider price swings.
URI is growing revenue faster at 7.2% — sustainability is the question.
SUNB generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
URI scores higher overall (62/100 vs 54/100), 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.
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.
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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