WallStSmart

Sunbelt Rentals Holdings, Inc. (SUNB)vsUnited Rentals Inc (URI)

VS

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 1.31. URI earns a higher WallStSmart Score of 64/100 (C+).

SUNB

Buy

53

out of 100

Grade: C-

Growth: 4.7Profit: 7.0Value: 5.7Quality: 5.0

URI

Buy

64

out of 100

Grade: C+

Growth: 6.7Profit: 8.5Value: 5.0Quality: 4.3
Piotroski: 2/9Altman Z: 1.98

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SUNB1 strengths · Avg: 8.0/10
Free Cash FlowQuality
$1.50B8/10

Generating 1.5B in free cash flow

URI3 strengths · Avg: 8.7/10
Market CapQuality
$59.15B9/10

Large-cap with strong market position

Return on EquityProfitability
28.2%9/10

Every $100 of equity generates 28 in profit

Operating MarginProfitability
23.1%8/10

Strong operational efficiency at 23.1%

Areas to Watch

SUNB2 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

EPS GrowthGrowth
-6.8%2/10

Earnings declined 6.8%

URI3 concerns · Avg: 3.7/10
PEG RatioValuation
1.604/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.984/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : SUNB

The strongest argument for SUNB centers on Free Cash Flow. PEG of 1.31 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 : SUNB

The primary concerns for SUNB are Revenue Growth, EPS Growth.

Bear Case : URI

The primary concerns for URI are PEG Ratio, Altman Z-Score, Piotroski F-Score.

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 1.83 — 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 (64/100 vs 53/100), 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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