WallStSmart

United Rentals Inc (URI) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target

United Rentals Inc stock (URI) is currently trading at $747.59. United Rentals Inc PE ratio is 19.36. United Rentals Inc PS ratio (Price-to-Sales) is 2.95. Analyst consensus price target for URI is $985.89. WallStSmart rates URI as Hold.

  • URI PE ratio analysis and historical PE chart
  • URI PS ratio (Price-to-Sales) history and trend
  • URI intrinsic value — DCF, Graham Number, EPV models
  • URI stock price prediction 2025 2026 2027 2028 2029 2030
  • URI fair value vs current price
  • URI insider transactions and insider buying
  • Is URI undervalued or overvalued?
  • United Rentals Inc financial analysis — revenue, earnings, cash flow
  • URI Piotroski F-Score and Altman Z-Score
  • URI analyst price target and Smart Rating
URI

United Rentals Inc

NYSEINDUSTRIALS
$747.59
$0.75 (0.10%)
52W$521.31
$1017.04
Target$985.89+31.9%

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IV

URI Intrinsic Value Analysis for Value Investors

Benjamin Graham Formula · United Rentals Inc (URI)

Margin of Safety
-233.1%
Significantly Overvalued
URI Fair Value
$262.34
Graham Formula
Current Price
$747.59
$485.25 above fair value
Undervalued
Fair: $262.34
Overvalued
Price $747.59
Graham IV $262.34
Analyst $985.89

URI trades 233% above its Graham fair value of $262.34, indicating the stock may be overvalued at current levels.

Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.

WallStSmart

Smart Analysis

United Rentals Inc (URI) · 10 metrics scored

Smart Score

63
out of 100
Grade: C+
Buy
Investment Rating

Category Performance

WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.

Investment Thesis

Strong fundamentals in market cap, peg ratio, return on equity. Concerns around revenue growth and eps growth. Fundamentals are solid but monitor weak areas for improvement.

United Rentals Inc (URI) Key Strengths (6)

Avg Score: 8.8/10
Return on EquityProfitability
28.40%10/10

Every $100 of shareholder equity generates $28 in profit

Institutional Own.Quality
93.22%10/10

93.22% of shares held by major funds and institutions

Market CapQuality
$47.52B9/10

Large-cap company with substantial market presence

PEG RatioValuation
1.178/10

Good growth relative to its price

Operating MarginProfitability
25.20%8/10

Strong operational efficiency: $25 kept per $100 revenue

Profit MarginProfitability
15.50%8/10

Strong profitability: $16 kept per $100 revenue

Supporting Valuation Data

URI Target Price
$985.89
16% Upside

United Rentals Inc (URI) Areas to Watch (4)

Avg Score: 3.0/10
EPS GrowthGrowth
-1.90%0/10

Earnings declining -1.90%, profits shrinking

Revenue GrowthGrowth
2.80%2/10

Revenue growing slowly at 2.80% annually

Price/BookValuation
4.994/10

Premium pricing at 5.0x book value

Price/SalesValuation
2.956/10

Revenue is fairly priced at 2.95x sales

United Rentals Inc (URI) Detailed Analysis Report

Overall Assessment

This company scores 63/100 in our Smart Analysis, earning a C+ grade. Out of 10 metrics analyzed, 6 register as strengths (avg 8.8/10) while 4 fall into concern territory (avg 3.0/10). The category breakdown reveals uneven performance, with some areas requiring attention.

The Bull Case

The strongest argument centers on Return on Equity, Institutional Own., Market Cap. Valuation metrics including PEG Ratio (1.17) suggest the stock is attractively priced. Profitability is solid with Return on Equity at 28.40%, Operating Margin at 25.20%, Profit Margin at 15.50%.

The Bear Case

The primary concerns are EPS Growth, Revenue Growth, Price/Book. Some valuation metrics including Price/Sales (2.95), Price/Book (4.99) suggest expensive pricing. Growth concerns include Revenue Growth at 2.80%, EPS Growth at -1.90%, which may limit upside.

Key Dynamics to Monitor

Three factors to monitor going forward. First, whether EPS Growth improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at 28.40% currently healthy but needing to be sustained. Third, growth sustainability, with Revenue Growth at 2.80% needing to reaccelerate.

Risk Considerations

Based on the metric profile, this is a moderate-to-high risk investment. The weight of evidence leans positive, with more strengths than concerns. Investors should size positions according to their risk tolerance and maintain diversification.

Bottom Line

Mixed fundamentals with both positives (Return on Equity, Institutional Own.) and negatives (EPS Growth, Revenue Growth). A cautious approach is warranted. Monitor for improvement in weak areas before increasing conviction.

Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.

URI Price-to-Sales(PS) Ratio Chart

Historical valuation based on market cap ÷ trailing 12-month revenue

URI's Price-to-Sales ratio of 2.95x trades 159% above its historical average of 1.14x (98th percentile), historically expensive. The current valuation is 11% below its historical high of 3.33x set in Mar 2026, and 4117% above its historical low of 0.07x in Feb 2009. Over the past 12 months, the PS ratio has compressed from ~3.3x as trailing revenue scaled faster than the stock price.

Compare URI with Competitors

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WallStSmart Analysis Synopsis

Data-driven financial summary for United Rentals Inc (URI) · INDUSTRIALSRENTAL & LEASING SERVICES

The Big Picture

United Rentals Inc is a strong growth company balancing expansion with improving profitability. Revenue reached 16.1B with 280% growth year-over-year. Profit margins of 15.5% are healthy, with room for further expansion as the business scales.

Key Findings

Strong Revenue Growth

Revenue growing at 280% YoY, reaching 16.1B. This pace significantly outperforms most RENTAL & LEASING SERVICES peers.

Excellent Capital Efficiency

ROE of 2840.0% means the company generates strong returns on shareholder equity. Above 20% is considered top-tier.

Misleading Earnings Decline

Earnings fell 190% YoY while revenue grew 280%. This gap usually reflects one-time items (tax benefits, write-offs) in the prior period, not an operational decline.

What to Watch Next

Growth sustainability: can United Rentals Inc maintain 280%+ revenue growth, or will competition slow it down?

Volatility is elevated with a beta of 1.65, so expect amplified moves relative to the broader market.

Sector dynamics: monitor RENTAL & LEASING SERVICES industry trends, competitive moves, and regulatory changes that could impact United Rentals Inc.

Bottom Line

United Rentals Inc offers an attractive blend of growth (280% revenue expansion) and improving fundamentals. The company is transitioning from pure growth to profitable growth, a critical inflection point. Watch for sustained margin expansion as the key signal.

This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

Insider Transactions(61 last 3 months)

Total Buys
24
Total Sells
37
Feb 17, 2026(1 transaction)
TAUSSIG, ALEXANDER R.
Director
Buy
Shares
+57
Feb 3, 2026(1 transaction)
GRACE, WILLIAM E.
EVP, CFO
Sell
Shares
-1,497.71
Dec 31, 2025(1 transaction)
BRUNO, MARC A
Director
Buy
Shares
+47

Data sourced from SEC Form 4 filings

Last updated: 8:21:55 AM

About United Rentals Inc(URI)

Exchange

NYSE

Sector

INDUSTRIALS

Industry

RENTAL & LEASING SERVICES

Country

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.