Herc vs Sunbelt Rentals
HRI and SUNB side by side, both in miscellaneous equipment rental and leasing. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How HRI and SUNB compare
Sunbelt Rentals is the larger company, worth 6.2 times as much as Herc ($34.3B against $5.5B).
Herc grew revenue faster over the last twelve months (28.5% versus 3.4% for Sunbelt Rentals).
Sunbelt Rentals keeps more of each dollar of sales as profit, with a net margin of 11.9% compared with 1.0% at Herc.
Both pay dividends: Herc yields 1.7% and Sunbelt Rentals 1.3%.
Herc scores higher on the StockData Score (10 against 7 for Sunbelt Rentals), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | HRI | SUNB |
|---|---|---|
| Size and price | ||
| Market cap | $5.5B | $34.3B |
| Share price | $165.76 | $83.63 |
| Change, 1 year | 17.0% | 22.0% |
| Change, 5 years | −14.5% | −2.8% |
| Beta (5Y) | 1.62 | 1.28 |
| Employees | 9,600 | 26K |
| StockData Score | ||
| Total score | 10 (better) | 7 |
| Valuation score | 2 (better) | 0 |
| Growth score | 4 (better) | 1 |
| Performance score | 0 | 3 (better) |
| Health score | 1 | 1 |
| Dividend score | 3 (better) | 2 |
| Valuation | ||
| P/E | – | 26.5× |
| P/S | 1.1× (better) | 3.1× |
| P/B | 2.9× (better) | 4.6× |
| EV/EBITDA | – | 9.5× |
| P/FCF | 5.0× | – |
| FCF yield | 19.9% | – |
| Fair value | $197.41 | $70.73 |
| Margin of safety | 16.0% (better) | −18.2% |
| Growth | ||
| Revenue growth (TTM) | 28.5% (better) | 3.4% |
| Revenue growth, 5Y average | 19.7% | – |
| Net income growth (TTM) | 113% (better) | −14.7% |
| EPS growth (TTM) | – | −11.3% |
| EPS growth, 5Y average | −58.7% | – |
| Profitability | ||
| Gross margin | – | 38.5% |
| Operating margin | – | 19.6% |
| Net margin | 1.0% | 11.9% (better) |
| FCF margin | 22.8% | – |
| Return on equity | 2.6% | 17.3% (better) |
| Return on invested capital | – | 13.5% |
| Financial health | ||
| Debt / equity | 4.19 | 1.15 (better) |
| Net debt / EBITDA | – | 1.90 |
| Current ratio | 1.10 (better) | 0.94 |
| Altman Z-score | 0.69 | 2.50 (better) |
| Piotroski F-score | 4 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 1.7% (better) | 1.3% |
| Payout ratio | 190% | 35.0% |
| Years of dividend growth | 4 (better) | 0 |
| Buyback yield | – | 4.1% |
| Shareholder yield | 1.7% | 5.4% (better) |
| Ownership | ||
| Held by institutions | 104% | 80.3% |
| Held by insiders | 5.8% | 0.30% |
| Insider net buying, 12 months | $930K (better) | −$478K |
| Superinvestors holding | 2 | 8 (better) |
| Short interest, % of float | 9.9% | 2.3% |
Go deeper
- HRI stock overview
- HRI income statement
- HRI valuation and score
- SUNB stock overview
- SUNB income statement
- SUNB valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.