Herc vs United Rentals
HRI and URI 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 URI compare
United Rentals is the larger company, worth 13 times as much as Herc ($72.8B against $5.5B).
Herc grew revenue faster over the last twelve months (28.5% versus 6.9% for United Rentals).
United Rentals keeps more of each dollar of sales as profit, with a net margin of 15.7% compared with 1.0% at Herc.
Both pay dividends: Herc yields 1.7% and United Rentals 0.66%.
United Rentals scores higher on the StockData Score (12 against 10 for Herc), 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 | URI |
|---|---|---|
| Size and price | ||
| Market cap | $5.5B | $72.8B |
| Share price | $165.76 | $1170.05 |
| Change, 1 year | 17.0% | 34.4% |
| Change, 5 years | −14.5% | 199% |
| Beta (5Y) | 1.62 | 1.43 |
| Employees | 9,600 | 1,800 |
| StockData Score | ||
| Total score | 10 | 12 (better) |
| Valuation score | 2 (better) | 0 |
| Growth score | 4 (better) | 2 |
| Performance score | 0 | 5 (better) |
| Health score | 1 | 3 (better) |
| Dividend score | 3 (better) | 2 |
| Valuation | ||
| P/E | – | 28.1× |
| P/S | 1.1× (better) | 4.3× |
| P/B | 2.9× (better) | 7.9× |
| EV/EBITDA | – | 18.8× |
| P/FCF | 5.0× | – |
| PEG | – | 3.05 |
| FCF yield | 19.9% | – |
| Fair value | $197.41 | $684.53 |
| Margin of safety | 16.0% (better) | −70.9% |
| Growth | ||
| Revenue growth (TTM) | 28.5% (better) | 6.9% |
| Revenue growth, 5Y average | 19.7% (better) | 13.5% |
| Net income growth (TTM) | 113% (better) | 4.0% |
| EPS growth (TTM) | – | 7.7% |
| EPS growth, 5Y average | −58.7% | 25.9% (better) |
| Profitability | ||
| Gross margin | – | 38.4% |
| Operating margin | – | 24.8% |
| Net margin | 1.0% | 15.7% (better) |
| FCF margin | 22.8% | – |
| Return on equity | 2.6% | 28.9% (better) |
| Return on invested capital | – | 13.8% |
| Financial health | ||
| Debt / equity | 4.19 | 1.54 (better) |
| Net debt / EBITDA | – | 3.06 |
| Current ratio | 1.10 (better) | 0.76 |
| Altman Z-score | 0.69 | 3.67 (better) |
| Piotroski F-score | 4 | 5 (better) |
| Dividends and buybacks | ||
| Dividend yield | 1.7% (better) | 0.66% |
| Payout ratio | 190% | 18.1% |
| Years of dividend growth | 4 (better) | 2 |
| Buyback yield | – | 2.8% |
| Shareholder yield | 1.7% | 3.5% (better) |
| Ownership | ||
| Held by institutions | 104% | 92.2% |
| Held by insiders | 5.8% | 0.29% |
| Insider net buying, 12 months | $930K (better) | −$30.4M |
| Superinvestors holding | 2 | 2 |
| Short interest, % of float | 9.9% | 2.3% |
Go deeper
- HRI stock overview
- HRI income statement
- HRI valuation and score
- URI stock overview
- URI income statement
- URI valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.