McGrath RentCorp vs Sunbelt Rentals
MGRC 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 MGRC and SUNB compare
Sunbelt Rentals is the larger company, worth 11 times as much as McGrath RentCorp ($33.7B against $3.1B).
On earnings, McGrath RentCorp is cheaper: it trades at 19.8× trailing earnings, against 26.1× for Sunbelt Rentals.
Sunbelt Rentals grew revenue faster over the last twelve months (3.4% versus 2.1% for McGrath RentCorp).
McGrath RentCorp keeps more of each dollar of sales as profit, with a net margin of 16.8% compared with 11.9% at Sunbelt Rentals.
Both pay dividends: McGrath RentCorp yields 1.5% and Sunbelt Rentals 1.3%.
McGrath RentCorp scores higher on the StockData Score (14 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 | MGRC | SUNB |
|---|---|---|
| Size and price | ||
| Market cap | $3.1B | $33.7B |
| Share price | $128.68 | $82.20 |
| Change, 1 year | 24.5% | 26.7% |
| Change, 5 years | 61.4% | −2.4% |
| Beta (5Y) | 0.57 | 1.29 |
| Employees | 1,306 | 26K |
| StockData Score | ||
| Total score | 14 (better) | 7 |
| Valuation score | 2 (better) | 0 |
| Growth score | 4 (better) | 1 |
| Performance score | 3 | 3 |
| Health score | 1 | 1 |
| Dividend score | 4 (better) | 2 |
| Valuation | ||
| P/E | 19.8× (better) | 26.1× |
| P/S | 3.3× | 3.0× (better) |
| P/B | 2.5× (better) | 4.5× |
| EV/EBITDA | 8.8× (better) | 9.4× |
| P/FCF | 14.9× | – |
| PEG | 1.88 | – |
| FCF yield | 6.7% | – |
| Fair value | $127.77 | $73.24 |
| Margin of safety | −0.71% (better) | −12.2% |
| Growth | ||
| Revenue growth (TTM) | 2.1% | 3.4% (better) |
| Revenue growth, 5Y average | 10.5% | – |
| Net income growth (TTM) | 9.6% (better) | −14.7% |
| EPS growth (TTM) | 9.8% (better) | −11.3% |
| EPS growth, 5Y average | 8.8% | – |
| Profitability | ||
| Gross margin | 48.8% (better) | 38.5% |
| Operating margin | 25.7% (better) | 19.6% |
| Net margin | 16.8% (better) | 11.9% |
| FCF margin | 22.1% | – |
| Return on equity | 12.9% | 17.3% (better) |
| Return on invested capital | 14.6% (better) | 13.5% |
| Financial health | ||
| Debt / equity | – | 1.15 |
| Net debt / EBITDA | – | 1.90 |
| Interest coverage | 8.7× | – |
| Current ratio | – | 0.94 |
| Altman Z-score | 2.76 (better) | 2.48 |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Dividend yield | 1.5% (better) | 1.3% |
| Payout ratio | 30.6% | 35.0% |
| Years of dividend growth | 16 (better) | 0 |
| Dividend growth, 5Y average | 2.9% | – |
| Buyback yield | – | 4.2% |
| Shareholder yield | 1.5% | 5.5% (better) |
| Ownership | ||
| Held by institutions | 92.8% | 80.3% |
| Held by insiders | 1.3% | 0.30% |
| Insider net buying, 12 months | −$8.7M | −$476K (better) |
| Superinvestors holding | – | 8 |
| Short interest, % of float | 1.9% | 2.1% |
Go deeper
- MGRC stock overview
- MGRC income statement
- MGRC 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.