Sunbelt Rentals vs United Rentals
SUNB 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 SUNB and URI compare
United Rentals is the larger company, worth 2.1 times as much as Sunbelt Rentals ($72.8B against $34.3B).
On earnings, Sunbelt Rentals is cheaper: it trades at 26.5× trailing earnings, against 28.1× for United Rentals.
United Rentals grew revenue faster over the last twelve months (6.9% versus 3.4% for Sunbelt Rentals).
United Rentals keeps more of each dollar of sales as profit, with a net margin of 15.7% compared with 11.9% at Sunbelt Rentals.
Both pay dividends: Sunbelt Rentals yields 1.3% and United Rentals 0.66%.
United Rentals scores higher on the StockData Score (12 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 | SUNB | URI |
|---|---|---|
| Size and price | ||
| Market cap | $34.3B | $72.8B |
| Share price | $83.63 | $1170.05 |
| Change, 1 year | 22.0% | 34.4% |
| Change, 5 years | −2.8% | 199% |
| Beta (5Y) | 1.28 | 1.43 |
| Employees | 26K | 1,800 |
| StockData Score | ||
| Total score | 7 | 12 (better) |
| Valuation score | 0 | 0 |
| Growth score | 1 | 2 (better) |
| Performance score | 3 | 5 (better) |
| Health score | 1 | 3 (better) |
| Dividend score | 2 | 2 |
| Valuation | ||
| P/E | 26.5× (better) | 28.1× |
| P/S | 3.1× (better) | 4.3× |
| P/B | 4.6× (better) | 7.9× |
| EV/EBITDA | 9.5× (better) | 18.8× |
| PEG | – | 3.05 |
| Fair value | $70.73 | $684.53 |
| Margin of safety | −18.2% (better) | −70.9% |
| Growth | ||
| Revenue growth (TTM) | 3.4% | 6.9% (better) |
| Revenue growth, 5Y average | – | 13.5% |
| Net income growth (TTM) | −14.7% | 4.0% (better) |
| EPS growth (TTM) | −11.3% | 7.7% (better) |
| EPS growth, 5Y average | – | 25.9% |
| Profitability | ||
| Gross margin | 38.5% (better) | 38.4% |
| Operating margin | 19.6% | 24.8% (better) |
| Net margin | 11.9% | 15.7% (better) |
| Return on equity | 17.3% | 28.9% (better) |
| Return on invested capital | 13.5% | 13.8% (better) |
| Financial health | ||
| Debt / equity | 1.15 (better) | 1.54 |
| Net debt / EBITDA | 1.90 (better) | 3.06 |
| Current ratio | 0.94 (better) | 0.76 |
| Altman Z-score | 2.50 | 3.67 (better) |
| Piotroski F-score | 6 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 1.3% (better) | 0.66% |
| Payout ratio | 35.0% | 18.1% |
| Years of dividend growth | 0 | 2 (better) |
| Buyback yield | 4.1% (better) | 2.8% |
| Shareholder yield | 5.4% (better) | 3.5% |
| Ownership | ||
| Held by institutions | 80.3% | 92.2% |
| Held by insiders | 0.30% | 0.29% |
| Insider net buying, 12 months | −$478K (better) | −$30.4M |
| Superinvestors holding | 8 (better) | 2 |
| Short interest, % of float | 2.3% | 2.3% |
Go deeper
- SUNB stock overview
- SUNB income statement
- SUNB valuation and score
- URI stock overview
- URI income statement
- URI valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.