Stock AnalizUnited Rentals, Inc. URI
Diversified Commercial Services · IPO 1997 · data as of November 13, 2026
United Rentals, Inc. (URI) is a consumer discretionary company listed in the US with a market value of about $69.6B. In the twelve months to September 30, 2026 it had revenue of $17.5B and net income of $2.9B, a net margin of 16.3%.
Its overall Stock Analiz score is 2.8 out of 5 (average). The strongest part is track record (5/5); the weakest is future growth (1/5).
Key numbers: a P/E of 24.8, a price to free cash flow of 78.1, 5-year revenue growth of 14% a year, a 5-year average ROIC of 12%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 32% below the current price.
Score: 2.8 / 5
Checks passed
- P/E below 25
- PEG below 1.5
- 3-year revenue growth above 10% a year
- 5-year EPS growth above 10% a year
- 5-year revenue growth above 8% a year
- 5-year average ROIC above 12%
- Profitable 5 years in a row
- ROE above 15%
Checks not passed
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- Revenue growth above 10% last year
- Profit margin improving
- 3-year free cash flow growth above 10% a year
- Strong R&D investment or growth above 20%
- More cash than debt, or low debt to equity
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $17.5B | $16.1B | $15.3B | $14.3B | $11.6B | $9.7B | $8.5B | $9.4B | $8.0B | $6.6B | $5.8B |
| Net income | $2.9B | $2.5B | $2.6B | $2.4B | $2.1B | $1.4B | $890M | $1.2B | $1.1B | $1.3B | $566M |
| Free cash flow | $892M | — | $416M | $840M | $743M | $491M | $2.5B | $2.8B | $2.7B | $2.1B | $1.8B |
| EPS (diluted) | $45.41 | $38.61 | $38.69 | $35.28 | $29.65 | $19.04 | $12.20 | $15.11 | $13.12 | $15.73 | $6.45 |
| Net margin | 16.3% | 15.5% | 16.8% | 16.9% | 18.1% | 14.3% | 10.4% | 12.6% | 13.6% | 20.3% | 9.8% |
| ROIC | — | 12.0% | 13.2% | 13.9% | 12.5% | 10.3% | 9.4% | 10.4% | 9.5% | 9.4% | 9.3% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 21 analysts is $1295.43, 15% above the current price; targets range from $950.00 to $1652.00; the consensus rating is “Buy”; expected EPS is $51.84 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is United Rentals’s P/E ratio?
About 24.8, based on the last twelve months of diluted earnings per share (forward P/E about 19.8).
Is United Rentals stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 32% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does United Rentals pay a dividend?
Yes. The dividend yield is about 0.68%, and it has paid dividends for 3 years in our data.
Is United Rentals a good stock to buy?
We do not give buy or sell advice. United Rentals scores 2.8 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.