Sunbelt Rentals Holdings (SUNB) Fair Value & Analysis
Industrials · US · Market cap $30.2B
Sunbelt Rentals Holdings
SUNB · US
Fair value as of: Jul 18, 2026
From 25 valuation models · updated 20 days ago
Fair value updated Jul 18, 2026, revised from $44.77 to $65.76 (+46.9%) since Jun 24, 2026. Share price +17.5% over the past month.
A solid business, but screening 19% overvalued on our models.
What matters now
- Solid but not exceptional quality (59/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($43.14 to $84.88) leaves room in how you read the outcome.
Price vs Fair Value (5 months)
White line = price, green steps = our fair value per fiscal year. As of Jul 18, 2026.
How to read this chart
5‑month range $62.44 – $85.18 · fair‑value band $43.14 – $84.88 · the $80.92 price screens above the $65.76 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Jul 18, 2026.
Analysis
Sunbelt Rentals Holdings (SUNB) currently trades at $80.92, while our model-based Fair Value estimate is $65.76, implying the stock looks roughly 18.7% overvalued today. We read business quality at 59/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Sunbelt Rentals Holdings generated revenue of $10.9B at a net margin of 12.7%. Revenue grew 2.7% year over year. It earns a return on equity of 18.1%. Net debt stands at $10.1B. Fundamentals as of Jul 18, 2026
Our scenario range runs from $43.14 (bear case) to $84.88 (bull case); at $80.92, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 33% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -21% fair-value upside, at -19%, SUNB screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 25 models by family
Widest divergence: DCF Models ($79.52) versus Asset-Based ($12.11). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 63 · Market factors (momentum, volatility) 48
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Sunbelt Rentals Holdings, Inc., together with its subsidiaries, engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada.
Full company description
Sunbelt Rentals Holdings, Inc., together with its subsidiaries, engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada. It provides pumps, power generation, heating, cooling, scaffolding, traffic management, temporary flooring, structures and fencing, trench shoring, and lifting solutions. The company offers its products and services for airports, highways and bridges, office buildings, data centres, schools and universities, shopping centres, residential, remodeling, manufacturing plants, and green energy applications in the construction markets; maintenance, repair, and operations of office and apartment complexes, data and shopping centers, and golf courses, as well as industrial, entertainment and conference venues; entertainment and special events, such as national and sporting events, concerts, film and television production, theme parks, festivals, farmers' markets, local 5k runs, and cycle races; emergency response and restoration applications comprising fire, hurricanes, flooding, tornadoes, winter storms, residential emergencies, health emergencies, alternative care facilities, points of distribution, and healthcare testing facilities; and state and local government facilities, including government, hospitals, parks and recreation departments, and schools and universities, as well as for pavement/kerb repairs. The company was founded in 1947 and is based in Fort Mill, South Carolina.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Sunbelt Rentals Holdings reported revenue of $11.2B in FY2026 versus $8.0B in FY2022, a compound +8.8%/yr. Reported net income was $1.3B in FY2026, compounding +1.4%/yr from FY2022.
SUNB screens 19% overvalued. Compare with United Rentals, Inc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Sunbelt Rentals Appoints Ekta Singh-Bushell to Board of Directors
- Here’s Why Sunbelt (SUNB) is One of the Best Up and Coming Stocks to Invest In Right Now
- Sunbelt Rentals Appoints Cynthia T. Jamison to Board of Directors
- Citi Maintains Buy Rating on Sunbelt Rentals (SUNB)
Peer Group
Rental & Leasing Services · 96 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Rental & Leasing Services median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Rental & Leasing Services stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| United Rentals, Inc URI | $1,045 | $449.86 | -57% |
| AerCap Holdings AER | $146.97 | $301.51 | +105% |
| U-Haul Holding UHAL | $67.35 | $7.21 | -89% |
| Ryder System, Inc R | $273.06 | $111.57 | -59% |
| Localiza Rent a Car S.A RENT3 | R$40.35 | R$37.01 | -8% |
| Element Fleet Management Corp EFN | C$29.83 | C$15.06 | -50% |
| BOC Aviation Limited 2588 | HK$77.40 | HK$18.61 | -76% |
| GATX Corporation GATX | $178.48 | $140.90 | -21% |
| Avis Budget Group CAR | $156.35 | $157.38 | +1% |
| WillScot Holdings WSC | $27.25 | $43.19 | +58% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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