United Rentals Inc (URI) fair value: what the stock is really worth
We calculate from audited financials what United Rentals Inc is really worth. The fair value tells you whether the price is too high or too low, the quality score (0 to 100) how solid the business behind it is. 26 models, 37 quality factors, updated daily, free.
Compare price with fair valuebelow fair value = cheap, above = expensive
Check the quality50 and up solid, 75 and up strong
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Industrials · US · Market cap $65.5B · ISIN US9113631090
At a glance
URUnited Rentals IncURI · US
Price$1,015
Fair Value$449.86
Upside−55.7%
Quality58/100
A solid business, but trading 126% above our fair value of $449.86.
As of Sep 2, 2026, the fair value of United Rentals Inc is $449.86 per share against a price of $1,015, so the fair value sits 56% below the price. A model estimate from reported figures, not an analyst target.
!Expensive Growth (revenue 5y +13.5 %/yr)
✓Solidly profitable · 15.3% net margin
✓Moderate debt · generates free cash flow
·0.72% dividend yield
!Mixed vs. peers (6/15)
✓Wide moat 74/100
!The models disagree: range $270.71 to $1,045
!Weak on balance sheet: 29 out of 100
!Weak on dividend: 14 out of 100
Evidence: HighRange $270.71 to $1,045
Fair value as of: Sep 2, 2026
From 24 valuation models · updated 7 days ago
Share price −12.7% over the past month.
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69 individual criteria per stock, every one traceable See the method →
What matters now
The model range is unusually wide ($270.71 to $1,045). The outcome hinges heavily on assumptions, so read the point estimate with caution.
Solid but not exceptional quality (58/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 2, 2026.
How to read this chart
60‑month range $227.43 – $1,165 · fair‑value band $270.71 – $1,045 · the $1,015 price screens above the $449.86 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 2, 2026.
United Rentals Inc (URI) currently trades at $1,015, while our model-based Fair Value estimate is $449.86, implying the stock looks roughly 125.7% overvalued today. The Quality Score stands at 58/100 (solid quality), in the Industrials sector. Bull case: the Growth Earnings group reads highest at a median of $733.89 per share, and 3 of the 24 models we run sit above the $1,015 price. Bear case: the Asset-Based group reads lowest at $95.91, and 21 of the 24 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, United Rentals Inc generated revenue of $16.4B at a net margin of 15.3%. Revenue grew 7.2% year over year. It earns a return on equity of 28.2%. Net debt stands at $16.0B. Fundamentals as of Sep 2, 2026
Scenario range: $270.71 (bear) to $1,045 (bull), the price of $1,015 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target. The share trades about 7% below its 52-week high and 50% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at 13% fair-value upside, at −56%, URI screens richer than that median.
Fair Value models
Based on fiscal year 2025 figures (about 8 months old). Earnings retained since then ($21.96 per share) are deliberately not added.
Each model values the company its own way; the fair value above is the evidence-weighted blend. Evidence (0 to 100) shows how complete a model's inputs are. How we calculate →
ModelBear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target.Evidence
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Key figures & financial health
P/E ratio26.6
P/S ratio4.12P/E × margin
EPS (TTM)$38.15price ÷ EPS = P/E 26.6
Dividend yield0.7%payout 19.2%
Net margin15.5%FY2025
Return on equity28.2%TTM
More key figures
Profitability
Return on assets (EBIT)13.5%avg 5y
Operating margin23.1%TTM
Growth
Revenue (TTM)$16.4BTTM
Revenue growth (YoY)+7.2%3y avg +11.4%
EPS growth (YoY)+6.6%
Balance sheet & cash flow
Free cash flow$662MFY2025
Net debt$16.0BFY2025 · ≈ 24.2 yrs of FCF
Figures from reported company fundamentals · as of Sep 2, 2026. TTM = trailing twelve months.
Quality Score breakdown
Overall quality58/100
Of which business quality 55
· Market factors (momentum, volatility) 44
Profitability57
Margins and returns on capital today
Quality Growth39
Are margins and returns improving?
Cashflow58
Earnings quality: real cash, not paper profit
Fin. Strength40
Balance sheet, leverage, solvency risk
Investment41
Disciplined investing over empire-building
Low Volatility20
Calm price path (market factor)
Momentum54
Price trend over the last 3–12 months (market factor)
52W Momentum55
Distance to the 52-week high (market factor)
Net Issuance100
Buybacks instead of dilution
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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
United Rentals, Inc., through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand. It operates through two segments, General Rentals and Specialty.
Full company description
United Rentals, Inc., through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand. It operates through two segments, General Rentals and Specialty. The General Rentals segment rents general construction and industrial equipment, such as backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms, including boom and scissor lifts; and general tools and light equipment comprising pressure washers, water pumps, and power tools for construction and industrial companies, manufacturers, utilities, municipalities, homeowners, and government entities. The specialty segment rents trench safety equipment consists of trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers, and line testing equipment for underground work; power and heating, ventilating, and air conditioning equipment, such as portable diesel generators, electrical distribution equipment, and temperature control equipment; fluid solutions equipment for fluid containment, transfer, and treatment; surface protection mats; and mobile storage equipment and modular office space. This segment serves construction companies involved in infrastructure projects, and municipalities and industrial companies. The company also sells aerial lifts, reach forklifts, telehandlers, compressors, and generators; construction consumables, tools, small equipment, and safety supplies; and parts for equipment that is owned by its customers, as well as provides repair and maintenance services. It sells used equipment through its sales force, brokers, website, at auctions, and directly to manufacturers. United Rentals, Inc. was incorporated in 1997 and is headquartered in Stamford, Connecticut.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
United Rentals Inc reported revenue of $16.1B in FY2025 versus $9.7B in FY2021, a compound +13.5%/yr. Reported net income was $2.5B in FY2025, compounding +15.8%/yr from FY2021.
Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
$16.1B
Latest YoY
+4.9%
Avg. revenue growth/yr (3Y) ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+11.4%
Avg. revenue growth/yr (5Y) ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+13.5%
Avg. revenue growth/yr (27Y) ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+10.0%
Value creation/yr (5Y) ⓘEarnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+21.3%
Earnings growth per share plus dividend yield: the value created per share and year.
Earnings growth per share+20.6%
Dividend yield0.7%
Trend ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.5Y 20.6% vs 10Y 20.3%, steady
Operating margin (EBIT) ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.21.7% (2020) → 24.7% (2025) · rising
Worst earnings drop396% (2008) (loss year, drop beyond 100%) · in USD
Revenue+13.5%/yr
FY21$9.7B
FY22$11.6B
FY23$14.3B
FY24$15.3B
FY25$16.1B
Net income+15.8%/yr
FY21$1.4B
FY22$2.1B
FY23$2.4B
FY24$2.6B
FY25$2.5B
Character of growth · EPS growth decomposed (2014-2025)+22.9 % p.a.
Revenue per share+16.1 %
of which total revenue +11.4 % · buybacks/dilution +4.2 %
EBIT margin+0.1 %
Tax rate+2.2 %
Residual (interest, one-offs)+3.5 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
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
Quality Score58 · Top 25%
Fair Value upside−56% · Bottom 25%
Profitability
Return on equity (TTM)28% · Top 25%
Return on assets9% · Top 25%
Net margin (TTM)15% · Top 25%
Operating margin (TTM)23% · Top 25%
Growth and dividend
Revenue growth7% · Above median
Dividend yield (TTM)0.7% · Bottom 25%
Balance sheet
Debt / equity1.41× · Above median
Valuation Multiples vs Rental & Leasing Services median · lower = cheaper
P/E (TTM)26.6× · Priciest 25%
P/B7.30× · Priciest 25%
P/S (TTM)4.00× · Priciest 25%
P/FCF98.9× · Priciest 25%
EV/EBITDA17.1× · Priciest 25%
PEG1.76× · Priciest 25%
What the price implies (reverse DCF)
The inverse question: what free-cash-flow growth must United Rentals Inc deliver for ten years so that today's price is fair in our DCF model? Same formula, same discount rate as the fair value.
Implied FCF growth, 10 years+35.8 % per year
Achieved revenue growth, 5 years+13.5 % p.a.
Sector median revenue growth+4.6 %
FCF yield on price1.01 %
Discount rate (WACC) in the models11.1 %
The price demands an acceleration versus past growth: a high bar the company still has to clear. Ranking of the largest stocks →
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.
This stockSector peers
VALUE0· sector 63
FUTURE36· sector 30
PAST100· sector 27
HEALTH29· sector 69
DIVIDEND14· sector 47
VALUE 0: the price sits above our fair-value range.
Insider activity: 44/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
None of the checked exposures detected
Similar stocks
10 more Rental & Leasing Services stocks, each showing price versus our Fair Value estimate (as of Sep 2, 2026).
Is United Rentals Inc (URI) overvalued or undervalued?
As of Sep 2, 2026, our model estimates a fair value of $449.86 versus a price of $1,015, about −56% upside (overvalued).
What is the fair value of URI?
Our model-based fair value for United Rentals Inc is $449.86 (as of Sep 2, 2026), built from audited fundamentals. The current price: $1,015.
What is the quality score of URI?
United Rentals Inc has a Quality Score of 58/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for United Rentals Inc (URI)?
Our model-based price target is the fair value of $449.86 (as of Sep 2, 2026) from 24 valuation models. Cautious scenario $270.71, optimistic scenario $1,045. It is a calculation from audited fundamentals, not an analyst target.
What is the United Rentals Inc stock forecast for 2026?
Our models put fair value at $449.86, about −56% upside versus a price of $1,015 (overvalued). Cautious scenario $270.71, optimistic scenario $1,045. The calculation is refreshed regularly with new filings.
What is the revenue of United Rentals Inc (URI)?
United Rentals Inc reported trailing-twelve-month revenue of about $16.4B (latest available figure, as of Sep 2, 2026).
What is the net profit margin of URI?
The net profit margin of United Rentals Inc is about 15.3%, meaning it keeps roughly 15.3% of revenue as net income. Based on the latest reported figures.
Does United Rentals Inc pay a dividend?
United Rentals Inc currently shows a dividend yield of about 0.72% relative to its recent price (as of Sep 2, 2026).
What growth is priced into United Rentals Inc (URI)?
For today's price to be fair in a discounted-cash-flow model, United Rentals Inc would have to grow free cash flow by +35.8 % per year for ten years (discount rate 11.1 %, then 2 % perpetual growth). Over the last 5 years revenue grew +13.5 % per year. As of Sep 2, 2026.
What discount rate (WACC) does the fair value of URI use?
Our models discount United Rentals Inc at 11.1 %: a base by market capitalisation (large), damped by beta 1.79, country premium for USA. The same rate applies in all 26 models.
What is the intrinsic value of United Rentals Inc (URI)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For United Rentals Inc it is $449.86 per share (as of Sep 2, 2026), against a price of $1,015. It is the blended result of 24 valuation models (cash flow, earnings, asset, dividend).
Is United Rentals Inc stock overvalued or undervalued in 2026?
As of Sep 2, 2026, URI trades above its calculated fair value: price $1,015, fair value $449.86, a gap of about −56% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of URI?
No. The price is what the market pays today ($1,015); the fair value is what the company's own numbers justify ($449.86). For United Rentals Inc the two are $565.31 per share apart. That gap is exactly why we show both numbers side by side.
How much is United Rentals Inc worth?
The market values United Rentals Inc at about $65.5B (market capitalisation, as of Sep 2, 2026). Per share that is $1,015; our models calculate a fair value of $449.86 per share.
What do the bullish and bearish scenarios say about URI?
Our models span a range for United Rentals Inc: cautious scenario $270.71, base $449.86, optimistic $1,045 per share (as of Sep 2, 2026, price $1,015). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of URI?
United Rentals Inc trades at a price-to-earnings ratio of 26.6 (as of Sep 2, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $449.86 is built from several models across several years. Other multiples: PEG 1.8, P/B 7.3, P/S 4.0, EV/EBITDA 17.1.
What is the PEG ratio of URI?
The PEG ratio of United Rentals Inc is 1.76 (P/E divided by earnings growth, as of Sep 2, 2026). That is above 1, so the growth is already paid for in the price.
How solid is the balance sheet of United Rentals Inc (URI)?
Balance-sheet figures for United Rentals Inc (as of Sep 2, 2026): return on equity 28.2%, debt of 1.41 per unit of equity. They feed the Quality Score of 58/100, which measures business quality independently of the share price.
How far is URI from its 52-week high?
United Rentals Inc trades at $1,015, about 7% below its 52-week high of $1,091 and 50% above the low of $676.40 (as of Sep 2, 2026). Distance from the high says nothing about value: that is what the fair value of $449.86 is for.
Which stocks are comparable to United Rentals Inc?
From the same area (Industrials) we also value Sunbelt Rentals Holdings, AerCap Holdings, U-Haul Holding, Ryder System, Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is United Rentals Inc stock attractive at the current price?
The data as of Sep 2, 2026: price $1,015, calculated fair value $449.86 (−56%), Quality Score 58/100, from 24 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of URI calculated?
We run United Rentals Inc through 24 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of $449.86, with the spread shown as a cautious and an optimistic scenario.
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United Rentals Inc
URI · US