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.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 17, 2026.
How to read this chart
60‑month range $227.43 – $1,165 · fair‑value band $228.75 – $771.24 · the $1,030 price screens above the $367.77 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 17, 2026.
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.
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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.
Stock analysis
United Rentals Inc (URI) currently trades at $1,030, while our model-based Fair Value estimate is $367.77, implying the stock looks roughly 180.0% overvalued today.
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Valuation
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 $1,030 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.
Scenario range: $228.75 (bear) to $771.24 (bull), the price of $1,030 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 58/100 (solid quality), in the Industrials sector.
Expensive Growth: The company is growing, but growth may require heavy reinvestment or weak cash conversion.
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.
Key figures
Market cap $66.5B · P/E ratio 27.0 · P/S ratio 4.18 · EPS (TTM) $38.15 · Dividend yield 0.7% · Net margin 15.5% · Return on equity 28.2% · Return on assets (EBIT) 13.5%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 51 out of 100 (low confidence).
What moves the price
The share trades about 6% below its 52-week high and 52% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Industrials peers we cover trades at −9% fair-value upside, at −64%, URI screens richer than that median.
Fair Value models
Bear $228.75Fair Value $367.77Bull $771.24
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model. Based on fiscal year 2025 figures (about 9 months old). Earnings retained since then ($23.01 per share) are deliberately not added.Bear ⓘ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 ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Revenue growth 1 year
+4.9%
Revenue growth 3 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+11.4%
Revenue growth 5 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+13.5%
Revenue growth 27 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+10.0%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
+21.3%
Earnings growth per share plus dividend.
Earnings per share, growth per year+20.6%
Dividend (yield on the price)0.7%
Pace: 5 vs 10 years ⓘ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.21% vs 20%, steady
Profit margin 2020 to 2025 ⓘ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.22% → 25%
Growth Forecast
A lot of optimism in the price
The price assumes more growth than the company has delivered so far and more than analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+49.4%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+6.6%
Yearly sales growth analysts expect, extended to five years.
News mood ⓘNews mood, the average tone of recent news (99 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation.Hype
Recent news coverage is unusually upbeat, far more positive than stocks are typically covered.
Price, fair value, quality and upside side by side.
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Peer Groupⓘ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.Rental & Leasing Services · 94 stocks
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Is United Rentals Inc (URI) overvalued or undervalued?
As of Sep 17, 2026, our model estimates a fair value of $367.77 versus a price of $1,030, about −64% upside (overvalued).
What is the fair value of URI?
Our model-based fair value for United Rentals Inc is $367.77 (as of Sep 17, 2026), built from audited fundamentals. The current price: $1,030.
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 $367.77 (as of Sep 17, 2026) from 24 valuation models. Cautious scenario $228.75, optimistic scenario $771.24. 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 $367.77, about −64% upside versus a price of $1,030 (overvalued). Cautious scenario $228.75, optimistic scenario $771.24. 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 17, 2026).
Does United Rentals Inc pay a dividend?
United Rentals Inc currently shows a dividend yield of about 0.71% relative to its recent price (as of Sep 17, 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 +49.4 % per year for five years (discount rate 11.1 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +13.6 % per year. As of Sep 17, 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 a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For United Rentals Inc that is +49.4 % per year a year over ten years, using the same discount rate (11.1 %) and the same formula as our fair value.
How much growth has United Rentals Inc (URI) delivered so far?
Over the past 5 years revenue at United Rentals Inc grew +13.6 % a year. The price currently implies +49.4 % per year free-cash-flow growth a year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of United Rentals Inc (URI) growing?
The median revenue growth in the sector is +4.6 % a year. That is the yardstick for the growth priced into United Rentals Inc (+49.4 % per year a year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of United Rentals Inc (URI)?
The free-cash-flow yield on the price is 1.01 %: that much free cash flow United Rentals Inc produces per unit of market value. When it exceeds the discount rate of our models (11.1 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
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 $367.77 per share (as of Sep 17, 2026), against a price of $1,030. 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 17, 2026, URI trades above its calculated fair value: price $1,030, fair value $367.77, a gap of about −64% (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 ($1,030); the fair value is what the company's own numbers justify ($367.77). For United Rentals Inc the two are $662.15 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 $66.5B (market capitalisation, as of Sep 17, 2026). Per share that is $1,030; our models calculate a fair value of $367.77 per share.
What do the bullish and bearish scenarios say about URI?
Our models span a range for United Rentals Inc: cautious scenario $228.75, base $367.77, optimistic $771.24 per share (as of Sep 17, 2026, price $1,030). 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 27.0 (as of Sep 17, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $367.77 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 17, 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 17, 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 $1,030, about 6% below its 52-week high of $1,091 and 52% above the low of $676.40 (as of Sep 17, 2026). Distance from the high says nothing about value: that is what the fair value of $367.77 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 17, 2026: price $1,030, calculated fair value $367.77 (−64%), 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 $367.77, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 16.1 % above its aggregate fair value. United Rentals Inc itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of United Rentals Inc (URI)?
The closing price on Sep 21, 2026 was $1,030. Our model-based fair value is $367.77, about −64% upside (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with United Rentals Inc right now?
The price sits above even our optimistic bull case ($771.24). The favourable scenario is already priced in. The model range is unusually wide ($228.75 to $771.24). 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.
Where does the earnings growth of United Rentals Inc (URI) come from?
Earnings per share at United Rentals Inc grew +22.9 % a year from 2014 to 2025. Broken into its drivers: revenue per share +16.1 %, EBIT margin +0.1 %, tax rate +2.2 %, residual (interest, one-offs) +3.5 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of United Rentals Inc
How large is the market capitalisation of United Rentals Inc (URI)?
The market capitalisation of United Rentals Inc is $66.5B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of United Rentals Inc (URI)?
The price-to-sales ratio of United Rentals Inc is 4.18 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of United Rentals Inc (URI)?
Earnings per share at United Rentals Inc are $38.15 (price ÷ EPS = P/E 27.0). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of United Rentals Inc (URI)?
The dividend yield of United Rentals Inc is 0.7% (payout 19.2%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of United Rentals Inc (URI)?
The net margin of United Rentals Inc is 15.5% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of United Rentals Inc (URI)?
The return on equity (ROE) of United Rentals Inc is 28.2% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of United Rentals Inc (URI)?
On an EBIT basis the return on assets of United Rentals Inc is 13.5% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of United Rentals Inc (URI)?
The operating margin of United Rentals Inc is 23.1% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at United Rentals Inc (URI)?
Revenue at United Rentals Inc is growing +7.2% versus a year earlier (3y avg +11.4%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at United Rentals Inc (URI)?
Earnings per share at United Rentals Inc are growing +6.6% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does United Rentals Inc (URI) carry?
The net debt of United Rentals Inc is $16.0B (fiscal year 2025, ≈ 24.2 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Broad data
Sep 17, 2026