United Rentals

URI

Rental & Leasing Services · Industrials

Price

$1045.21

-26.61 (-2.48%)

Market Cap

$65.48B

Winston Score

Winston is serious

Mixed quality — meaningful strengths and weaknesses.

Share count falling — buybacks

−11.3% over 4y

The company has reduced its share count over this period, returning value to shareholders through buybacks.

Diluted shares outstanding: 72.8M (2021) → 64.6M (2025)

United Rentals rents out equipment that construction and industrial companies need but don't want to buy outright. Its inventory includes things like forklifts, aerial lifts, bulldozers, generators, and tools — used by contractors, manufacturers, utilities, and government projects across North America. It is the largest equipment rental company in the world by revenue.

The company makes money by charging daily, weekly, or monthly rental fees on its massive fleet of over 800,000 equipment units. It operates roughly 1,500 locations across the United States and Canada, giving it a scale advantage that smaller competitors struggle to match — more locations means faster delivery and lower logistics costs. The main growth driver is continued investment in infrastructure, construction, and industrial projects, but the business is sensitive to economic slowdowns, since customers quickly cut rental spending when construction activity drops.

Winston Score History

Politician Trades

19 trades / 12mo

12 Congressional buys and 7 sells on URI in the last 12 months.

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Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+7.2% YoY

YoY Growth Rate

Slow revenue growth

EPS Growth

+5.8% YoY

YoY Growth Rate

Slow EPS growth

R&D Spend

$0/ year

0.0% of revenue

Below sector average (4%)

Research and development spending

Insider Activity

0.6%ownership

→ Flat

Insiders holding steady — not selling despite ability to

Cash Position

Cash flow positive

$156M cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Company generates more cash than it spends — no dilution risk from fundraising

Growth context

United Rentals is growing revenue at 7% year-over-year. The Winston Score measures business quality today — these growth metrics show what could matter tomorrow.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

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Quality

Gross Margin

36.9%

Modest — 36.9% gross margin

Operating Margin

21.8%

Excellent — 21.8% operating margin

ROCE

3.8%

Weak — 3.8% return on capital

ROIC between 0% and 5%. They earn a few cents back per dollar invested in the business.

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Growth

Sales YoY

+5.0%

Slow sales growth (5.0% YoY)

EPS YoY

+1.2%

Flat earnings

Single-digit earnings growth — steady but not exciting.

EPS Consistency

6/8 quarters

Earnings grew in most of the last 8 quarters

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Cash Flow

Cash Conversion

211%

Turns 211% of profit into real cash

FCF Margin

4.1%

Thin free cash flow (4.1%)

FCF margin between 0% and 10%. Some cash from sales, but not a lot.

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Stability

Debt / Equity

1.55

Elevated debt (1.55)

Interest Cover

5.70x

Adequate interest coverage (5.7x)

Interest coverage between 3 and 8. Profits cover interest several times over.

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Valuation

P/E Ratio (TTM)

26.7x

Growth-priced — P/E 26.7

P/E above the market average. People are paying up for expected growth.

P/E vs Forward

+7.3

GROWING

Earnings expected to grow meaningfully — cheaper on forward P/E (26.7 → 19.4)

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Dividends

Dividend Yield

0.72%

Small dividend — 0.72% yield

Modest yield. The bulk of any return needs to come from price appreciation.

Dividend Growth

+9.9%

Dividend growing modestly (9.9% YoY)

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