United Rentals (URI) Stock Overview
Through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 2/6 |
| Past Performance | 2/6 |
| Financial Health | 3/6 |
| Dividends | 2/6 |
URI Community Fair Values
Create NarrativeSee what 36 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
United Rentals, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$1,048.97 |
| 52 Week High | US$1,106.88 |
| 52 Week Low | US$692.70 |
| Beta | 1.82 |
| 1 Month Change | 11.05% |
| 3 Month Change | 45.70% |
| 1 Year Change | 50.14% |
| 3 Year Change | 153.34% |
| 5 Year Change | 240.44% |
| Change since IPO | 6,893.13% |
Recent News & Updates
Narrative Update • Jun 16
URI: Elevated P/E And Insider Selling Will Test Strong Rental Demand Assumptions
Analysts raised the United Rentals fair value estimate from $644.17 to $775.90 per share, citing updated assumptions around organic and inorganic growth potential, slightly lower discount rates, modestly higher revenue growth and margin expectations, and a higher future P/E multiple in line with recent price target increases across the Street. Analyst Commentary Recent Street research around United Rentals has leaned heavily on higher price targets, reflecting analysts updating their models around organic and inorganic growth potential, balance sheet capacity, and sector demand signals from channel checks and survey work.
Narrative Update • Jun 01
URI: AI Rental Tools And Infrastructure Demand Will Shape Future Returns
Analysts have nudged the fair value estimate for United Rentals higher to $1,084.25 from $1,076.05, reflecting updated price targets that factor in slightly adjusted revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research on United Rentals has centered on recalibrating price targets, with several bullish analysts lifting their targets by wide ranges, while a smaller group has trimmed theirs.Narrative Update • May 14
URI: AI Rental Tools And Data Center Demand Will Drive Future Upside
Analysts have nudged their fair value estimate for United Rentals higher to about $1,076 per share. This reflects recent increases in Street price targets across several firms and updated assumptions for discount rate, profit margins and future P/E multiples.Recent updates
Narrative Update • Jun 16
URI: Elevated P/E And Insider Selling Will Test Strong Rental Demand Assumptions
Analysts raised the United Rentals fair value estimate from $644.17 to $775.90 per share, citing updated assumptions around organic and inorganic growth potential, slightly lower discount rates, modestly higher revenue growth and margin expectations, and a higher future P/E multiple in line with recent price target increases across the Street. Analyst Commentary Recent Street research around United Rentals has leaned heavily on higher price targets, reflecting analysts updating their models around organic and inorganic growth potential, balance sheet capacity, and sector demand signals from channel checks and survey work.Narrative Update • Jun 01
URI: AI Rental Tools And Infrastructure Demand Will Shape Future Returns
Analysts have nudged the fair value estimate for United Rentals higher to $1,084.25 from $1,076.05, reflecting updated price targets that factor in slightly adjusted revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research on United Rentals has centered on recalibrating price targets, with several bullish analysts lifting their targets by wide ranges, while a smaller group has trimmed theirs.Narrative Update • May 14
URI: AI Rental Tools And Data Center Demand Will Drive Future Upside
Analysts have nudged their fair value estimate for United Rentals higher to about $1,076 per share. This reflects recent increases in Street price targets across several firms and updated assumptions for discount rate, profit margins and future P/E multiples.Narrative Update • Apr 29
URI: AI Rental Tools And Data Center Demand Will Support Upside
The analyst price target for United Rentals has been raised by about $86 to $1,071.62, reflecting analysts' updated views on revenue growth, profit margins, and a slightly adjusted discount rate and future P/E assumptions. Analyst Commentary Recent Street research on United Rentals reflects a wide range of updated price targets, with several firms revisiting their assumptions around growth, profitability, and valuation multiples.Narrative Update • Apr 14
URI: Heavy Price Cuts Will Test Execution And Capital Intensity Assumptions
United Rentals' updated analyst price target has been trimmed by about $33 to $644, reflecting recent Street revisions as analysts factor in refreshed assumptions around growth, margins, and valuation multiples. Analyst Commentary Recent research coverage on United Rentals has leaned cautious, with several price target cuts clustered over a relatively short period.Seeking Alpha • Apr 06
United Rentals: A Steady Cash Machine At A Discounted Price
Summary United Rentals is rated a Buy due to durable cash flow, robust shareholder returns, and reasonable valuation amid cyclical concerns. Revenue growth has slowed but remains positive, with new specialty locations and acquisitions targeting high-growth verticals to reignite momentum. URI demonstrates strong free cash flow compounding, consistent ROI above 10%, and aggressive buybacks and dividend growth (3-year CAGR 70.5%). Forward EPS growth (14% CAGR to 2027) and a 13.84x 2027 P/E suggest current pricing undervalues URI's earnings durability and upside potential. Read the full article on Seeking AlphaNarrative Update • Mar 31
URI: Infrastructure And Data Center Demand Will Support Upside As AI Adoption Expands
United Rentals' analyst price target has been trimmed by about $5 to roughly $986, as analysts reflect slightly softer assumptions on growth, margins and discount rates following a series of recent target cuts that were partly offset by one increase. Analyst Commentary Recent research updates on United Rentals show a cluster of price target revisions, with most firms trimming their targets and one raising theirs.Narrative Update • Mar 17
URI: Infrastructure And Data Center Demand Will Support Upside As AI Tools Scale
The analyst price target for United Rentals has been adjusted slightly higher to $991.39. Analysts point to updated assumptions around discount rates, revenue growth, profit margins and future P/E as they digest a series of recent target changes across major firms.Narrative Update • Mar 03
URI: Infrastructure And Data Center Demand Will Support Future Upside Despite Model Resets
Analysts have trimmed their price target for United Rentals by about $18 to align with slightly lower fair value estimates, modestly softer assumptions for revenue growth and profit margins, and a reduced future P/E, following a series of recent target cuts across multiple research firms. Analyst Commentary Recent research updates on United Rentals show a tight cluster of price target changes, with most firms trimming their targets and one raising them, as analysts recalibrate their assumptions on growth, profitability, and what they are willing to pay on a P/E basis.
Narrative Update • Feb 17
URI: Secular Project Demand Will Support Future Margin And Buyback Compounding
Our updated analyst price target for United Rentals has been reduced by about $49 to $1,300. This reflects a wave of recent Street revisions as analysts factor in slightly softer revenue growth assumptions, a modestly higher discount rate, a lower future P/E, and a small improvement in expected profit margins.Narrative Update • Feb 03
URI: Heavy Target Cuts Signal Future Execution Risks Despite Cash Returns
Our fair value estimate for United Rentals has increased to $677.72 per share from $631.81 as analysts recalibrated price targets and assumptions around growth, profitability, discount rates, and future P/E multiples following a broad wave of updated research. Analyst Commentary Recent research on United Rentals reflects a split view, with some firms lifting targets and others trimming them by wide margins.Analysis Article • Feb 01
United Rentals' (NYSE:URI) Dividend Will Be Increased To $1.97
United Rentals, Inc. ( NYSE:URI ) has announced that it will be increasing its dividend from last year's comparable...Narrative Update • Jan 20
URI: Secular Project Demand Will Support Unit Profitability Compounding
Analysts have raised their fair value estimate for United Rentals to about US$1,349 from US$1,075. This reflects updated assumptions for slightly higher revenue growth, profit margins and future P/E multiples, even as some recent price targets on the Street have seen modest reductions alongside several upward revisions.Narrative Update • Jan 06
URI: Infrastructure And Data Center Demand Will Support Future Rental Upside
Analysts have nudged their fair value estimate for United Rentals slightly higher to about US$1,007.90, reflecting updated views on growth, margins, and a modestly higher future P/E after recent price target changes and research citing demand across infrastructure, data centers, and broader equipment rental trends. Analyst Commentary Recent research on United Rentals offers a mix of optimism around long term demand and free cash flow, alongside fresh questions about margins and where the stock should trade relative to peers.Narrative Update • Dec 16
URI: Secular Construction And Infrastructure Tailwinds Will Drive Future Upside Potential
Analysts modestly trimmed their fair value estimate for United Rentals to approximately $1,007 from about $1,025, reflecting slightly higher discount rates and a marginally lower future earnings multiple, even as long term demand drivers and solid revenue growth expectations remain intact. Analyst Commentary Recent Street research on United Rentals skews positive, with multiple bullish analysts highlighting robust demand drivers, structurally attractive industry dynamics and room for multiple expansion, even as some more cautious voices point to margin pressure and cyclical risks that could cap near term upside.Narrative Update • Dec 01
URI: Secular Demand Tailwinds And Policy Support Will Fuel Market Upside
United Rentals' analyst price target saw a modest decrease of $1.67 to $1,025.47. Analysts noted broadly positive secular demand trends, but cited mixed views on near-term growth and profitability following the latest forecast updates.Narrative Update • Nov 17
URI: Industry Tailwinds And Infrastructure Spending Will Drive Upside Momentum
Analysts have modestly reduced their price target for United Rentals by approximately $1.61, now forecasting $1,027.14. This adjustment is based on expectations of steady revenue growth, slightly lower profit margins, and updated industry dynamics.Narrative Update • Nov 01
URI: Unprecedented Infrastructure Investment Will Drive Outperformance Amid Mixed Margins
United Rentals' analyst price target has increased from $1,000.68 to $1,028.75. Analysts highlight resilient demand, solid profit margins, and ongoing infrastructure tailwinds despite mixed quarterly results.Narrative Update • Oct 18
Operational Excellence And Specialty Cold Starts Will Define Future Success
Analysts have raised their fair value price target for United Rentals from $960 to $1,000. They cite broad improvements in rental demand and fundamentals across the sector as key factors behind the increase.Narrative Update • Oct 04
Operational Excellence And Specialty Cold Starts Will Define Future Success
United Rentals’ analyst price target has been raised from approximately $925 to $960. Analysts cite industry stabilization, accelerating growth prospects, and increasing earnings visibility for the company.Narrative Update • Sep 17
Operational Excellence And Specialty Cold Starts Will Define Future Success
Analysts have raised United Rentals' price target to $924.70 amid robust financial performance, strengthening demand from major data center investments, and a supportive macroeconomic backdrop, including policy tailwinds and potential Fed rate cuts. Analyst Commentary Bullish analysts cite record revenue and adjusted EBITDA performance over multiple quarters, suggesting strong operational execution and ongoing growth prospects.Seeking Alpha • Apr 17
United Rentals: Why I Bought It Instead Of Caterpillar (Q1 2025 Earnings Preview)
Summary I chose United Rentals over Caterpillar due to its resilience against tariffs and attractive valuation, buying at $560 after monitoring since January 2024. United Rentals, the world's largest equipment rental provider, boasts a $21.43B fleet, $15.3B FY24 revenue, and a 46.7% EBITDA margin. The company’s diversified customer mix and strategic M&A activity ensure stability, with 94% of branches in the U.S. and minimal residential construction exposure. With tariffs boosting used equipment prices, United Rentals' profitability is set to rise, supported by cost reductions and a resumed $250M share repurchase program. Read the full article on Seeking AlphaSeeking Alpha • Mar 06
United Rentals: Reshoring Trend, Industry Discipline, And Recent Correction Present A Buying Opportunity
Summary United Rentals, Inc. is well-positioned for growth due to strong mega-project pipelines driven by robust demand in data centers, manufacturing, and power markets, supported by reshoring trends and the IIJA. Margins should improve in the medium to long term with strong pricing, volume growth, and specialty business expansion serving as tailwind. URI's good execution and favorable long-term prospects justify a buy rating, with potential for P/E multiple re-rating and significant upside. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
United Rentals - A Rental Giant
Summary United Rentals' disciplined M&A actions, share buybacks, and organic growth have driven impressive performance, though cyclicality and valuation concerns remain. The company holds a dominant 15% market share, with significant consolidation opportunities, having performed hundreds of bolt-on deals to become an industry leader. Recent acquisitions, including H&E Equipment Services, are expected to boost earnings power towards $45 per share, while maintaining leverage just over 2 times EBITDA. Despite recent stock volatility, United Rentals remains attractive with strong free cash flow and substantial earnings power, trading at a reasonable 17 times earnings multiple. Read the full article on Seeking AlphaSeeking Alpha • Nov 22
United Rentals: Still Good To Own This Rental
Summary United Rentals has shown strong performance, with its stock up over 40% this year, and continues to demonstrate robust operational growth and financial health. Despite modest market share gains, United Rentals' revenue, earnings, and cash flow have significantly increased, supported by effective debt management and strategic acquisitions. The company's valuation is higher than its 5-year average, but its improved balance sheet and cash flow profile justify the current price levels. United Rentals remains a compelling investment due to its strong market position, cash generation, and potential for continued growth through organic and inorganic means. Read the full article on Seeking AlphaShareholder Returns
| URI | US Trade Distributors | US Market | |
|---|---|---|---|
| 7D | -0.7% | -0.05% | 2.3% |
| 1Y | 50.1% | 23.9% | 25.5% |
Return vs Industry: URI exceeded the US Trade Distributors industry which returned 23.9% over the past year.
Return vs Market: URI exceeded the US Market which returned 25.5% over the past year.
Price Volatility
| URI volatility | |
|---|---|
| URI Average Weekly Movement | 7.6% |
| Trade Distributors Industry Average Movement | 6.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: URI has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: URI's weekly volatility (8%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1997 | 28,500 | Matt Flannery | www.unitedrentals.com |
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.
United Rentals, Inc. Fundamentals Summary
| URI fundamental statistics | |
|---|---|
| Market cap | US$67.02b |
| Earnings (TTM) | US$2.51b |
| Revenue (TTM) | US$16.37b |
26.2x
P/E Ratio4.0x
P/S RatioIs URI overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| URI income statement (TTM) | |
|---|---|
| Revenue | US$16.37b |
| Cost of Revenue | US$10.08b |
| Gross Profit | US$6.28b |
| Other Expenses | US$3.78b |
| Earnings | US$2.51b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 40.02 |
| Gross Margin | 38.39% |
| Net Profit Margin | 15.32% |
| Debt/Equity Ratio | 151.0% |
How did URI perform over the long term?
See historical performance and comparisonDividends
0.8%
Current Dividend Yield19%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/17 21:38 |
| End of Day Share Price | 2026/06/17 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
United Rentals, Inc. is covered by 38 analysts. 20 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| null null | Argus Research Company |
| Mircea Dobre | Baird |
| Adam Seiden | Barclays |