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Herc Holdings Inc. Stock Price

NYSE:HRI Community·US$3.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 5 Fair Values set on narratives written by author

HRI Share Price Performance

US$91.04
-31.19 (-25.52%)
US$177.18
Fair Value
US$91.04
-31.19 (-25.52%)
48.6% undervalued intrinsic discount
US$177.18
Fair Value
Price US$91.04
AnalystConsensusTarget US$177.18
AnalystHighTarget US$200.00
AnalystLowTarget US$120.00

HRI Community Narratives

AnalystConsensusTarget·
Fair Value US$177.18 48.6% undervalued intrinsic discount

Industry Stabilization And Cost Controls Will Drive Long-Term Rental Upside

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AnalystHighTarget·
Fair Value US$200 54.5% undervalued intrinsic discount

Urbanization And Digital Platforms Will Shape Enduring Rental Markets

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AnalystLowTarget·
Fair Value US$120 24.1% undervalued intrinsic discount

Transition Costs And Debt Will Compress Rental Margins

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US$200
54.5% undervalued intrinsic discount
Revenue
10.68% p.a.
Profit Margin
9.44%
Future PE
20.25x
Price in 2029
US$277.37
US$177.18
48.6% undervalued intrinsic discount
Revenue
8.62% p.a.
Profit Margin
8.98%
Future PE
19.95x
Price in 2029
US$245.73

Trending Discussion

Updated Narratives

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HRI: Mega Project Rental Demand Will Support Margin Expansion Outlook

Fair Value: US$200 54.5% undervalued intrinsic discount
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HRI: Margin Expansion From Integration Synergies Will Drive Future Equity Upside

Fair Value: US$177.18 48.6% undervalued intrinsic discount
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HRI: Future Tariffs And Rate Cuts Will Pressure Earnings And Equity Multiple

Fair Value: US$120 24.1% undervalued intrinsic discount
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Snowflake Analysis

Very undervalued with moderate risk.

5 Risks
4 Rewards

Herc Holdings Inc. Key Details

US$4.4b

Revenue

US$2.9b

Cost of Revenue

US$1.5b

Gross Profit

US$1.5b

Other Expenses

US$1.0m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
0.03
33.32%
0.023%
414.1%
View Full Analysis

About HRI

Founded
1965
Employees
9600
CEO
Lawrence Silber
WebsiteView website
ir.hercrentals.com

Herc Holdings Inc., together with its subsidiaries, operates as an equipment rental supplier in the United States and internationally. It rents aerial, earthmoving, material handling, trucks and trailers, air compressors, compaction, and lighting equipment. The company offers ProSolutions, an industry specific solution-based services, which include power generation, climate control, remediation and restoration, pump, trench shoring, and studio and production equipment; and ProContractor professional grade tools. In addition, it provides various services, including repair, maintenance, equipment management, and safety training; and equipment re-rental and on-site support services, as well as ancillary services, such as equipment transport, rental protection, cleaning, refueling, and labor. Further, the company sells used equipment and contractor supplies, such as construction consumables, tools, small equipment, and safety supplies. It serves non-residential and residential construction, specialty trade, restoration, remediation and environment, and facility maintenance contractors; industrial manufacturing industries, including refineries and petrochemical, automotive and aerospace, power, metals and mining, agriculture, pulp, paper and wood, and food and beverage industries; infrastructure and government sectors; and commercial facilities, commercial warehousing, education, healthcare, data centers, hospitality, retail, special event management and non-account customers. The company sells its products through its sales team and industry catalogs, as well as through participation and sponsorship of industry events, trade shows, and Internet. Herc Holdings Inc. was incorporated in 1965 and is based in Bonita Springs, Florida.

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