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MGRC Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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High
112.095
Open
111.600
VWAP
109.95
Vol
191.63K
Mkt Cap
2.68B
Low
108.770
Amount
21.07M
EV/EBITDA(TTM)
13.67
Total Shares
24.56M
EV
3.28B
EV/OCF(TTM)
13.43
P/S(TTM)
2.90
McGrath RentCorp is a business-to-business rental company in North America. The Company operates through four segments: Mobile Modular, Portable Storage, TRS-RenTelco and Enviroplex. Mobile Modular segment provides modular buildings in the United States. It provides prefabricated customizable modular buildings, mobile office trailers, portable classrooms, portable sales office buildings, prefab restrooms and more for rent, lease and sale. Portable Storage segment’s rental inventory is comprised of steel containers, which are used to provide a temporary storage solution that is delivered to the customer’s location. TRS-RenTelco segment rents and sells general purpose and communications test equipment. TRS-RenTelco segment’s general purpose test equipment rental inventory includes oscilloscopes, amplifiers, analyzers (spectrum, network and logic), signal source and power source test equipment. Enviroplex segment manufactures modular buildings used primarily as classrooms in California.
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Events Timeline

(ET)
2026-02-25
16:10:00
McGrath Reports Q4 Revenue of $256.8M
select
2026-02-25
16:10:00
Sees FY26 Adjusted EBITDA of $360M-$378M
select
2026-02-05 (ET)
2026-02-05
16:20:00
McGrath Appoints Hawkins as CEO
select

News

Yahoo Finance
8.5
21:04 PMYahoo Finance
Paradice Investment Management Takes $17.64 Million Stake in McGrath RentCorp
  • New Investment Disclosure: Paradice Investment Management disclosed a new position in McGrath RentCorp (NASDAQ:MGRC) on May 14, 2026, acquiring 158,670 shares valued at approximately $17.64 million, indicating strong confidence in the company.
  • Market Performance Analysis: Despite MGRC shares declining 4% over the past year, the company's ongoing expansion in the rental business and its impressive 35-year dividend growth streak highlight its stability and attractiveness in the industry.
  • Financial Health Status: In the first quarter, MGRC reported a 2% increase in total revenue to $198.5 million and a 5% rise in rental revenue to $162.2 million, demonstrating resilience and growth potential amid economic uncertainty.
  • Future Outlook: MGRC reaffirmed its full-year revenue guidance of up to $995 million and adjusted EBITDA of up to $378 million, suggesting that if rental demand remains strong, the current valuation may appear more attractive than recent share performance indicates.
Fool
6.5
05-16Fool
Anchor Capital Increases Stake in McGrath RentCorp by 40,352 Shares
  • Stake Increase: In Q1 2026, Anchor Capital increased its stake in McGrath RentCorp by 40,352 shares, with an estimated trade value of $4.49 million, indicating confidence in the company's long-term investment strategy.
  • Market Value Growth: Following the increase, McGrath RentCorp's quarter-end value rose by $5.23 million, reflecting the dual impact of market pricing shifts and trades, further solidifying Anchor Capital's position in its portfolio.
  • Stable Revenue: McGrath RentCorp's total revenue rose 2% year-over-year to $198.5 million, with rental operations revenue climbing 5%, showcasing strong performance amid booming infrastructure and data center spending.
  • Shareholder Returns: McGrath has increased its annual dividend for 35 consecutive years, with the latest quarterly dividend at $0.495 per share, demonstrating the company's ongoing commitment to stable returns and attracting long-term investor interest.
Yahoo Finance
6.5
05-16Yahoo Finance
Anchor Capital Increases Stake in McGrath RentCorp
  • Stake Increase: Anchor Capital Management increased its stake in McGrath RentCorp by 40,352 shares in Q1 2026, with an estimated transaction value of $4.49 million, indicating confidence in the company's stable revenue model and growth potential.
  • Quarterly Performance: McGrath RentCorp reported a 2% year-over-year revenue increase to $198.5 million in the latest quarter, with rental operations revenue rising 5%, showcasing strong performance amid growing demand for infrastructure and data centers, despite a 13% decline in overall sales revenue.
  • Shareholder Returns: The company has raised its annual dividend for 35 consecutive years, with a recent quarterly payout of $0.495 per share, reflecting a strong commitment to shareholder returns and stable cash flow, which enhances investor confidence.
  • Market Positioning: Although McGrath RentCorp's stock price has remained flat over the past year, its diversified rental model and reliance on infrastructure spending provide a buffer against economic downturns, making it appealing to long-term investors.
Yahoo Finance
8.5
05-16Yahoo Finance
Anchor Capital Acquires New Position in Knowles
  • New Investment Disclosure: Anchor Capital disclosed a new position in Knowles (NYSE:KN) by acquiring 189,817 shares in Q1 2026, with an estimated transaction value of $4.80 million, indicating confidence in the company's future growth potential.
  • Position Value Increase: By quarter-end, the value of Knowles' position rose to $4.87 million, reflecting positive impacts from market price changes and trading activity, suggesting investor optimism regarding its business outlook.
  • Strong Performance: Knowles reported a 16% year-over-year revenue increase to $153.1 million in the latest quarter, while non-GAAP diluted EPS surged 50% to $0.27, demonstrating robust demand across industrial, medtech, and defense markets.
  • Outstanding Market Performance: Knowles' stock price surged 110% over the past year, significantly outperforming the S&P 500's 25% increase, highlighting its competitive edge and investment appeal in rapidly growing markets.
seekingalpha
9.5
04-30seekingalpha
McGrath RentCorp Q1 2026 Earnings Call Insights
  • Revenue Growth: McGrath RentCorp reported a 2% year-over-year increase in total revenues to $199 million in Q1 2026, despite a 1% decline in adjusted EBITDA to $74 million, demonstrating resilience in challenging market conditions.
  • Rental Revenue Performance: Mobile Modular's rental revenues grew by 4%, while TRS saw a significant 13% increase, indicating strong performance in commercial market segments, particularly in supporting data center construction projects.
  • Cost Pressures: Inventory center costs rose by $3.2 million, compressing rental margins from 60% last year to 56%, reflecting challenges in managing high operating costs that may impact future profitability.
  • Future Outlook: The company maintains its full-year revenue guidance between $945 million and $995 million, although geopolitical developments in the Middle East and rising energy prices may introduce uncertainties affecting project timelines, with management remaining cautiously optimistic about market prospects.
NASDAQ.COM
2.0
04-29NASDAQ.COM
McGrath (MGRC) Q1 2026 Earnings Transcript
Wall Street analysts forecast MGRC stock price to rise
1 Analyst Rating
Wall Street analysts forecast MGRC stock price to rise
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
143.00
Averages
143.00
High
143.00
Current: 0.000
sliders
Low
143.00
Averages
143.00
High
143.00
Barclays
Overweight
initiated
$140
AI Analysis
2026-02-11
Reason
Barclays
Price Target
$140
AI Analysis
2026-02-11
initiated
Overweight
Reason
Barclays initiated coverage of McGrath RentCorp with an Overweight rating and $140 price target. The firm views the company as a "relatively safer way" to play a potential cyclical recovery in U.S. non-residential construction. McGrath RentCorp's "more conservative" approach to execution and its management of expectations "should resonate well with investors," the analyst tells investors in a research note. Barclays views the company as top national modular solutions provider capable of delivering up to high-single-digit sales growth with upper 30's percent margins.
Oppenheimer
Oppenheimer
Outperform
maintain
$139 -> $143
2025-09-18
Reason
Oppenheimer
Oppenheimer
Price Target
$139 -> $143
2025-09-18
maintain
Outperform
Reason
Oppenheimer raised the firm's price target on McGrath RentCorp to $143 from $139 and keeps an Outperform rating on the shares after recently conducting investor meetings with McGrath's CEO/CFO. The company is poised to deliver relatively resilient and predictable adjusted EBITDA growth over a multi-year period, primarily via its core Mobile Modular rental operations. Mobile Modular's increasing rental revenue/unit, which is partly driven by emerging offerings Mobile Modular Plus/Site Related Services, contributes to revenue growth visibility for years to come given the four-year average duration of its rentals. McGrath's smaller Portable Storage segment appears to be stabilizing, while the company's TRS-RenTelco segment is rebounding, the firm adds.
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Valuation Metrics

The current forward P/E ratio for McGrath RentCorp (MGRC.O) is 17.39, compared to its 5-year average forward P/E of 19.20. For a more detailed relative valuation and DCF analysis to assess McGrath RentCorp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
19.20
Current PE
17.39
Overvalued PE
21.36
Undervalued PE
17.03

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
9.43
Current EV/EBITDA
10.00
Overvalued EV/EBITDA
10.22
Undervalued EV/EBITDA
8.64

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.93
Current PS
2.72
Overvalued PS
3.17
Undervalued PS
2.68

Financials

AI Analysis
Annual
Quarterly

Whales Holding MGRC

H
Hawk Ridge Capital Management LP
Holding
MGRC
+16.26%
3M Return
E
Eminence Capital, LP
Holding
MGRC
+6.54%
3M Return
C
Channing Capital Management, LLC
Holding
MGRC
-2.28%
3M Return
R
River Road Asset Management, LLC
Holding
MGRC
-3.55%
3M Return
S
Snyder Capital Management, L.P.
Holding
MGRC
-4.14%
3M Return

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Frequently Asked Questions

What is McGrath RentCorp (MGRC) stock price today?

The current price of MGRC is 108.99 USD — it has decreased -2.14

What is McGrath RentCorp (MGRC)'s business?

McGrath RentCorp is a business-to-business rental company in North America. The Company operates through four segments: Mobile Modular, Portable Storage, TRS-RenTelco and Enviroplex. Mobile Modular segment provides modular buildings in the United States. It provides prefabricated customizable modular buildings, mobile office trailers, portable classrooms, portable sales office buildings, prefab restrooms and more for rent, lease and sale. Portable Storage segment’s rental inventory is comprised of steel containers, which are used to provide a temporary storage solution that is delivered to the customer’s location. TRS-RenTelco segment rents and sells general purpose and communications test equipment. TRS-RenTelco segment’s general purpose test equipment rental inventory includes oscilloscopes, amplifiers, analyzers (spectrum, network and logic), signal source and power source test equipment. Enviroplex segment manufactures modular buildings used primarily as classrooms in California.

What is the price predicton of MGRC Stock?

Wall Street analysts forecast MGRC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MGRC is143.00 USD with a low forecast of 143.00 USD and a high forecast of 143.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is McGrath RentCorp (MGRC)'s revenue for the last quarter?

McGrath RentCorp revenue for the last quarter amounts to 198.54M USD, increased 1.60

What is McGrath RentCorp (MGRC)'s earnings per share (EPS) for the last quarter?

McGrath RentCorp. EPS for the last quarter amounts to 1.10 USD, decreased -4.35

How many employees does McGrath RentCorp (MGRC). have?

McGrath RentCorp (MGRC) has 1306 emplpoyees as of May 31 2026.

What is McGrath RentCorp (MGRC) market cap?

Today MGRC has the market capitalization of 2.68B USD.