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URI Overview

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Intellectia

Loading chart...

High
1004.885
Open
982.490
VWAP
992.73
Vol
573.52K
Mkt Cap
62.38B
Low
977.650
Amount
569.36M
EV/EBITDA(TTM)
10.48
Total Shares
62.65M
EV
76.11B
EV/OCF(TTM)
14.42
P/S(TTM)
3.89
United Rentals, Inc. is an equipment rental company. The Company operates through two segments, which include General Rentals and Specialty. The General Rentals segment includes the rental of general construction and industrial equipment, such as backhoes, skid-steer loaders, forklifts, earthmoving equipment and material handling equipment; aerial work platforms, such as boom lifts and scissor lifts and general tools and light equipment, such as pressure washers, water pumps and power tools. The specialty segment rents products and provides setup and other services on such rented equipment, including trench safety equipment, such as trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers and line testing equipment for underground work; power and heating, ventilation, and air conditioning (HVAC) equipment, such as portable diesel generators, electrical distribution equipment, and temperature control equipment.
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Events Timeline

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News

CNBC
6.5
05-23CNBC
Bank of America Bullish on Multiple Stock Opportunities
  • Sprouts Farmers Market Outlook: Bank of America analysts are optimistic about Sprouts Farmers Market, believing that its targeted pricing and promotional strategies, particularly initial price reductions on essential items like coffee, will attract more customers, leading to a price target increase from $92 to $100, reflecting strong sales and margin performance.
  • United Rentals Competitive Edge: Analysts highlight that United Rentals' management is confident heading into the construction season regarding its growth, cost, and M&A profiles, with its competitive position expected to strengthen, evidenced by nearly a 16% stock price increase this year, indicating market recognition of its appeal.
  • Zeta Global Undervalued: Bank of America reinstated coverage on Zeta Global with a price target of $24, as analysts believe the company consistently captures market share in digital marketing and advertising budgets, with its unique offerings positioning it between adtech and martech, resulting in over 40% stock price growth in the past 12 months.
  • Visa Strong Fundamentals: Following investor meetings with the CFO, Bank of America is bullish on Visa, projecting double-digit revenue and EPS growth in the medium term, supported by a robust profit margin exceeding 50%, which provides a defensive advantage and suggests potential for a premium valuation multiple.
Newsfilter
8.5
05-20Newsfilter
United Rentals Launches AI Equipment Agent in ChatGPT
  • AI Equipment Agent Expansion: United Rentals has announced that its AI-powered Equipment Agent is now accessible in ChatGPT, providing customers with a faster and more intuitive way to identify equipment solutions for complex jobsites and time-sensitive projects, marking the launch of the first equipment rental application in the ChatGPT store.
  • Strong Customer Demand: Early usage data indicates that customers are leveraging the tool for specification and rental-related queries, demonstrating a robust demand for faster equipment planning and further driving the company's digital transformation strategy.
  • Enhanced Digital Experience: By integrating the Equipment Agent into ChatGPT, United Rentals aims to meet customers where they already operate, thereby enhancing customer experience and improving operational efficiency, reflecting the company's focus on the complexities of modern jobsites.
  • Global Network Advantage: With 1,658 rental locations in North America and a total original equipment cost of $22.59 billion, United Rentals solidifies its leadership position in the global equipment rental market, leveraging its extensive network and diverse equipment offerings.
CNBC
2.0
05-19CNBC
Nvidia Earnings Report Sparks Market Focus and AI Sector Reactions
  • Earnings Expectations: Nvidia is expected to report an adjusted EPS of $1.76 and revenue of $78.86 billion, indicating strong market demand and profitability, which could drive stock price increases and impact the entire AI ecosystem.
  • Market Volatility Anticipation: The options market is pricing in a move of approximately +/-6% post-earnings, reflecting high investor attention to the results, which may lead to significant short-term market sentiment shifts.
  • Stock Correlation Analysis: Historical data shows Advanced Micro Devices is highly correlated with Nvidia's earnings reactions, with a beta of 0.28, suggesting AMD generates about 0.28 percentage points in excess returns for each 1% move Nvidia makes, highlighting its significance in the semiconductor sector.
  • Broader Industry Impact: Beyond traditional chip companies, mechanical and electrical contractors like Comfort Systems and United Rentals also show high correlation with Nvidia's earnings, reflecting growing investor interest in the
CNBC
2.0
05-14CNBC
Generac: A Potential Player in AI Infrastructure
  • Market Dynamics: Investors are feeling pressure to chase stocks as leadership narrows, with the fear of missing out intensifying with each new breakout, leading to heightened market sentiment.
  • Company Performance: Generac's quarterly results indicate that commercial and industrial sales are growing faster than residential sales, and the company has raised its sales outlook for 2026, underscoring its critical role in AI infrastructure development.
  • Technical Analysis: In the near term, Generac's stock may pull back to the low $250s, forming a typical flag pattern that provides a great entry point for long-term investors, indicating a strong upward trend.
  • Long-Term Outlook: The formation of a
Fool
7.5
05-05Fool
United Rentals' Long-Term Potential Analysis
  • Scale Effect Realized: United Rentals has successfully achieved economies of scale through the consolidation of the equipment rental market, enhancing operational efficiency and strengthening its competitive position, which is expected to drive future revenue growth.
  • Disciplined Capital Allocation: The company employs strict discipline in capital allocation, ensuring that funds are directed towards high-return projects, a strategy that not only optimizes resource utilization but also lays the groundwork for future expansion.
  • Rising Free Cash Flow: With the continuous increase in free cash flow, United Rentals is better positioned to support its investment plans and shareholder returns, bolstering market confidence in its financial health.
  • Valuation Debate Center: Currently, United Rentals' valuation is at the center of market discussions, with differing investor opinions on its future growth potential, which may influence its stock price volatility.
Fool
8.5
05-04Fool
Investment Potential Analysis of United Rentals
  • Market Leadership: United Rentals stands as the world's largest equipment rental company with approximately 1,500 locations and 4,800 types of equipment, showcasing its strong competitive position in the industry.
  • Strong Growth Catalyst: The rapid expansion of data centers provides a robust growth catalyst, with spending expected to surge from $1 trillion in 2025 to $4 trillion by 2030, driving future revenue growth for the company.
  • Excellent Financial Performance: The company reported a 7% year-over-year revenue increase in Q1, with rental revenue up 8.7% and adjusted earnings per share rising by 10%, reflecting its solid financial foundation and profitability.
  • Long-Term Investment Returns: Assuming an annual investment of $10,000 at a 16% growth rate, the investment could grow to $247,329 in 10 years, $1.3 million in 20 years, and $6.2 million in 30 years, highlighting its potential as a long-term investment.
Wall Street analysts forecast URI stock price to rise
14 Analyst Rating
Wall Street analysts forecast URI stock price to rise
12 Buy
1 Hold
1 Sell
Strong Buy
Current: 0.000
sliders
Low
600.00
Averages
1004
High
1150
Current: 0.000
sliders
Low
600.00
Averages
1004
High
1150
Evercore ISI
David Raso
maintain
AI Analysis
2026-05-11
Reason
Evercore ISI
David Raso
Price Target
AI Analysis
2026-05-11
maintain
Reason
Evercore ISI analyst David Raso raised the firm's price target on United Rentals to $1,101 from $1,019 and keeps an Outperform rating on the shares.
Barclays
Adam Seiden
Underweight
maintain
$600 -> $715
2026-04-27
Reason
Barclays
Adam Seiden
Price Target
$600 -> $715
2026-04-27
maintain
Underweight
Reason
Barclays analyst Adam Seiden raised the firm's price target on United Rentals to $715 from $600 and keeps an Underweight rating on the shares following the Q1 report. The company's "premium case looks weaker" due to return on invested capital and margin erosion and a "rare restructuring" tied to acquisitions, the analyst tells investors in a research note.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for URI
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Valuation Metrics

The current forward P/E ratio for United Rentals Inc (URI.N) is 21.46, compared to its 5-year average forward P/E of 14.12. For a more detailed relative valuation and DCF analysis to assess United Rentals Inc'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
14.12
Current PE
21.46
Overvalued PE
18.34
Undervalued PE
9.89

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
7.37
Current EV/EBITDA
10.33
Overvalued EV/EBITDA
8.81
Undervalued EV/EBITDA
5.94

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
2.53
Current PS
3.34
Overvalued PS
3.13
Undervalued PS
1.93

Financials

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Whales Holding URI

Q
Quadrature Capital Limited
Holding
URI
+35.43%
3M Return
T
Texas Yale Capital Corp.
Holding
URI
+29.34%
3M Return
A
Applied Finance Advisors, LLC
Holding
URI
+20.23%
3M Return
E
Eventide Asset Management, LLC
Holding
URI
+19.45%
3M Return
T
Teachers' Retirement System of the State of Kentucky
Holding
URI
+17.94%
3M Return
L
Logan Capital Management, Inc.
Holding
URI
+17.94%
3M Return

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Frequently Asked Questions

What is United Rentals Inc (URI) stock price today?

The current price of URI is 995.67 USD — it has increased 0.73

What is United Rentals Inc (URI)'s business?

United Rentals, Inc. is an equipment rental company. The Company operates through two segments, which include General Rentals and Specialty. The General Rentals segment includes the rental of general construction and industrial equipment, such as backhoes, skid-steer loaders, forklifts, earthmoving equipment and material handling equipment; aerial work platforms, such as boom lifts and scissor lifts and general tools and light equipment, such as pressure washers, water pumps and power tools. The specialty segment rents products and provides setup and other services on such rented equipment, including trench safety equipment, such as trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers and line testing equipment for underground work; power and heating, ventilation, and air conditioning (HVAC) equipment, such as portable diesel generators, electrical distribution equipment, and temperature control equipment.

What is the price predicton of URI Stock?

Wall Street analysts forecast URI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for URI is1004 USD with a low forecast of 600.00 USD and a high forecast of 1150 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 United Rentals Inc (URI)'s revenue for the last quarter?

United Rentals Inc revenue for the last quarter amounts to 3.98B USD, increased 7.15

What is United Rentals Inc (URI)'s earnings per share (EPS) for the last quarter?

United Rentals Inc. EPS for the last quarter amounts to 8.43 USD, increased 6.44

How many employees does United Rentals Inc (URI). have?

United Rentals Inc (URI) has 28500 emplpoyees as of May 31 2026.

What is United Rentals Inc (URI) market cap?

Today URI has the market capitalization of 62.38B USD.