McGrath RentCorp

Informe acción NasdaqGS:MGRC

Capitalización de mercado: US$2.7b

McGrath RentCorp Dividendos y recompras

Dividendo controles de criterios 5/6

McGrath RentCorp es una empresa que paga dividendos con una rentabilidad actual de 1.77% que está bien cubierta por los beneficios.

Información clave

1.8%

Rentabilidad por dividendo

0.7%

Rendimiento de la recompra

Rendimiento total para el accionista2.4%
Rendimiento futuro de los dividendos1.8%
Crecimiento de los dividendos7.1%
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pago31%

Últimas actualizaciones de dividendos y recompras

Recent updates

Seeking Alpha Mar 18

McGrath RentCorp Remains Attractive Despite Its Plunge

Summary McGrath RentCorp maintains a soft "Buy" rating, supported by resilient revenue growth and ongoing strategic initiatives despite recent share price underperformance. Q4 2025 delivered 5.4% revenue growth and broad-based profitability gains, reversing prior year-over-year margin contraction trends. Mobile Modular and TRS-RenTelco segments drove top-line and profit expansion, with pricing power offsetting lower asset utilization rates. 2026 guidance calls for revenue of $945–$995 million and EBITDA of $360–$378 million, positioning MGRC for continued steady growth. Read the full article on Seeking Alpha
Actualización de narrativa Feb 06

MGRC: Leadership Transition And Steady Assumptions Will Support Future Upside Potential

Analysts have reaffirmed their fair value estimate for McGrath RentCorp at $147.00 per share, citing only minor adjustments to assumptions such as the discount rate and future P/E as the reason for maintaining the target. What's in the News McGrath RentCorp appointed Executive Vice President and Chief Operating Officer Philip B.
Artículo de análisis Feb 06

Investor Optimism Abounds McGrath RentCorp (NASDAQ:MGRC) But Growth Is Lacking

It's not a stretch to say that McGrath RentCorp's ( NASDAQ:MGRC ) price-to-earnings (or "P/E") ratio of 20.3x right now...
Actualización de narrativa Jan 23

MGRC: Stable Assumptions And Steady Metrics Will Underpin Future Upside Potential

Analysts have maintained their price target for McGrath RentCorp at $147, citing largely unchanged assumptions regarding fair value, discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: Unchanged at $147.0 per share, indicating no adjustment to the core valuation estimate.
Actualización de narrativa Jan 09

MGRC: Stable Guidance And Buyback Track Record Will Support Future Resilience

Analysts have maintained their fair value estimate for McGrath RentCorp at about $147.00. They cited only minor adjustments to assumptions such as the discount rate, long term revenue growth, profit margin, and future P/E, which were not significant enough to alter their overall price target view.
Actualización de narrativa Dec 23

MGRC: Multi Year Rental Visibility Will Support Stronger EBITDA Resilience

Analysts have nudged their price target on McGrath RentCorp slightly higher to approximately $147.00, citing modest improvements in discount rate assumptions as well as stable expectations for revenue growth, profit margins, and future valuation multiples. What's in the News McGrath RentCorp reported that from July 1, 2025 to September 30, 2025, it repurchased 0 shares for $0 million, and confirmed it has completed a cumulative buyback of 2,690,195 shares, representing 10.54% of shares outstanding for $77.62 million under its May 15, 2008 authorization (company filing) The company raised its full year 2025 total revenue guidance to a range of $935 million to $955 million, compared with prior guidance of $925 million to $960 million, indicating slightly higher confidence in top line performance (company guidance update) Valuation Changes Fair Value Estimate: Unchanged at approximately $147.00 per share, reflecting stable overall valuation assumptions.
Actualización de narrativa Dec 08

MGRC: Multi Year Rental Visibility Will Support Stronger EBITDA Resilience

Analysts have modestly lifted their price target for McGrath RentCorp to $147 from $144, citing expectations for resilient multi year EBITDA growth supported by Mobile Modular rental expansion, improving visibility on revenue per unit, and stabilizing performance in smaller segments. Analyst Commentary Bullish analysts highlight that the updated valuation reflects confidence in McGrath RentCorp’s ability to sustain adjusted EBITDA growth over a multi year horizon, underpinned by its core Mobile Modular rental platform and improving trends in adjacent businesses.
Seeking Alpha Mar 31

McGrath RentCorp: An Attractive Way To Capture Strong Returns

Summary McGrath RentCorp remains a 'Buy' due to its solid financial performance, attractive pricing, and potential for growth despite a failed merger with WillScot Holdings. The Mobile Modular segment drove significant revenue growth from $379.2 million in 2022 to $635.4 million in 2024, showcasing strong investment in rental equipment. Despite weaker performance in the Portage Storage and TRS-RenTelco segments, overall profitability metrics like net income and operating cash flow have more than doubled. For 2025, management expects modest revenue growth and stable EBITDA, indicating continued strength and resilience in MGRC's business model. Read the full article on Seeking Alpha
Seeking Alpha Dec 31

McGrath RentCorp: Modular Segment Should Lead Growth Ahead

Summary McGrath RentCorp faces near-term softness due to weak demand but expects growth from the modular segment. Despite challenges in Portable Storage and TRS segments, disciplined cost management and strong pricing in Mobile Modular should drive margin expansion in FY24. Long-term prospects are promising due to infrastructure investments and market expansion, making the stock a decent buy at current levels. The stock has underperformed but is trading near historical averages; continued growth in the modular segment supports a "BUY" rating. Read the full article on Seeking Alpha
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Nueva narrativa Sep 24

Mobile Modular's Tactical Moves Aim To Enhance Growth And Diversify Revenue Streams Amid Challenges

McGrath RentCorp's emphasis on the Mobile Modular division and customized sales opportunities points to a strategy focused on revenue growth and net margin improvement.
Artículo de análisis Sep 18

McGrath RentCorp's (NASDAQ:MGRC) Dividend Will Be $0.475

McGrath RentCorp's ( NASDAQ:MGRC ) investors are due to receive a payment of $0.475 per share on 31st of October. The...
Seeking Alpha Jun 28

McGrath RentCorp: Still In Play, Especially If Bullish On WillScot Mobile

Summary McGrath RentCorp is being acquired by WillScot Mobile Mini Holdings Corp. in a mixed cash and stock transaction, offering shareholders a premium. The merger will create a leading player in the North American turnkey space solutions industry, with significant revenue and rental units. The combined company is attractively priced compared to similar firms, offering potential upside for investors. Read the full article on Seeking Alpha
Seeking Alpha Jun 13

WillScot Mobile - McGrath RentCorp Merger: Potential Double-Digit Returns

Summary McGrath RentCorp and WillScot Mobile Mini Holdings Corp. are set to merge, with the contribution appearing significantly larger than the current market price of McGrath. The FTC recently approved the transaction after requesting additional information, but many investors may not be aware of the news. The merger is expected to be approved by shareholders, as the valuation of 9.5x adjusted EBITDA is in line with industry precedents. Read the full article on Seeking Alpha
Seeking Alpha Jan 31

WillScot's Offer Undervalues McGrath

Summary WillScot's offer values McGrath as a standalone entity but undervalues its contribution to enlarged entity. Attractive business proposition for private markets, counterbid possible from financial sponsors or larger industry players. Economics support counter offer at higher premium to undisturbed price. Read the full article on Seeking Alpha

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: Los dividendos por acción de MGRC se han mantenido estables en los últimos 10 años.

Dividendo creciente: El pago de dividendos de MGRC ha aumentado en los últimos 10 años.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de McGrath RentCorp vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de MGRC con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (MGRC)1.8%
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.2%
Media de la industria (Trade Distributors)1.4%
Analista de previsiones (MGRC) (hasta 3 años)1.8%

Dividendo destacado: El dividendo de MGRC(1.77%) es más alto que el 25% inferior de los pagadores de dividendos del mercado US (1.4%).

Alto dividendo: El (1.77%) del dividendo de MGRC es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado US (4.17%).


Pago de beneficios a los accionistas

Cobertura de los beneficios: Con su razonablemente bajo ratio de pago (30.9%), los pagos de dividendos de MGRC están bien cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: Con su razonablemente bajo ratio de pago en efectivo (47.4%), los pagos de dividendos de MGRC están bien cubiertos por los flujos de caja.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 10:21
Precio de las acciones al final del día2026/05/26 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

McGrath RentCorp está cubierta por 7 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Manav PatnaikBarclays
Samuel EnglandBerenberg
Daniel MooreCJS Securities, Inc.