SUNB logo

Sunbelt Rentals Holdings, Inc. Stock Price

NYSE:SUNB Community·US$31.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 5 Fair Values set on narratives written by author

SUNB Share Price Performance

US$73.33
16.34 (28.67%)
US$78.00
Fair Value
US$73.33
16.34 (28.67%)
6.0% undervalued intrinsic discount
US$78.00
Fair Value
Price US$73.33
AnalystConsensusTarget US$78.00
AnalystLowTarget US$62.00
AnalystHighTarget US$106.50

SUNB Community Narratives

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Fair Value US$78 6.0% undervalued intrinsic discount

Infrastructure And Specialty Shift Will Support A Steady Long Term Outlook

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Fair Value US$62 18.3% overvalued intrinsic discount

Mega Project Demand And Specialty Expansion Will Support A Fairly Valued Equipment Renter

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·
Fair Value US$106.5 31.1% undervalued intrinsic discount

Mega Projects And Specialty Segments Will Drive Long Term Upside Potential

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Trending Discussion

Updated Narratives

SUNB logo

Mega Project Demand And Specialty Expansion Will Support A Fairly Valued Equipment Renter

Fair Value: US$62 18.3% overvalued intrinsic discount
0 users have set this as their fair value
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SUNB logo

Mega Projects And Specialty Segments Will Drive Long Term Upside Potential

Fair Value: US$106.5 31.1% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
SUNB logo

Infrastructure And Specialty Shift Will Support A Steady Long Term Outlook

Fair Value: US$78 6.0% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with adequate balance sheet and pays a dividend.

2 Risks
3 Rewards

Sunbelt Rentals Holdings, Inc. Key Details

US$10.9b

Revenue

US$570.2m

Cost of Revenue

US$10.4b

Gross Profit

US$9.0b

Other Expenses

US$1.4b

Earnings

Last Reported Earnings
Jan 31, 2026
Next Reporting Earnings
n/a
3.38
94.78%
12.68%
100.4%
View Full Analysis

About SUNB

Founded
1947
Employees
25428
CEO
Brendan Horgan
WebsiteView website
ir.sunbeltrentals.com

Sunbelt Rentals Holdings, Inc., together with its subsidiaries, engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada. It provides pumps, power generation, heating, cooling, scaffolding, traffic management, temporary flooring, structures and fencing, trench shoring, and lifting solutions. The company offers its products and services for airports, highways and bridges, office buildings, data centres, schools and universities, shopping centres, residential, remodeling, manufacturing plants, and green energy applications in the construction markets; maintenance, repair, and operations of office and apartment complexes, data and shopping centers, and golf courses, as well as industrial, entertainment and conference venues; entertainment and special events, such as national and sporting events, concerts, film and television production, theme parks, festivals, farmers’ markets, local 5k runs, and cycle races; emergency response and restoration applications comprising fire, hurricanes, flooding, tornadoes, winter storms, residential emergencies, health emergencies, alternative care facilities, points of distribution, and healthcare testing facilities; and state and local government facilities, including government, hospitals, parks and recreation departments, and schools and universities, as well as for pavement/kerb repairs. The company was founded in 1947 and is based in Fort Mill, South Carolina.

Recent SUNB News & Updates

Seeking Alpha May 06

Sunbelt Rentals: Quite In Line With Herc Holdings

Summary Sunbelt Rentals (SUNB) offers an attractive equipment rental model, benefiting from a shift from ownership to rental and developing megaproject demand. SUNB is executing a significant greenfield expansion in North America, with 30 new locations opened recently, evenly split between General Tool and Specialty segments. Specialty segment growth outpaces General Tool, offering higher ROIC but slightly lower margins, creating a negative mix effect on operating results. Valuation is not especially compelling, with forward FCF yield at 6.6% and PE around 22-23x, similar to competitor Herc Holdings, limiting the value angle. Read the full article on Seeking Alpha
New Narrative Apr 04

Mega Project Demand And Specialty Expansion Will Support A Fairly Valued Equipment Renter

Catalysts About Sunbelt Rentals Holdings Sunbelt Rentals Holdings provides equipment rental solutions across general tools and specialty lines for construction and nonconstruction customers in North America and the U.K. What are the underlying business or industry changes driving this perspective? Although mega projects in data centers, health care, infrastructure, energy and manufacturing are supporting equipment demand, the long and gradual build and run down phases on these large sites can tie up fleet for extended periods and limit flexibility.
New Narrative Mar 20

Mega Projects And Specialty Segments Will Drive Long Term Upside Potential

Catalysts About Sunbelt Rentals Holdings Sunbelt Rentals Holdings provides equipment rental solutions across General Tool and Specialty categories to construction and nonconstruction customers in North America and the U.K. What are the underlying business or industry changes driving this perspective? Strong activity in data centers, health care, infrastructure, energy and manufacturing mega projects, combined with recent large project wins and related fleet investment, positions Sunbelt to support multi‑year project cycles that can support rental revenue and capital efficiency.

Recent updates

No updates