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SUNB logo

Sunbelt Rentals Holdings, Inc. Stock Price

NYSE:SUNB Community·US$29.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 10 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

SUNB Share Price Performance

US$71.89
-0.97 (-1.33%)
​
US$78.00
Fair Value
US$71.89
-0.97 (-1.33%)
7.8% undervalued intrinsic discount
US$78.00
Fair Value
Price US$71.89
AnalystConsensusTarget US$78.00
AnalystLowTarget US$62.00
AnalystHighTarget US$108.96
Sun, 16 Aug 26
Fair ValueUS$78.00
Share Pricen/a

SUNB Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$78 7.8% undervalued intrinsic discount

Infrastructure And Specialty Shift Will Support A Steady Long Term Outlook

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$62 16.0% overvalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$108.96 34.0% undervalued intrinsic discount

Mega Projects And Specialty Segments Will Drive Long Term Upside Potential

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
SUNB logo
Sunbelt Rentals Holdings
7.8% undervalued intrinsic discount

Infrastructure And Specialty Shift Will Support A Steady Long Term Outlook

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 16 Aug
Read Narrative
SUNB logo
Sunbelt Rentals Holdings
34.0% undervalued intrinsic discount

Mega Projects And Specialty Segments Will Drive Long Term Upside Potential

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Sep
Read Narrative
SUNB logo
Sunbelt Rentals Holdings
16.0% overvalued intrinsic discount

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

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 24 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystHighTarget
SUNB logo

SUNB: Tight Machinery Supply Will Support Higher Multiples And Future Returns

Fair Value: US$108.96 34.0% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
SUNB logo

SUNB: Fair Value View Balances Margin Pressure With Cash Returns And Index Support

Fair Value: US$78 7.8% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
SUNB logo

SUNB: Rising Capex Inflation Versus Flat Rental Rates Will Pressure Margins

Fair Value: US$62 16.0% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Very undervalued average dividend payer.

2 Risks
4 Rewards
View Full Analysis

Sunbelt Rentals Holdings, Inc. Key Details

US$11.5b

Revenue

US$7.0b

Cost of Revenue

US$4.4b

Gross Profit

US$3.1b

Other Expenses

US$1.4b

Earnings

Last Reported Earnings
Jul 31, 2026
Next Reporting Earnings
n/a
3.39
38.78%
12.12%
114.9%
View Full Analysis

About SUNB

Founded
1947
Employees
25884
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. The company operates through North America-General Tool, North America-Specialty, and United Kingdom segments. It provides construction, industrial and general equipment, such as mobile elevating work platforms, skid steers, forklifts, excavators, lighting equipment and small general tools; and power and hvac, climate control, scaffold services, flooring solutions, pump solutions, trench safety, industrial tool, film and television, temporary structures, ground protection, temporary fencing, and temporary walls. The company serves multinational businesses, local contractors, individual do-it-yourselfers, construction and industrial customers, service, repair and facility management businesses, emergency response organizations, event organizers, as well as government entities, including municipalities and specialist contractors. The company was founded in 1947 and is based in Fort Mill, South Carolina.

Recent SUNB News & Updates

Seeking Alpha • Sep 10

Sunbelt Rentals Holdings: Hold On To This Equipment Rental Company As They Pay Down Debt

Summary Sunbelt Rentals Holdings Inc. delivers strong double-digit revenue and net income growth, reflecting robust demand in the equipment rental market. SUNB's aggressive capital expenditures and shareholder returns are offset by a significant debt load and declining free cash flow. I rate SUNB as a hold due to high leverage and limited cash, despite positive industry trends and recent performance. DCF analysis suggests SUNB trades above intrinsic value, warranting caution for new investors but continued monitoring for current holders. Read the full article on Seeking Alpha

Recent updates

No updates

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