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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
  • 7 Fair Values set on narratives written by author

SUNB Share Price Performance

US$74.84
7.84 (11.70%)
US$83.64
Fair Value
US$74.84
7.84 (11.70%)
10.5% undervalued intrinsic discount
US$83.64
Fair Value
Price US$74.84
AnalystConsensusTarget US$83.64
AnalystLowTarget US$65.00
AnalystHighTarget US$106.50

SUNB Community Narratives

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Fair Value US$83.64 10.5% undervalued intrinsic discount

Infrastructure And Specialty Shift Will Support A Steady Long Term Outlook

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Fair Value US$65 15.1% 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 29.7% undervalued intrinsic discount

Mega Projects And Specialty Segments Will Drive Long Term Upside Potential

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US$83.64
10.5% undervalued intrinsic discount
Revenue
6.67% p.a.
Profit Margin
15.42%
Future PE
18.95x
Price in 2029
US$108.12

Trending Discussion

Updated Narratives

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SUNB: Future Margin Pressures And Rising Costs Will Limit Upside

Fair Value: US$65 15.1% overvalued intrinsic discount
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SUNB: Margin Recovery And Free Cash Flow Will Support Future Upside

Fair Value: US$83.64 10.5% undervalued intrinsic discount
3 users have set this as their fair value
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Mega Projects And Specialty Segments Will Drive Long Term Upside Potential

Fair Value: US$106.5 29.7% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Good value average dividend payer.

2 Risks
2 Rewards

Sunbelt Rentals Holdings, Inc. Key Details

US$11.2b

Revenue

US$6.8b

Cost of Revenue

US$4.3b

Gross Profit

US$3.0b

Other Expenses

US$1.3b

Earnings

Last Reported Earnings
Apr 30, 2026
Next Reporting Earnings
n/a
3.23
38.74%
11.88%
102.3%
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

Narrative Update Jun 26

SUNB: Margin Recovery And Free Cash Flow Will Support Future Upside

Analysts have nudged their average price target on Sunbelt Rentals Holdings higher, with the fair value estimate moving from $78.00 to about $83.64 as they factor in updated EBITDA assumptions, a slightly higher future P/E of roughly 19x, and ongoing debate around margins and growth in the rental business. Analyst Commentary Street research on Sunbelt Rentals Holdings is mixed, with bullish analysts highlighting improving cost trends and selected upward revisions to EBITDA assumptions, while more cautious voices focus on margin pressure and the risk that profitability guidance may be difficult to achieve.

Recent updates

No updates