United Rentals, Inc.

NYSE:URI Stock Report

Market Cap: US$53.7b

United Rentals Valuation

Is URI undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Future Cash Flow Value

What is the Fair Price of URI when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Ultimate guide to DCF valuation for stock investing

Learn how to determine fair value like the best investors in the world.

Below Future Cash Flow Value: URI ($842.93) is trading below our estimate of future cash flow value ($861.2)

Significantly Below Future Cash Flow Value: URI is trading below future cash flow value, but not by a significant amount.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for URI?

Key metric: As URI is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for URI. This is calculated by dividing URI's market cap by their current earnings.
What is URI's PE Ratio?
PE Ratio21.3x
EarningsUS$2.49b
Market CapUS$53.67b

Price to Earnings Ratio vs Peers

How does URI's PE Ratio compare to its peers?

The above table shows the PE ratio for URI vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average26.5x
GWW W.W. Grainger
31.8x10.47%US$54.4b
FAST Fastenal
43.2x8.50%US$53.3b
FERG Ferguson Enterprises
24.7x8.38%US$48.1b
AER AerCap Holdings
6.1x-17.03%US$24.4b
URI United Rentals
21.3x10.26%US$53.7b

Price-To-Earnings vs Peers: URI is good value based on its Price-To-Earnings Ratio (21.3x) compared to the peer average (26x).

Historical Price to Earnings Ratio

Historical Price to Earnings Ratio compares a stock's price to its earnings over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Earnings Ratio vs Industry

How does URI's PE Ratio compare vs other companies in the US Trade Distributors Industry?

1 CompanyPrice / EarningsEstimated GrowthMarket Cap
BYU BAIYU Holdings
0.8xn/aUS$8.94m
No more companies available in this PE range
URI 21.3xIndustry Avg. 22.6xNo. of Companies6PE01224364860+
1 CompanyEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: URI is good value based on its Price-To-Earnings Ratio (21.3x) compared to the US Trade Distributors industry average (22.6x).

Price to Earnings Ratio vs Fair Ratio

What is URI's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

URI PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio21.3x
Fair PE Ratio38.7x

Price-To-Earnings vs Fair Ratio: URI is good value based on its Price-To-Earnings Ratio (21.3x) compared to the estimated Fair Price-To-Earnings Ratio (38.7x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst URI forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$842.93
US$991.39
+17.61%
16.11%US$1,550.00US$600.00n/a20
Feb ’27US$782.06
US$989.20
+26.49%
15.74%US$1,520.00US$600.00n/a20
Jan ’27US$809.32
US$1,001.23
+23.71%
15.23%US$1,400.00US$600.00n/a21
Dec ’26US$805.24
US$1,025.47
+27.35%
15.34%US$1,400.00US$600.00n/a21
Nov ’26US$871.18
US$1,028.75
+18.09%
15.69%US$1,400.00US$600.00n/a20
Oct ’26US$962.92
US$960.48
-0.25%
14.16%US$1,150.00US$620.00n/a19
Sep ’26US$956.34
US$900.96
-5.79%
14.99%US$1,075.00US$592.00n/a18
Aug ’26US$859.62
US$885.28
+2.98%
13.66%US$1,045.00US$592.00n/a18
Jul ’26US$774.14
US$754.71
-2.51%
17.52%US$1,045.00US$565.00n/a20
Jun ’26US$708.38
US$758.71
+7.10%
18.56%US$1,045.00US$565.00n/a20
May ’26US$640.60
US$732.06
+14.28%
23.75%US$1,225.00US$485.00n/a19
Apr ’26US$631.99
US$788.95
+24.84%
23.76%US$1,238.00US$535.00n/a19
Mar ’26US$642.32
US$832.74
+29.65%
20.91%US$1,238.00US$565.00US$840.0019
Feb ’26US$758.06
US$837.27
+10.45%
20.29%US$1,238.00US$565.00US$782.0619
Jan ’26US$704.44
US$856.32
+21.56%
19.09%US$1,239.00US$565.00US$809.3219
Dec ’25US$866.00
US$848.06
-2.07%
18.88%US$1,239.00US$565.00US$805.2420
Nov ’25US$793.47
US$805.76
+1.55%
19.69%US$1,232.00US$565.00US$871.1820
Oct ’25US$806.79
US$756.01
-6.29%
23.08%US$1,232.00US$400.00US$962.9220
Sep ’25US$741.26
US$741.26
+0.00043%
23.10%US$1,232.00US$400.00US$956.3419
Aug ’25US$716.49
US$742.05
+3.57%
21.99%US$1,232.00US$400.00US$859.6221
Jul ’25US$640.84
US$703.47
+9.77%
22.66%US$1,236.00US$400.00US$774.1422
Jun ’25US$669.41
US$697.77
+4.24%
23.76%US$1,236.00US$400.00US$708.3820
May ’25US$653.76
US$691.54
+5.78%
20.88%US$1,125.00US$400.00US$640.6021
Apr ’25US$710.15
US$662.02
-6.78%
23.46%US$1,125.00US$400.00US$631.9921
Mar ’25US$700.59
US$644.87
-7.95%
24.16%US$1,125.00US$400.00US$642.3220
US$991.39
Fair Value
15.0% undervalued intrinsic discount
20
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/05 22:23
End of Day Share Price 2026/03/05 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

United Rentals, Inc. is covered by 40 analysts. 20 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullArgus Research Company
Mircea DobreBaird
Adam SeidenBarclays