Loading...
SUNB logo

Sunbelt Rentals Holdings, Inc.NYSE:SUNB Stock Report

Market Cap US$30.8b
Share Price
US$74.92
US$78
3.9% undervalued intrinsic discount
1Y37.8%
7D-1.4%
Portfolio Value
View

Sunbelt Rentals Holdings, Inc.

NYSE:SUNB Stock Report

Market Cap: US$30.8b

Sunbelt Rentals Holdings (SUNB) Stock Overview

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. More details

SUNB fundamental analysis
Snowflake Score
Valuation5/6
Future Growth2/6
Past Performance2/6
Financial Health4/6
Dividends4/6

SUNB Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Sunbelt Rentals Holdings, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Sunbelt Rentals Holdings
Historical stock prices
Current Share PriceUS$74.92
52 Week HighUS$78.05
52 Week LowUS$53.16
Beta1.66
1 Month Change18.75%
3 Month Change10.78%
1 Year Change37.82%
3 Year Change31.07%
5 Year Change11.03%
Change since IPO31,116.67%

Recent News & Updates

Sunbelt Rentals: Quite In Line With Herc Holdings

May 06

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.

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.

Infrastructure And Specialty Shift Will Support A Steady Long Term Outlook

Catalysts About Sunbelt Rentals Holdings Sunbelt Rentals Holdings, through the Sunbelt Rentals brand, provides equipment rental solutions across general construction, specialty end markets and non construction applications primarily in North America and the U.K. What are the underlying business or industry changes driving this perspective? Ongoing mega project and infrastructure activity, alongside a growing funnel of future projects and strong win rates with regional and national accounts, points to a sustained base of large contract work that can support equipment utilization and revenue mix on multi year timelines, with potential to support earnings through long project durations.

Recent updates

Sunbelt Rentals: Quite In Line With Herc Holdings

May 06

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.

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.

Infrastructure And Specialty Shift Will Support A Steady Long Term Outlook

Catalysts About Sunbelt Rentals Holdings Sunbelt Rentals Holdings, through the Sunbelt Rentals brand, provides equipment rental solutions across general construction, specialty end markets and non construction applications primarily in North America and the U.K. What are the underlying business or industry changes driving this perspective? Ongoing mega project and infrastructure activity, alongside a growing funnel of future projects and strong win rates with regional and national accounts, points to a sustained base of large contract work that can support equipment utilization and revenue mix on multi year timelines, with potential to support earnings through long project durations.

Shareholder Returns

SUNBUS Trade DistributorsUS Market
7D-1.4%-1.2%1.8%
1Y37.8%27.3%29.8%

Return vs Industry: SUNB exceeded the US Trade Distributors industry which returned 24.7% over the past year.

Return vs Market: SUNB exceeded the US Market which returned 28.4% over the past year.

Price Volatility

Is SUNB's price volatile compared to industry and market?
SUNB volatility
SUNB Average Weekly Movement6.9%
Trade Distributors Industry Average Movement7.2%
Market Average Movement7.1%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: SUNB has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: SUNB's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
194725,428Brendan Horganir.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.

Sunbelt Rentals Holdings, Inc. Fundamentals Summary

How do Sunbelt Rentals Holdings's earnings and revenue compare to its market cap?
SUNB fundamental statistics
Market capUS$30.78b
Earnings (TTM)US$1.39b
Revenue (TTM)US$10.93b
22.2x
P/E Ratio
2.8x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SUNB income statement (TTM)
RevenueUS$10.93b
Cost of RevenueUS$570.20m
Gross ProfitUS$10.36b
Other ExpensesUS$8.97b
EarningsUS$1.39b

Last Reported Earnings

Jan 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)3.38
Gross Margin94.78%
Net Profit Margin12.68%
Debt/Equity Ratio100.4%

How did SUNB perform over the long term?

See historical performance and comparison

Dividends

1.5%
Current Dividend Yield
34%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/05 18:38
End of Day Share Price 2026/05/05 00:00
Earnings2026/01/31
Annual Earnings2025/04/30

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

Sunbelt Rentals Holdings, Inc. is covered by 40 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James RosenthalBarclays
Jane SparrowBarclays
Adam SeidenBarclays