United Rentals, Inc. (URI) Stock Analysis 2026

IndustrialsRental & Leasing Services
$1047.58
as of 2026-10-15
+8.4% (52-week)50D MA $1061.16  |  200D MA $954.09

BriMind AI Score

Proprietary
71
Strong
Price CAGR
30.1%
1Y Return
+11.2%
Analyst Upside
+19.8%
Rev Growth
11.8%

Score based on historical price CAGR, revenue growth, analyst upside, and valuation factors. Updated daily.

AI scores and price targets are for informational and educational purposes only. They do not constitute financial advice or a recommendation to buy or sell any security. Past performance is not indicative of future results. Always conduct your own research before making investment decisions. Full Disclaimer →

URI Revenue & Profitability Breakdown

This chart shows how URI's revenue flows through to profit. Each row deducts a layer of costs: first the direct cost of making products/services (Cost of Revenue), then operating expenses like marketing and R&D, then taxes. What remains at the bottom is net income — the actual profit shareholders own. High gross and net margins indicate a business with strong pricing power and efficiency.

Revenue
$16.83B
Cost of Revenue
-$10.36B
Gross Profit
$6.48B38.5% margin
Operating Expenses
-$2.10B
Operating Income
$4.37B26.0% margin
Tax & Other
-$1.74B
Net Income
$2.64B15.7% margin
Gross Margin
38.5%
Operating Margin
26.0%
Net Margin
15.7%
EBITDA Margin
29.0%

Key Financial Metrics

United Rentals, Inc. trades at a trailing P/E of 25.40x, generates $1.71B in free cash flow, runs a debt/equity ratio of 166.79, and converts shareholder equity into profit at a 28.9% return on equity. For context: P/E ratio measures how much you pay for $1 of earnings (lower = cheaper, but fast-growing companies command higher P/E); Free Cash Flow is the cash left after running the business; Debt/Equity shows how leveraged a company is; Return on Equity shows how efficiently it turns shareholder capital into profit.

Market Cap
$65.75B
Enterprise Value
$59.38B
P/E (Trailing)
25.40
P/E (Forward)
18.40
PEG Ratio
1.37
EV / EBITDA
13.13
Price / Sales
2.95
Price / Book
7.14
Revenue
$16.83B
Revenue Growth
11.8%
Earnings Growth
25.5%
EBITDA
$4.52B
EPS (Trailing)
$41.59
EPS (Forward)
$57.40
Gross Margin
38.5%
Operating Margin
26.0%
Net Margin
15.7%
Return on Equity
28.9%
Return on Assets
8.8%
Free Cash Flow
$1.71B
Total Cash
$542.0M
Total Debt
$13.99B
Debt / Equity
166.79
Current Ratio
0.76
Quick Ratio
0.62
Beta
1.83
Dividend Yield
0.8%
Payout Ratio
18.1%
Insider Ownership
0.4%
Inst. Ownership
94.9%
Short % Float
2.6%
Book Value / Share
$147.97

Wall Street Analyst Consensus

20 analysts covering United Rentals, Inc. currently lean toward a Hold rating, with a mean 12-month price target of $1265.95 (+20.8% vs the current price). Analysts set these targets after researching a company's earnings, competitive position, and industry trends — Strong Buy / Buy means the majority expect meaningful upside, while Hold means fair value near the current price rather than a sell signal.

Consensus RatingHold(20 analysts)
SellStrong Buy
Low Target$565.00-46.1%
Mean Target$1265.95+20.8% upside
High Target$1225.00+16.9%

Intrinsic Value Estimates for URI

We use 4 valuation models to estimate URI's intrinsic value. Intrinsic value is what a stock is truly worth based on the company's fundamentals, independent of what the market prices it at today. If multiple models agree the stock is undervalued, that convergence is a stronger signal.

Technical Price Signals

URI is currently in a short-term downtrend, trading below its 50-day average of $1061.16 and above its 200-day average of $954.09. Moving averages smooth out day-to-day volatility to reveal the underlying trend — a Golden Cross (50MA crosses above 200MA) is a classic bullish signal, a Death Cross is bearish, though both are lagging indicators that confirm trends rather than predict them.

Current Price
$1047.58
50-Day MA
$1061.16
▼ Price below
200-Day MA
$954.09
▲ Price above
Short-term Downtrend
Below 50-day MA — caution
Read the full URI in-depth report
Seven-method valuation, AI Score, blended price target, and a 5-year Monte Carlo simulation for URI.

Compare URI with Peers

URI vs HERCUnited Rentals vs Herc Holdings — Which Equipment Renta
URI vs CATUnited Rentals vs Caterpillar — Renting the Equipment v

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Data sources: Financial metrics and market data sourced from company SEC filings, earnings releases, and investor relations disclosures. Price data, analyst consensus targets, and fundamental financials provided by financial market data providers. ETF data sourced from official fund prospectuses and index provider publications. AI scores and price targets are proprietary estimates — see our Methodology and Disclaimer for details.
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