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Upturn AI SWOT - About
URI 
United Rentals Inc (URI)
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Upturn Advisory Summary
04/01/2025: URI (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 66.24% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 41.29B USD | Price to earnings Ratio 16.34 | 1Y Target Price 788.95 |
Price to earnings Ratio 16.34 | 1Y Target Price 788.95 | ||
Volume (30-day avg) 737301 | Beta 1.77 | 52 Weeks Range 585.27 - 893.17 | Updated Date 04/1/2025 |
52 Weeks Range 585.27 - 893.17 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 1.14% | Basic EPS (TTM) 38.67 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 16.78% | Operating Margin (TTM) 26.94% |
Management Effectiveness
Return on Assets (TTM) 9.61% | Return on Equity (TTM) 30.74% |
Valuation
Trailing PE 16.34 | Forward PE 14.08 | Enterprise Value 55275620176 | Price to Sales(TTM) 2.69 |
Enterprise Value 55275620176 | Price to Sales(TTM) 2.69 | ||
Enterprise Value to Revenue 3.6 | Enterprise Value to EBITDA 7.92 | Shares Outstanding 65332100 | Shares Floating 64953787 |
Shares Outstanding 65332100 | Shares Floating 64953787 | ||
Percent Insiders 0.51 | Percent Institutions 93.9 |
Analyst Ratings
Rating 3.48 | Target Price 856.32 | Buy 3 | Strong Buy 7 |
Buy 3 | Strong Buy 7 | ||
Hold 8 | Sell 4 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
United Rentals Inc
Company Overview
History and Background
United Rentals, Inc. was founded in 1997. It grew rapidly through acquisitions to become the largest equipment rental company in the world. The company provides equipment and tools for various industries, including construction, industrial, and governmental sectors.
Core Business Areas
- General Rentals: Offers a wide range of construction, industrial, and homeowner equipment for rent, including earthmoving equipment, aerial work platforms, and power tools.
- Specialty Rentals: Provides specialized equipment and services such as trench safety, power & HVAC, and fluid solutions.
- Used Equipment Sales: Sells used equipment from its rental fleet.
Leadership and Structure
Matthew J. Flannery is the CEO. The company has a typical corporate structure with executive leadership overseeing various departments and regional operations.
Top Products and Market Share
Key Offerings
- Earthmoving Equipment: Includes excavators, loaders, and dozers. Market share data is difficult to pinpoint precisely but United Rentals dominates this area within the rental market. Competitors include Sunbelt Rentals and Herc Rentals.
- Market Share: Estimated at 25% of the rental market for Earthmoving Equipment
- Aerial Work Platforms: Includes scissor lifts and boom lifts. Market share data difficult to pinpoint precisely but United Rentals dominates this area within the rental market. Competitors include Sunbelt Rentals and Herc Rentals.
- Market Share: Estimated at 27% of the rental market for Aerial Work Platforms
- Market Share: Estimated at 30% of the rental market for Trench Safety Equipment
- Trench Safety Equipment: Includes shoring and shielding equipment. Competitors include National Trench Safety.
Market Dynamics
Industry Overview
The equipment rental industry is influenced by construction activity, infrastructure spending, and economic conditions. It is a fragmented industry with numerous players.
Positioning
United Rentals is the largest player in the equipment rental industry, benefiting from scale, a diverse fleet, and a wide geographic footprint.
Total Addressable Market (TAM)
The North American equipment rental market is estimated at over $50 billion. United Rentals has significant room to grow within this TAM.
Upturn SWOT Analysis
Strengths
- Largest player in the equipment rental industry
- Diverse equipment fleet
- Extensive geographic footprint
- Strong brand recognition
Weaknesses
- High capital expenditure requirements
- Exposure to cyclical economic conditions
- Integration challenges with acquisitions
Opportunities
- Infrastructure spending increases
- Growth in non-residential construction
- Further consolidation of the industry
- Expansion of specialty rental offerings
Threats
- Economic downturns
- Increased competition
- Fluctuations in equipment costs
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- Herc Rentals Inc (HRI)
- Ashtead Group plc (ASHTY)
- Sunbelt Rentals (Private Company)
Competitive Landscape
United Rentals has a competitive advantage due to its scale, diverse fleet, and extensive geographic footprint. However, competitors are also growing and investing in their businesses.
Major Acquisitions
Ahern Rentals
- Year: 2023
- Acquisition Price (USD millions): 2000
- Strategic Rationale: Expanded United Rentals' presence in key markets and added to its equipment fleet.
Growth Trajectory and Initiatives
Historical Growth: United Rentals has grown significantly through organic expansion and strategic acquisitions.
Future Projections: Analysts project continued revenue growth and earnings growth, driven by infrastructure spending and non-residential construction.
Recent Initiatives: Recent initiatives include expanding specialty rental offerings and investing in digital technologies.
Summary
United Rentals is a strong company that dominates the equipment rental industry due to its size and wide range of products. Its financials show consistent growth which is good. They need to be careful about economic downturns and how much competition there is in the market. The company needs to continue to look for new opportunities to grow and acquire more companies.
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Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may vary. Financial data is based on estimates from 2022 and 2023.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About United Rentals Inc
Exchange NYSE | Headquaters Stamford, CT, United States | ||
IPO Launch date 1997-12-18 | President, CEO & Director Mr. Matthew J. Flannery | ||
Sector Industrials | Industry Rental & Leasing Services | Full time employees 27900 | Website https://www.unitedrentals.com |
Full time employees 27900 | Website https://www.unitedrentals.com | ||
United Rentals, Inc., through its subsidiaries, operates as an equipment rental company. It operates in two segments, General Rentals and Specialty. The General Rentals segment rents general construction and industrial equipment includes backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms, such as boom and scissor lifts; and general tools and light equipment comprising pressure washers, water pumps, and power tools for construction and industrial companies, manufacturers, utilities, municipalities, homeowners, and government entities. The specialty segment rents trench safety equipment consists of trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers, and line testing equipment for underground work; power and heating, ventilating, and air conditioning equipment, such as portable diesel generators, electrical distribution equipment, and temperature control equipment; fluid solutions equipment for fluid containment, transfer, and treatment; surface protection mats; and mobile storage equipment and modular office space. This segment serves construction companies involved in infrastructure projects, and municipalities and industrial companies. It also sells aerial lifts, reach forklifts, telehandlers, compressors, and generators; construction consumables, tools, small equipment, and safety supplies; and parts for equipment that is owned by its customers, as well as provides repair and maintenance services. The company sells used equipment through its sales force, brokers, website, at auctions, and directly to manufacturers. The company operates in the United States, Canada, Europe, Australia, and New Zealand. United Rentals, Inc. was incorporated in 1997 and is headquartered in Stamford, Connecticut.
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