URI Stock Analysis — United Rentals
Sector: Industrials
AI Verdict
URI trades at 21.2x next year's earnings while analysts expect 28.3% EPS growth—cheap for the growth you're getting, and the scale-driven moat makes those numbers more credible than most in industrials.
Competitive Moat
United Rentals dominates North America’s equipment rental market through its massive branch network and logistics infrastructure, making it costly for rivals to match its scale and service reach. Its proprietary fleet management tech and national contracts create sticky relationships with construction and industrial clients.
Summary
URI's forward P/E of 21.2x with 28.3% expected EPS growth makes it a standout among industrials for growth at a reasonable price.
Where It Stands
URI is up 33.53% over the past year, trades at 21.2x forward earnings (vs. 20x sector median), and its RSI at 50.5 signals a neutral setup.
Key Metrics
- RSI: 50.5 — Neutral
- Trailing P/E: 27.2x
- Forward P/E: 21.2x
- PEG Ratio: 0.88
- Earnings Growth: +0.3%
- Revenue Growth: +0.1%
- Market Cap: $66.8B
- Dividend Yield: 0.01%
- 1-Year Return: 33.53%
- 52-Week High: $1143.69
- 52-Week Low: $701.59
Analyst Consensus
21 Buy · 5 Hold · 1 Sell (27 analysts)
Bull Case
With analysts forecasting 28.3% EPS growth and a forward P/E of 21.2x, you’re getting above-average growth for a price only slightly above the industrial median.
Bear Case
If the P/E multiple reverts to the sector median of 20x, that’s about a 6% downside from current valuation levels even before factoring in any earnings miss.
Catalyst to Watch
Watch for construction spending trends and large project announcements, as upside or downside surprises here will directly affect rental demand and earnings momentum.