Sunbelt Rentals Holdings

SUNB.L

Rental & Leasing Services · Industrials

Exchange

London Stock Exchange

Winston Score

Winston is serious

Mixed quality — meaningful strengths and weaknesses.

Data as of Aug 23, 2026 · filings through Apr 30, 2026

How the score breaks down

Quality

Good

Growth

Weak

Cash Flow

Exceptional

Stability

Good

Valuation

Good

Dividends

Weak

Track this stock — start free trial

Winston Score History

The full picture

Sunbelt Rentals is one of the largest equipment rental companies in the United States and the United Kingdom. Instead of selling equipment, it rents out tools, machinery, and vehicles — things like forklifts, aerial work platforms, generators, and climate control units. Its main customers are construction companies, industrial businesses, and contractors who need equipment temporarily rather than buying it outright.

The company makes money by charging daily, weekly, or monthly rental fees on its large fleet of equipment. It operates primarily across North America and the UK, with thousands of rental locations, and competes mainly against United Rentals and Speedy Hire. Its competitive edge comes from its scale, broad geographic coverage, and the high cost it would take for a competitor to build a similar network from scratch. The key risk is that rental demand is closely tied to construction activity and the broader economy, meaning a slowdown in building or industrial spending could quickly reduce revenue.

Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+8.8% YoY

YoY Growth Rate

Slow revenue growth

EPS Growth

-25.0% YoY

YoY Growth Rate

Earnings declining

Insider Activity

0.4%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Position

Cash flow positive

£29M cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Company generates more cash than it spends — no dilution risk from fundraising

Growth context

Sunbelt Rentals Holdings is growing revenue at 9% year-over-year. The Winston Score measures business quality today — these growth metrics show what could matter tomorrow.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

Quality

Profit per sale

Gross Margin

31.3%

Modest — 31.3% gross margin

Profit after running costs

Operating Margin

14.9%

Healthy — 14.9% operating margin

Return on the money invested

ROCE

14.6%

Good — 14.6% return on capital

ROIC between 5% and 15%. They earn 5 to 15 cents back per year on every dollar invested.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Growth

Sales growth

Sales YoY

+3.3%

Slow sales growth (+3.3% YoY)

Profit growth

EPS YoY

-10.7%

Earnings shrinking (-10.7% YoY)

Earnings per share down more than 10%. Either a bad year, or a real decline.

How steady the profit is

EPS Consistency

1/8 quarters

Earnings rarely grow — volatile business

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Cash Flow

Profit that turns into cash

Cash Conversion

276%

Turns 276% of profit into real cash

Spare cash per sale

FCF Margin

12.9%

Converts sales into free cash efficiently (12.9%)

FCF margin between 10% and 20%. Every $100 in sales becomes $10 to $20 in real cash.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Stability

What it owes vs what it owns

Debt / Equity

1.06

Elevated debt (1.06)

Covers its interest

Interest Cover

5.73x

Adequate interest coverage (5.7x)

Interest coverage between 3 and 8. Profits cover interest several times over.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Valuation

Price vs profit

P/E Ratio (TTM)

25.6x

no trend

Growth-priced — P/E 25.6

P/E above the market average. People are paying up for expected growth.

Cheaper or dearer next year

P/E vs Forward

+1.6

GROWING

Earnings expected to grow — slightly cheaper on forward P/E

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Dividends

Dividend

Dividend Yield

0.94%

no trend

Small dividend — 0.94% yield

Modest yield. The bulk of any return needs to come from price appreciation.

Dividend record

Dividend Growth

-14.8%

no trend

Dividend cut (-14.8% YoY) — warning sign

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

🔒 See full fundamentals and if they are improving or declining — click here for your free trial now.

Start free trial