Stock

United Rentals

URI

Rental & Leasing Services · Industrials

Also trades as: 0LIY.L GBP 10.93 (+2.02%)

Price

$1111.02

+42.04 (+3.93%)

Market Cap

$69.15B

Winston Score

Winston is curious

A decent business — some strong pillars, some weaker.

Data as of Oct 23, 2026 · filings through Sep 30, 2026

§How the score breaks down

Quality

Strong

21/30

Growth

Strong

14/20

Cash Flow

Good

6/10

Stability

Good

5/10

Valuation

Strong

7/10

Ownership

Weak

2/15

Dividends

Good

3/5

58 of 100 counted points = Winston Score 58.

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Share count falling — buybacks

−11.3% over 4y

The company has reduced its share count over this period, returning value to shareholders through buybacks.

Diluted shares outstanding: 72.8M (2021) → 64.6M (2025)

§Winston Score History

The full picture

United Rentals rents out equipment that construction and industrial companies need but don't want to buy outright. Its inventory includes things like forklifts, aerial lifts, bulldozers, generators, and tools — used by contractors, manufacturers, utilities, and government projects across North America. It is the largest equipment rental company in the world by revenue.

The company makes money by charging daily, weekly, or monthly rental fees on its massive fleet of over 800,000 equipment units. It operates roughly 1,500 locations across the United States and Canada, giving it a scale advantage that smaller competitors struggle to match — more locations means faster delivery and lower logistics costs. The main growth driver is continued investment in infrastructure, construction, and industrial projects, but the business is sensitive to economic slowdowns, since customers quickly cut rental spending when construction activity drops.

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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

+15.7% YoY

YoY Growth Rate

Steady revenue growth

EPS Growth

+35.3% YoY

YoY Growth Rate

EPS growth accelerating

R&D Spend

$0/ year

0.0% of revenue

Below sector average (4%)

Research and development spending

Insider Activity

0.6%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Runway

~0 months

$153M cash & investments

Quarterly Free Cash Flow

↓ Burn rate worsening

Short runway — potential dilution ahead through share issuance

Cash watch

United Rentals has less than a year of cash at its current burn rate. Growth investors should watch for potential share dilution from future fundraising — that directly reduces your ownership.

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

41.8%

Healthy — 41.8% gross margin

Profit after running costs

Operating Margin

28.8%

Excellent — 28.8% operating margin

Return on the money invested

ROCE

17.5%

Strong — 17.5% return on capital

ROIC between 15% and 25%. Every dollar invested in the business earns 15 to 25 cents back per year.

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Growth

Sales growth

Sales YoY

+9.4%

Steady sales growth (+9.4% YoY)

Profit growth

EPS YoY

+16.4%

Earnings growing fast (+16.4% YoY)

Healthy double-digit earnings growth — what compounders look like.

How steady the profit is

EPS Consistency

6/8 quarters

Earnings grew in most of the last 8 quarters

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Cash Flow

Profit that turns into cash

Cash Conversion

217%

Turns 217% of profit into real cash

Spare cash per sale

FCF Margin

-1.5%

Burning cash (-1.5%)

Free cash flow is negative. They are burning cash, not generating it.

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Stability

What it owes vs what it owns

Debt / Equity

1.64

Elevated debt (1.64)

Covers its interest

Interest Cover

6.20x

Adequate interest coverage (6.2x)

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

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Valuation

Price vs profit

P/E Ratio (TTM)

24.5x

Growth-priced — P/E 24.5

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

Cheaper or dearer next year

P/E vs Forward

+6.5

GROWING

Earnings expected to grow meaningfully — cheaper on forward P/E (24.5 → 18.0)

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Dividends

Dividend

Dividend Yield

0.77%

Small dividend — 0.77% yield

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

Dividend record

Dividend Growth

+10.0%

Dividend growing fast (10.0% YoY)

Payout Ratio

17%

no trend

Pays out a modest share of profit and keeps the rest to reinvest. Room to keep paying through a weak year.

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