United Rentals, Inc.

United Rentals, Inc.

URIยทNYSE

$1.06K

+6.2%
IndustrialsRental & Leasing Services

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 specialty construction products, including 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; 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, directly to manufacturers, and at auctions. The company operates a network of 1,360 rental locations in the United States, Canada, Europe, Australia, and New Zealand. United Rentals, Inc. was incorporated in 1997 and is headquartered in Stamford, Connecticut.

At a Glance

Live Snapshot
Market Cap$66.19B
EPS38.7100
P/E Ratio27.29
Earnings Date07/22/2026
United Rentals, Inc.

United Rentals, Inc. Fair Value Envelope

URI ยท NYSE

Our analysis suggests that URI has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $1056.58, this represents a potential HIDDEN relative to our calculated worth for United Rentals, Inc..

Intrinsic Value
Current Price: $1056.58

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$3,864.3B
+ Cash & Equivalents$459.0M
Firm Value$3,864.7B
- Debt$16.5B
Equity Value$3,848.3B
/ Shares Outstanding64,991,929B
DCF Value$59.2K
UNDERVALUED BY 5504%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$8.2B
$13.0B
$20.5B
$32.3B
$51.1B
$80.7B
$127.5B
$201.5B
$318.4B
$503.0B
Maintenance CapEx
-$1.4B
-$2.3B
-$3.6B
-$5.6B
-$8.9B
-$14.1B
-$22.3B
-$35.2B
-$55.6B
-$87.8B
Owner Earnings
$6.8B
$10.7B
$16.9B
$26.7B
$42.2B
$66.6B
$105.3B
$166.4B
$262.8B
$415.3B
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$6.3B
$9.2B
$13.4B
$19.6B
$28.7B
$42.0B
$61.4B
$89.9B
$131.5B
$192.3B
Terminal Value represents 84.6% of Enterprise Value