URI United Rentals
fair · 67
Owner-earnings value$132.61
Price$1,014.54
Margin of safety
-86.9%
Quality gate · 67/100
Median ROIC13.5%
Gross margin38.4%
Net debt / EBITDA2.0x
FCF conversion26%
Share count / yr-3.1%
Profitable years4/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 632.00M |
| Owner-earnings yield | 1.0% |
| Free-cash-flow yield | 1.0% |
| Growth used (normalized) | 10.0% |
| Market-implied growth (reverse DCF) | 25.0% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 13.3% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 695.20M | 10.0% | 613.61M |
| 2 | 759.31M | 9.2% | 591.54M |
| 3 | 823.43M | 8.4% | 566.21M |
| 4 | 886.56M | 7.7% | 538.08M |
| 5 | 947.64M | 6.9% | 507.64M |
| 6 | 1.01B | 6.1% | 475.45M |
| 7 | 1.06B | 5.3% | 442.03M |
| 8 | 1.11B | 4.6% | 407.93M |
| 9 | 1.15B | 3.8% | 373.66M |
| 10 | 1.18B | 3.0% | 339.70M |
Recent news
score · 8 articles
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- United Rentals vs. Herc: Which Rental Stock Is the Better Buy?
- Keynote Fireside: Business and Governance in LA: 2nd LA CorpGov Forum
- United Rentals (URI) Lifted Guidance On Stronger Demand, Is It Still Below Fair Value?
- Is United Rentals (URI) Fully Priced After Its Strong Q2 Results?
- United Rentals Sees Large-Project Pipeline Accelerate as Specialty Demand Stays Strong
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~25%/yr owner-earnings growth over 10y (reverse DCF); model credits 10%.