HERC HOLDINGS INC. vs United Rentals, Inc., two Equipment Rental stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where HRI and URI diverge most: on return on assets, HRI reads 0.4% and URI reads 8.4%; on net margin, HRI reads 1.0% and URI reads 15.3%. The rest of the comparable metrics sit closer together. What URI's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | HRI | URI |
|---|---|---|
| Price | $123.34 | $1056.81 |
| Market cap | $4.1B | $66.6B |
| Sector | Equipment Rental | Equipment Rental |
| Stage | Growth | Mature |
| P/E | 73.4 | 27.0 |
| P/B | 2.19 | 7.43 |
| P/S | 0.85 | 4.07 |
| EV/EBITDA | 26.0 | 17.9 |
| Revenue growth | +28.7% | +5.1% |
| Gross margin | — | 36.9% |
| Operating margin | — | 21.8% |
| Net margin | 1.0% | 15.3% |
| Return on equity | 2.6% | 27.9% |
| Return on assets | 0.4% | 8.4% |
| Return on invested capital | — | 13.4% |
| FCF yield | 26.7% | 7.9% |
| Dividend yield | 2.3% | 0.7% |
| Debt / equity | 4.19 | 1.55 |
| Current ratio | 1.10 | 0.80 |
| Altman Z (solvency) | 0.62 | 3.28 |
| Piotroski F (quality) | 8 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.