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 debt / equity, HRI reads 4.17 and URI reads 0.18. 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 | $149.97 | $1079.93 |
| Market cap | $5.0B | $68.1B |
| Sector | Equipment Rental | Equipment Rental |
| Stage | Growth | Mature |
| P/E | 89.3 | 27.6 |
| P/B | 2.66 | 7.59 |
| P/S | 1.03 | 4.16 |
| EV/EBITDA | — | 15.5 |
| 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 | — | 28.9% |
| FCF yield | 22.0% | 7.8% |
| Dividend yield | 1.9% | 0.7% |
| Debt / equity | 4.17 | 0.18 |
| Current ratio | 1.10 | 0.80 |
| Altman Z (solvency) | 0.67 | 3.32 |
| 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.