McGRATH RENTCORP vs United Rentals, Inc., two Equipment Rental stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where MGRC and URI diverge most: on debt / equity, MGRC reads 0.00 and URI reads 0.18; on p/b, MGRC reads 2.33 and URI reads 7.70. The rest of the comparable metrics sit closer together. What MGRC's price implies is a bet that sits within the historical range (whole-company basis). What URI's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | MGRC | URI |
|---|---|---|
| Price | $116.95 | $1095.55 |
| Market cap | $2.9B | $69.0B |
| Sector | Equipment Rental | Equipment Rental |
| Stage | Mature | Mature |
| Implied growth (priced in) | +0.5% | — |
| P/E | 18.6 | 27.9 |
| P/B | 2.33 | 7.70 |
| P/S | 3.04 | 4.22 |
| EV/EBITDA | 10.7 | 15.8 |
| Revenue growth | +3.5% | +5.1% |
| Gross margin | 48.8% | 36.9% |
| Operating margin | 21.9% | 21.8% |
| Net margin | 16.4% | 15.3% |
| Return on equity | 12.5% | 27.9% |
| Return on assets | 6.5% | 8.4% |
| Return on invested capital | 14.3% | 28.9% |
| FCF yield | 6.8% | 7.7% |
| Dividend yield | 1.7% | 0.7% |
| Debt / equity | 0.00 | 0.18 |
| Current ratio | — | 0.80 |
| Altman Z (solvency) | 2.63 | 3.35 |
| Piotroski F (quality) | 6 / 9 | 6 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.