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 revenue growth, MGRC reads -0.8% and URI reads +5.1%; on p/b, MGRC reads 2.24 and URI reads 7.43. 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 | MGRC | URI |
|---|---|---|
| Price | $113.74 | $1056.81 |
| Market cap | $2.8B | $66.6B |
| Sector | Equipment Rental | Equipment Rental |
| Stage | Mature | Mature |
| Implied growth (priced in) | -5.0% | — |
| P/E | 18.3 | 27.0 |
| P/B | 2.24 | 7.43 |
| P/S | 2.99 | 4.07 |
| EV/EBITDA | 9.7 | 17.9 |
| Revenue growth | -0.8% | +5.1% |
| Gross margin | 48.8% | 36.9% |
| Operating margin | 24.1% | 21.8% |
| Net margin | 16.4% | 15.3% |
| Return on equity | 12.3% | 27.9% |
| Return on assets | 6.1% | 8.4% |
| Return on invested capital | 12.7% | 13.4% |
| FCF yield | 7.5% | 7.9% |
| Dividend yield | 1.7% | 0.7% |
| Debt / equity | 0.47 | 1.55 |
| Current ratio | — | 0.80 |
| Altman Z (solvency) | 2.40 | 3.28 |
| Piotroski F (quality) | 9 / 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.