Independent equity research
Is United Rentals (URI) a Buy, Hold or Sell?
United Rentals — our independent, AI-built valuation and rating, in brief.
HOLD
12-mo fair value
$1,100.00
To fair value
−4%
Report dated 2026-07-24 · fair value derived independently of the market price.
The thesis, in brief
HOLD/$1,100 (~flat) on Q2 2026. #1 equipment renter (cyclical). Real mega-project super-cycle (2 guide raises) BUT ~11x fwd EV/EBITDA + 100th-pctile fwd P/E near ATH = full price; buy pullback ~$850-950
How we value it
We value United Rentals using EV/EBITDA + P/norm-EPS + FCF/DCF. The 12-month fair value is set from that intrinsic estimate first, then compared to the market to read the upside or downside — never anchored to the current price.
What the full report covers
- Business & moat + industry cycle
- Earnings quality & normalized EPS
- Returns on capital (ROIC vs WACC)
- Balance-sheet safety
- Two independent valuations (DCF + multiples)
- Bear / base / bull fair values
- Earnings-call analysis
- Insider activity & positioning
- Technicals (RSI / ADX)
- A falsifiable thesis
Read the full United Rentals report
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