United Rentals, Inc. (URI) fair value analysis
S&P 500 · Updated 2026-10-19
URI price how computed
Forward Fair Value verdict
OvervaluedURI is trading at more than a 25% premium to estimated fair value.
Based on TickrTrends' weekly Forward Fair Value model.
- Last price
- $1,056.37
- Sector
- Industrials
- 12-month range
- $710.47–$1,164.82
- Market cap
- $65.8B
- From 52-week high
- -9.3%
- Shares outstanding
- 62.2M
- Rank in Industrials by discount to fair value
- #82 of 106
Last price is our 2026-10-19 weekly price; the chart runs through 2026-10-16.
United Rentals, Inc. is an equipment rental company that provides a wide range of machinery, tools, and equipment to construction, industrial, and other commercial customers. The company operates rental locations throughout North America, primarily serving the United States and Canada.
URI currently ranks #82 of 106 Industrials stocks by discount to fair value. It has screened as Overvalued for 14 consecutive weekly runs.
Fundamentals (4 quarters) how computed
- Market cap
- $65.8B
- P/E (trailing)
- 23x
- Revenue (TTM)
- $16.8B
- Net margin
- 15.7%
- EPS (TTM)
- $45.26
- Gross margin
- 39.3%
- Debt / equity
- 1.67
- Revenue growth (3-yr avg)
- 5.7%
- Shares outstanding
- 62.2M
Derived indicators how computed
- Quality grade
- F
- Margin trend
- Stable
- 52-week position
- The top quarter of its range
Technicals how computed
- RSI (14-day)
- 52 · neutral
- 50-day average
- $1,052.35
- 200-day average
- $959.70
- Moving-average state
- 50-day above 200-day (golden cross state); price above both averages
Dividends how computed
- Paid, last 12 months
- $7.70 per share (4 payments)
- Yield on last price
- 0.73%
- Consecutive years of increases
- 2
- Last ex-dividend date
- 2026-08-12
- Last payment date
- 2026-08-26
Earnings how computed
- Last 8 quarters vs consensus
- 3 beat, 5 missed
- Quarter by quarter
- 2026-06 ▲ beat (+9.3%)
2026-03 ▲ beat (+8.6%)
2025-12 ▼ miss (-6.0%)
2025-09 ▼ miss (-4.8%)
2025-06 ▼ miss (-0.7%)
2025-03 ▲ beat (+0.6%)
2024-12 ▼ miss (-0.3%)
2024-09 ▼ miss (-5.5%)
Analyst consensus how computed
This is not TickrTrends' verdict.
- Analyst ratings
- 16 buy · 5 hold · 1 sell (22 analysts)
- Consensus lean
- Buy-leaning
- Consensus price target
- $1260
- Target vs last price
- +19.3%
What our data shows for URI
- Our model validated 17 trailing price-to-earnings windows for URI, built from quarterly earnings records.
- Shares are trading in the upper third of their 12-month price range of $710.47–$1,164.82.
- The 14-day relative strength index sits at a neutral 52.
The exact numbers are one step away
- The precise Forward Fair Value dollar figure for URI
- Exact discount / premium to today's price
- The normalized historical P/E behind the estimate, and how many quarters support it
- Forward EPS input and fiscal-year basis
- Screeners and rankings across the full S&P 500 and Nasdaq universes
Forward Fair Value applies a conservatively normalized historical price-to-earnings multiple to the consensus earnings estimate for the next full fiscal year; how TickrTrends computes it.
Recent URI news
TickrTrends' derived news-sentiment signal for URI is currently leaning positive, computed from recent coverage.
- United Rentals (URI) Shares Rise 2% After Strong Q3 Beat and Raised Revenue Guidance (gurufocus.com, 2026-10-21)
TickrTrends take: United Rentals shares gained 2 percent following better-than-expected third quarter results and an increase to forward revenue guidance, signaling operational momentum in the rental equipment business. Despite this positive earnings reaction, TickrTrends currently assesses URI as overvalued relative to fundamental metrics, suggesting the market has already incorporated much of the positive outlook into the current stock price. Investors monitoring valuation should observe whether the company can sustain the revenue growth that justified the guidance raise, as this performance will determine if the current valuation premium can be justified in future periods. - URI Fairly Valued by DCF at $1098 (gurufocus.com, 2026-10-21)
TickrTrends take: United Rentals trades in a sector where capital intensity and fleet utilization rates significantly influence intrinsic value, making DCF analysis particularly relevant to fundamental assessments. The fair value indication at $1098 from discounted cash flow methodology contrasts with TickrTrends' current overvalued designation, suggesting investors focused on valuation metrics should monitor whether near-term earnings revisions or rental demand assumptions narrow this gap. Readers tracking URI should observe changes in the company's free cash flow generation and capital expenditure cycles, as these inputs drive DCF sensitivity in industrial equipment rental businesses. - URI Fairly Valued by DCF at $1098 (gurufocus.com, 2026-10-14)
TickrTrends take: United Rentals trades at a valuation that TickrTrends currently assesses as overvalued relative to its intrinsic worth. A discounted cash flow analysis suggests a fair value near 1098 per share, which contrasts with the overvalued characterization and warrants attention from investors focused on price-to-worth metrics. As an industrial equipment rental company, URI's valuation premium may reflect market expectations about sector demand that fundamental analysis does not fully support.
More URI news
- United Rentals Q3 Preview: Cost Improvements Meet A Demanding Valuation (NYSE:URI) (seekingalpha.com, 2026-10-14)
- ETFs Are Net Sellers of United Rentals (URI) on Oct. 9 (gurufocus.com, 2026-10-13)
- URI Maintains Buy Rating -- Price Target Lowered to $1395 (gurufocus.com, 2026-10-05)
- United Rentals Inc (URI) Stock Up 3.3% but GF Value Says Overvalued -- GF Score: 95/100 (gurufocus.com, 2026-10-01)
- United Rentals: Depth And Diversification Mean This Isn't A Housing Cycle Play (NYSE:URI) (seekingalpha.com, 2026-10-01)
What people are saying
Follow the URI conversation: Stocktwits · Reddit · X
TickrTrends weekly updates
- 2026-10-19 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-12 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-11 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-10 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-06 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-28 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-21 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-17 — No material change this week: the verdict, bands and grades all held steady.
Frequently asked questions
Is URI stock undervalued?
Based on TickrTrends' Forward Fair Value model (updated 2026-10-19), URI is trading at more than a 25% premium to estimated fair value and screens as overvalued. The exact fair value and discount are available to subscribers.
What is URI's TickrTrends verdict?
URI's current verdict is Overvalued, refreshed with every weekly Forward Fair Value run.
How does URI compare to other Industrials stocks?
URI ranks #82 of 106 Industrials stocks in TickrTrends' coverage by discount to fair value.
Is URI overbought or oversold?
URI's 14-day RSI is in neutral territory - neither overbought nor oversold.
Does URI pay a dividend?
Yes. URI paid $7.70 per share over the last twelve months (4 payments), a 0.73% yield on TickrTrends' last price, and has raised the annual total for 2 consecutive years. The last ex-dividend date was 2026-08-12.
Does URI usually beat earnings estimates?
Over its last 8 reported quarters URI beat the consensus estimate 3 times and missed 5 times, by TickrTrends' comparison of reported and estimated EPS.
What do analysts say about URI?
Of 22 analysts covering URI, 16 rate it a buy, 5 a hold and 1 a sell - buy-leaning, with a consensus price target of $1260 (+19.3% versus TickrTrends' last price). This is the analyst consensus, not TickrTrends' Forward Fair Value verdict.
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