United Rentals, Inc. (URI)
NYSE · Industrials · market cap 62.38B
Share price
$1175.71
At the last nightly close
Intrinsic value
$262.35
Range $236.35 – $922.88 before any credit for growth. The figure above is $236.35 × 1.11, the credit the franchise record earns.
Margin of safety
-77.7%
($262.35 − $1175.71) ÷ $1175.71
EV / EBIT
50.6
On the median operating profit of 15 fiscal years through 2025.
How these numbers are computed
The valuations are calculated in Python from filed accounts, not written by a language model. Three methods run side by side: earnings power value, which capitalises a normalised operating profit; a free-cash-flow model; and the Graham Number as an asset-side cross-check. The conservative figure above starts from the lower of the first two; the Graham Number never enters it.
The frame gives no credit for growth unless the company has earned it: only a return on invested capital that has beaten the cost of capital year after year earns a growth credit, and that credit is capped. A company that compounds will therefore usually read as expensive against it — that is deliberate. It is a price-discipline floor, not a price target, and it is not a view on what the shares will do.
The EV/EBIT ranking uses the median operating profit of up to fifteen fiscal years — a full cycle — where the free screeners use the last twelve months. When the data cannot support a method, the figure reads n/a rather than a number: a free-cash-flow valuation on a bank, a PEG on erratic earnings, a multiple on a company with no operating profit to speak of.
Fundamentals from SEC EDGAR. Prices, market data and technicals from yfinance. Valuation computed 2026-10-26.
Key metrics
Market position
Annual financials
| Period | Revenue | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|
| 2025-FY | 16.10B | 3.97B | 2.49B | 38.71 | 662.0M |
| 2024-FY | 15.35B | 4.07B | 2.58B | 38.82 | 419.0M |
| 2023-FY | 14.33B | 3.85B | 2.42B | 35.40 | 634.0M |
| 2022-FY | 11.64B | 3.23B | 2.10B | 29.77 | 743.0M |
| 2021-FY | 9.72B | 2.28B | 1.39B | 19.04 | 491.0M |
Filed figures from SEC EDGAR, in the reporting currency.
Next earnings
Recent news
- Why Is United Rentals (URI) Stock Rocketing Higher Todayfinance.yahoo.com
- United Rentals (URI) Earnings Date and Reports 2026marketbeat.com
- UNITED RENTALS ($URI) Releases Q1 2026 Earnings, Stock Rises | Quiver Quantitativequiverquant.com
- United Rentals (URI) Stock Price & Overviewstockanalysis.com
- United Rentals (URI) Latest News & Stock Updates - Page 1public.com
Headlines link to their source. Sperio does not republish article text.
The figures above are the arithmetic. To see what a board of eight AI agents makes of them — macro, sector, filings, news and a devil's advocate whose only job is to attack the thesis — run the full analysis on URI.
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This page presents computed figures and filed financial data for information only. It is not investment advice, not a recommendation to buy or sell any security, and not a statement about what these shares will do. Sperio is a research tool, not an investment adviser. Figures are derived automatically from public filings and market data and may be incomplete, out of date or wrong. See the Terms & Disclaimer.