United Rentals (URI) Buy, Sell or Hold

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United Rentals (URI)

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1,079.10

+2.29 (0.21%)

as of Jun 18, 2026, 8:25:32 pm Market Open.

45 watching

Investor Insights

Jun 20, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

United Rentals (URI) is currently experiencing a drawdown similar to many stocks in the current market, having recently reached all-time highs in October. Despite this volatility, experts suggest that the company remains a solid investment. The management is noted for its effective operations across various market conditions, with a history of increasing dividends and share repurchases, contributing to its competitive edge. Recent earnings reports indicated revenues surpassing estimates, although earnings per share (EPS) fell slightly short; however, this is not seen as a major concern. Analysts acknowledge potential exposure to broad economic slowdowns but highlight that the company’s valuation and the ongoing AI infrastructure investments provide some support in the near term.

Consensus

Positive

Valuation

Fair Value

Similar

SNA, Snap-on

PAST TOP PICK

(A Top Pick Sep 18/19, Up 43%) Low multiple. Strong free cash flow, around 12%. The US needs to spend money on its infrastructure. We may hear about it during the election, and this would benefit the company directly.

TOP PICK

Economically sensitive, so it's volatile. Largest construction rental company in the US. Lots of opportunity, as only 50% of construction equipment is leased. Not expensive. Well positioned, fundamentally strong. Good time to buy. No dividend. (Analysts’ price target is $180.00)

HOLD

Lots or runway here. Low multiple, great cash flow. Will benefit from much needed infrastructure spending in the US.

BUY

They rent equipment to large companies. If the issue of virus transmission in this equipment arose, he's confident URI would take safety steps, like sanitizing their machines regularly. It's a very good company. Infrastructure will rise as a priority for governments who will want to get people back to work, so this is a benefit for URI. They have great free cash flow, another plus.

BUY

How do you know when to buy a falling stock? It's tricky, but he'd rather buy it on the way up than down. He wants some certainty. After a stock bottoms and starts to move up, he buys. He likes this stock. Great cash flow and trades under 10x earnings. URI has a good future. Outside North America, countries prefer renting, not buying capital equipment. This bodes well for URI.

BUY

They have a lot of runway ahead with pricing power. In North America, 53% of equipment is rented; Japan and Europe that's 80%. URI is still cheap. He targets $21/share this year.

HOLD

Volatile recently. Small caps tend to have higher betas. Last night's report was very strong. But not a good story over time. Investors haven't built up the confidence to bid it up. He believes in it over time. Paying off debt. Industry has pricing power. Infrastructure in US desperately needs repair. But don't concentrate your portfolio in this one, or companies like this.

TOP PICK

It's had a rough ride and should be worth a lot more. They are the biggest renters of heavy construction equiopment. free cash flow and have priving power. Revenues were up 14% year over year. Be patient and this will pay off. (Analysts’ price target is $161.94)

DON'T BUY

It's good to own when there's capex spending, which is why URI has been under pressure for the past year. URI also has a lot of debt. Can they service that debt? He's on the sidelines for now. Wait for it to bottom.

DON'T BUY

Doesn't own the stock, but rather its high-yield bond, and they're in bonds because they carry a lot of debt. Debt is 60% of enterprise value, and they pay no dividend, but managers have done well growing through acquisition. URI is tied to US construction which has been strong. They keep increasing debt in order to grow. It's too risky. They need to pay down debt and pay a dividend at some point.

PAST TOP PICK

(A Top Pick Apr 25/18, Down 14.2%) He expects $20/share in earnings. It's a growing company with pricing power. It's a play on infrastructure expansion, which might happen in the U.S. He believes in it.

PAST TOP PICK

(A Top Pick Jan 31/18, Down 29%) It is a proxy for the broad US economy and also for the cycle itself. We will have to see if the numbers re-accelerate.

DON'T BUY

A great cyclical and the first to add GPS to track their equipment. This created a good partnership with contractors. However, he feels we are near the end of the cycle, so is not excited to own it. It is a great name, but it is not the right time.

BUY

Volatile and leveraged. Also very acquisitive, which maybe why it's under pressure. But now is an opportunity to buy this. He likes URI. Good fundamentals and pricing is firm.

WEAK BUY

It should be a great stage in the cycle for them. They rent out large building machinery. The recent move down is digesting some recent purchases. Take a position here, but they carry a lot of debt too. Edge in a bit.

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