Professional
Added to YB: 2024-12-17
Pitch date: 2024-09-30
URI [bullish]
United Rentals, Inc.
+2.23%
current return
Author Info
No bio for this author
Company Info
United Rentals, Inc., through its subsidiaries, operates as an equipment rental company. It operates in two segments, General Rentals and Specialty.
Market Cap
$51.9B
Pitch Price
$800.45
Price Target
967.00 (+18%)
Dividend
0.88%
EV/EBITDA
13.51
P/E
20.99
EV/Sales
4.16
Sector
Trading Companies and Distributors
Category
growth
Qualivian Investment Partners Investment Thesis: United Rentals, Inc.
URI: Market leader (15% share) in equipment rental. Emerging oligopoly w/ scale advantages. Less cyclical due to rental penetration & gov spending. 12% 5yr CAGR rev/EBITDA, 25% EPS. Low-mid teens EPS growth potential. 15.1x NTM P/E. 14.4-19.4% 3yr expected return. M&A & buybacks. 1.6x D/EBITDA.
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