Added to YB: 2025-02-26
Pitch date: 2025-02-24
AHT.L [bullish]
Sunbelt Rentals Holdings, Inc.
+0.54%
current return
Author Info
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Company Info
Sunbelt Rentals Holdings, Inc., together with its subsidiaries, engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada.
Market Cap
$26.9B
Pitch Price
$47.04
Price Target
N/A
Dividend
1.68%
EV/EBITDA
7.50
P/E
20.07
EV/Sales
3.41
Sector
Trading Companies and Distributors
Category
growth
AHT: Going against the tide
AHT.L: Equipment rental co. focusing on small-mid contracts, clustering strategy. 89% rental rev, 40% construction exposure. $17B fleet, targeting 6-9% growth. Specialty segment potential. 15% ROI on acquisitions. Challenges: delivery performance drop, CEO pay controversy. Buy at current valuation; est. 10% long-term TSR (8% growth + 2% shareholder return).
Read full article (10 min)