Added to YB: 2025-07-23
Pitch date: 2025-06-04
HRI [bullish]
Herc Holdings Inc.
+30.24%
current return
Author Info
No bio for this author
Company Info
Herc Holdings Inc., together with its subsidiaries, operates as an equipment rental supplier in the United States and internationally.
Market Cap
$4.5B
Pitch Price
$117.76
Price Target
N/A
Dividend
2.05%
EV/EBITDA
14.31
P/E
-59.32
EV/Sales
3.46
Sector
Trading Companies and Distributors
Category
growth
Herc Holdings Inc. - $HRI
HRI: #3 in equipment rentals (6% mkt share), acquired H&E. Industry improving post-GFC via consolidation, Rouse Analytics pricing, tech adoption. 8x FY26 PE w/MSD+ organic growth & margin expansion. Resilient in recession (diversified end markets, 2/3 variable costs). M&A accretive at 3.5-4.5x post-synergy. Catalysts: H&E synergies, local demand, mega projects.
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