Professional
Added to YB: 2025-04-07
Pitch date: 2025-04-02
URI [bullish]
United Rentals, Inc.
+46.97%
current return
Author Info
No bio for this author
Company Info
United Rentals, Inc., through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand.
Market Cap
$54.4B
Pitch Price
$598.89
Price Target
N/A
Dividend
0.91%
EV/EBITDA
14.16
P/E
22.36
EV/Sales
4.32
Sector
Trading Companies and Distributors
Category
growth
Vltava Fund Portfolio new position: United Rentals, Inc.
URI (new position): World's largest equipment rental co. 15% US market share, $15B sales. 50% industrial, 50% non-residential construction. Growing via acquisitions. Strong FCF, high ROE, efficient capital allocation. Long-term potential from industry consolidation, customer preference for rentals. Not a quick win, but solid long-term investment.
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