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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry
vs
history
Cash to Debt 0.02
URI's Cash to Debt is ranked lower than
67% of the 238 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 0.39 vs. URI: 0.02 )
URI' s 10-Year Cash to Debt Range
Min: 0.01   Max: 0.14
Current: 0.02

0.01
0.14
Equity to Asset 0.16
URI's Equity to Asset is ranked lower than
68% of the 240 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 0.44 vs. URI: 0.16 )
URI' s 10-Year Equity to Asset Range
Min: -0.01   Max: 0.38
Current: 0.16

-0.01
0.38
Interest Coverage 2.26
URI's Interest Coverage is ranked lower than
62% of the 173 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 9.92 vs. URI: 2.26 )
URI' s 10-Year Interest Coverage Range
Min: 0.49   Max: 3.36
Current: 2.26

0.49
3.36
F-Score: 7
Z-Score: 0.97
M-Score: -2.96
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry
vs
history
Operating margin (%) 21.76
URI's Operating margin (%) is ranked higher than
88% of the 239 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 7.86 vs. URI: 21.76 )
URI' s 10-Year Operating margin (%) Range
Min: -19.28   Max: 21.76
Current: 21.76

-19.28
21.76
Net-margin (%) 7.81
URI's Net-margin (%) is ranked higher than
76% of the 239 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 4.73 vs. URI: 7.81 )
URI' s 10-Year Net-margin (%) Range
Min: -21.55   Max: 9.93
Current: 7.81

-21.55
9.93
ROE (%) 21.17
URI's ROE (%) is ranked higher than
95% of the 239 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 8.11 vs. URI: 21.17 )
URI' s 10-Year ROE (%) Range
Min: -30.48   Max: 157.81
Current: 21.17

-30.48
157.81
ROA (%) 3.45
URI's ROA (%) is ranked higher than
68% of the 244 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 3.08 vs. URI: 3.45 )
URI' s 10-Year ROA (%) Range
Min: -16.8   Max: 6.32
Current: 3.45

-16.8
6.32
ROC (Joel Greenblatt) (%) 17.11
URI's ROC (Joel Greenblatt) (%) is ranked higher than
73% of the 241 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 11.41 vs. URI: 17.11 )
URI' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -18.5   Max: 76.28
Current: 17.11

-18.5
76.28
Revenue Growth (%) 8.00
URI's Revenue Growth (%) is ranked higher than
74% of the 169 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 5.80 vs. URI: 8.00 )
URI' s 10-Year Revenue Growth (%) Range
Min: -6.6   Max: 23.5
Current: 8

-6.6
23.5
EBITDA Growth (%) 24.10
URI's EBITDA Growth (%) is ranked higher than
87% of the 155 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 4.50 vs. URI: 24.10 )
URI' s 10-Year EBITDA Growth (%) Range
Min: -24.6   Max: 30.3
Current: 24.1

-24.6
30.3
» URI's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2013

URI Guru Trades in Q1 2013

Steven Cohen 1,132,454 sh (+974.74%)
Louis Moore Bacon 387,500 sh (+311.14%)
Pioneer Investments 263,900 sh (+72.48%)
Signature Select Canadian Fund 97,250 sh (+15.02%)
Ken Heebner 600,000 sh (unchged)
Louis Moore Bacon 100,000 sh (unchged)
Westport Asset Management 374,997 sh (unchged)
Chuck Royce Sold Out
Mario Gabelli 58,000 sh (-27.5%)
» More
Q2 2013

URI Guru Trades in Q2 2013

Jeremy Grantham 8,700 sh (New)
Caxton Associates 756,819 sh (New)
Paul Tudor Jones 4,500 sh (New)
Ray Dalio 5,000 sh (New)
Mario Gabelli 58,000 sh (unchged)
Louis Moore Bacon 100,000 sh (unchged)
Ken Heebner 600,000 sh (unchged)
Westport Asset Management 374,997 sh (unchged)
Louis Moore Bacon Sold Out
Pioneer Investments 254,100 sh (-3.71%)
Steven Cohen 77,929 sh (-93.12%)
» More
Q3 2013

URI Guru Trades in Q3 2013

John Keeley 36,890 sh (New)
Joel Greenblatt 79,200 sh (New)
Louis Moore Bacon 8,818 sh (New)
Ray Dalio 11,500 sh (+130%)
Steven Cohen 123,587 sh (+58.59%)
Jeremy Grantham 13,600 sh (+56.32%)
Mario Gabelli 58,000 sh (unchged)
Westport Asset Management 374,997 sh (unchged)
Ken Heebner 600,000 sh (unchged)
Paul Tudor Jones Sold Out
Caxton Associates Sold Out
Signature Select Canadian Fund 81,300 sh (-16.4%)
Pioneer Investments 130,778 sh (-48.53%)
» More
Q4 2013

URI Guru Trades in Q4 2013

Paul Tudor Jones 64,300 sh (New)
Louis Moore Bacon 53,983 sh (+512.19%)
Steven Cohen 164,180 sh (+32.85%)
Ray Dalio 11,800 sh (+2.61%)
John Keeley 37,820 sh (+2.52%)
Mario Gabelli 58,000 sh (unchged)
Ken Heebner 600,000 sh (unchged)
Joel Greenblatt Sold Out
Pioneer Investments 122,469 sh (-6.35%)
Westport Asset Management 333,759 sh (-11%)
Jeremy Grantham 10,900 sh (-19.85%)
» More
» Details

Insider Trades

Latest Guru Trades with URI

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Joel Greenblatt 2013-12-31 Sold Out 0.15%$55.98 - $77.87 $ 93.4740%0
Joel Greenblatt 2013-09-30 New Buy0.15%$49.99 - $59.62 $ 93.4768%79200
John Keeley 2013-09-30 New Buy0.04%$49.99 - $59.62 $ 93.4768%36890
Ray Dalio 2013-09-30 Add 130%$49.99 - $59.62 $ 93.4768%11500
Ray Dalio 2013-06-30 New Buy$46.26 - $59.52 $ 93.4776%5000
Mario Gabelli 2013-03-31 Reduce -27.5%0.01%$45.52 - $55.9 $ 93.4780%58000
John Paulson 2012-06-30 Sold Out 0.24%$31.18 - $46.36 $ 93.47143%0
John Paulson 2011-12-31 New Buy0.18%$15.86 - $30.31 $ 93.47275%834900
George Soros 2011-09-30 Sold Out 0.003%$13.11 - $26.62 $ 93.47383%0
George Soros 2011-06-30 New Buy$22.18 - $34.09 $ 93.47247%8400
Mario Gabelli 2011-03-31 Reduce -42.86%0.02%$22.75 - $33.18 $ 93.47220%80000
George Soros 2011-03-31 Sold Out $22.75 - $33.18 $ 93.47220%0
Premium More recent guru trades are included for Premium Members only!!
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Guru Investment Theses on United Rentals Inc

Westport Asset Management Comments on United Rentals Inc. - Apr 16, 2014

In this environment, the Westport Select Cap Fund continued to perform well. Several issues stood out on the upside with three adding one percentage point or more to performance. United Rentals, Inc. (URI), the country's largest equipment rental company, gained over 21% in the quarter, adding 126 basis points***. The company continues to benefit from the gradual improvement in non-residential construction and the continuing trend to rent versus buy decisions on the part of major customers.



From Westport Asset Management (Trades, Portfolio)'s Westport Select Cap Fund first quarter 2014 commentary.

Check out Westport Asset Management latest stock trades

Top Ranked Articles about United Rentals Inc

Westport Asset Management Comments on United Rentals Inc.
In this environment, the Westport Select Cap Fund continued to perform well. Several issues stood out on the upside with three adding one percentage point or more to performance. United Rentals, Inc. (URI), the country's largest equipment rental company, gained over 21% in the quarter, adding 126 basis points***. The company continues to benefit from the gradual improvement in non-residential construction and the continuing trend to rent versus buy decisions on the part of major customers. Read more...
Caxton Associates Cuts WSO, SKS, MS, URI
Caxton Associates’ recently updated portfolio lists 166 stocks, 99 of them new, with a total value of $1.90 billion and a quarter-over-quarter turnover of 32%. The portfolio is currently weighted with top three sectors: ETF, options, preferred at 34.7%, consumer cyclical at 17.6% and financial services at 14.2%. The stocks bought by Caxton averaged a return of 21.63% over 12 months. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 25.80
URI's P/E(ttm) is ranked lower than
57% of the 206 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 17.90 vs. URI: 25.80 )
URI' s 10-Year P/E(ttm) Range
Min: 5.55   Max: 2053.08
Current: 25.8

5.55
2053.08
P/B 4.90
URI's P/B is ranked lower than
77% of the 236 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.80 vs. URI: 4.90 )
URI' s 10-Year P/B Range
Min: 0.33   Max: 120.18
Current: 4.9

0.33
120.18
P/S 2.00
URI's P/S is ranked lower than
61% of the 244 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.13 vs. URI: 2.00 )
URI' s 10-Year P/S Range
Min: 0.07   Max: 2.03
Current: 2

0.07
2.03
EV-to-EBIT 14.90
URI's EV-to-EBIT is ranked higher than
63% of the 217 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 14.90 vs. URI: 14.90 )
URI' s 10-Year EV-to-EBIT Range
Min: 5.7   Max: 170.8
Current: 14.9

5.7
170.8
PEG 1.20
URI's PEG is ranked higher than
71% of the 110 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.83 vs. URI: 1.20 )
URI' s 10-Year PEG Range
Min: 0.15   Max: 5.74
Current: 1.2

0.15
5.74

Valuation & Return

vs
industry
vs
history
Price/DCF (Projected) 30.20
URI's Price/DCF (Projected) is ranked lower than
78% of the 92 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.40 vs. URI: 30.20 )
URI' s 10-Year Price/DCF (Projected) Range
Min: 14.45   Max: 40.28
Current: 30.2

14.45
40.28
Price/Median PS Value 3.00
URI's Price/Median PS Value is ranked lower than
77% of the 233 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.10 vs. URI: 3.00 )
URI' s 10-Year Price/Median PS Value Range
Min: 0.3   Max: 3.16
Current: 3

0.3
3.16
Earnings Yield (Greenblatt) 6.70
URI's Earnings Yield (Greenblatt) is ranked higher than
65% of the 227 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 6.80 vs. URI: 6.70 )
URI' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.6   Max: 17.5
Current: 6.7

0.6
17.5
Forward Rate of Return (Yacktman) -1.06
URI's Forward Rate of Return (Yacktman) is ranked higher than
63% of the 147 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 4.13 vs. URI: -1.06 )
URI' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -45   Max: 35.3
Current: -1.06

-45
35.3

Business Description

Industry: Consulting & Outsourcing » Rental & Leasing Services
Compare:BOX, TAL, HTZ, AYR, R » details
Traded in other countries:UR3.Germany
United Rentals, Inc. was incorporated in Delaware in 1997. The Company is a holding Company. The Company is an equipment rental company and its network consists of 529 rental locations in the United States, Canada and Mexico. The Company approximately 3,000 classes of equipment for rent to customers that include construction and industrial companies, manufacturers, utilities, municipalities, homeowners, and government entities. It serves four main end-markets in the North American equipment rental industry: commercial construction, infrastructure, industrial and residential. It has two reportable segments - general rentals and trench safety, power and HVAC. The general rentals segment includes the rental of construction, aerial, industrial and homeowner equipment and related services and activities. The general rentals segment's customers include construction and industrial companies, manufacturers, utilities, municipalities and homeowners. The general rentals segment comprises seven geographic regions-the Southwest, Gulf, Northwest, Southeast, Midwest, East, and the Northeast Canada-and operates throughout the United States and Canada. The trench safety, power and HVAC segment includes the rental of specialty construction products and related services. The trench safety, power and HVAC segment's customers include construction companies involved in infrastructure projects, municipalities and industrial companies. This segment operates throughout the United States and in Canada. Its main products and services are: Equipment Rental, Sales of Rental Equipment, New Equipment Sales, Contractor Supplies Sales, Service and Other Revenues. It markets products and services through multiple channels such as: Sales Force, National Account Program, E-Rentals and Advertising. Its competitors mainly include small, independent businesses with one or two rental locations; regional competitors which operate in one or more states; public companies or divisions of public companies that operate nationally or internationally; and equipment vendors and dealers who both sell and rent equipment directly to customers. Its operations are subject to numerous laws governing environmental protection and occupational health and safety matters.

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