United Rentals, Inc.
URI
Market Cap$43.71B
Close$
Earnings Call Q1 2025
April 24, 2025 - AI Summary
Strong First Quarter Performance: United Rentals reported a 6.7% year-over-year revenue growth to $3.7 billion, with rental revenue increasing 7.4% to $3.1 billion, both achieving first-quarter records. Adjusted EBITDA reached $1.7 billion, representing a nearly 45% margin, and adjusted EPS was $8.86.
Specialty Rental Growth: Specialty rental revenue saw a significant 22% year-over-year growth, indicating robust demand for specialty services. The company opened eight specialty cold starts in Q1 and anticipates at least 50 openings throughout the year, reaffirming confidence in sustained double-digit growth in this segment.
Guidance Reaffirmation: United Rentals has reaffirmed its 2025 guidance, indicating confidence in continued profitable growth. Management highlighted positive momentum from customer demand, especially for large projects, further supported by a healthy outlook from customers despite macroeconomic uncertainties.
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$163.44
77.4% downside
Current Fair Value
77.4% downsideOvervalued by 77.4% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $43.71 Billion |
|---|---|
| Enterprise Value | $57.16 Billion |
| Dividend Yield | $5.05 (0.751041046995836%) |
| Earnings per Share | $38.82 |
| Beta | 1.7 |
| Outstanding Shares | 65,334,999 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 17.22 |
|---|---|
| PEG | -388.91 |
| Price to Sales | 3.03 |
| Price to Book Ratio | 5.39 |
| Enterprise Value to Revenue | 3.67 |
| Enterprise Value to EBIT | 13.96 |
| Enterprise Value to Net Income | 22 |
| Total Debt to Enterprise | 0.24 |
| Debt to Equity | 1.59 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About United Rentals, Inc.
18,800 employees
CEO: Matthew Flannery United Rentals, Inc. is the largest equipment rental company in the world. The company has an integrated network of 1,169 rental locations in North America and 11 in Europe. In North America, the company operates in 49 states and every C...