URIUnited Rentals

$1,056.81+13% 1Y

$1,056.81

$709.0152 weeks$1.2K

Is the business good?

Mixed

The checks split: earnings fully cash-backed (1.7×), but margins compressing.

1 good, 1 to watch, 2 neutral

Fundamental health (F-score)4 / 9SEC EDGAR · Dec 31, 2025

Mixed fundamental signals. Nine pass/fail tests of year-over-year health from the filings.

Profits arrive as cash1.75×derived · Mar 31, 2026

Operating profit is fully backed by cash. Conversion is improving vs a year ago.

Margin direction, 3 years−2.7 pts

Negative operating leverage, costs are rising faster than sales, squeezing margins as it grows.

Where ROE comes from8% ROA

Margin-driven, fat margins on slower asset turns. ROE 28% = margin × turnover × leverage.

Unless marked, from derived.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

Leverage (Debt/EBITDA)middle of the market

Where this answer is blind. The F-score rewards improvement, so an already-elite company can score mid-pack.

United Rentals earns 14% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.

14%

Return on invested capital · cost of capital 9.0% · 5.1 points above what the capital costs: growth creates value

Operating margin: 25%
Operating margin · Rental & Leasing Services median 8.0% · 12 months to Q1 2026
Cash conversion: 1.75×
Cash conversion · 1.63× a year ago · operating cash flow covers the operating profit after tax
Share count, year on year: −3.7%
Share count, year on year · bought back, each share owns more of the company

Details›

Gross margin12 months to Q1 2026: 38%
Operating margin12 months to Q1 2026: 25%
Net margin12 months to Q1 2026: 15%
Revenue, trailing twelve months: $16.4B
Net income, trailing twelve months: $2.51B
Return on invested capitaloperating profit after tax ÷ debt + equity − cash: 14%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion is operating cash flow over operating profit after tax.

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