URI
Status-Quo-PlayerUnited Rentals
$779.53
+0.97%
as of 13 Apr
Power Core
The moat in one sentence: United Rentals' power core is the self-reinforcing combination of unmatched fleet density, national branch network logistics, and data-driven pricing optimization that converts scale into both availability and margin.
Direction of Movement
Structural Tailwinds Layered on Compounding Advantages
ROC 200
+6.3%
URI
United Rentals
$779.53
+0.97%
as of 13 Apr
DCF Fair Value: $55.35
mOS zones are proprietary L17X overlays and do not constitute trading signals or investment advice.
Company Profile
United Rentals, Inc. is the world's largest equipment rental company, operating an extensive network of rental locations primarily in North America and Europe. It specializes in renting a diverse fleet that includes construction equipment, aerial platforms, forklifts, excavators, trucks, power generators, and various materials handling tools. The company structures its business into General Rentals and Specialty segments: General Rentals provides construction, aerial, and industrial equipment along with general tools and light equipment; Specialty Rentals offers trench safety equipment, power and HVAC systems, fluid solutions, mobile storage, and modular office space. United Rentals serves general industrial, commercial construction, and residential construction sectors, acting as a one-stop shop by bundling specialty capabilities with core rentals to deliver comprehensive solutions. Founded in 1997 and headquartered in Stamford, Connecticut, it supports local and national accounts through nearly 1,600 locations in North America and over 100 abroad, maintaining a significant presence in a fragmented market.
Sector
Industrials
Industry
Rental & Leasing Services
Employees
28,500