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United Rentals, Inc. (URI) Stock Analysis

Range Bound setup

SellVALUE-TRAP 2/5High Confidence

Industrials · Rental & Leasing Services

Sell if holding. At $944.57, A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 3.3%; Sector modifier (Industrials): -0.7.

United Rentals is the largest equipment rental company in the world with 1,768 locations in the US, Canada, and internationally, generating $16.1B in 2025 revenue across general rentals and specialty (trench safety, power/HVAC, fluid solutions) segments. Equipment rental... Read more

$944.57+3.3% A.UpsideScore 5.0/10#10 of 16 Rental & Leasing Services
QualityF-score7 / 9FCF yield3.16%
IncomeYield0.83%Payout18.76%sustainable
Stop $889.19Target $975.83(analyst − 10%)A.R:R 0.2:1
Analyst target$1084.25+14.8%20 analysts
$975.83our TP
$944.57price
$1084.25mean
$715
$1550

Sell if holding. At $944.57, A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 3.3%; Sector modifier (Industrials): -0.7. Chart setup: RSI 46 mid-range, Bollinger mid-band. Score 5.0/10, high confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 64d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

Recent Developments — United Rentals, Inc.

Generated 2026-05-20T20:21:22Z.

Thesis

Rewards
No bull case signals
Risks
Thin upside margin: 3.3%
Sector modifier (Industrials): -0.7
Leverage penalty (D/E 1.7): -1.0

Key Metrics

P/E (TTM)24.2
P/E (Fwd)17.5
Mkt Cap$59.2B
EV/EBITDA16.3
Profit Mgn15.3%
ROE28.2%
Rev Growth7.2%
Beta1.83
Dividend0.83%
Rating analysts27

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C1.25bearish
IV43%normal
Max Pain$900-4.7% vs spot

Concentration Risks(10-K Item 1A)

  • LOWSupplierlargest supplier11%
    10-K Item 1: 'Largest supplier percent of capital expenditures| 11%'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Obv
1.0
Volume
2.8
Rsi
5.5
Ma Position
9.0
Volume distribution (falling OBV)Above 200-day MA

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Earnings Growth
3.3
Revenue Growth
4.3
GatesMomentum 3.7<4.5A.R:R 0.2 < 1.5@spotInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 64d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
46 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $799.61Resistance $999.06

Price Targets

$889
$976
A.Upside+3.3%
A.R:R0.2:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Momentum score 3.7/10 — below 4.5 minimum
! Reward/Risk 0.2:1 at current price — below 1.5:1 minimum

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-22 (64d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is URI stock a buy right now?

Sell if holding. At $944.57, A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 3.3%; Sector modifier (Industrials): -0.7. Chart setup: RSI 46 mid-range, Bollinger mid-band. Prior stop was $889.19. Score 5.0/10, high confidence.

What is the URI stock price target?

Take-profit target: $975.83 (+3.3% upside). Prior stop was $889.19. Stop-loss: $889.19.

What are the risks of investing in URI?

Thin upside margin: 3.3%; Sector modifier (Industrials): -0.7; Leverage penalty (D/E 1.7): -1.0.

Is URI overvalued or undervalued?

United Rentals, Inc. trades at a P/E of 24.2 (forward 17.5). TrendMatrix value score: 5.5/10. Verdict: Sell.

What do analysts say about URI?

27 analysts cover URI with a consensus score of 3.9/5. Average price target: $1084.

What does United Rentals, Inc. do?United Rentals is the largest equipment rental company in the world with 1,768 locations in the US, Canada, and...

United Rentals is the largest equipment rental company in the world with 1,768 locations in the US, Canada, and internationally, generating $16.1B in 2025 revenue across general rentals and specialty (trench safety, power/HVAC, fluid solutions) segments. Equipment rental represents 86% of total revenues; largest customer is 1% and top-10 customers are 5% of revenues, reflecting high diversification.

Related stocks: AER (AerCap Holdings N.V.) · EQPT (EquipmentShare.com Inc) · GATX (GATX Corporation) · SUNB (Sunbelt Rentals Holdings, Inc.) · R (Ryder System, Inc.)