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URIUnited Rentals, Inc.
$1031.99$64.2B
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  4. Financial Ratios

United Rentals, Inc. (URI) Financial Ratios

Latest Ratios: P/E Ratio 26.7x · EV/EBITDA 11.3x · ROE 28.4%. (1998–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

URI Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$64.2B$52.3B$46.9B$39.4B$25.2B$24.2B$16.9B$13.0B$8.6B$14.7B$9.3B
Enterprise Value$80.3B$68.3B$61.2B$51.7B$37.3B$34.6B$27.1B$25.0B$20.3B$23.8B$16.7B
P/E Ratio →26.7320.9618.2116.2511.9817.4619.0111.047.8110.9316.37
P/S Ratio3.993.253.062.752.172.491.981.391.062.221.61
P/B Ratio7.435.835.444.853.574.043.723.382.524.745.62
P/FCF97.0378.98111.9262.1433.9549.2811.2819.2315.2343.1515.10
P/OCF12.3810.0710.328.385.696.566.364.293.006.604.75

P/E links to full P/E history page with 30-year chart

URI EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—4.243.993.613.213.563.182.682.523.582.91
EV / EBITDA11.339.648.787.796.858.107.135.955.497.916.20
EV / EBIT20.1916.8515.0113.4411.5015.2215.0011.5810.3616.3012.68
EV / FCF—103.17146.1281.5450.2670.3918.0837.1636.0669.8027.28

URI Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin35.4%35.4%37.2%37.6%39.8%36.0%33.2%34.9%38.0%38.1%37.8%
Operating Margin24.7%24.7%26.5%26.9%27.8%23.6%21.7%23.2%25.1%24.5%25.3%
Net Profit Margin15.5%15.5%16.8%16.9%18.1%14.3%10.4%12.6%13.6%20.3%9.8%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE28.4%28.4%30.7%31.9%32.3%26.3%21.3%32.5%33.7%56.6%36.2%
ROA8.6%8.6%9.6%9.7%9.5%7.3%4.8%6.3%6.6%10.0%4.7%
ROIC12.4%12.4%14.1%14.6%13.6%11.1%9.1%10.5%11.1%11.4%11.8%
ROCE15.6%15.6%17.4%17.6%16.4%13.6%11.3%13.2%13.7%13.4%13.5%

URI Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity1.841.841.721.561.731.752.293.173.453.044.73
Debt / EBITDA2.332.332.121.912.242.462.742.883.183.142.88
Net Debt / Equity—1.791.661.511.721.732.253.163.442.934.54
Net Debt / EBITDA2.262.262.061.852.222.432.682.873.173.022.77
Debt / FCF—24.2034.2119.4016.3121.116.8017.9320.8326.6512.18
Interest Coverage5.665.665.906.067.305.352.703.344.073.152.59

URI Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.940.940.980.811.110.831.070.840.831.061.15
Quick Ratio0.880.880.920.751.020.761.000.780.781.021.09
Cash Ratio0.120.120.140.100.040.060.110.020.020.210.26
Asset Turnover—0.540.540.560.480.480.480.490.440.440.48
Inventory Turnover43.3043.3048.1643.6630.2237.9345.5850.7345.7954.8452.72
Days Sales Outstanding—56.9157.3256.9262.8363.1156.4461.7170.0867.7758.28

URI Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield0.7%0.9%0.9%1.0%———————
Payout Ratio18.6%18.6%16.9%16.7%———————

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield3.7%4.8%5.5%6.2%8.3%5.7%5.3%9.1%12.8%9.2%6.1%
FCF Yield1.0%1.3%0.9%1.6%2.9%2.0%8.9%5.2%6.6%2.3%6.6%
Buyback Yield3.1%3.8%3.4%2.7%4.2%0.1%1.7%6.7%9.5%0.4%5.7%
Total Shareholder Yield3.8%4.7%4.3%3.7%4.2%0.1%1.7%6.7%9.5%0.4%5.7%
Shares Outstanding—$65M$67M$69M$71M$73M$73M$78M$84M$86M$88M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStrong
Balance SheetMixed
Cash FlowStable
Top Statement Risk

Cyclical end-market exposure

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Margin Expansion Masks Core Earnings Quality

Gross margin improved to 39.3% in 2026Q2 from 36.1% a year earlier, as per the latest quarterly data, but operating margin gains appear driven by one-off gains on equipment sales, warranting scrutiny.

The reported gross margin of 39.3% in 2026Q2 represents a 320 basis point improvement year-over-year, yet the operating margin of 25.8% only rose 40 basis points, suggesting that the gross margin gain may be partially offset by higher SG&A or other costs. The net margin of 17.1% is the highest in the ten-quarter series, but the EPS miss against estimates indicates that street models may not fully capture the cost structure. Investors should monitor whether the margin expansion is sustainable through rental rate increases and specialty mix, or if it is inflated by used equipment gains that are not core to the rental business.

ROIC Stagnates Despite Revenue Acceleration

ROIC has remained range-bound between 2.7% and 3.8% over the last ten quarters, as reported in the financial statements, indicating that aggressive fleet investment is not yet translating into higher returns on capital.

Despite revenue growth accelerating to 11.8% in 2026Q2, ROIC of 3.5% is only marginally above the 3.1% seen in 2024Q1, suggesting that the incremental capital deployed into the fleet is generating returns that are roughly in line with the cost of capital. The asset turnover of 0.14x is stable, implying that the return stagnation is driven by margin pressure rather than efficiency gains. This may indicate that the mega-project demand is absorbing capital without commensurate pricing power, and investors should watch for any improvement in ROIC as the fleet matures and utilization peaks.

Working Capital Efficiency Improves on DPO Gains

The cash conversion cycle shortened to 19 days in 2026Q2 from 29 days a year earlier, as per the quarterly data, driven by a 13-day increase in days payable outstanding, suggesting improved supplier leverage.

The reduction in CCC from 29 days in 2025Q2 to 19 days in 2026Q2 is primarily due to DPO rising from 45 to 46 days, while DSO remained flat at 55 days. This indicates that URI is stretching its payables without sacrificing receivables collection, which may reflect its scale and bargaining power with suppliers. However, the negative free cash flow margin of -5.9% in 2026Q2, despite the improved CCC, highlights that working capital efficiency is not sufficient to offset the heavy capex cycle. The DIO of 9 days is minimal, as expected for a rental company, but the inventory dependence is low, making the quick ratio of 0.70 a more relevant liquidity measure.

Leverage Creeps Higher Despite Strong Cash Flow

Debt-to-EBITDA rose to 7.86x in 2026Q2 from 8.06x a year earlier, as per the balance sheet data, while interest coverage improved to 6.66x, indicating that debt service remains manageable but leverage is elevated.

The D/E ratio of 1.67 in 2026Q2 is slightly above the 1.60 seen in 2025Q2, reflecting the $15.4B total debt used to fund fleet expansion. However, the interest coverage of 6.66x is the highest in the series, up from 5.91x a year ago, suggesting that EBITDA growth is outpacing interest expense. The D/EBITDA of 7.86x is high for an industrial company, but it is typical for rental businesses with large asset bases. The reported D/E of 1.84 in 2025Q4 appears anomalous and may indicate a data discrepancy, but the overall trend suggests that URI is comfortable carrying leverage to fund growth, with coverage ratios providing a cushion.

Thin Cash Buffer Raises Stress Concerns

The current ratio of 0.76 in 2026Q2, as reported in the financial statements, indicates that current liabilities exceed current assets, with cash down to $112M from $548M a year earlier, suggesting limited liquidity headroom.

The current ratio has deteriorated from 0.98 in 2024Q4 to 0.76 in 2026Q2, and the quick ratio of 0.70 is only slightly better, reflecting the low inventory levels typical of a rental business. The cash balance of $112M is minimal relative to the $15.4B debt load, and the negative free cash flow in 2026Q2 suggests that URI is relying on external financing to cover its capex. While the company has historically demonstrated the ability to harvest cash in downturns by cutting capex, the current thin liquidity position may leave it vulnerable to a sudden demand shock. Investors should monitor whether URI can maintain access to credit markets if the cycle turns.

P/E Misleads on Cyclical Rental Model

The P/E of 28.37, as per the valuation data, is often misapplied to URI because it fails to account for the non-cash depreciation and used equipment gains that distort net income, making EV/EBITDA a more reliable metric.

The P/E ratio is commonly used for URI, but it is misleading because the company's earnings are heavily influenced by depreciation assumptions and gains on sale of rental equipment, which are not core to the rental operations. The EV/EBITDA of 11.89 is more appropriate as it normalizes for these non-cash items and provides a clearer picture of the underlying cash-generating ability. Additionally, the P/FCF of 102.98 is distorted by the lumpy capex cycle, so investors should use a normalized free cash flow yield that smooths out fleet investment cycles. The forward P/E of 22.30 implies a deceleration in earnings growth, which may not capture the potential for margin expansion from the specialty segment.

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URI — Frequently Asked Questions

Quick answers to the most common questions about buying URI stock.

What is United Rentals, Inc.'s P/E ratio?

United Rentals, Inc.'s current P/E ratio is 26.7x. The historical average is 24.3x. This places it at the 91th percentile of its historical range.

What is United Rentals, Inc.'s EV/EBITDA?

United Rentals, Inc.'s current EV/EBITDA is 11.3x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 6.4x.

What is United Rentals, Inc.'s ROE?

United Rentals, Inc.'s return on equity (ROE) is 28.4%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 32.5%.

Is URI stock overvalued?

Based on historical data, United Rentals, Inc. is trading at a P/E of 26.7x. This is at the 91th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is United Rentals, Inc.'s dividend yield?

United Rentals, Inc.'s current dividend yield is 0.70% with a payout ratio of 18.6%.

What are United Rentals, Inc.'s profit margins?

United Rentals, Inc. has 35.4% gross margin and 24.7% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does United Rentals, Inc. have?

United Rentals, Inc.'s Debt/EBITDA ratio is 2.3x, indicating moderate leverage. A ratio between 2-4x is manageable but warrants monitoring.