URI vs SUNB vs AER
161 measures in 16 categories, one definition each, computed from filings and market data.
URI58.2
United Rentals, Inc.
Industrials · Rental & Leasing Services
$1,029.64 −1.69%$64.1B mkt cap
Score DNA
SUNB50.8
Sunbelt Rentals Holdings Inc
Industrials · Rental & Leasing Services
$76.02 −0.59%$31.2B mkt cap
Score DNA
AER49.8
AerCap Holdings N.V.
Industrials · Rental & Leasing Services
$145.69 −0.14%$22.9B mkt cap
Score DNA
Price, rebased to 100 three years ago
URI SUNB AER · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | URI | SUNB | AER |
|---|---|---|---|
| Insider open-market buys, 180d | 0 | 1 | 0 |
| Insider $ bought, 180d | — | $0.00M | — |
| Congress purchases, 180d | 5 | 0 | 1 |
| Last Congress purchase | 2026-06-05 | — | 2026-03-30 |
| 13F net change in holders | +133 | +89 | — |
| ETFs adding shares, 30d | 1,239 | 470 | 706 |
| ETFs trimming, 30d | 991 | 398 | 499 |
| Net ETF funds, 30d | +248 | +72 | +207 |
Valuation
16 measures| Measure | URI | SUNB | AER |
|---|---|---|---|
| P/E (TTM) | 24.3x
50th
|
46.9x
60th
|
6.7x
0th
|
| PEG (P/E ÷ 3-yr EPS CAGR) | 3.16
75th
|
— | 0.15
0th
|
| Price / sales | 3.8x
88th
|
5.3x
94th
|
2.8x
69th
|
| Price / book | 6.9x
100th
|
4.2x
92nd
|
1.2x
8th
|
| Price / tangible book | 49.3x
100th
|
9.1x
88th
|
1.4x
0th
|
| Price / free cash flow | 101.4x
67th
|
19.2x
44th
|
577.1x
78th
|
| Price / operating cash flow | 11.2x
93rd
|
17.4x
100th
|
4.2x
40th
|
| Enterprise value | $79.4B
100th
|
$43.8B
88th
|
$63.9B
94th
|
| EV / sales | 4.7x
75th
|
7.5x
81st
|
7.7x
88th
|
| EV / EBITDA | 11.7x
73rd
|
19.2x
100th
|
9.5x
40th
|
| EV / EBIT | 18.7x
20th
|
39.5x
93rd
|
15.5x
7th
|
| EV / free cash flow | 125.6x
71st
|
27.0x
57th
|
1,609.7x
100th
|
| Earnings yield | 4.1%
69th
|
2.1%
62nd
|
15.0%
100th
|
| FCF yield | 1.0%
57th
|
5.2%
71st
|
0.2%
50th
|
| Operating cash flow yield | 9.0%
12th
|
5.7%
6th
|
23.7%
62nd
|
| Graham number (per share) | $367.90
100th
|
$25.24
30th
|
$238.82
90th
|
Profitability (TTM)
12 measures| Measure | URI | SUNB | AER |
|---|---|---|---|
| Gross margin | 37.1%
47th
|
44.6%
53rd
|
59.9%
100th
|
| EBITDA margin | 40.2%
75th
|
38.8%
69th
|
80.9%
100th
|
| Operating margin | 24.8%
75th
|
19.8%
62nd
|
45.9%
100th
|
| EBIT margin | 25.2%
81st
|
18.9%
69th
|
49.6%
100th
|
| Net margin | 15.7%
81st
|
11.3%
69th
|
41.4%
100th
|
| NOPAT margin | 18.6%
81st
|
14.5%
56th
|
40.0%
100th
|
| FCF margin | 3.8%
69th
|
27.6%
100th
|
0.5%
56th
|
| Operating cash flow margin | 34.1%
81st
|
30.5%
69th
|
65.3%
100th
|
| R&D / revenue | 0.0%
0th
|
0.0%
0th
|
0.0%
0th
|
| SG&A / revenue | 11.6%
38th
|
15.3%
69th
|
6.7%
12th
|
| Stock comp / revenue | 0.8%
69th
|
1.1%
81st
|
1.7%
94th
|
| Effective tax rate | 25.0%
62nd
|
26.8%
75th
|
12.9%
12th
|
Returns on capital
11 measures| Measure | URI | SUNB | AER |
|---|---|---|---|
| ROE (on average equity) | 28.9%
100th
|
8.9%
54th
|
19.3%
92nd
|
| ROA | 8.7%
100th
|
2.8%
75th
|
4.8%
88th
|
| ROIC | 12.8%
100th
|
4.2%
44th
|
5.6%
56th
|
| ROCE | 15.9%
100th
|
5.3%
56th
|
6.2%
75th
|
| Return on tangible assets | 14.0%
100th
|
4.7%
56th
|
5.7%
88th
|
| Cash ROIC (OCF / invested capital) | 23.4%
100th
|
8.9%
44th
|
9.1%
50th
|
| Gross profitability (GP / assets) | 19.9%
88th
|
6.5%
25th
|
6.2%
19th
|
| ROIC, 3-yr average | 10.3%
100th
|
— | 5.1%
80th
|
| ROIC, 5-yr average | 12.0%
100th
|
— | 3.5%
40th
|
| ROE, 5-yr average | 29.5%
100th
|
— | 10.6%
22nd
|
| Incremental ROIC | 109.6%
87th
|
— | -64.8%
40th
|
Growth
17 measures| Measure | URI | SUNB | AER |
|---|---|---|---|
| Revenue growth (TTM YoY) | 6.9%
73rd
|
— | 3.0%
40th
|
| Revenue growth (QoQ) | 10.7%
38th
|
13.1%
56th
|
-4.0%
0th
|
| Revenue CAGR, 3 yr | 8.5%
57th
|
— | 5.9%
50th
|
| Revenue CAGR, 5 yr | 13.8%
73rd
|
— | 13.8%
64th
|
| Gross profit CAGR, 3 yr | 6.8%
71st
|
— | 5.5%
57th
|
| Operating income CAGR, 3 yr | 4.8%
77th
|
— | 4.2%
69th
|
| Net income growth (TTM YoY) | 4.0%
62nd
|
— | 60.8%
88th
|
| Net income CAGR, 3 yr | 4.9%
56th
|
— | 26.3%
89th
|
| EPS growth (TTM YoY) | 6.2%
50th
|
— | 94.1%
100th
|
| EPS CAGR, 3 yr | 7.7%
67th
|
— | 45.5%
100th
|
| EPS CAGR, 5 yr | 24.7%
80th
|
— | — |
| FCF growth (TTM YoY) | 4.3%
50th
|
— | — |
| FCF CAGR, 3 yr | 51.7% | — | -60.5% |
| Operating cash flow CAGR, 3 yr | 7.5%
67th
|
— | 1.4%
50th
|
| Book value CAGR, 3 yr | 10.4%
70th
|
— | 20.6%
100th
|
| Dividend CAGR, 3 yr | 4.7%
67th
|
— | 41.0%
100th
|
| Sustainable growth rate | 23.7%
100th
|
2.7%
40th
|
17.8%
90th
|
Margin history & stability
7 measures| Measure | URI | SUNB | AER |
|---|---|---|---|
| Gross margin, 3-yr average | 37.1%
53rd
|
— | 56.9%
80th
|
| Operating margin, 3-yr average | 25.9%
87th
|
— | 50.4%
100th
|
| Net margin, 3-yr average | 16.4%
80th
|
— | 36.9%
100th
|
| FCF margin, 3-yr average | 4.6%
80th
|
— | -12.1%
53rd
|
| Revenue stability (0-1) | 0.97
100th
|
— | 0.89
73rd
|
| Earnings stability (0-1) | 0.81
87th
|
— | 0.73
67th
|
| Margin stability (0-1) | 0.95
73rd
|
— | 0.96
87th
|
Liquidity (latest quarter)
7 measures| Measure | URI | SUNB | AER |
|---|---|---|---|
| Cash & short-term investments | $112.0M
50th
|
$32.0M
31st
|
$1.8B
88th
|
| Net cash (− = net debt) | −$15.3B
25th
|
−$12.6B
31st
|
−$41.0B
0th
|
| Working capital | −$1.1B
12th
|
−$150.0M
31st
|
−$1.7B
0th
|
| Current ratio | 0.76
19th
|
0.94
38th
|
0.68
12th
|
| Quick ratio | 0.70
25th
|
0.87
44th
|
0.68
19th
|
| Cash ratio (cash + ST investments / current liabilities) | 0.02
19th
|
0.01
12th
|
0.33
81st
|
| Defensive interval (days) | 514 days
62nd
|
1,879 days
94th
|
2,143 days
100th
|
Leverage & solvency (latest quarter)
13 measures| Measure | URI | SUNB | AER |
|---|---|---|---|
| Total debt | $15.4B
75th
|
$12.7B
69th
|
$42.8B
100th
|
| Debt / equity | 1.67
33rd
|
1.70
42nd
|
2.32
50th
|
| Net debt / equity | 1.66
33rd
|
1.70
42nd
|
2.23
50th
|
| Debt / assets | 49.1%
31st
|
53.7%
44th
|
60.1%
50th
|
| Debt / capital | 62.5%
33rd
|
63.0%
42nd
|
69.9%
50th
|
| Debt / EBITDA | 2.27
7th
|
5.57
47th
|
6.37
60th
|
| Net debt / EBITDA | 2.26
7th
|
5.56
47th
|
6.10
60th
|
| Interest coverage (EBIT / interest) | 5.9x
94th
|
5.5x
88th
|
2.1x
75th
|
| Cash interest coverage | 8.0x
88th
|
8.8x
94th
|
2.8x
56th
|
| Debt payback (years of OCF) | 2.7 yrs
7th
|
7.1 yrs
47th
|
7.9 yrs
60th
|
| Liabilities / assets | 70.5%
31st
|
68.5%
19th
|
74.1%
38th
|
| IS credit model rating | A- | BBB | B- |
| Implied credit spread (bps) | 175
6th
|
275
12th
|
900
50th
|
Efficiency
11 measures| Measure | URI | SUNB | AER |
|---|---|---|---|
| Asset turnover | 0.56
75th
|
0.25
19th
|
0.12
0th
|
| Fixed asset turnover | 0.85
50th
|
1.16
56th
|
0.13
0th
|
| Inventory turnover | 39.5
90th
|
22.6
50th
|
70.3
100th
|
| Receivables turnover | 6.5
31st
|
3.0
0th
|
123.0
100th
|
| Days sales outstanding | 56 days
69th
|
120 days
100th
|
3 days
0th
|
| Days inventory outstanding | 9 days
10th
|
16 days
50th
|
5 days
0th
|
| Days payables outstanding | 53 days
69th
|
52 days
62nd
|
125 days
100th
|
| Cash conversion cycle (days) | 13 days
56th
|
84 days
94th
|
−117 days
0th
|
| Capex / revenue | 30.4%
62nd
|
2.9%
12th
|
64.9%
81st
|
| Capex / depreciation | 2.02
69th
|
0.14
0th
|
2.07
75th
|
| Operating expense ratio | 13.5%
38th
|
17.9%
56th
|
6.6%
6th
|
Cash flow & earnings quality
7 measures| Measure | URI | SUNB | AER |
|---|---|---|---|
| Operating cash flow / net income | 2.18
20th
|
2.70
40th
|
1.58
0th
|
| FCF / net income | 0.24
60th
|
2.44
100th
|
0.01
30th
|
| FCF / operating cash flow | 11.0%
67th
|
90.6%
100th
|
0.7%
53rd
|
| Capex / operating cash flow | 89.0%
33rd
|
9.4%
0th
|
99.3%
47th
|
| Accruals ratio | -10.3%
25th
|
-4.8%
75th
|
-2.8%
100th
|
| Sloan accruals ratio | -10.1%
38th
|
-3.4%
81st
|
-11.1%
31st
|
| Earnings quality score (0-1) | 0.75
0th
|
1.00
60th
|
1.00
60th
|
Scores & forensic checks
15 measures| Measure | URI | SUNB | AER |
|---|---|---|---|
| IS score | 58
100th
|
51
94th
|
50
88th
|
| IS profitability | 70
94th
|
47
75th
|
79
100th
|
| IS growth | 49
47th
|
— | 60
53rd
|
| IS value | 43
62nd
|
39
50th
|
87
100th
|
| IS momentum | 77
73rd
|
— | 87
80th
|
| IS risk (safety) | 90
100th
|
50
81st
|
15
6th
|
| IS quality | 76
94th
|
60
69th
|
72
88th
|
| IS balance sheet | 39
81st
|
33
75th
|
24
44th
|
| IS earnings quality | 63
38th
|
65
50th
|
72
69th
|
| IS cash flow | 41
75th
|
71
100th
|
35
62nd
|
| Piotroski F-score (0-9) | 8
88th
|
4
6th
|
7
62nd
|
| Altman Z-score | 3.7
100th
|
2.0
88th
|
0.9
38th
|
| Beneish M-score | −2.82
53rd
|
— | −2.84
47th
|
| Ohlson O-score | −7.44
6th
|
−7.61
0th
|
−7.30
12th
|
| IS credit score | 66
94th
|
58
88th
|
24
44th
|
Size (TTM)
8 measures| Measure | URI | SUNB | AER |
|---|---|---|---|
| Market cap | $64.1B
100th
|
$31.2B
94th
|
$22.9B
88th
|
| Revenue | $16.8B
100th
|
$5.9B
50th
|
$8.3B
69th
|
| EBITDA | $6.8B
100th
|
$2.3B
62nd
|
$6.7B
94th
|
| Net income | $2.6B
94th
|
$664.0M
88th
|
$3.4B
100th
|
| Free cash flow | $632.0M
88th
|
$1.6B
100th
|
$39.7M
56th
|
| Total assets | $31.3B
88th
|
$23.6B
69th
|
$71.2B
100th
|
| Shareholders' equity | $9.2B
94th
|
$7.4B
75th
|
$18.4B
100th
|
| Employees | 28,500
88th
|
26,016
81st
|
668
6th
|
Price performance
9 measures| Measure | URI | SUNB | AER |
|---|---|---|---|
| 1 day | −1.7% | −0.6% | −0.1% |
| 1 week | −2.5% | +1.2% | +0.7% |
| 1 month | +2.7% | +3.2% | +1.7% |
| 3 months | +1.7% | +5.6% | −1.8% |
| 6 months | +29.4% | +6.2% | −1.2% |
| Year to date | +22.1% | +3.1% | +1.0% |
| 1 year | +1.2% | — | +19.7% |
| 3 years, cumulative | +131.7% | — | +139.8% |
| 5 years, cumulative | +210.4% | — | +150.0% |
Technicals
4 measures| Measure | URI | SUNB | AER |
|---|---|---|---|
| RSI 14 | 46.8 | 53.0 | 52.3 |
| From 52-week high | −12.6% | — | −8.0% |
| From 52-week low | +46.8% | — | +22.7% |
| Beta | 1.83 | 1.66 | 0.98 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17