Sunbelt Rentals Holdings (SUNB) has reiterated its free cash flow guidance for fiscal 2026, targeting US$2.2 billion to US$2.5 billion, and continues with significant share repurchase programs. The company's management views the stock as modestly undervalued, with Simply Wall St's narrative suggesting a fair value of $88.57 against the current $83.63 price. Despite a strong performance for shareholders over the past year, questions remain about whether the valuation still offers room for upside, especially considering potential risks like softening rental demand or rising costs.
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UNITED RENTALS INC
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Latest price
$1,055.57
+1.13%
Alpha Vantage · 11/6/2026
Industry: Rental & Leasing ServicesCategory: Domestic Common StockCurrency: USDNews: 1 recent
Analyze URI free One-year price history
Adjusted daily closes · 252 observations · as of Nov 6, 2026
1 month
+0.5%
3 months
-7.0%
6 months
+13.1%
1 year
+25.9%
Year to date
+31.2%
52-week range
$707.74 – $1,198.68
Fundamental snapshot
Latest reported period: Sep 30, 2026
Market cap
$65.36B
P/E
22.9
P/B
6.7
P/S
3.7
Revenue
$17.5B
Net income
$2.86B
Diluted EPS
45.47
Gross margin
39.10%
Net margin
16.30%
Return on equity
31.00%
Total debt
$15.87B
Cash
$153M
Free cash flow
$2.36B
Latest eight reported quarters
Reported quarterly values, newest first
| Period | Revenue | Net income | Gross margin | Net margin | Free cash flow |
|---|---|---|---|---|---|
| Sep 30, 2026 | $4.89B | $920M | 41.80% | 18.80% | $261M |
| Jun 30, 2026 | $4.41B | $753M | 39.30% | 17.10% | $82M |
| Mar 31, 2026 | $3.99B | $531M | 36.90% | 13.30% | $1.04B |
| Dec 31, 2025 | $4.21B | $653M | 37.80% | 15.50% | $975M |
| Sep 30, 2025 | $4.23B | $701M | 39.40% | 16.60% | -$19M |
| Jun 30, 2025 | $3.94B | $622M | 38.90% | 15.80% | $104M |
| Mar 31, 2025 | $3.72B | $518M | 36.50% | 13.90% | $1.07B |
| Dec 31, 2024 | $4.1B | $689M | 40.00% | 16.80% | $834M |
Reported figures can reflect company reporting conventions, restatements, or sector-specific accounting. Verify against filings before relying on a valuation comparison.
Recent URI news
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Sunbelt Rentals Holdings (SUNB) Reaffirms Cash Flow Outlook As Investors Ask If Shares Are Fully Valued