NYSE:URI
161.36
9.98
(6.59%)
United Rentals, Inc. is the largest equipment rental company in North America, with about 11 percent of the region's market share.
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Analysis and Opinions about URI-N
Signal
Opinion
Expert
BUY
BUY
May 12, 2020
They rent equipment to large companies. If the issue of virus transmission in this equipment arose, he's confident URI would take safety steps, like sanitizing their machines regularly. It's a very good company. Infrastructure will rise as a priority for governments who will want to get people back to work, so this is a benefit for URI. They have great free cash flow, another plus.
Show full opinionHide full opinion
They rent equipment to large companies. If the issue of virus transmission in this equipment arose, he's confident URI would take safety steps, like sanitizing their machines regularly. It's a very good company. Infrastructure will rise as a priority for governments who will want to get people back to work, so this is a benefit for URI. They have great free cash flow, another plus.
BUY
BUY
February 25, 2020
How do you know when to buy a falling stock? It's tricky, but he'd rather buy it on the way up than down. He wants some certainty. After a stock bottoms and starts to move up, he buys. He likes this stock. Great cash flow and trades under 10x earnings. URI has a good future. Outside North America, countries prefer renting, not buying capital equipment. This bodes well for URI.
Show full opinionHide full opinionHow do you know when to buy a falling stock? It's tricky, but he'd rather buy it on the way up than down. He wants some certainty. After a stock bottoms and starts to move up, he buys. He likes this stock. Great cash flow and trades under 10x earnings. URI has a good future. Outside North America, countries prefer renting, not buying capital equipment. This bodes well for URI.
BUY
BUY
January 29, 2020
They have a lot of runway ahead with pricing power. In North America, 53% of equipment is rented; Japan and Europe that's 80%. URI is still cheap. He targets $21/share this year.
Show full opinionHide full opinionThey have a lot of runway ahead with pricing power. In North America, 53% of equipment is rented; Japan and Europe that's 80%. URI is still cheap. He targets $21/share this year.
HOLD
HOLD
October 17, 2019
Volatile recently. Small caps tend to have higher betas. Last night's report was very strong. But not a good story over time. Investors haven't built up the confidence to bid it up. He believes in it over time. Paying off debt. Industry has pricing power. Infrastructure in US desperately needs repair. But don't concentrate your portfolio in this one, or companies like this.
Show full opinionHide full opinionVolatile recently. Small caps tend to have higher betas. Last night's report was very strong. But not a good story over time. Investors haven't built up the confidence to bid it up. He believes in it over time. Paying off debt. Industry has pricing power. Infrastructure in US desperately needs repair. But don't concentrate your portfolio in this one, or companies like this.
TOP PICK
TOP PICK
September 18, 2019
It's had a rough ride and should be worth a lot more. They are the biggest renters of heavy construction equiopment. free cash flow and have priving power. Revenues were up 14% year over year. Be patient and this will pay off. (Analysts’ price target is $161.94)
Show full opinionHide full opinionIt's had a rough ride and should be worth a lot more. They are the biggest renters of heavy construction equiopment. free cash flow and have priving power. Revenues were up 14% year over year. Be patient and this will pay off. (Analysts’ price target is $161.94)
DON'T BUY
DON'T BUY
September 3, 2019
It's good to own when there's capex spending, which is why URI has been under pressure for the past year. URI also has a lot of debt. Can they service that debt? He's on the sidelines for now. Wait for it to bottom.
Show full opinionHide full opinionIt's good to own when there's capex spending, which is why URI has been under pressure for the past year. URI also has a lot of debt. Can they service that debt? He's on the sidelines for now. Wait for it to bottom.
DON'T BUY
DON'T BUY
May 7, 2019
Doesn't own the stock, but rather its high-yield bond, and they're in bonds because they carry a lot of debt. Debt is 60% of enterprise value, and they pay no dividend, but managers have done well growing through acquisition. URI is tied to US construction which has been strong. They keep increasing debt in order to grow. It's too risky. They need to pay down debt and pay a dividend at some point.
Show full opinionHide full opinionDoesn't own the stock, but rather its high-yield bond, and they're in bonds because they carry a lot of debt. Debt is 60% of enterprise value, and they pay no dividend, but managers have done well growing through acquisition. URI is tied to US construction which has been strong. They keep increasing debt in order to grow. It's too risky. They need to pay down debt and pay a dividend at some point.
PAST TOP PICK
PAST TOP PICK
April 22, 2019
(A Top Pick Apr 25/18, Down 14.2%) He expects $20/share in earnings. It's a growing company with pricing power. It's a play on infrastructure expansion, which might happen in the U.S. He believes in it.
Show full opinionHide full opinion(A Top Pick Apr 25/18, Down 14.2%) He expects $20/share in earnings. It's a growing company with pricing power. It's a play on infrastructure expansion, which might happen in the U.S. He believes in it.
PAST TOP PICK
PAST TOP PICK
February 7, 2019
(A Top Pick Jan 31/18, Down 29%) It is a proxy for the broad US economy and also for the cycle itself. We will have to see if the numbers re-accelerate.
Show full opinionHide full opinion(A Top Pick Jan 31/18, Down 29%) It is a proxy for the broad US economy and also for the cycle itself. We will have to see if the numbers re-accelerate.
DON'T BUY
DON'T BUY
February 6, 2019
A great cyclical and the first to add GPS to track their equipment. This created a good partnership with contractors. However, he feels we are near the end of the cycle, so is not excited to own it. It is a great name, but it is not the right time.
Show full opinionHide full opinionA great cyclical and the first to add GPS to track their equipment. This created a good partnership with contractors. However, he feels we are near the end of the cycle, so is not excited to own it. It is a great name, but it is not the right time.
BUY
BUY
November 13, 2018
Volatile and leveraged. Also very acquisitive, which maybe why it's under pressure. But now is an opportunity to buy this. He likes URI. Good fundamentals and pricing is firm.
Show full opinionHide full opinionVolatile and leveraged. Also very acquisitive, which maybe why it's under pressure. But now is an opportunity to buy this. He likes URI. Good fundamentals and pricing is firm.
WEAK BUY
WEAK BUY
July 17, 2018
It should be a great stage in the cycle for them. They rent out large building machinery. The recent move down is digesting some recent purchases. Take a position here, but they carry a lot of debt too. Edge in a bit.
It should be a great stage in the cycle for them. They rent out large building machinery. The recent move down is digesting some recent purchases. Take a position here, but they carry a lot of debt too. Edge in a bit.
TOP PICK
TOP PICK
April 25, 2018
The largest big-machinery rental company in the world. Trading at less than 10x earnings. They benefit from an infrastucture tailwind. Meanwhile, rental rates are rising. (Analysts' price target $195.93)
The largest big-machinery rental company in the world. Trading at less than 10x earnings. They benefit from an infrastucture tailwind. Meanwhile, rental rates are rising. (Analysts' price target $195.93)
COMMENT
COMMENT
April 18, 2018
People like to rent and not buy equipment. Use a $168 stop loss.
People like to rent and not buy equipment. Use a $168 stop loss.
TOP PICK
TOP PICK
January 31, 2018
This is a play on the US economy. Companies do not like to buy heavy equipment, they like to rent it as it is much more efficient. When the economy gets better, the capacity tightens up and prices go up. They are now seeing rising prices for their rentals for the first time in a few years. When that begins, it tends to go on for a long time. It’s a cyclical business, but if we think companies are much more optimistic than they were 18 months ago, then they are going to start to build and are going to use equipment from this company. The company generates a lot of cash. (Analysts' price target is $194.87.)
This is a play on the US economy. Companies do not like to buy heavy equipment, they like to rent it as it is much more efficient. When the economy gets better, the capacity tightens up and prices go up. They are now seeing rising prices for their rentals for the first time in a few years. When that begins, it tends to go on for a long time. It’s a cyclical business, but if we think companies are much more optimistic than they were 18 months ago, then they are going to start to build and are going to use equipment from this company. The company generates a lot of cash. (Analysts' price target is $194.87.)
United Rentals(URI-N) Rating
Ranking : 4 out of 5
Bullish - Buy Signals / Votes : 3
Neutral - Hold Signals / Votes : 1
Bearish - Sell Signals / Votes : 1
Total Signals / Votes : 5
United Rentals(URI-N) Frequently Asked Questions
What is United Rentals stock symbol?
United Rentals is a American stock, trading under the symbol URI-N on the New York Stock Exchange (URI). It is usually referred to as NYSE:URI or URI-N
Is United Rentals a buy or a sell?
In the last year, 5 stock analysts published opinions about URI-N. 3 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is BUY. Read the latest stock experts' ratings for United Rentals.
Is United Rentals a good investment or a top pick?
United Rentals was recommended as a Top Pick by Gordon Reid on 2020-05-12. Read the latest stock experts ratings for United Rentals.
Why is United Rentals stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is United Rentals worth watching?
5 stock analysts on Stockchase covered United Rentals In the last year. It is a trending stock that is worth watching.
What is United Rentals stock price?
On 2020-06-05, United Rentals (URI-N) stock closed at a price of $161.36.
