NYSE:URI
157.26
4.13
(2.70%)
United Rentals, Inc. is the largest equipment rental company in North America, with about 11 percent of the region's market share.
More at Wikipedia
Analysis and Opinions about URI-N
Signal
Opinion
Expert
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.
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.
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)
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)
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.
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.
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.
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.
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.
(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.
(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.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
$127.960
Unknown
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.
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.
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.
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.
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.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
$180.000
Unknown
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.)
PAST TOP PICK
PAST TOP PICK
January 30, 2018
(A Top Pick Jan 26/17. Up 43.34%.) Heavy equipment rental. This is a beneficiary of a good economy, and the belief that we are going to see infrastructure expansion.
(A Top Pick Jan 26/17. Up 43.34%.) Heavy equipment rental. This is a beneficiary of a good economy, and the belief that we are going to see infrastructure expansion.
BUY
BUY
December 19, 2017
This has done extremely well. They expanded their portfolio of big equipment at the cusp of an infrastructure spend. The one thing he would caution on is that they are a fairly high beta stock, so you are going to see a fair bit of volatility. Also has a fairly levered balance sheet.
This has done extremely well. They expanded their portfolio of big equipment at the cusp of an infrastructure spend. The one thing he would caution on is that they are a fairly high beta stock, so you are going to see a fair bit of volatility. Also has a fairly levered balance sheet.
TOP PICK
TOP PICK
December 13, 2017
He wants to own things that benefit from corporate and business optimism. Feels capital spending will be a significant theme and industrials will play a part. This company has 2 main businesses, they rent equipment and machinery to industrial companies, and they rent construction equipment to non-residential construction companies. This is a prime beneficiary very of a stronger US economy. It has a relatively high tax rate, so they benefit from the tax plan. They also benefit from the theme that companies don't necessarily want to spend all the money on their equipment, they want to pay for it on an ongoing basis. (Analysts' price target is $160.)
He wants to own things that benefit from corporate and business optimism. Feels capital spending will be a significant theme and industrials will play a part. This company has 2 main businesses, they rent equipment and machinery to industrial companies, and they rent construction equipment to non-residential construction companies. This is a prime beneficiary very of a stronger US economy. It has a relatively high tax rate, so they benefit from the tax plan. They also benefit from the theme that companies don't necessarily want to spend all the money on their equipment, they want to pay for it on an ongoing basis. (Analysts' price target is $160.)
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