URI

United Rentals, Inc.

Industrials · $62.5B market cap

Share price

$1,081.04

close of Oct 3, 2026

Fair value

$681.36

Sticker Price

Payback Price

$272.55

buy price

Overpriced

URI is Overpriced: at $1,081.04 it trades 59% above its fair value of $681.36. Its buy price (Payback Price) is $272.55, 75% below today's price. Business quality is strong: all 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

5 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth15.5% a year✓

Equity per share growth18.1% a year✓

Sales growth10.4% a year✓

Free cash flow growth12.8% a year✓

Return on invested capital11.6%✓

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Superinvestors

6 of the investors we track hold URI. In Q2 2026, 1 added and 2 trimmed. Who we track

Thomas Gayner

Markel Group · as of Q2 2026

$35.3M

31,150 shares

David Rolfe

Wedgewood Partners · as of Q2 2026

$19.0M

16,732 shares

Muhlenkamp

Muhlenkamp · as of Q2 2026

$17.8M

15,673 shares

Jensen Investment Management

Jensen Investment Management · as of Q2 2026

$2.2M

1,902 shares

Torray Funds

Torray Funds · as of Q2 2026

$748K

660 shares

Show all 6 holders

First Eagle Investment Management

First Eagle Investment Management · as of Q2 2026

$471K

416 shares

Moves in Q2 2026

Added: First Eagle Investment Management

Trimmed: Jensen Investment Management, David Rolfe

Insider activity

Since Jun 30, 2026: no open-market purchases, 1 sale worth $1.7M and 1 other filing (stock awards, tax withholding and similar). Why purchases matter

Sales

Grace William E.

EVP, CFO · 2026-07-24

Sold

$1.7M

Other filings

Bruno Marc A

director · 2026-06-30

Award

$39K

About United Rentals, Inc.

United Rentals, Inc., founded in 1997 and headquartered in Stamford, Connecticut, functions as a prominent equipment rental firm through its various subsidiaries. The company's operations are divided into two main divisions: General Rentals and Specialty. The General Rentals segment offers a broad selection of construction and industrial machinery, including heavy equipment like backhoes, skid-steer loaders…

Rental & Leasing Services

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works