United Rentals, Inc.
$75.73B- Market cap
- $61.96B
- Debt
- +$14.23B
- Cash
- −$459.00M
Capital structure 81% equity / 19% debt · EV / Revenue 4.70x
Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2025 ·
Decision snapshot: URI stock price at discount vs GE $989.08 current versus $1.54K implied using P/E multiple.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at GE's multiple
Implied fair value · at URI's multiple
Snapshot Sep 10, 2026, 4:00 PM ET
Metric by metric
Where each company leads, and how wide the gap is.
Growth lag
Reported gross margin
Operating income + D&A
Lower is better
Lower P/E
Lower leverage
Statements
Annual statements in reported currencies, with calculations and source evidence.
Values retain reported currencies and share bases. Select a figure to inspect its period, calculation and filing inputs. Differences require compatible units and periods.
Explore enterprise value and market valuation multiples in the valuation sections.
Trendline
14 period-end years of reported revenue, earnings, and margins. Periods and currencies are shown with the data.
Price framework
USD market cap plus reported borrowing debt, less cash and equivalents. This EV proxy excludes investments, preferred stock and noncontrolling-interest adjustments.
Capital structure 81% equity / 19% debt · EV / Revenue 4.70x
Complete market value, debt and cash evidence is required for enterprise value.
Capital structure 94% equity / 6% debt
Price framework
The same filing-backed model used on each company's valuation page, with company-specific inputs and calculated scenarios.
United Rentals, Inc. · implied price per share
Five annual free-cash-flow observations are required for the filing-backed baseline.
GENERAL ELECTRIC CO · implied price per share
Debt and bridge-cash inputs are required to translate enterprise value into equity value.
Balance sheet health
Inspect reported liquidity and leverage alongside historical financial-health checks.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
CATERPILLAR INC
URI vs CAT
DEERE & CO
URI vs DE
CUMMINS INC
URI vs CMI
TEXTRON INC
URI vs TXT
TEREX CORP
URI vs TEX
H&E Equipment Services, Inc.
URI vs HEES
MORGAN STANLEY
URI vs MS
EMERSON ELECTRIC CO
URI vs EMR
3M CO
URI vs MMM
HONEYWELL INTERNATIONAL INC
URI vs HON
LOCKHEED MARTIN CORP
URI vs LMT
Cash excludes investments. EBITDA is an operating-income-plus-D&A proxy. Missing borrowing categories remain unavailable; select a value to inspect its inputs.
LLM-powered synthesis
An explanation of the financial evidence. Check its snapshot date against the figures above.
This explanation uses an earlier data snapshot or evidence version. Review its generation date and the current figures, or refresh after signing in.
If you believe URI can sustain its 17.5% ROIC and defend margins while re-rating closer to GE P/E framework, then holding or accumulating makes sense because the current price is above DCF but still below the implied GE price of $1,707.90.
URI’s current price of $1,079.26 sits well above the DCF range of $459.12 to $621.17 and inside the upper end of its historical band at $971.33 to $1,187.19. On a GE-relative basis, the implied P/E value of $1,707.90 suggests meaningful upside versus the current price, but the comparison is complicated by URI’s lower P/E than GE and higher EV/EBITDA.
Supporting Metrics