GATX vs URI: GATX and United Rentals compared
The short version
From the latest prices and each company's SEC filings. Who's ahead on each measure, not which to buy.
- United Rentals is the larger company, worth $65.6B, about 11.9 times GATX.
- GATX grew revenue faster over the last year (+34.8% vs +7.2%).
- GATX keeps more of each dollar of revenue as operating profit (29.1% vs 24.7%).
- On earnings, GATX is the cheaper stock (16.7x vs 26.9x).
Side by side
The stronger figure is shaded where higher (or, for valuation multiples, lower) reads as better. How the implied growth works.
| Measure | GATX | URI |
|---|---|---|
| Market cap | $5.5B | $65.6B |
| Share price | $164.78 | $1,056.37 |
| Revenue (last fiscal year) | $1.7B | $16.1B |
| Free cash flow (last fiscal year) | — | — |
| Revenue growth, last year | +34.8% | +7.2% |
| Revenue growth per year, last 5 fiscal years | +8.5% | +13.5% |
| Operating margin | 29.1% | 24.7% |
| Net margin | 17.9% | 15.3% |
| Return on equity | 13.2% | 27.9% |
| P/E (trailing) | 16.7x | 26.9x |
| Price / free cash flow | — | 99.1x |
| EV / EBITDA | 19.6x | 21.4x |
| FCF growth the price implies | — | — |
| Dividend yield | 1.6% | 0.69% |
| Debt / equity | 5.08x | 2.33x |
| Fundamental grade | C | C |
| Superinvestors holding it | 5 | 9 |
| Insider purchases, last 12 months | 0 | 10 |
Results from SEC filings
Revenue and free cash flow by fiscal year, from each company's 10-K filings.
GATX
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2021 | $1.3B | -$623M | 39.4% |
| 2022 | $1.3B | -$722M | 42.0% |
| 2023 | $1.4B | -$1.1B | 27.5% |
| 2024 | $1.6B | — | 29.9% |
| 2025 | $1.7B | — | 30.7% |
United Rentals
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2021 | $9.7B | $491M | 23.4% |
| 2022 | $11.6B | $743M | 27.8% |
| 2023 | $14.3B | $840M | 26.7% |
| 2024 | $15.3B | $416M | 26.5% |
| 2025 | $16.1B | — | 24.7% |
Where the revenue comes from
GATX · by segments, 2025
Rail North America$1.2B68%
Rail International$388M22%
Portfolio Management$125M7%
Other Business Segments$41M2%
United Rentals · by segments, 2025
General rentals$11.0B68%
Specialty$5.1B32%
Compare them in fullFifteen years of statements, quarterly results, DCF and IRR models, and any number of peers side by side.
Open GATX in InvestinglyQuestions
Which is bigger, GATX or United Rentals?
United Rentals (URI), at $65.6B against $5.5B.
Is GATX or URI cheaper?
By trailing P/E, GATX (16.7x) is cheaper than United Rentals (26.9x). A lower multiple can also mean the market expects less growth.
Which grows faster, GATX or URI?
GATX: revenue grew +34.8% over the last year, against +7.2%.
Prices and ratios as of the last daily update; statements from SEC filings. Information only, not investment advice.