Sunbelt Rentals (SUNB)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from SUNB's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Sunbelt Rentals's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | $10.9B | $10.8B | $11.2B |
| Net income | $1.6B | $1.6B | $1.3B |
| Free cash flow | — | — | — |
| EPS (diluted) | $3.58 | $3.55 | $3.15 |
| Operating margin | 23.1% | 23.2% | 19.6% |
Where the revenue comes from
Revenue by segments, fiscal 2026.
Superinvestors who own SUNB
From each investor's latest 13F filing (what a 13F shows). 10 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Dodge & Cox Dodge & Cox |
Added | $4.1B | 2.1% | Q2 2026 |
| Bill Nygren Harris Associates LP |
Trimmed | $783M | 1.0% | Q2 2026 |
| Ruane, Cunniff & Goldfarb Ruane, Cunniff & Goldfarb |
Trimmed | $319M | 5.0% | Q2 2026 |
| Tom Gayner Markel Group Inc. |
Added | $73M | 0.56% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Trimmed | $24M | 0.01% | Q2 2026 |
| Francois Rochon Giverny Capital Inc. |
Trimmed | $22M | 0.73% | Q2 2026 |
| Andrew Wellington Lyrical Asset Management |
Trimmed | $13M | 0.17% | Q2 2026 |
| Glenn Greenberg Brave Warrior Advisors |
Held | $2M | 0.04% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
New position | $261,835 | 0.00% | Q2 2026 |
| Jean-Marie Eveillard First Eagle Investment Management |
Trimmed | $136,145 | 0.0% | Q2 2026 |
Insider buying
Open-market purchases by Sunbelt Rentals's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Kyle Horgan Executive VP, Specialty |
25 | $73.30 | $1,863 |
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In the full deep dive
Questions
Are Sunbelt Rentals insiders buying the stock?
1 open-market insider purchase of SUNB in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Sunbelt Rentals?
10 of the superinvestors Investingly tracks hold SUNB in their latest 13F, including Dodge & Cox, Bill Nygren, Ruane, Cunniff & Goldfarb.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.