United Rentals (URI)
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 URI'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 United Rentals's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $9.7B | $11.6B | $14.3B | $15.3B | $16.1B |
| Net income | $1.4B | $2.1B | $2.4B | $2.6B | $2.5B |
| Free cash flow | $491M | $743M | $840M | $416M | — |
| EPS (diluted) | $19.04 | $29.65 | $35.28 | $38.69 | $38.61 |
| Operating margin | 23.4% | 27.8% | 26.7% | 26.5% | 24.7% |
Where the revenue comes from
Revenue by segments, fiscal 2025.
Superinvestors who own URI
From each investor's latest 13F filing (what a 13F shows). 9 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Hersh Cohen ClearBridge Investments |
Trimmed | $155M | 0.13% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | $78M | 0.03% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
Held | $36M | 0.32% | Q2 2026 |
| Tom Gayner Markel Group Inc. |
Held | $35M | 0.27% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | $30M | 0.07% | Q2 2026 |
| David Rolfe Wedgewood Partners |
Trimmed | $19M | 3.9% | Q2 2026 |
| Eric Marshall Hodges Capital Management |
Held | $1M | 0.08% | Q2 2026 |
| Murray Stahl Horizon Kinetics LLC |
Held | $856,465 | 0.01% | Q2 2026 |
| Jean-Marie Eveillard First Eagle Investment Management |
Added | $471,282 | 0.00% | Q2 2026 |
Insider buying
Open-market purchases by United 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 |
|---|---|---|---|---|
| Mar 25, 2026 | Maria Elvira Salazar |
0 | $749.22 | — |
| Mar 25, 2026 | Maria Elvira Salazar |
0 | $749.22 | — |
| Feb 6, 2026 | Ro Khanna |
0 | $901.15 | — |
| Feb 6, 2026 | Ro Khanna |
0 | $901.15 | — |
| Dec 16, 2025 | Julia Letlow |
0 | $817.75 | — |
| Dec 16, 2025 | Julia Letlow |
0 | $817.75 | — |
| Nov 25, 2025 | Ro Khanna |
0 | $810.57 | — |
| Nov 25, 2025 | Ro Khanna |
0 | $810.57 | — |
| Oct 24, 2025 | Ro Khanna |
0 | $914.17 | — |
| Oct 24, 2025 | Ro Khanna |
0 | $914.17 | — |
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In the full deep dive
Questions
Are United Rentals insiders buying the stock?
10 open-market insider purchases of URI in the last 12 months, from SEC Form 4 filings.
Which superinvestors own United Rentals?
9 of the superinvestors Investingly tracks hold URI in their latest 13F, including Hersh Cohen, Cliff Asness, Mario Gabelli.
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.