United Rentals (URI)
NYSEIndustrialsRental & Leasing ServicesSnapshot 2026-07-07
$1055.95-3.98%
Close 2026-07-07 · 1-day change
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Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 12 valuation methods, at three horizons. Current price $1055.95. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $1,056 URI trades at 25× p/e, below its 27× p/e peer median, but our blended $790 fair value sits well below the price. It's a high-confidence read. Analysts target $715–$1,421. Even valued only for durable growth at sustainable margins, it's worth about $1,111 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $1147.50 | — | — | Analyst | high |
| dcf fcfe | 12M | $237.35 | — | — | Hist. CAGR | high |
| ddm gordon | 12M | $108.32 | — | — | TTM | high |
| graham number | 12M | $370.90 | — | — | TTM | high |
| Peer EV/EBITDA |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$715.00 – $1421.00 (median $1147.50) · 14 analysts · as of 2026-07-02
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 234% over what the business is worth with no growth; closing that gap needs roughly 38.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $18.93/sh owner earnings.
Roughly priced in line with peers.
Richer than its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2025-Q4, 2026-Q1
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $735.74 |
| 14.2 |
| 67.19 |
| TTM |
| high |
| Peer P/FCF | 12M | $285.78 | 27.2 | 10.52 | TTM | high |
| Peer P/E | 12M | $1148.68 | 26.7 | 42.97 | TTM | high |
| Peer P/S | 12M | $284.09 | 1.1 | 259.65 | TTM | high |
| PEG | 12M | $1287.44 | 30.0 | 42.97 | TTM | high |
| residual income | 12M | $253.45 | — | — | TTM | high |
| Own P/E history | 12M | $829.42 | 19.3 | 42.97 | TTM | high |
| triangulated | 12M | $1180.62 | 26.7 | 44.16 | Triangulated | high |
| Peer P/FCF | 3Y | $409.23 | 27.2 | 15.06 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $1581.72 | 26.7 | 59.17 | Analyst | medium |
| Peer P/S | 3Y | $353.35 | 1.1 | 322.96 | guidance | medium |
| PEG | 3Y | $1772.79 | 30.0 | 59.17 | Analyst | medium |
| Own P/E history | 3Y | $1142.10 | 19.3 | 59.17 | Analyst | medium |
| Peer P/FCF | 5Y | $519.90 | 27.2 | 19.14 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $1780.93 | 26.7 | 66.62 | Analyst | high |
| Peer P/S | 5Y | $397.85 | 1.1 | 363.63 | guidance | high |
| PEG | 5Y | $1996.06 | 30.0 | 66.62 | Analyst | high |
| Own P/E history | 5Y | $1285.94 | 19.3 | 66.62 | Analyst | high |