Verdict: Side-by-side breakdown using the Bull Rankings model. GATX scored 65.1, HRI scored 48.2 — GATX leads.
Compare another set
Different reporting periods. HRI's fundamentals are as of June 2026, but GATX's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
GATX
GATX Corporation
Rental & Leasing Services · Quality-Growth
65.1
$164.78 · $5.8B
fundamentals as of
Score gap
16.9
GATX leads
HRI
Herc Holdings Inc.
Rental & Leasing Services · Quality-Growth
48.2
$123.46 · $4.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthHRI+28.3%
Strongest balance sheetGATX3.48
Highest qualityGATX58 / 100
Largest discount to fair valueGATX-45%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
GATX
stronger →← stronger
HRI
58
Qualityreturns · margins · balance sheet
42
74
Growthrevenue & earnings expansion
91
64
Valuevaluation vs sector peers
29
GATX is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
GATX
HRI
$723mC+
FCF
-$128mF
+9.8%B
Rev
+28.3%A-
3.48D
D/E
5.06D
16.3xA-
P/E
—
0.64A-
PEG
0.04A
—
P/S
0.8xA-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
GATX
HRI
45% below
Price vs fair valuelower is cheaper
—
~-8%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
—
+69%
1-yr DCF upside
—
+82%
5-yr DCF upside
—
+103%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GATX
Why this score
Raising its dividend
HRI
No notable signals flagged.
The companies
GATXGATX Corporation
Rental & Leasing Services · $164.78 · beta 1.20
Why now
Rental & Leasing Services · market cap $5.8b. 20% off the 52-week high of $205.56. PEG 0.64 — paying under fair value for the growth rate. 4 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $219.50 (implying +33% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 200% of net income — earnings translate cleanly into cash.
Risk
D/E 3.48 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
HRIHerc Holdings Inc.
Rental & Leasing Services · $123.46 · beta 2.05
Why now
Rental & Leasing Services · market cap $4.1b. Down 34% from 52-week high of $188.35 — deep drawdown territory. Revenue growing +28% — in hypergrowth territory. PEG 0.04 — paying under fair value for the growth rate. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $188.25 (implying +52% upside).
Moat
Higher-variance name — the moat signals on the quantitative card are modest, so the durability case rests on execution (turning current growth into durable earnings power) or an un-monetized asset (IP / network effects / first-mover position) rather than an entrenched competitive position.
Risk
D/E 5.06 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Free cash flow is negative (-$128m) — capital raises or debt issuance likely required; dilution / leverage risk. Trailing P/E 80.7x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where GATX and HRI diverge
On the headline score the gap is 16.9 points in favor of GATX. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
ValueGATX 64.2 · HRI 29.5GATX +34.7
GrowthGATX 74.3 · HRI 91.0HRI +16.7
QualityGATX 57.8 · HRI 41.9GATX +15.9
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is GATX or HRI the better stock?
GATX scores higher: GATX 65.1, HRI 48.2 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do GATX and HRI differ most?
The widest gap is value, where GATX leads by 35 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are GATX and HRI scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.