COMPARE · Reviewed August 3, 2026
GATX vs SUNB
Verdict: Side-by-side breakdown using the Bull Rankings model. GATX scored 62.9, SUNB scored 63.2 — SUNB leads.
Compare another set
GATX
GATX Corporation
62.9
$181.03 · $6.4B
fundamentals as of
Score gap
0.3
SUNB leads
SUNB
Sunbelt Rentals Holdings, Inc.
63.2
$80.12 · $32.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
GATX
stronger →← stronger
SUNB
51
Qualityreturns · margins · balance sheet
66
85
Growthrevenue & earnings expansion
58
57
Valuevaluation vs sector peers
66
SUNB is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
GATX
SUNB
-$858mF
FCF
$1.6bC+
+22.8%A-
Rev
+4.4%C+
3.48D
D/E
1.43C
3.1xB
P/S
—
0.64A-
PEG
1.37B
—
P/E
25.4xB
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
GATX
SUNB
—
Price vs fair valuelower is cheaper
65% above
—
Growth the price implies10-yr FCF · lower = less priced in
~23%/yr
—
1-yr DCF upside
-48%
—
5-yr DCF upside
-39%
—
10-yr DCF upside
-26%
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
- Short track record
SUNB
Why this score
- Buying back stock
- Short track record
The companies
GATXGATX Corporation
Why now
Rental & Leasing Services · market cap $6.4b. 12% off the 52-week high of $205.56. Revenue growing +23%, comfortably above the S&P median. 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 $219.75 (implying +21% 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 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
D/E 3.48 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Free cash flow is negative (-$858m) — capital raises or debt issuance likely required; dilution / leverage risk.
SUNBSunbelt Rentals Holdings, Inc.
Why now
Rental & Leasing Services · market cap $32.8b. 8% off the 52-week high of $86.68. 14 sell-side analysts rate this a Buy with a mean 1-yr target of $84.71 (implying +6% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Beta 1.65 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 13.1x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard. Net margin 0.0% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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.