Verdict: Side-by-side breakdown using the Bull Rankings model. HRI scored 48.2, URI scored 45.6 — HRI leads.
Compare another set
Different reporting periods. HRI's fundamentals are as of June 2026, but URI'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.
HRI
Herc Holdings Inc.
Rental & Leasing Services · Quality-Growth
48.2
$123.46 · $4.1B
fundamentals as of
Score gap
2.6
HRI leads
URI
United Rentals, Inc.
Rental & Leasing Services · Quality-Growth
45.6
$1,056.37 · $65.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthHRI+28.3%
Strongest balance sheetURI1.67
Highest qualityURI75 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
HRI
stronger →← stronger
URI
42
Qualityreturns · margins · balance sheet
75
91
Growthrevenue & earnings expansion
65
29
Valuevaluation vs sector peers
20
HRI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
HRI
URI
-$128mF
FCF
$1.1bC+
+28.3%A-
Rev
+5.0%C+
5.06D
D/E
1.67C
0.8xA-
P/S
—
0.04A
PEG
1.36B
—
P/E
25.4xB
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
HRI
URI
—
Price vs fair valuelower is cheaper
404% above
—
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~56%/yr
—
1-yr DCF upside
-82%
—
5-yr DCF upside
-80%
—
10-yr DCF upside
-77%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
HRI
No notable signals flagged.
URI
Why this score
Buying back stock
Raising its dividend
Durable high returns
The companies
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.
URIUnited Rentals, Inc.
Rental & Leasing Services · $1,056.37 · beta 1.83
Why now
Rental & Leasing Services · market cap $65.8b. 10% off the 52-week high of $1179.18. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $1,266 (implying +20% upside).
Moat
Net margin 15% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 28% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $65.8b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Beta 1.83 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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 HRI and URI diverge
On the headline score the gap is 2.6 points in favor of HRI. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
QualityHRI 41.9 · URI 74.7URI +32.8
GrowthHRI 91.0 · URI 65.1HRI +25.9
ValueHRI 29.5 · URI 19.5HRI +10.0
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 HRI or URI the better stock?
HRI scores higher: HRI 48.2, URI 45.6 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 HRI and URI differ most?
The widest gap is quality, where URI leads by 33 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 HRI and URI 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.