COMPARE · Data as of August 27, 2026
GATX vs SUNB
Verdict: Side-by-side breakdown using the Bull Rankings model. GATX scored 61.8, SUNB scored 66.3 — SUNB leads.
Compare another set
GATX
GATX Corporation
61.8
$179.60 · $6.3B
fundamentals as of
Score gap
4.5
SUNB leads
SUNB
Sunbelt Rentals Holdings, Inc.
66.3
$75.69 · $31.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthGATX+22.8%
- Strongest balance sheetSUNB1.43
- Highest qualitySUNB80 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
GATX
stronger →← stronger
SUNB
51
Qualityreturns · margins · balance sheet
80
81
Growthrevenue & earnings expansion
58
57
Valuevaluation vs sector peers
62
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
1.45B
—
P/E
24.0xB+
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
SUNB
—
Price vs fair valuelower is cheaper
53% above
—
Growth the price implies10-yr FCF · lower = less priced in
~22%/yr
—
1-yr DCF upside
-44%
—
5-yr DCF upside
-35%
—
10-yr DCF upside
-20%
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
SUNB
Why this score
- Buying back stock
- Short track record
The companies
GATXGATX Corporation
Why now
Rental & Leasing Services · market cap $6.3b. 13% 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 publish a mean 1-yr target of $219.75 (implying +22% 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 $31.0b. 13% off the 52-week high of $86.68. 15 sell-side analysts rate this a Hold with a mean 1-yr target of $85.47 (implying +13% upside).
Moat
Net margin 53% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 120% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
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 12.4x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
Verdict — model-derived comparison
SUNB leads GATX by 4.4 points (66.3 to 61.9), its sharpest advantage coming in FCF (grade C+). A contrarian could still prefer GATX for its stronger Rev (grade A-). Note they play different roles — GATX screens as spec, SUNB screens as growth — so the model rewards different traits for each.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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 SUNB diverge
On the headline score the gap is 4.5 points in favor of SUNB. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityGATX 51.4 · SUNB 80.4SUNB +29.0
- GrowthGATX 81.0 · SUNB 58.3GATX +22.7
- ValueGATX 56.8 · SUNB 62.1SUNB +5.3
Pillars run 0–100 against sector peers, so a 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.