Verdict: Side-by-side breakdown using the Bull Rankings model. SUNB scored 47.8, HRI scored 48.2 — HRI leads.
Compare another set
SUNB
Sunbelt Rentals Holdings, Inc.
Rental & Leasing Services · Quality-Growth
47.8
$75.17 · $30.8B
fundamentals as of
Score gap
0.4
HRI 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 sheetSUNB1.53
Highest qualitySUNB68 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
SUNB
stronger →← stronger
HRI
68
Qualityreturns · margins · balance sheet
42
52
Growthrevenue & earnings expansion
91
30
Valuevaluation vs sector peers
29
SUNB is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
SUNB
HRI
$1.2bC+
FCF
-$128mF
+3.4%C+
Rev
+28.3%A-
1.53C
D/E
5.06D
22.7xB+
P/E
—
1.12B+
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
SUNB
HRI
165% above
Price vs fair valuelower is cheaper
—
~30%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
—
-62%
1-yr DCF upside
—
-62%
5-yr DCF upside
—
-63%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
SUNB
Why this score
Buying back stock
Short track record
HRI
No notable signals flagged.
The companies
SUNBSunbelt Rentals Holdings, Inc.
Rental & Leasing Services · $75.17 · beta 1.67
Why now
Rental & Leasing Services · market cap $30.8b. 13% off the 52-week high of $86.68. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $88.57 (implying +18% upside).
Moat
ROE 18% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Beta 1.67 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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
The model favors SUNB (62.4) over HRI (57.1) primarily due to SUNB's significantly higher Quality pillar score of 68, compared to HRI's 42. However, a contrarian might prefer HRI for its robust revenue growth of +28.5% (A-) and exceptionally low PEG of 0.05 (A), suggesting strong growth is priced in cheaply. Investors should note SUNB carries a "Short track record" signal from the model.
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 SUNB and HRI diverge
The two are effectively level on the headline score. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
GrowthSUNB 52.4 · HRI 91.0HRI +38.6
QualitySUNB 68.1 · HRI 41.9SUNB +26.2
ValueSUNB 30.5 · HRI 29.5level
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 SUNB the better stock?
HRI scores higher: HRI 48.2, SUNB 47.8 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 SUNB differ most?
The widest gap is growth, where HRI leads by 39 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 SUNB 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.