Verdict: Side-by-side breakdown using the Bull Rankings model. SUNB scored 47.8, URI scored 45.6 — SUNB 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
2.2
SUNB 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
CheapestSUNB22.7x
Fastest growthURI+5.0%
Strongest balance sheetSUNB1.53
Highest qualityURI75 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
SUNB
stronger →← stronger
URI
68
Qualityreturns · margins · balance sheet
75
52
Growthrevenue & earnings expansion
65
30
Valuevaluation vs sector peers
20
URI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
SUNB
URI
$1.2bC+
FCF
$1.1bC+
+3.4%C+
Rev
+5.0%C+
1.53C
D/E
1.67C
22.7xB+
P/E
25.4xB
1.12B+
PEG
1.36B
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
URI
165% above
Price vs fair valuelower is cheaper
404% above
~30%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~56%/yr
-62%
1-yr DCF upside
-82%
-62%
5-yr DCF upside
-80%
-63%
10-yr DCF upside
-77%
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
URI
Why this score
Buying back stock
Raising its dividend
Durable high returns
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.
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 SUNB and URI diverge
On the headline score the gap is 2.2 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.
GrowthSUNB 52.4 · URI 65.1URI +12.7
ValueSUNB 30.5 · URI 19.5SUNB +11.0
QualitySUNB 68.1 · URI 74.7URI +6.6
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 SUNB or URI the better stock?
SUNB scores higher: SUNB 47.8, 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 SUNB and URI differ most?
The widest gap is growth, where URI leads by 13 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 SUNB 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.