BA vs. URI: Boeing vs. United Rentals Stock Comparison

November 11, 2026

How do Boeing (BA) and United Rentals (URI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Boeing (BA) and United Rentals (URI) both fall under the Capital Goods industry group, but BA is classified in Aerospace & Defense while URI is classified in Trading Companies & Distributors.

Company profile comparison for Boeing (BA) and United Rentals (URI)
Profile Item	BA	URI
Name	The Boeing Company	United Rentals Inc.
Country/Region	United States	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Aerospace & Defense	Trading Companies & Distributors
GICS Sub-Industry	Aerospace & Defense	Trading Companies & Distributors
Market Capitalization	137.41 billion USD	65.36 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	January 2, 1962	December 18, 1997
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

URI

GSPC

Boeing (BA) vs. United Rentals (URI), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Boeing (BA) and United Rentals (URI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Boeing (BA) and United Rentals (URI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Boeing (BA) and United Rentals (URI)
Metric	BA	URI
Total Return (1Y)	-10.22%	35.39%
Total Return (3Y, Annualized)	-3.32%	38.68%
Total Return (5Y, Annualized)	-4.57%	24.76%

Risk Profile

Drawdown History

URI

GSPC

Boeing (BA) vs. United Rentals (URI), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Boeing (BA) and United Rentals (URI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Boeing (BA) and United Rentals (URI)
Metric	BA	URI
Volatility (1Y, Annualized)	35.25%	44.71%
Beta (5Y)	1.31	1.81
Max Drawdown (5Y)	-50.29%	-39.76%
Avg. Volume (3M)	7.77M	496.78K

Risk-Adjusted Performance

Risk-Return Positioning

BA and URI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Boeing (BA) and United Rentals (URI)
Metric	BA	URI
Sharpe Ratio (1Y)	-0.41	0.70
Sortino Ratio (1Y)	-0.60	1.16

Profitability

ROE (TTM)

Capital efficiency shows on one side only: United Rentals (URI) earns 30.56% on shareholders’ equity, ranked against its industry; Boeing (BA) has no ROE this period.

BA

Capital Goods industry group

Max: 40.55%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%
BA: --

URI

Capital Goods industry group

30.56%

Max: 40.55%
URI: 30.56%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

Boeing (BA) vs. United Rentals (URI): BA does not report ROE, so it has no value marker; URI is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

United Rentals (URI) at 16.33% retains a top-quartile share of revenue as profit, ahead of Boeing (BA) at 8.07%, which keeps about the industry-typical share.

BA

Capital Goods industry group

8.07%

Max: 27.47%
Q3: 12.10%
BA: 8.07%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

URI

Capital Goods industry group

16.33%

Max: 27.47%
URI: 16.33%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

Boeing (BA) vs. United Rentals (URI): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

United Rentals (URI) at 29.21% carries a top-quartile operating margin, while Boeing (BA) at 0.30% operates in the bottom quartile.

BA

Capital Goods industry group

0.30%

Max: 36.60%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
BA: 0.30%
Min: -12.63%

URI

Capital Goods industry group

29.21%

Max: 36.60%
URI: 29.21%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

Boeing (BA) vs. United Rentals (URI): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Boeing (BA) and United Rentals (URI)
Metric	BA	URI
ROE (TTM)	--	30.56%
ROA (TTM)	-0.11%	9.14%
Net Margin (TTM)	8.07%	16.33%
Operating Margin (TTM)	0.30%	29.21%
Gross Margin (TTM)	9.45%	39.19%

Growth

Revenue Growth

Boeing (BA) at 34.50% sits in the top revenue growth quartile, while United Rentals (URI) at 4.91% is closer to the peer norm — faster top-line expansion for BA.

Boeing (BA) vs. United Rentals (URI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: United Rentals (URI) reports EPS growth of -0.21%, ranked against its industry; Boeing (BA) has no EPS growth figure this period.

Boeing (BA) vs. United Rentals (URI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Boeing (BA) and United Rentals (URI)
Metric	BA	URI
Revenue Growth (YoY)	34.50%	4.91%
Revenue Growth (3Y CAGR)	10.33%	11.41%
EPS Growth (YoY)	--	-0.21%
EPS Growth (3Y CAGR)	--	9.20%

Financial Strength

Current Ratio (MRQ)

Both Boeing (BA) at 1.13 and United Rentals (URI) at 0.80 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.

BA

Capital Goods industry group

1.13

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
BA: 1.13
Min: 0.36

URI

Capital Goods industry group

0.80

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
URI: 0.80
Min: 0.36

Boeing (BA) vs. United Rentals (URI): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Both balance sheets lean debt-heavy versus peers, but BA is more stretched: United Rentals (URI) at 1.64 sits in the higher-leverage quartile and Boeing (BA) at 7.39 is above its industry benchmark range.

BA

Capital Goods industry group

7.39

BA: 7.39
Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

URI

Capital Goods industry group

1.64

Max: 2.33
URI: 1.64
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

Boeing (BA) vs. United Rentals (URI): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Boeing (BA) and United Rentals (URI)
Metric	BA	URI
Current Ratio (MRQ)	1.13	0.80
Debt / Equity (MRQ)	7.39	1.64
Net Debt / EBITDA	13.81	3.12

Dividends

Dividend Yield (TTM)

Boeing (BA) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile United Rentals (URI) reports a yield of 0.74%, ranking against industry peers normally.

BA

Capital Goods industry group

0.00%

Max: 2.66%
Q3: 1.14%
Median: 0.24%
BA: 0.00%
Q1: 0.00%
Min: 0.00%

URI

Capital Goods industry group

0.74%

Max: 2.66%
Q3: 1.14%
URI: 0.74%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

Boeing (BA) vs. United Rentals (URI): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Boeing (BA) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile United Rentals (URI) reports a payout of 16.95%, ranking against industry peers normally.

BA

Capital Goods industry group

0.00%

Max: 67.39%
Q3: 28.02%
Median: 6.86%
BA: 0.00%
Q1: 0.00%
Min: 0.00%

URI

Capital Goods industry group

16.95%

Max: 67.39%
Q3: 28.02%
URI: 16.95%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

Boeing (BA) vs. United Rentals (URI): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Boeing (BA) and United Rentals (URI)
Metric	BA	URI
Dividend Yield (TTM)	0.00%	0.74%
Dividend Payout Ratio (TTM)	0.00%	16.95%

Valuation

P/E Ratio (TTM)

Boeing (BA) at 17.89 sits in the cheaper P/E ratio quartile, while United Rentals (URI) at 23.24 is closer to its industry’s usual earnings multiple — a discount for BA, though growth and earnings durability still matter.

BA

Capital Goods industry group

17.89

Max: 59.38
Q3: 35.92
Median: 25.41
Q1: 19.47
BA: 17.89
Min: 3.03

URI

Capital Goods industry group

23.24

Max: 59.38
Q3: 35.92
Median: 25.41
URI: 23.24
Q1: 19.47
Min: 3.03

Boeing (BA) vs. United Rentals (URI): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Boeing (BA) at 1.45 and United Rentals (URI) at 3.74 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

BA

Capital Goods industry group

1.45

Max: 7.54
Q3: 3.76
Median: 2.15
BA: 1.45
Q1: 1.03
Min: 0.03

URI

Capital Goods industry group

3.74

Max: 7.54
Q3: 3.76
URI: 3.74
Median: 2.15
Q1: 1.03
Min: 0.03

Boeing (BA) vs. United Rentals (URI): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: United Rentals (URI) at 6.75 sits in the upper P/B ratio quartile, and Boeing (BA) at 20.99 prices even higher, above its industry range.

BA

Capital Goods industry group

20.99

BA: 20.99
Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

URI

Capital Goods industry group

6.75

Max: 9.66
URI: 6.75
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

Boeing (BA) vs. United Rentals (URI): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Boeing (BA) and United Rentals (URI)
Metric	BA	URI
P/E Ratio (TTM)	17.89	23.24
P/S Ratio (TTM)	1.45	3.74
P/B Ratio (MRQ)	20.99	6.75
Free Cash Flow Yield (TTM)	3.44%	3.24%