CNH vs. URI: CNH Industrial vs. United Rentals Stock Comparison

November 11, 2026

How do CNH Industrial (CNH) 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

CNH Industrial (CNH) and United Rentals (URI) both fall under the Capital Goods industry group, but CNH is classified in Machinery while URI is classified in Trading Companies & Distributors.

Company profile comparison for CNH Industrial (CNH) and United Rentals (URI)
Profile Item	CNH	URI
Name	CNH Industrial N.V.	United Rentals Inc.
Country/Region	United Kingdom	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Machinery	Trading Companies & Distributors
GICS Sub-Industry	Agricultural & Farm Machinery	Trading Companies & Distributors
Market Capitalization	18.59 billion USD	65.36 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	September 30, 2013	December 18, 1997
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

CNH

URI

GSPC

CNH Industrial (CNH) 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 CNH Industrial (CNH) and United Rentals (URI). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for CNH Industrial (CNH) and United Rentals (URI)
Metric	CNH	URI
Total Return (1Y)	38.02%	35.39%
Total Return (3Y, Annualized)	11.70%	38.68%
Total Return (5Y, Annualized)	-0.45%	24.76%

Risk Profile

Drawdown History

CNH

URI

GSPC

CNH Industrial (CNH) 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 CNH Industrial (CNH) and United Rentals (URI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

CNH Industrial (CNH) is heavily traded at around 18.71M shares per day, whereas United Rentals (URI) sees a more moderate 496.78K — larger orders in the latter may require more patience and tighter control over order sizing.

Risk profile metrics for CNH Industrial (CNH) and United Rentals (URI)
Metric	CNH	URI
Volatility (1Y, Annualized)	45.52%	44.71%
Beta (5Y)	1.19	1.81
Max Drawdown (5Y)	-43.80%	-39.76%
Avg. Volume (3M)	18.71M	496.78K

Risk-Adjusted Performance

Risk-Return Positioning

CNH 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 CNH Industrial (CNH) and United Rentals (URI)
Metric	CNH	URI
Sharpe Ratio (1Y)	0.74	0.70
Sortino Ratio (1Y)	1.25	1.16

Profitability

ROE (TTM)

United Rentals (URI) at 30.56% sits in the top ROE quartile, while CNH Industrial (CNH) at 3.91% is in the bottom quartile, showing a clear gap in returns on equity.

CNH

Capital Goods industry group

3.91%

Max: 40.55%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
CNH: 3.91%
Min: -17.12%

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%

CNH Industrial (CNH) vs. United Rentals (URI): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

United Rentals (URI) at 16.33% retains a top-quartile share of revenue as profit, ahead of CNH Industrial (CNH) at 1.71%, which keeps about the industry-typical share.

CNH

Capital Goods industry group

1.71%

Max: 27.47%
Q3: 12.10%
Median: 6.30%
CNH: 1.71%
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%

CNH Industrial (CNH) 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% operates in the top operating margin quartile, ahead of CNH Industrial (CNH) at 5.54%, which runs around its industry’s norm.

CNH

Capital Goods industry group

5.54%

Max: 36.60%
Q3: 18.33%
Median: 11.12%
CNH: 5.54%
Q1: 5.14%
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%

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

Profitability Metrics

Profitability metrics for CNH Industrial (CNH) and United Rentals (URI)
Metric	CNH	URI
ROE (TTM)	3.91%	30.56%
ROA (TTM)	0.87%	9.14%
Net Margin (TTM)	1.71%	16.33%
Operating Margin (TTM)	5.54%	29.21%
Gross Margin (TTM)	17.76%	39.19%

Growth

Revenue Growth

United Rentals (URI) at 4.91% is around its peer norm for revenue growth, while CNH Industrial (CNH) at -8.78% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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

EPS Growth

United Rentals (URI) at -0.21% is around its peer norm for EPS growth, while CNH Industrial (CNH) at -58.59% drops into the bottom quartile, signaling weaker earnings momentum.

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

Growth Metrics

Growth metrics for CNH Industrial (CNH) and United Rentals (URI)
Metric	CNH	URI
Revenue Growth (YoY)	-8.78%	4.91%
Revenue Growth (3Y CAGR)	-8.41%	11.41%
EPS Growth (YoY)	-58.59%	-0.21%
EPS Growth (3Y CAGR)	-34.96%	9.20%

Financial Strength

Current Ratio (MRQ)

CNH Industrial (CNH) at 4.88 carries current ratio above its industry’s typical mid-range, while United Rentals (URI) at 0.80 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

CNH

Capital Goods industry group

4.88

Max: 5.22
CNH: 4.88
Q3: 2.95
Median: 2.08
Q1: 1.43
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

CNH Industrial (CNH) 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 CNH is more stretched: United Rentals (URI) at 1.64 sits in the higher-leverage quartile and CNH Industrial (CNH) at 3.35 is above its industry benchmark range.

CNH

Capital Goods industry group

3.35

CNH: 3.35
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

CNH Industrial (CNH) 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 CNH Industrial (CNH) and United Rentals (URI)
Metric	CNH	URI
Current Ratio (MRQ)	4.88	0.80
Debt / Equity (MRQ)	3.35	1.64
Net Debt / EBITDA	23.62	3.12

Dividends

Dividend Yield (TTM)

Both CNH Industrial (CNH) at 0.89% and United Rentals (URI) at 0.74% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

CNH

Capital Goods industry group

0.89%

Max: 2.66%
Q3: 1.14%
CNH: 0.89%
Median: 0.24%
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%

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

Dividend Payout Ratio (TTM)

United Rentals (URI) at 16.95% pays out a band-typical share of earnings, while CNH Industrial (CNH) at 40.00% distributes more than its industry norm — less retained, thinner cover.

CNH

Capital Goods industry group

40.00%

Max: 67.39%
CNH: 40.00%
Q3: 28.02%
Median: 6.86%
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%

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

Dividend Metrics

Dividend metrics for CNH Industrial (CNH) and United Rentals (URI)
Metric	CNH	URI
Dividend Yield (TTM)	0.89%	0.74%
Dividend Payout Ratio (TTM)	40.00%	16.95%

Valuation

P/E Ratio (TTM)

United Rentals (URI) at 23.24 is near its industry’s usual P/E ratio, while CNH Industrial (CNH) at 46.24 sits in the richer quartile — CNH needs stronger growth or earnings quality to justify the premium.

CNH

Capital Goods industry group

46.24

Max: 59.38
CNH: 46.24
Q3: 35.92
Median: 25.41
Q1: 19.47
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

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

P/S Ratio (TTM)

CNH Industrial (CNH) at 1.02 sits in the cheaper P/S ratio quartile while United Rentals (URI) at 3.74 prices around its industry’s middle — CNH costs less per dollar of sales, though read it alongside growth and margins.

CNH

Capital Goods industry group

1.02

Max: 7.54
Q3: 3.76
Median: 2.15
Q1: 1.03
CNH: 1.02
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

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

P/B Ratio (MRQ)

CNH Industrial (CNH) at 1.84 is valued about in line with its industry on P/B ratio, while United Rentals (URI) at 6.75 carries an above-peer premium to book — URI is pricier on assets.

CNH

Capital Goods industry group

1.84

Max: 9.66
Q3: 5.00
Median: 3.12
CNH: 1.84
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

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

Valuation Metrics

Valuation metrics for CNH Industrial (CNH) and United Rentals (URI)
Metric	CNH	URI
P/E Ratio (TTM)	46.24	23.24
P/S Ratio (TTM)	1.02	3.74
P/B Ratio (MRQ)	1.84	6.75
Free Cash Flow Yield (TTM)	3.03%	3.24%