EME vs. URI: EMCOR vs. United Rentals Stock Comparison
How do EMCOR (EME) 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
EMCOR (EME) and United Rentals (URI) both fall under the Capital Goods industry group, but EME is classified in Construction & Engineering while URI is classified in Trading Companies & Distributors.
| Profile Item | EME | URI |
|---|---|---|
| Name | EMCOR Group, Inc. | United Rentals Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Construction & Engineering | Trading Companies & Distributors |
| GICS Sub-Industry | Construction & Engineering | Trading Companies & Distributors |
| Market Capitalization | 26.64 billion USD | 65.36 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | January 10, 1995 | December 18, 1997 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EME | URI |
|---|---|---|
| Total Return (1Y) | 0.07% | 35.39% |
| Total Return (3Y, Annualized) | 46.16% | 38.68% |
| Total Return (5Y, Annualized) | 38.01% | 24.76% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EME | URI |
|---|---|---|
| Volatility (1Y, Annualized) | 43.79% | 44.71% |
| Beta (5Y) | 1.17 | 1.81 |
| Max Drawdown (5Y) | -36.85% | -39.76% |
| Avg. Volume (3M) | 402.73K | 496.78K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EME | URI |
|---|---|---|
| Sharpe Ratio (1Y) | -0.10 | 0.70 |
| Sortino Ratio (1Y) | -0.14 | 1.16 |
Profitability
ROE (TTM)
Both EMCOR (EME) at 40.55% and United Rentals (URI) at 30.56% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.
EME
Capital Goods industry group
40.55%
- EME
- 40.55%
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- 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%
Net Margin (TTM)
United Rentals (URI) at 16.33% retains a top-quartile share of revenue as profit, ahead of EMCOR (EME) at 7.78%, which keeps about the industry-typical share.
EME
Capital Goods industry group
7.78%
- Max
- 27.47%
- Q3
- 12.10%
- EME
- 7.78%
- 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%
Operating Margin (TTM)
United Rentals (URI) at 29.21% operates in the top operating margin quartile, ahead of EMCOR (EME) at 10.46%, which runs around its industry’s norm.
EME
Capital Goods industry group
10.46%
- Max
- 36.60%
- Q3
- 18.33%
- Median
- 11.12%
- EME
- 10.46%
- 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%
Profitability Metrics
| Metric | EME | URI |
|---|---|---|
| ROE (TTM) | 40.55% | 30.56% |
| ROA (TTM) | 12.33% | 9.14% |
| Net Margin (TTM) | 7.78% | 16.33% |
| Operating Margin (TTM) | 10.46% | 29.21% |
| Gross Margin (TTM) | 19.59% | 39.19% |
Growth
Revenue Growth
Both EMCOR (EME) at 16.62% and United Rentals (URI) at 4.91% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
EMCOR (EME) at 30.99% sits in the top EPS growth quartile, while United Rentals (URI) at -0.21% is closer to the peer norm — faster per-share earnings growth for EME.
Growth Metrics
| Metric | EME | URI |
|---|---|---|
| Revenue Growth (YoY) | 16.62% | 4.91% |
| Revenue Growth (3Y CAGR) | 15.32% | 11.41% |
| EPS Growth (YoY) | 30.99% | -0.21% |
| EPS Growth (3Y CAGR) | 51.54% | 9.20% |
Financial Strength
Current Ratio (MRQ)
Both EMCOR (EME) at 1.17 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.
EME
Capital Goods industry group
1.17
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- EME
- 1.17
- 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
Debt / Equity (MRQ)
EMCOR (EME) at 0.13 keeps leverage in the lower quartile, while United Rentals (URI) at 1.64 sits in the higher-leverage quartile.
EME
Capital Goods industry group
0.13
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- EME
- 0.13
- 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
Financial Strength Metrics
| Metric | EME | URI |
|---|---|---|
| Current Ratio (MRQ) | 1.17 | 0.80 |
| Debt / Equity (MRQ) | 0.13 | 1.64 |
| Net Debt / EBITDA | -0.10 | 3.12 |
Dividends
Dividend Yield (TTM)
Both EMCOR (EME) at 0.07% and United Rentals (URI) at 0.74% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
EME
Capital Goods industry group
0.07%
- Max
- 2.66%
- Q3
- 1.14%
- Median
- 0.24%
- EME
- 0.07%
- 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%
Dividend Payout Ratio (TTM)
Both EMCOR (EME) at 4.19% and United Rentals (URI) at 16.95% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
EME
Capital Goods industry group
4.19%
- Max
- 67.39%
- Q3
- 28.02%
- Median
- 6.86%
- EME
- 4.19%
- 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%
Dividend Metrics
| Metric | EME | URI |
|---|---|---|
| Dividend Yield (TTM) | 0.07% | 0.74% |
| Dividend Payout Ratio (TTM) | 4.19% | 16.95% |
Valuation
P/E Ratio (TTM)
EMCOR (EME) at 17.59 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 EME, though growth and earnings durability still matter.
EME
Capital Goods industry group
17.59
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- EME
- 17.59
- 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
P/S Ratio (TTM)
On P/S ratio, both EMCOR (EME) at 1.34 and United Rentals (URI) at 3.74 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
EME
Capital Goods industry group
1.34
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- EME
- 1.34
- 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
P/B Ratio (MRQ)
Both EMCOR (EME) at 6.26 and United Rentals (URI) at 6.75 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.
EME
Capital Goods industry group
6.26
- Max
- 9.66
- EME
- 6.26
- 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
Valuation Metrics
| Metric | EME | URI |
|---|---|---|
| P/E Ratio (TTM) | 17.59 | 23.24 |
| P/S Ratio (TTM) | 1.34 | 3.74 |
| P/B Ratio (MRQ) | 6.26 | 6.75 |
| Free Cash Flow Yield (TTM) | 4.82% | 3.24% |