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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.

Company profile comparison for EMCOR (EME) and United Rentals (URI)
Profile ItemEMEURI
NameEMCOR Group, Inc.United Rentals Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryConstruction & EngineeringTrading Companies & Distributors
GICS Sub-IndustryConstruction & EngineeringTrading Companies & Distributors
Market Capitalization26.64 billion USD65.36 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJanuary 10, 1995December 18, 1997
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

EME
URI
GSPC
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EMCOR (EME) 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 EMCOR (EME) and United Rentals (URI). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for EMCOR (EME) and United Rentals (URI)
MetricEMEURI
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

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

Risk Metrics

Risk profile metrics for EMCOR (EME) and United Rentals (URI)
MetricEMEURI
Volatility (1Y, Annualized)43.79%44.71%
Beta (5Y)1.171.81
Max Drawdown (5Y)-36.85%-39.76%
Avg. Volume (3M)402.73K496.78K

Risk-Adjusted Performance

Risk-Return Positioning

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EME 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 EMCOR (EME) and United Rentals (URI)
MetricEMEURI
Sharpe Ratio (1Y)-0.100.70
Sortino Ratio (1Y)-0.141.16

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

Profitability Metrics

Profitability metrics for EMCOR (EME) and United Rentals (URI)
MetricEMEURI
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.

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

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.

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

Growth Metrics

Growth metrics for EMCOR (EME) and United Rentals (URI)
MetricEMEURI
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
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EMCOR (EME) vs. United Rentals (URI): A comparison of their current ratio against the Capital Goods industry group benchmark.

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
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EMCOR (EME) 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 EMCOR (EME) and United Rentals (URI)
MetricEMEURI
Current Ratio (MRQ)1.170.80
Debt / Equity (MRQ)0.131.64
Net Debt / EBITDA-0.103.12

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

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

Dividend Metrics

Dividend metrics for EMCOR (EME) and United Rentals (URI)
MetricEMEURI
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
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EMCOR (EME) 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 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
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EMCOR (EME) vs. United Rentals (URI): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

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

Valuation Metrics

Valuation metrics for EMCOR (EME) and United Rentals (URI)
MetricEMEURI
P/E Ratio (TTM)17.5923.24
P/S Ratio (TTM)1.343.74
P/B Ratio (MRQ)6.266.75
Free Cash Flow Yield (TTM)4.82%3.24%