ESLT vs. URI: Elbit Systems vs. United Rentals Stock Comparison

November 11, 2026

How do Elbit Systems (ESLT) 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

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

Company profile comparison for Elbit Systems (ESLT) and United Rentals (URI)
Profile Item	ESLT	URI
Name	Elbit Systems Ltd.	United Rentals Inc.
Country/Region	Israel	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	32.00 billion USD	65.36 billion USD
Currency	USD	USD
Exchange	Nasdaq	NYSE
Listing Date	November 27, 1996	December 18, 1997
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

ESLT

URI

GSPC

Elbit Systems (ESLT) 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

Loading price history…

Trailing total returns for Elbit Systems (ESLT) and United Rentals (URI). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…

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

Performance Metrics

Price performance metrics for Elbit Systems (ESLT) and United Rentals (URI)
Metric	ESLT	URI
Total Return (1Y)	55.34%	35.39%
Total Return (3Y, Annualized)	57.29%	38.68%
Total Return (5Y, Annualized)	37.24%	24.76%

Risk Profile

Drawdown History

ESLT

URI

GSPC

Elbit Systems (ESLT) 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

Loading price history…

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

Risk Metrics

United Rentals (URI) has an aggressive beta of 1.81, indicating higher sensitivity to broad-market moves, while Elbit Systems (ESLT) is defensive at 0.10 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Risk profile metrics for Elbit Systems (ESLT) and United Rentals (URI)
Metric	ESLT	URI
Volatility (1Y, Annualized)	47.34%	44.71%
Beta (5Y)	0.10	1.81
Max Drawdown (5Y)	-35.54%	-39.76%
Avg. Volume (3M)	88.09K	496.78K

Risk-Adjusted Performance

Risk-Return Positioning

ESLT 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 Elbit Systems (ESLT) and United Rentals (URI)
Metric	ESLT	URI
Sharpe Ratio (1Y)	1.08	0.70
Sortino Ratio (1Y)	1.76	1.16

Profitability

ROE (TTM)

United Rentals (URI) at 30.56% sits in the top ROE quartile, while Elbit Systems (ESLT) at 15.24% is closer to the peer norm — stronger capital efficiency for URI.

ESLT

Capital Goods industry group

15.24%

Max: 40.55%
Q3: 19.29%
ESLT: 15.24%
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%

Elbit Systems (ESLT) 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 Elbit Systems (ESLT) at 7.44%, which keeps about the industry-typical share.

ESLT

Capital Goods industry group

7.44%

Max: 27.47%
Q3: 12.10%
ESLT: 7.44%
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%

Elbit Systems (ESLT) 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 Elbit Systems (ESLT) at 9.57%, which runs around its industry’s norm.

ESLT

Capital Goods industry group

9.57%

Max: 36.60%
Q3: 18.33%
Median: 11.12%
ESLT: 9.57%
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%

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

Profitability Metrics

Profitability metrics for Elbit Systems (ESLT) and United Rentals (URI)
Metric	ESLT	URI
ROE (TTM)	15.24%	30.56%
ROA (TTM)	3.87%	9.14%
Net Margin (TTM)	7.44%	16.33%
Operating Margin (TTM)	9.57%	29.21%
Gross Margin (TTM)	25.03%	39.19%

Growth

Revenue Growth

Both Elbit Systems (ESLT) at 16.27% 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.

Elbit Systems (ESLT) vs. United Rentals (URI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Elbit Systems (ESLT) at 58.64% 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 ESLT.

Elbit Systems (ESLT) vs. United Rentals (URI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Elbit Systems (ESLT) and United Rentals (URI)
Metric	ESLT	URI
Revenue Growth (YoY)	16.27%	4.91%
Revenue Growth (3Y CAGR)	12.93%	11.41%
EPS Growth (YoY)	58.64%	-0.21%
EPS Growth (3Y CAGR)	22.61%	9.20%

Financial Strength

Current Ratio (MRQ)

Both Elbit Systems (ESLT) at 1.40 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.

ESLT

Capital Goods industry group

1.40

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
ESLT: 1.40
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

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

Debt / Equity (MRQ)

Elbit Systems (ESLT) at 0.19 keeps leverage in the lower quartile, while United Rentals (URI) at 1.64 sits in the higher-leverage quartile.

ESLT

Capital Goods industry group

0.19

Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
ESLT: 0.19
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

Elbit Systems (ESLT) 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 Elbit Systems (ESLT) and United Rentals (URI)
Metric	ESLT	URI
Current Ratio (MRQ)	1.40	0.80
Debt / Equity (MRQ)	0.19	1.64
Net Debt / EBITDA	-0.11	3.12

Dividends

Dividend Yield (TTM)

Both Elbit Systems (ESLT) at 0.58% and United Rentals (URI) at 0.74% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

ESLT

Capital Goods industry group

0.58%

Max: 2.66%
Q3: 1.14%
ESLT: 0.58%
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%

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

Dividend Payout Ratio (TTM)

Both Elbit Systems (ESLT) at 23.33% 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.

ESLT

Capital Goods industry group

23.33%

Max: 67.39%
Q3: 28.02%
ESLT: 23.33%
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%

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

Dividend Metrics

Dividend metrics for Elbit Systems (ESLT) and United Rentals (URI)
Metric	ESLT	URI
Dividend Yield (TTM)	0.58%	0.74%
Dividend Payout Ratio (TTM)	23.33%	16.95%

Valuation

P/E Ratio (TTM)

United Rentals (URI) at 23.24 is near its industry’s usual P/E ratio, while Elbit Systems (ESLT) at 51.36 sits in the richer quartile — ESLT needs stronger growth or earnings quality to justify the premium.

ESLT

Capital Goods industry group

51.36

Max: 59.38
ESLT: 51.36
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

Elbit Systems (ESLT) 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 Elbit Systems (ESLT) at 3.74 and United Rentals (URI) at 3.74 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

ESLT

Capital Goods industry group

3.74

Max: 7.54
Q3: 3.76
ESLT: 3.74
Median: 2.15
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

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

P/B Ratio (MRQ)

Both Elbit Systems (ESLT) at 7.24 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.

ESLT

Capital Goods industry group

7.24

Max: 9.66
ESLT: 7.24
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

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

Valuation Metrics

Valuation metrics for Elbit Systems (ESLT) and United Rentals (URI)
Metric	ESLT	URI
P/E Ratio (TTM)	51.36	23.24
P/S Ratio (TTM)	3.74	3.74
P/B Ratio (MRQ)	7.24	6.75
Free Cash Flow Yield (TTM)	-0.12%	3.24%