LII vs. URI: Lennox vs. United Rentals Stock Comparison
How do Lennox (LII) 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
Lennox (LII) and United Rentals (URI) both fall under the Capital Goods industry group, but LII is classified in Building Products while URI is classified in Trading Companies & Distributors.
| Profile Item | LII | URI |
|---|---|---|
| Name | Lennox International Inc. | United Rentals Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Building Products | Trading Companies & Distributors |
| GICS Sub-Industry | Building Products | Trading Companies & Distributors |
| Market Capitalization | 11.70 billion USD | 65.36 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | July 29, 1999 | December 18, 1997 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | LII | URI |
|---|---|---|
| Total Return (1Y) | -27.83% | 35.39% |
| Total Return (3Y, Annualized) | -2.32% | 38.68% |
| Total Return (5Y, Annualized) | 3.79% | 24.76% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | LII | URI |
|---|---|---|
| Volatility (1Y, Annualized) | 41.59% | 44.71% |
| Beta (5Y) | 1.18 | 1.81 |
| Max Drawdown (5Y) | -49.95% | -39.76% |
| Avg. Volume (3M) | 563.34K | 496.78K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | LII | URI |
|---|---|---|
| Sharpe Ratio (1Y) | -0.77 | 0.70 |
| Sortino Ratio (1Y) | -0.96 | 1.16 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Lennox (LII) at 62.82% is the standout with ROE above its industry range; United Rentals (URI) at 30.56% also sits in the top quartile.
LII
Capital Goods industry group
62.82%
- LII
- 62.82%
- 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)
For every dollar of sales, both Lennox (LII) at 13.76% and United Rentals (URI) at 16.33% retain more as net profit than most peers, landing in the top net margin quartile of their industries.
LII
Capital Goods industry group
13.76%
- Max
- 27.47%
- LII
- 13.76%
- Q3
- 12.10%
- 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)
Both Lennox (LII) at 20.57% and United Rentals (URI) at 29.21% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
LII
Capital Goods industry group
20.57%
- Max
- 36.60%
- LII
- 20.57%
- Q3
- 18.33%
- Median
- 11.12%
- 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 | LII | URI |
|---|---|---|
| ROE (TTM) | 62.82% | 30.56% |
| ROA (TTM) | 15.93% | 9.14% |
| Net Margin (TTM) | 13.76% | 16.33% |
| Operating Margin (TTM) | 20.57% | 29.21% |
| Gross Margin (TTM) | 32.62% | 39.19% |
Growth
Revenue Growth
United Rentals (URI) at 4.91% is around its peer norm for revenue growth, while Lennox (LII) at -2.73% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Both Lennox (LII) at 1.11% and United Rentals (URI) at -0.21% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | LII | URI |
|---|---|---|
| Revenue Growth (YoY) | -2.73% | 4.91% |
| Revenue Growth (3Y CAGR) | 3.26% | 11.41% |
| EPS Growth (YoY) | 1.11% | -0.21% |
| EPS Growth (3Y CAGR) | 17.97% | 9.20% |
Financial Strength
Current Ratio (MRQ)
Both Lennox (LII) at 1.21 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.
LII
Capital Goods industry group
1.21
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- LII
- 1.21
- 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)
Both Lennox (LII) at 1.58 and United Rentals (URI) at 1.64 lean more heavily on debt funding than most peers, landing in the higher-leverage quartile of their industries.
LII
Capital Goods industry group
1.58
- Max
- 2.33
- LII
- 1.58
- 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
Financial Strength Metrics
| Metric | LII | URI |
|---|---|---|
| Current Ratio (MRQ) | 1.21 | 0.80 |
| Debt / Equity (MRQ) | 1.58 | 1.64 |
| Net Debt / EBITDA | 1.73 | 3.12 |
Dividends
Dividend Yield (TTM)
Lennox (LII) at 1.53% delivers top-quartile income for its industry, while United Rentals (URI) at 0.74% pays a more typical yield — both are credible income propositions, LII the richer one.
LII
Capital Goods industry group
1.53%
- Max
- 2.66%
- LII
- 1.53%
- Q3
- 1.14%
- 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%
Dividend Payout Ratio (TTM)
Both Lennox (LII) at 24.68% 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.
LII
Capital Goods industry group
24.68%
- Max
- 67.39%
- Q3
- 28.02%
- LII
- 24.68%
- 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%
Dividend Metrics
| Metric | LII | URI |
|---|---|---|
| Dividend Yield (TTM) | 1.53% | 0.74% |
| Dividend Payout Ratio (TTM) | 24.68% | 16.95% |
Valuation
P/E Ratio (TTM)
Lennox (LII) at 15.47 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 LII, though growth and earnings durability still matter.
LII
Capital Goods industry group
15.47
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- LII
- 15.47
- 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
P/S Ratio (TTM)
On P/S ratio, both Lennox (LII) at 2.15 and United Rentals (URI) at 3.74 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
LII
Capital Goods industry group
2.15
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- LII
- 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
P/B Ratio (MRQ)
Both Lennox (LII) at 8.88 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.
LII
Capital Goods industry group
8.88
- Max
- 9.66
- LII
- 8.88
- 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 | LII | URI |
|---|---|---|
| P/E Ratio (TTM) | 15.47 | 23.24 |
| P/S Ratio (TTM) | 2.15 | 3.74 |
| P/B Ratio (MRQ) | 8.88 | 6.75 |
| Free Cash Flow Yield (TTM) | 3.14% | 3.24% |