SUNB vs. URI: Sunbelt Rentals vs. United Rentals Stock Comparison
How do Sunbelt Rentals (SUNB) 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
Sunbelt Rentals (SUNB) and United Rentals (URI) are both classified in the Trading Companies & Distributors sub-industry within the broader Trading Companies & Distributors industry, placing them in the closest GICS peer bucket.
United Rentals (URI) has been public since December 18, 1997, giving it decades of market history across multiple cycles, while Sunbelt Rentals (SUNB) listed only on March 2, 2026 and lacks comparable through-cycle data.
| Profile Item | SUNB | URI |
|---|---|---|
| Name | Sunbelt Rentals Holdings, Inc. | United Rentals Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Trading Companies & Distributors | Trading Companies & Distributors |
| GICS Sub-Industry | Trading Companies & Distributors | Trading Companies & Distributors |
| Market Capitalization | 31.57 billion USD | 65.36 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 2, 2026 | December 18, 1997 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | SUNB | URI |
|---|---|---|
| Total Return (1Y) | -- | 35.39% |
| Total Return (3Y, Annualized) | -- | 38.68% |
| Total Return (5Y, Annualized) | -- | 24.76% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | SUNB | URI |
|---|---|---|
| Volatility (1Y, Annualized) | 45.72% | 44.71% |
| Beta (5Y) | 1.10 | 1.81 |
| Max Drawdown (5Y) | -22.53% | -39.76% |
| Avg. Volume (3M) | 4.96M | 496.78K |
Risk-Adjusted Performance
Risk-Return Positioning
Both SUNB and URI need 1-year volatility and 1-year return to plot risk-return positioning.
Risk-Adjusted Metrics
| Metric | SUNB | URI |
|---|---|---|
| Sharpe Ratio (1Y) | -- | 0.70 |
| Sortino Ratio (1Y) | -- | 1.16 |
Profitability
ROE (TTM)
United Rentals (URI) at 30.56% sits in the top ROE quartile, while Sunbelt Rentals (SUNB) at 18.37% is closer to the peer norm — stronger capital efficiency for URI.
SUNB
Capital Goods industry group
18.37%
- Max
- 40.55%
- Q3
- 19.29%
- SUNB
- 18.37%
- 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 Sunbelt Rentals (SUNB) at 12.12% 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.
SUNB
Capital Goods industry group
12.12%
- Max
- 27.47%
- SUNB
- 12.12%
- 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 Sunbelt Rentals (SUNB) at 22.38% 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.
SUNB
Capital Goods industry group
22.38%
- Max
- 36.60%
- SUNB
- 22.38%
- 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 | SUNB | URI |
|---|---|---|
| ROE (TTM) | 18.37% | 30.56% |
| ROA (TTM) | 6.71% | 9.14% |
| Net Margin (TTM) | 12.12% | 16.33% |
| Operating Margin (TTM) | 22.38% | 29.21% |
| Gross Margin (TTM) | 38.78% | 39.19% |
Growth
Revenue Growth
Both Sunbelt Rentals (SUNB) at 3.36% 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
Both Sunbelt Rentals (SUNB) at -8.91% 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 | SUNB | URI |
|---|---|---|
| Revenue Growth (YoY) | 3.36% | 4.91% |
| Revenue Growth (3Y CAGR) | 4.88% | 11.41% |
| EPS Growth (YoY) | -8.91% | -0.21% |
| EPS Growth (3Y CAGR) | -4.89% | 9.20% |
Financial Strength
Current Ratio (MRQ)
Both Sunbelt Rentals (SUNB) at 0.95 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.
SUNB
Capital Goods industry group
0.95
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- SUNB
- 0.95
- 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 Sunbelt Rentals (SUNB) at 1.53 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.
SUNB
Capital Goods industry group
1.53
- Max
- 2.33
- SUNB
- 1.53
- 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 | SUNB | URI |
|---|---|---|
| Current Ratio (MRQ) | 0.95 | 0.80 |
| Debt / Equity (MRQ) | 1.53 | 1.64 |
| Net Debt / EBITDA | 3.93 | 3.12 |
Dividends
Dividend Yield (TTM)
Sunbelt Rentals (SUNB) at 1.87% delivers top-quartile income for its industry, while United Rentals (URI) at 0.74% pays a more typical yield — both are credible income propositions, SUNB the richer one.
SUNB
Capital Goods industry group
1.87%
- Max
- 2.66%
- SUNB
- 1.87%
- 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 Sunbelt Rentals (SUNB) at 22.63% 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.
SUNB
Capital Goods industry group
22.63%
- Max
- 67.39%
- Q3
- 28.02%
- SUNB
- 22.63%
- 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 | SUNB | URI |
|---|---|---|
| Dividend Yield (TTM) | 1.87% | 0.74% |
| Dividend Payout Ratio (TTM) | 22.63% | 16.95% |
Valuation
P/E Ratio (TTM)
Both Sunbelt Rentals (SUNB) at 23.28 and United Rentals (URI) at 23.24 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
SUNB
Capital Goods industry group
23.28
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- SUNB
- 23.28
- 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
P/S Ratio (TTM)
On P/S ratio, both Sunbelt Rentals (SUNB) at 2.75 and United Rentals (URI) at 3.74 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
SUNB
Capital Goods industry group
2.75
- Max
- 7.54
- Q3
- 3.76
- SUNB
- 2.75
- 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
P/B Ratio (MRQ)
Sunbelt Rentals (SUNB) at 4.24 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.
SUNB
Capital Goods industry group
4.24
- Max
- 9.66
- Q3
- 5.00
- SUNB
- 4.24
- 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 | SUNB | URI |
|---|---|---|
| P/E Ratio (TTM) | 23.28 | 23.24 |
| P/S Ratio (TTM) | 2.75 | 3.74 |
| P/B Ratio (MRQ) | 4.24 | 6.75 |
| Free Cash Flow Yield (TTM) | 5.47% | 3.24% |