URI vs. VRT: United Rentals vs. Vertiv Stock Comparison
How do United Rentals (URI) and Vertiv (VRT) 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
United Rentals (URI) and Vertiv (VRT) both fall under the Capital Goods industry group, but URI is classified in Trading Companies & Distributors while VRT is classified in Electrical Equipment.
| Profile Item | URI | VRT |
|---|---|---|
| Name | United Rentals Inc. | Vertiv Holdings Co Class A Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Trading Companies & Distributors | Electrical Equipment |
| GICS Sub-Industry | Trading Companies & Distributors | Electrical Components & Equipment |
| Market Capitalization | 65.36 billion USD | 70.41 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 18, 1997 | August 2, 2018 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | URI | VRT |
|---|---|---|
| Total Return (1Y) | 35.39% | 11.12% |
| Total Return (3Y, Annualized) | 38.68% | 71.14% |
| Total Return (5Y, Annualized) | 24.76% | 49.38% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | URI | VRT |
|---|---|---|
| Volatility (1Y, Annualized) | 44.71% | 71.11% |
| Beta (5Y) | 1.81 | 2.15 |
| Max Drawdown (5Y) | -39.76% | -69.52% |
| Avg. Volume (3M) | 496.78K | 5.90M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | URI | VRT |
|---|---|---|
| Sharpe Ratio (1Y) | 0.70 | 0.10 |
| Sortino Ratio (1Y) | 1.16 | 0.14 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Vertiv (VRT) at 46.57% is the standout with ROE above its industry range; United Rentals (URI) at 30.56% also sits in the top quartile.
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%
VRT
Capital Goods industry group
46.57%
- VRT
- 46.57%
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
For every dollar of sales, both United Rentals (URI) at 16.33% and Vertiv (VRT) at 16.00% retain more as net profit than most peers, landing in the top net margin quartile of their industries.
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%
VRT
Capital Goods industry group
16.00%
- Max
- 27.47%
- VRT
- 16.00%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Both United Rentals (URI) at 29.21% and Vertiv (VRT) at 23.77% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
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%
VRT
Capital Goods industry group
23.77%
- Max
- 36.60%
- VRT
- 23.77%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | URI | VRT |
|---|---|---|
| ROE (TTM) | 30.56% | 46.57% |
| ROA (TTM) | 9.14% | 11.94% |
| Net Margin (TTM) | 16.33% | 16.00% |
| Operating Margin (TTM) | 29.21% | 23.77% |
| Gross Margin (TTM) | 39.19% | 38.12% |
Growth
Revenue Growth
Vertiv (VRT) at 27.69% sits in the top revenue growth quartile, while United Rentals (URI) at 4.91% is closer to the peer norm — faster top-line expansion for VRT.
EPS Growth
Vertiv (VRT) at 166.41% clears its industry range for EPS growth, a much stronger earnings trajectory than United Rentals (URI) at -0.21%, which is closer to a typical peer reading.
Growth Metrics
| Metric | URI | VRT |
|---|---|---|
| Revenue Growth (YoY) | 4.91% | 27.69% |
| Revenue Growth (3Y CAGR) | 11.41% | 21.59% |
| EPS Growth (YoY) | -0.21% | 166.41% |
| EPS Growth (3Y CAGR) | 9.20% | 340.11% |
Financial Strength
Current Ratio (MRQ)
Both United Rentals (URI) at 0.80 and Vertiv (VRT) at 1.39 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.
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
VRT
Capital Goods industry group
1.39
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- VRT
- 1.39
- Min
- 0.36
Debt / Equity (MRQ)
Vertiv (VRT) at 0.61 carries an industry-typical debt-to-equity mix, while United Rentals (URI) at 1.64 uses more debt funding than most peers.
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
VRT
Capital Goods industry group
0.61
- Max
- 2.33
- Q3
- 1.12
- VRT
- 0.61
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | URI | VRT |
|---|---|---|
| Current Ratio (MRQ) | 0.80 | 1.39 |
| Debt / Equity (MRQ) | 1.64 | 0.61 |
| Net Debt / EBITDA | 3.12 | -0.11 |
Dividends
Dividend Yield (TTM)
Both United Rentals (URI) at 0.74% and Vertiv (VRT) at 0.11% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
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%
VRT
Capital Goods industry group
0.11%
- Max
- 2.66%
- Q3
- 1.14%
- Median
- 0.24%
- VRT
- 0.11%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both United Rentals (URI) at 16.95% and Vertiv (VRT) at 4.67% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
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%
VRT
Capital Goods industry group
4.67%
- Max
- 67.39%
- Q3
- 28.02%
- Median
- 6.86%
- VRT
- 4.67%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | URI | VRT |
|---|---|---|
| Dividend Yield (TTM) | 0.74% | 0.11% |
| Dividend Payout Ratio (TTM) | 16.95% | 4.67% |
Valuation
P/E Ratio (TTM)
Both United Rentals (URI) at 23.24 and Vertiv (VRT) at 34.18 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
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
VRT
Capital Goods industry group
34.18
- Max
- 59.38
- Q3
- 35.92
- VRT
- 34.18
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
United Rentals (URI) at 3.74 is priced about in line with its industry on P/S ratio, while Vertiv (VRT) at 5.37 sits in the pricier quartile — VRT costs more per dollar of sales.
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
VRT
Capital Goods industry group
5.37
- Max
- 7.54
- VRT
- 5.37
- Q3
- 3.76
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
Both look rich against book: United Rentals (URI) at 6.75 sits in the upper P/B ratio quartile, and Vertiv (VRT) at 12.80 prices even higher, above its industry range.
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
VRT
Capital Goods industry group
12.80
- VRT
- 12.80
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | URI | VRT |
|---|---|---|
| P/E Ratio (TTM) | 23.24 | 34.18 |
| P/S Ratio (TTM) | 3.74 | 5.37 |
| P/B Ratio (MRQ) | 6.75 | 12.80 |
| Free Cash Flow Yield (TTM) | 3.24% | 4.21% |