URI vs. WAB: United Rentals vs. Wabtec Stock Comparison
How do United Rentals (URI) and Wabtec (WAB) 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 Wabtec (WAB) both fall under the Capital Goods industry group, but URI is classified in Trading Companies & Distributors while WAB is classified in Machinery.
| Profile Item | URI | WAB |
|---|---|---|
| Name | United Rentals Inc. | Wabtec Corporation |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Trading Companies & Distributors | Machinery |
| GICS Sub-Industry | Trading Companies & Distributors | Construction Machinery & Heavy Transportation Equipment |
| Market Capitalization | 65.36 billion USD | 47.59 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 18, 1997 | June 16, 1995 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | URI | WAB |
|---|---|---|
| Total Return (1Y) | 35.39% | 44.64% |
| Total Return (3Y, Annualized) | 38.68% | 39.37% |
| Total Return (5Y, Annualized) | 24.76% | 25.90% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | URI | WAB |
|---|---|---|
| Volatility (1Y, Annualized) | 44.71% | 27.53% |
| Beta (5Y) | 1.81 | 0.91 |
| Max Drawdown (5Y) | -39.76% | -23.55% |
| Avg. Volume (3M) | 496.78K | 890.96K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | URI | WAB |
|---|---|---|
| Sharpe Ratio (1Y) | 0.70 | 1.47 |
| Sortino Ratio (1Y) | 1.16 | 2.34 |
Profitability
ROE (TTM)
United Rentals (URI) at 30.56% sits in the top ROE quartile, while Wabtec (WAB) at 12.24% is closer to the peer norm — stronger capital efficiency for URI.
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%
WAB
Capital Goods industry group
12.24%
- Max
- 40.55%
- Q3
- 19.29%
- WAB
- 12.24%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
United Rentals (URI) at 16.33% retains a top-quartile share of revenue as profit, ahead of Wabtec (WAB) at 11.20%, which keeps about the industry-typical share.
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%
WAB
Capital Goods industry group
11.20%
- Max
- 27.47%
- Q3
- 12.10%
- WAB
- 11.20%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Both United Rentals (URI) at 29.21% and Wabtec (WAB) at 20.22% 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%
WAB
Capital Goods industry group
20.22%
- Max
- 36.60%
- WAB
- 20.22%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | URI | WAB |
|---|---|---|
| ROE (TTM) | 30.56% | 12.24% |
| ROA (TTM) | 9.14% | 6.28% |
| Net Margin (TTM) | 16.33% | 11.20% |
| Operating Margin (TTM) | 29.21% | 20.22% |
| Gross Margin (TTM) | 39.19% | 36.17% |
Growth
Revenue Growth
Both United Rentals (URI) at 4.91% and Wabtec (WAB) at 7.51% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both United Rentals (URI) at -0.21% and Wabtec (WAB) at 13.08% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | URI | WAB |
|---|---|---|
| Revenue Growth (YoY) | 4.91% | 7.51% |
| Revenue Growth (3Y CAGR) | 11.41% | 10.12% |
| EPS Growth (YoY) | -0.21% | 13.08% |
| EPS Growth (3Y CAGR) | 9.20% | 25.44% |
Financial Strength
Current Ratio (MRQ)
Both United Rentals (URI) at 0.80 and Wabtec (WAB) at 1.10 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
WAB
Capital Goods industry group
1.10
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- WAB
- 1.10
- Min
- 0.36
Debt / Equity (MRQ)
Wabtec (WAB) at 0.60 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
WAB
Capital Goods industry group
0.60
- Max
- 2.33
- Q3
- 1.12
- WAB
- 0.60
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | URI | WAB |
|---|---|---|
| Current Ratio (MRQ) | 0.80 | 1.10 |
| Debt / Equity (MRQ) | 1.64 | 0.60 |
| Net Debt / EBITDA | 3.12 | 2.28 |
Dividends
Dividend Yield (TTM)
Both United Rentals (URI) at 0.74% and Wabtec (WAB) at 0.42% 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%
WAB
Capital Goods industry group
0.42%
- Max
- 2.66%
- Q3
- 1.14%
- WAB
- 0.42%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both United Rentals (URI) at 16.95% and Wabtec (WAB) at 14.66% 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%
WAB
Capital Goods industry group
14.66%
- Max
- 67.39%
- Q3
- 28.02%
- WAB
- 14.66%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | URI | WAB |
|---|---|---|
| Dividend Yield (TTM) | 0.74% | 0.42% |
| Dividend Payout Ratio (TTM) | 16.95% | 14.66% |
Valuation
P/E Ratio (TTM)
Both United Rentals (URI) at 23.24 and Wabtec (WAB) at 35.23 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
WAB
Capital Goods industry group
35.23
- Max
- 59.38
- Q3
- 35.92
- WAB
- 35.23
- 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 Wabtec (WAB) at 3.90 sits in the pricier quartile — WAB 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
WAB
Capital Goods industry group
3.90
- Max
- 7.54
- WAB
- 3.90
- Q3
- 3.76
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
Wabtec (WAB) at 4.20 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.
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
WAB
Capital Goods industry group
4.20
- Max
- 9.66
- Q3
- 5.00
- WAB
- 4.20
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | URI | WAB |
|---|---|---|
| P/E Ratio (TTM) | 23.24 | 35.23 |
| P/S Ratio (TTM) | 3.74 | 3.90 |
| P/B Ratio (MRQ) | 6.75 | 4.20 |
| Free Cash Flow Yield (TTM) | 3.24% | 2.60% |