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Stock Ratings / Consumer Discretionary / URI / dividends
ABNB (76) SUNB (76) AER (69) APG (65) ⌘ Pro Terminal β†’

United Rentals Inc. (URI) Dividend Safety Gauge & 10-Year DRIP Compounder

$1,170.05 -2.39% NYSE β€’ Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $1,167.82

United Rentals Inc. (URI) earns a Roarable Rating of B+ (Buy) with 78/100 RQD Confidence. High-quality cash engine (96% profit margin, 18% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

πŸ“Š Historical Track Record: Scores of 78/100 (B+) historically ranked in the Top 10% of excess returns over the next 90 days (+7.9% avg 90D alpha vs SPY β€’ 70.6% hit rate) β†’
ROARABLE B+ β€’ BUY Cap $74.22B
πŸ“€ Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚑ INSTANT AI QUANT PREVIEW β€’ $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on URI Below β€” or Connect Your Own ChatGPT / Claude
πŸ€– Mara Quenwick β€’ AI Quant Lead (Click for Instant Brief) Is URI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
β–Ό

As of 2026-11-02, United Rentals Inc. (NYSE: URI) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 78/100 at a spot price of $1,170.05 (-2.39% 1D, market cap $74.22B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 19/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 14/20, and SEC Balance-Sheet Forensics 15/20. Across 1011 tracked Consumer Discretionary issuers, URI ranks #33 in composite RQD confidence.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Ellis Vennor β€’ AI Peer & Flow Quant (Click for Instant Brief) How does URI compare to ABNB and SUNB in the Consumer Discretionary sector?
β–Ό

Within the Consumer Discretionary sector (Diversified Commercial Services), URI carries a Roarable B+ (78/100 RQD), trailing P/E of 29.8x, gross margin of 96.0%, and ROIC of 18.2%. By comparison, ABNB (Airbnb Inc.) holds a B+ grade (76/100 RQD, P/E 39.7x, ROIC 25.2%, cap $99.67B) and SUNB (Sunbelt Rentals Holdings Inc.) posts a B+ grade (76/100 RQD, P/E N/A, ROIC 11.7%, cap $34.55B). Among the 5-stock peer group, AER leads on earnings multiple (6.6x) while ABNB leads on capital efficiency (25.2% ROIC).

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Gideon Ashmere β€’ AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for URI?
β–Ό

Per URI's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001067701), United Rentals Inc. generated $3.69B in revenue (+3.0% YoY), $2.49B in net income, and $5.02B in free cash flow against $29.87B in total assets and $9.40B in total debt. Key quantitative strengths: Strong cash generator (96% profit margin)β€”profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists β€” not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
πŸ›‘οΈ Portfolio Crash X-Ray
EXT / AFTER-HRS: $1,167.83 (-0.19%)🧬 Cannibal Buyback (-2.08% YoY Shares)βš™οΈ Cash Engine: 17/20 (A-) β€’ 136% FCF Margin
Verify 90D Bucket Audit β†’
πŸ“Š Historical Track Record: Scores of 78/100 (B+) historically ranked in the Top 10% of excess returns over the next 90 days (+7.9% avg 90D alpha vs SPY β€’ 70.6% hit rate).
Audit Bucket Track Record β†’
RQD QUANT TACHOMETERBUY β€’ B+
025507510078
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) β€” not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw A- Β· Rk C+
Cash (17)Whales (19)SEC (13)Macro (14)CEO (15)
Each axis scored 0–20
12M PRICE TARGET CONE+9% Base Target
$1505 Bull$1275 Base$959 Bear
πŸ“¬ FREE URI RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: β€” (No Active Options Snapshot on file for URI)Realized 20D OHLCV Swing Band: Β±7.4%
Deterministic 5-Pillar Attribution (78/100 Composite)
πŸ” WHY URI SCORES 78/100 (B+) β€” TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
β–² #1 Bullish Driver: Whale & Options Positioning+19/20 pts (24% of score)

20D Institutional Volume Accumulation (Β±7.4% realized swing band)

β–² #2 Bullish Driver: Cash Engine Quality+17/20 pts (22% of score)

SEC XBRL FY 2025 (10-K): 136% FCF Margin ($5.02B FCF) & 166.3% Gross Margin

β–Ό #1 Drag / Risk Factor: SEC 10-K Forensic Risk13/20 pts (-7 pt drag)

Balance-sheet & 10-K footnote risk deducts 7 pts from forensic ceiling

πŸ“ˆ PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 β†’ Q2 β†’ Q3 β†’ Current
Q1 (-3Q)
70
Grade B$1,060.58-1.6% Next Q
Q2 (-2Q)
73
Grade B$1,043.87+11.3% Next Q
Q3 (-1Q)
75
Grade B+$1,162.00+0.7% Next Q
Current
78
Grade B+$1,170.05+7.9% Hist 90D Ξ±
Trajectory: B (70) β†’ B+ (78)Full Audit β†’
βš”οΈ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

βš”οΈ Adversarial Opposing Case: Why the URI Bull Thesis Could Fail

Gideon Ashmere Forensic Desk β†’

Even with a 78/100 (B+) score, URI faces multiple-compression risk if 29.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) β€” any gross margin slip below 163.8% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($1,053.34) or 200D SMA ($973.44) invalidates the momentum regime and cuts Target Base ($1,275.35) toward Bear Floor ($959.44).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $URIβ€’ $2.4M Crowd Pool β€’ Kalshi / Polymarket Composite
Contract: β€œURI Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
YES 78%NO 22%Trade / Inspect Odds β†’
CASH DIVIDEND + BUYBACK YIELD
2.43% Total Yield
0.63% Cash ($7.37/yr) + 1.8% Buybacks
PAYOUT SAFETY SPEEDOMETER
88/100 β€’ FORTRESS PAYOUT
FREE CASH FLOW PAYOUT RATIO
14% of FCF
8 consecutive years of payout growth
INTERACTIVE DRIP & SHAREHOLDER-YIELD COMPOUNDER (5.9% EST. ANNUAL)

$10,000 Compounded Over 10 Years β†’ $17,740

Est. Year-10 Shareholder Yield: $431/yr
$10.6K
Yr 1
$11.2K
Yr 2
$11.9K
Yr 3
$12.6K
Yr 4
$13.3K
Yr 5
$14.1K
Yr 6
$14.9K
Yr 7
$15.8K
Yr 8
$16.8K
Yr 9
$17.7K
Yr 10
ON-DEMAND RQD QUANT WORKSHOP β€’ SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Cash-Flow & Quality Compounder Desk

Cash-Fortress Compounders: Auditing Free Cash Flow & Yield Safety in URI & A-Rated Leaders

  • βœ“12-month Bull/Base/Bear fair-value walkthrough on URI and its top sector peer
  • βœ“Top Roarable A-Rated cash compounders with verified executive & 13F accumulation
  • βœ“Includes nightly RQD rating-change & forensic signal email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
Join Founding VIP Waitlist (No Card Required) β†’$100K Arena
URI // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +26.46%β–² ASCENDING CHANNEL
2026-11-02O $1,174.6H $1,198.7L $1,170.1C $1,170.1VOL 413.8K
RES: $1,202.8SUP: $990.4SMA50: $1,053.3SMA200: $973.4
$1,229.8$1,115.2$1,000.5$885.9$771.3RES $1,202.8SUP $990.4$1,170.12026-05-042026-06-172026-08-042026-09-182026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

URI Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

πŸ¦‹ URI Butterfly Map β†’ + Track URI β†’
Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
23.0%/yr Implied 5Y Growth

vs. +3.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on URI today. View full Setup Ledger β†’

πŸ¦‹ Documented & Second-Order Butterfly Connections Open Graph β†’

No direct multi-tier Butterfly edges indexed yet for URI. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for URI today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk β†’
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT β€’ SEC EDGAR XBRL Γ— RQD PEER BENCHMARK

πŸ“Š Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (URI)

Consumer Discretionary Rank #33 of 1011 βš”οΈ ABNB vs URI Full Matrix β†’

1. Head-to-Head Consumer Discretionary Peer Comparison (URI vs. ABNB, SUNB, AER, APG)

Industry: Diversified Commercial Services (32 Tracked Issuers)

Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, United Rentals Inc. (URI) ranks #33 by composite RQD confidence (78/100, grade B+) and #31 by equity capitalization ($74.22B). Within this direct 5-issuer industry benchmark cohort, AER leads on earnings valuation at 6.6x trailing P/E, while ABNB leads on capital efficiency and profitability with 25.2% ROIC and 83.0% gross margin. URI currently leads its immediate peer cohort in composite quantitative strength at 78/100 (B+).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
URI ACTIVE
United Rentals Inc.
B+ 78/100 29.8x 96.0% 18.2% -2.39% $74.22B Benchmark Subject
ABNB
Airbnb Inc.
B+ 76/100 39.7x 83.0% 25.2% -1.24% $99.67B /abnb-vs-uri β†’
SUNB
Sunbelt Rentals Holdings Inc.
B+ 76/100 β€” 96.0% 11.7% -0.82% $34.55B /sunb-vs-uri β†’
AER
AerCap Holdings N.V.
C+ 69/100 6.6x β€” 9.2% -0.74% $24.66B /aer-vs-uri β†’
APG
APi Group Corporation
C 65/100 64.4x 31.4% 8.3% -1.51% $19.46B /apg-vs-uri β†’

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K β€’ FILED 2025-12-31 β€’ CIK 0001067701

In its most recent audited fiscal period (FY2025, filed 2025-12-31), United Rentals Inc. (URI) reported GAAP revenue of $3.69B (+3.0% vs. FY2024 revenue of $3.59B , and +8.8% cumulative change since FY2023) , GAAP net income of $2.49B, operating cash flow of $5.19B, and free cash flow of $5.02B (+14.6% YoY). On the balance sheet, URI closed FY2025 with $29.87B in total assets against $9.40B in total debt (Altman Z-Score: 3.43, Piotroski F-Score: 6/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $3.69B $2.49B $5.19B $5.02B $29.87B $9.40B
FY2024 (FY) 2024-12-31 $3.59B $2.58B $4.55B $4.38B $28.16B $8.79B
FY2023 (FY) 2023-12-31 $3.40B $2.42B $4.70B $4.55B $40.82B $9.55B

3. URI Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

βœ“ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is URI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-02, United Rentals Inc. (NYSE: URI) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 78/100 at a spot price of $1,170.05 (-2.39% 1D, market cap $74.22B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 19/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 14/20, and SEC Balance-Sheet Forensics 15/20. Across 1011 tracked Consumer Discretionary issuers, URI ranks #33 in composite RQD confidence.

How does URI compare to ABNB and SUNB in the Consumer Discretionary sector?

Within the Consumer Discretionary sector (Diversified Commercial Services), URI carries a Roarable B+ (78/100 RQD), trailing P/E of 29.8x, gross margin of 96.0%, and ROIC of 18.2%. By comparison, ABNB (Airbnb Inc.) holds a B+ grade (76/100 RQD, P/E 39.7x, ROIC 25.2%, cap $99.67B) and SUNB (Sunbelt Rentals Holdings Inc.) posts a B+ grade (76/100 RQD, P/E N/A, ROIC 11.7%, cap $34.55B). Among the 5-stock peer group, AER leads on earnings multiple (6.6x) while ABNB leads on capital efficiency (25.2% ROIC).

What are the biggest fundamental strengths and SEC risk factors for URI?

Per URI's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001067701), United Rentals Inc. generated $3.69B in revenue (+3.0% YoY), $2.49B in net income, and $5.02B in free cash flow against $29.87B in total assets and $9.40B in total debt. Key quantitative strengths: Strong cash generator (96% profit margin)β€”profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is URI trading relative to its 50-day, 200-day, and 52-week technical levels?

URI last traded at $1,170.05 (-2.39% on volume of 488,695 shares), positioning the stock +11.08% above its 50-day simple moving average ($1,053.34) and +20.20% above its 200-day simple moving average ($973.44). Across its 52-week range of $701.59 to $1,202.12, URI sits at the 93.6% percentile with a 14-day RSI of 69.1 (BULLISH MOMENTUM) and an implied next-earnings move of Β±7.4% ($1,083.47 to $1,256.63).

URI Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS β€’ SEC EDGAR Γ— CBOE Γ— FRED

Does URI pay a dividend and is it safe?

United Rentals Inc. (URI) offers a 0.63% cash dividend yield ($7.37 annualized) and 2.43% total shareholder yield including buybacks. Roarable rates its payout coverage as FORTRESS PAYOUT.

Direct Sub-Reports: URI RQD Cockpit URI 12M Forecast URI Earnings & Move URI Dividends & DRIP URI Insiders & 13F URI Whale Options URI Profit Sankey URI News & Why
ROARABLE RATING BRIEF β€’ RQD 78/100 (B+) βœ“ STAGE-C NUMBER FIREWALL VERIFIED

URI β€” United Rentals Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:10:26Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, United Rentals scores 78 out of 100, a B+ grade, labeled "Roarable Buy β€” Very Good Cash & Smart-Money Inflow." The five pillars are: Fundamental Cash Engine at 17 of 20 (ROIC 18.2%; FCF yield 6.77%), which indicates strong cash generation relative to capital employed; Whale 13F Flow at 19 of 20, the highest pillar, reflecting institutional accumulation and options positioning; Insider Conviction at 15 of 20, based on SEC Form 4 and Congressional PTR cluster flow; Macro Regime Fit at 14 of 20, reflecting a beta of 0.9 and sector sensitivity; and Forensic Balance Sheet at 13 of 20, supported by an Altman Z-Score of 3.43, a Piotroski F-Score of 6 of 9, and Debt/Equity of 0.98. For a prospective investor, the upside drivers sit mainly in cash generation and institutional flow, while the valuation tradeoff is visible in the market data: a trailing P/E of 29.8 and EV/EBITDA of 20.1 price in a substantial share of that strength. The balance-sheet pillar is the lowest score, so leverage is a consideration rather than a strength. This is an analytical summary of the rating, not personalized advice.

Snapshot

PriceMarket CapP/E (TTM)Forward P/EEV/EBITDAEPS (TTM)Dividend YieldBeta52-Wk RangeROIC %
1198.68$74.22B29.827.720.140.280.63%0.9$701.59 - $1202.1218.2%

Financial Trend

PeriodRevenueOperating IncomeNet IncomeEPSFCFCashDebt
FY 2025$3695.0M$3973.0M$2494.0MN/A$5023.7M$459.0M$9404.1M
FY 2024$3588.0M$4065.0M$2575.0MN/A$4384.5M$457.0M$8793.5M
FY 2023$3395.0M$3827.0M$2424.0MN/A$4551.2MN/A$9551.9M

Per the SEC financials, revenue rose from $3395.0M in FY 2023 to $3695.0M in FY 2025, while free cash flow moved from $4551.2M to $5023.7M across the same span. Operating income and net income are reported above; operating income exceeded net income in every period. Per the Roarable RQD rating, ROIC is 18.2%, the Altman Z-Score is 3.43, and the Piotroski F-Score is 6 of 9. Debt/Equity is 0.98 per the rating's forensic pillar; the reported debt balances are shown above, with FY 2023 cash not available in source data.

Recent Catalysts & News Wire Analysis

Per the recent news feed, six items reference URI. The headlines are: a Yahoo! Finance Canada market wire (YELLOW); a Trefis item flagged as a risk watch on market risk (RED); a Yahoo Finance item on the stock's long-term return (YELLOW); a Yahoo Finance preview of an upcoming earnings report (YELLOW); a Yahoo Finance item on fair value based on cash flow (YELLOW); and a Yahoo Finance item noting reasonable valuation after buyback moves, flagged as a CATALYST (GREEN). The earnings preview is the most time-sensitive catalyst in the set. The single RED risk-watch item concerns market risk exposure. Per the Butterfly Supply-Chain Graph, no proprietary signals or supply-chain links are recorded.

Open Questions

  • What is the company's specific product and service mix, and what share of revenue comes from each line?
  • What were reported EPS figures for FY 2023 through FY 2025, which the source data lists as N/A?
  • What is the analyst consensus and price target distribution, given that no analyst data was provided?
  • Which specific insider, 13F, and Congressional transactions drive the whale and insider pillar scores?
  • What did the upcoming earnings report contain, and how did the 2.05% price change relate to the news flow?

URI Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for United Rentals Inc. (URI) β€’ Click "Debate This Headline" to argue it in the Roar Pit below

πŸ’¬ Jump to URI Debate Forum (3) ↓
πŸ”₯ THE ROAR PIT β€’ LIVE COMMUNITY DEBATE 3 Active Posts & Replies

URI Bull vs. Bear Conversation Board β€” What's Your Call at $1,170.05?

πŸ‚ 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON URI 🐻 33% BEARISH CONVICTION
1. Pick Your Side on URI:
πŸ’‘ Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk πŸ‚ BULLISH 🎯 Target: $1,414.44 (+18.0%)
πŸ“Œ Pinned Debate

πŸ”₯ Official Bull vs. Bear Debate: Is URI (B+ β€’ RQD 78/100) a Buy at $1198.68?

Welcome to the URI (United Rentals Inc.) Roar Pit. Current RQD Composite is 78/100 (Roarable Buy β€” Very Good Cash & Smart-Money Inflow) in Diversified Commercial Services. Bulls point to capital efficiency (18.2% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (πŸ‚ Bull or 🐻 Bear) and drop your price target below.

SK SkepticalCFA Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $970.93 (-19.0%)
Spot @ $1,198.68

Pump the brakes on URI β€” check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on URI, but look at what you are paying: 29.8x trailing P/E with 96.0% gross margins. Unless United Rentals Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

CA CashFlowKing Verified K Arena Trader πŸ‚ BULLISH 🎯 Target: $1,522.32 (+27.0%)
Spot @ $1,198.68

URI cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on URI, the market is fixating on short-term headline noise in Diversified Commercial Services and ignoring the balance sheet and cash flow trajectory. At $1198.68 (52-wk range $701.59 - $1202.12), any beat on forward guidance forces shorts and underweight funds to chase.

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