3 Reasons United Rentals Got an 8/10 From Motley Fool скачать в хорошем качестве

3 Reasons United Rentals Got an 8/10 From Motley Fool

Motley Fool analysts rate United Rentals 8/10 — a scale-driven consolidator with mid‑teens return potential but clear cyclicality. Strong management and rising ROIC offset heavy capex and recession risk; size positions and watch cash‑flow trends. Business strength: consolidation in a fragmented, capital‑intensive rental market gives pricing power and distribution advantages. Management: CEO Matt Flannry (company lifer, 27 years) and incentive pay tied to ROIC, revenue, and EPS earn high marks. Financials: ROIC has roughly doubled over the past decade, though recent quarters show ROIC slipping and weaker free‑cash‑flow conversion. Valuation & returns: Analysts reference ~20x P/E and expect high single‑digit to mid‑teens annualized returns (Travis: 10–15%; Tyler: 15%+). Risks & takeaways: Heavy fleet reinvestment, sensitivity to construction/infrastructure cycles, and past deep drawdowns mean investors should size positions and monitor ROIC and FCF. ------------------------------------------------------------------------ This video is brought to you by The Motley Fool. Visit https://fool.com/Invest to get access to this special offer. The Motley Fool Stock Advisor returns are 968% as of 1/12/2026 and measured against the S&P 500 returns of 197% as of 1/12/2026. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. ------------------------------------------------------------------------