United Rentals Inc (URI)

URI (NYSE:Diversified Services) EQUITY
pos +0.00
Today's Range: 119.11 - 124.70 | URI Avg Daily Volume: 1,755,500
Last Update: 02/24/17 - 4:04 PM EST
Volume: 0
YTD Performance: 14.51%
Open: $0.00
Previous Close: $120.90
52 Week Range: $49.91 - $131.19
Oustanding Shares: 84,310,531
Market Cap: 10,193,143,198
6-Month Chart
TheStreet Ratings Grade for URI
Buy Hold Sell
A+ A A- B+ B B- C+ C C- D+ D D- E+ E E- F
TheStreet Ratings is the source for accurate ratings that you can rely upon to make sound, informed financial decisions. Click here to find out about our methodology.
Analysts Ratings
Historical Rec Current 1 Mo. Ago 2 Mo. Ago 3 Mo. Ago
Strong Buy 4 3 3 3
Moderate Buy 0 0 0 0
Hold 12 13 12 12
Moderate Sell 0 0 0 0
Strong Sell 0 0 1 1
Mean Rec. 2.50 2.63 2.75 2.75
Latest Dividend: 0.00
Latest Dividend Yield: 0.00%
Dividend Ex-Date: 12/31/69
Price Earnings Ratio: 18.74
Price Earnings Comparisons:
URI Sector Avg. S&P 500
18.74 18.70 30.70
Price Performance History (%Change):
3 Mo 1 Yr 3 Y
24.19% 148.95% 39.62%
Revenue -0.90 0.20 0.05
Net Income -3.20 0.50 0.13
EPS 6.30 0.60 0.16
Earnings for URI:
Revenue 5.76B
Average Earnings Estimates
Qtr (03/17) Qtr (06/17) FY (12/17) FY (12/18)
Average Estimate $1.52 $2.23 $9.13 $9.97
Number of Analysts 10 8 9 8
High Estimate $1.69 $2.38 $9.86 $10.89
Low Estimate $1.42 $2.12 $8.75 $9.31
Prior Year $1.40 $2.06 $8.65 $9.13
Growth Rate (Year over Year) 8.79% 8.37% 5.59% 9.15%
Chart Benchmark
Average Frequency Timeframe
Indicator Chart Scale  
Symbol Comparison Bollinger Bands
The market has now turned mixed in a pretty quiet trading day. Larry Fink of BlackRock (BLK) suggests markets have gotten ahead of themselves with respect to possible fiscal stimulus from D.C. at a Yahoo Finance Summit today. I concur with that theme. I believe it will take a lot longer for any sort of infrastructure bill to make in through Congress and be enacted, especially given the rancor between the two parties. In addition, given the amount of environmental reviews so many projects have to go through before they can be "greenlighted," it may be years before a lot of this spending hits the economy. The previous administration found that out the hard way with its approximately $800 billion stimulus package that it later had to admit had few "shovel ready" jobs within it. Think infrastructure names that have gone up more than 50% since the election like United Rentals (URI)  could see some profit-taking as investors realize Washington still works as slowly as the speed of molasses in the winter time.
The stocks of companies that show good fundamentals are a buy, not a sell.
S&P leaders have been putting up some great numbers.
Did anyone see this coming?
Housing, oil and other faves are enough to make me break into song.
This biopharma company's Relistor drug should send revenues sharply higher this year.
This biopharma company's Relistor drug should send revenues sharply higher next year.
Any boost in infrastructure spending is likely to hit in 2018 or even 2019, rather than next year.

Trade of the Week: Long TZA Real Money Pro($)

Over the last year the Russell Index has materially outperformed the broader indices: Since mid-December 2015, the Russell Index has doubled the performance of the S&P Index (up 24% compared to 12%). As Bertrand Russell noted, "extreme hopes are born from extreme misery" -- at least if you have been short iShares Russell 2000 ETF IWM! (Note: In its history, the Russell Index never has been as extended relative to the Bollinger Bands.)  The recent widening in relative performance (Russell vs. S&P) may be a function of the president-elect's policies toward protectionism and against globalization; the timeliness and extent of impact might be overestimated.  The Russell Index is more richly valued than the broader indices. The 2016 price/earnings multiple for the Russell Index is 32x and 25x 2017 estimates (before any new effective tax rate) on non-GAAP earnings. The S&P Index is trading at 19x 2016 non-GAAP and 17.5x 2017 estimates. However, the S&P multiple of GAAP is 26x -- there is no currently available GAAP multiple of the Russell.  As interest rates gap higher, the cost of capital is rising for small and medium-size companies: This is occurring at a speed far faster than many previously thought. Large, multinational companies have better and cheaper access to capital through the markets and/or on their cash-rich balance sheets. (Note: This morning's move in the 10-year U.S. note yield to more than 2.50% may be a tipping point).  The rate of growth in the cost of commodities and services is starting to accelerate. This hurts smaller domestic companies that are less diversified compared to the larger companies. Remember, mono-line smaller companies often have less pricing power than their larger brethren. (Note: This morning's $2.35 rise in the price of crude oil to nearly $54 also may be a tipping point).  Smaller capitalized, domestically based companies are not beneficiaries of possible repatriation of overseas capital. As Russell wrote, "Sin is geographical!"  The president-elect's infrastructure plans likely will be slow to advance. There will be some opposition from both parties, members of which will be looking for a revenue-neutral and not "budget-busting" fiscal jump-start. At best, this is a 2018-2019 event. Moreover, the build-out could benefit some of our larger companies (e.g., Caterpillar (CAT) and United Rentals (URI) ) over smaller companies. In the broadest sense, however, infrastructure build-outs rarely contribute to sustained prosperity; just look at the sophisticated and state-of-the-art infrastructure in Japan. That build-out has failed to bring sustainable economic growth to that country. The same can be said for Canada, which is mired in a 1% Real GDP growth backdrop despite Prime Minister Trudeau's large infrastructure spending of years ago.  The president-elect's immigration policy -- building a wall, limiting in-migration and exporting those who are in our country illegally -- are not pro-domestic growth and could hurt small to medium-size companies.  The president-elect's China policy and broader protectionism policy could end up hurting the sourcing (impacting availability and cost) of many smaller companies, potentially squeezing profits by lowering margins and reducing sales. Bottom Line  "All movements go too far." --Bertrand Russell My view is that the Russell may soon stop crowing and I am moving toward a more aggressive short of that Index.
It can take many months or quarters before the market recognizes the value of a downtrodden name.


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