Valued at $56.4 billion by market cap, United Rentals, Inc. (URI) stands as the world’s largest equipment rental provider. Headquartered in Stamford, Connecticut, the company operates an extensive network of 1,666 rental locations across North America, Europe, Australia, and New Zealand, serving a wide-ranging clientele that includes construction and industrial companies, utilities, municipalities, and homeowners.

Companies worth $10 billion or more are generally described as "large-cap stocks," and United Rentals fits this bill perfectly. The company’s broad and well-maintained fleet, along with its focus on technology and digital platforms, enhances service efficiency and customer satisfaction. 

United Rentals touched its 52-week high of $896.98 on Nov. 11 and is currently trading 21.2% below that peak. URI stock prices have surged 12.5% over the past three months, outpacing the broader Dow Jones Industrial Average’s ($DOWI) marginal fall during the same time frame.

URI has climbed marginally in 2025, matching $DOWI’s marginal gains on a YTD basis. However, its 9.9% rally over the past year trails $DOWI’s 10.2% returns over the past year.

While URI shares have been trading above their 50-day moving average since late April, they have dipped below their 200-day moving average since mid-February.

On April 23, URI reported its Q1 results, prompting a surge of over 9% in its share price the next trading day. The company posted adjusted earnings per share of $8.86, slightly exceeding analysts’ expectations of $8.84. Revenue came in at $3.7 billion, also beating the consensus estimate of $3.6 billion. 

United Rentals has underperformed its competitor, H&E Equipment Services, Inc. (HEES), by a large margin. HEES stock gained 93.3% in 2025 and 99.2% over the past year.

Among the 20 analysts covering the URI stock, the consensus rating is a “Moderate Buy.” Its mean price target of $762.83 indicates a potential upside of 7.9% from the current market prices.