Only one of our models could value this stock with confidence, so use it as a guide.
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Valued as a growth company: P/E comparison and EV/EBITDA comparison.
ACCE opinionEquipmentShare.com Inc Class A Common Stock (EQPT)
Fair value (2 models)
Not available
ACCE price target
$15.50
Rating
Not rated
Horizon
12 months
ACCE price target published on 11 Oct 2026, 00:00 CEST.
Price used: $16.01 at the close on 23 Oct 2026, 22:00 CEST.
Models: EV/EBITDA comparison and P/E comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
35
out of 100
Analysts
64% buy
11 covering
P/E
148.5x
forward 23.8x
Dividend yield
0.00%
EquipmentShare.com Inc Class A Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
EquipmentShare rents and leases construction equipment, and it sells a telematics and fleet-management platform that tracks where its machines are and how they are used. Its edge is that the software and data sit on the same fleet it rents out, which gives it utilization and maintenance information that a pure rental yard lacks. Revenue is growing 26.3% a year, but a 6.5% operating margin and a 2.1% ROE mean the business is not yet converting that growth into much profit or return on equity. The stock trades at 131 times trailing earnings and 23.8 times forward earnings, so the investment case rests on the gap between those two numbers closing as margins expand. Our score of 35/100 and the absence of index membership suggest the quality and valuation work needs a closer look before it would merit a position.