Sunbelt Rentals rents heavy equipment (aerial work platforms, power generation, pumps, and climate control units) to construction, industrial and events customers, and sells some of it used through its own channels. Its edge is scale in the fragmented North American equipment rental market: a dense branch network, a large fleet, and the logistics to move it, which smaller independents struggle to match on utilization and fleet rotation. The company is posting 11.2% revenue growth with a 22.4% operating margin and an 18.4% ROE, so the franchise is converting into profit. At 15.5x forward earnings against 22.8x trailing, the market is pricing in a meaningful step-up in earnings, which makes the next few quarters of margin delivery the key test. Worth a deeper look to see whether fleet investment and infrastructure-driven construction demand can keep utilization high enough to sustain that earnings growth.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 19 Oct 2026, 19:04 CEST | Rating | Fairly valued | first publication | $76.02 |
| 19 Oct 2026, 19:04 CEST | Fair value | $70.76 | $86.28 | $76.02 |
| 18 Oct 2026, 01:52 CEST | ACCE price target | $84.00 | $80.00 | $76.02 |
| 15 Oct 2026, 00:00 CEST | Fair value | $86.28 | $90.73 | $77.33 |
| 11 Oct 2026, 00:00 CEST | Fair value | $90.73 | $111 | $75.17 |
| 5 Oct 2026, 00:00 CEST | Fair value | $111 | $110 | $77.10 |
| 1 Oct 2026, 00:00 CEST | Fair value | $110 | $112 | $73.78 |
| 26 Sept 2026, 00:00 CEST | Fair value | $112 | $116 | $72.74 |
| 24 Sept 2026, 00:00 CEST | Fair value | $116 | $112 | $75.67 |
| 21 Sept 2026, 00:00 CEST | ACCE price target | $80.00 | first publication | $73.59 |
Answered from Sunbelt Rentals Holdings Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| SUNB Sunbelt Rentals Holdings Inc. Common Stock | $78.52 | $71 | 11% above | 23.7x | 18.4% | 71 | 68 |
| AER AerCap Holdings N.V. Ordinary Shares | $147.68 | $260 | 43% below | 7.1x | 18.7% | 81 | 67 |
| URI United Rentals Inc. Common Stock | $1111.02 | $735 | 51% above | 25.7x | 28.9% | 75 | 69 |
| UHAL U-Haul Holding Company Common Stock | $56.80 | $43 | 32% above | 405.7x | 0.8% | 46 | 40 |
| R Ryder System Inc. Common Stock | $265.53 | $334 | 21% below | 20.6x | 16.7% | 47 | 62 |
| 8439.T Tokyo Century Corporation | ¥2535.00 | - | - | 10.0x | 10.9% | 30 | 69 |
| AYV.PA Ayvens | €8.73 | - | - | 7.4x | 9.1% | 38 | 39 |
Where SUNB ranks against its sector peers on each metric.