BBUC vs IBP vs URI Stock Comparison

Brookfield Business, Installed Building Products and United Rentals Prices as of Oct 27, 2026 Peers: Industry group
BBUC Brookfield Business Corp
$27.85 +9.5% 1M -23.6% 1Y
Market cap
$2.42B
P/E
–
Revenue (TTM)
$26.95B
Div. yield
0.04%
Engineering and Construction Industrials
2 wins
URI United Rentals, Inc.
$1,162.88 +11.1% 1M +29.2% 1Y
Market cap
$72.97B
P/E
25.5x
Revenue (TTM)
$17.50B
Div. yield
–
Equipment Rental Industrials
5 wins

Head to Head

11 decided of 12

United Rentals leads on 5 of the 12 questions below (United Rentals 5, Installed Building Products 4, Brookfield Business 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBBUCIBPURILeader
Larger companyMarket capitalisation $2.42B $5.29B $72.97B URI
Cheaper on earningsLower P/E, profitable companies only -29.9x 21.1x 25.5x IBP
Cheaper on forward earningsLower price / next fiscal year consensus EPS 3.1x 20.5x 21.0x BBUC
Faster revenue growthRevenue growth, trailing twelve months -10.5% +0.3% +9.4% URI
More profitableNet margin, trailing twelve months -0.3% 8.5% 16.3% URI
Better return on capitalReturn on invested capital — 16.0% 14.0% IBP
Less leveragedLower net debt / EBITDA 5.4x 1.4x 2.3x IBP
Higher dividend yieldTrailing dividend yield 0.04% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -23.6% -24.4% +29.2% URI
Better 5-year returnAnnualised price return, 5 years — +10.6%/yr +26.0%/yr URI
Less volatileAnnualised volatility, 1 year 36.3% 54.9% 42.3% BBUC
Higher overall scoreMean of the five percentile scores vs peers 60/100 63/100 56/100 IBP

Percentile Scorecard

BBUCIBPURI

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisBBUCIBPURI
Valuation 98 #2 of 52 51 #26 of 52 20 #37 of 46
Growth 22 #29 of 37 19 #30 of 37 92 #4 of 39
Profitability 78 #9 of 37 94 #3 of 37 95 #3 of 39
Financial Health 18 #47 of 57 68 #19 of 57 20 #38 of 47
Shareholder Returns 85 #5 of 27 81 #6 of 27 52 #16 of 32
Overall 60 63 56
  • BBUC ranked among 57 companies in Construction Services
  • IBP ranked among 57 companies in Construction Services
  • URI ranked among 49 companies in Distribution and Rental

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodBBUCIBPURISPY
1 month +9.5%+2.6%+11.1% -0.2%
3 months -12.3%-14.4%+6.6% +3.9%
6 months -16.7%-30.1%+20.8% +8.2%
Year to date -22.4%-20.8%+43.7% +12.9%
1 year -23.6%-24.4%+29.2% +12.3%
3 years +96.7%+88.5%+191.4% +87.4%
3 years, per year +25.3%+23.6%+42.9% +23.3%
5 years —+65.6%+216.7% +67.9%
5 years, per year —+10.6%+26.0% +10.9%
10 years —+544.8%+1,424.7% +261.1%
10 years, per year —+20.5%+31.3% +13.7%

Risk

MeasureBBUCIBPURISPY
Volatility, 1Y 36.3%54.9%42.3% 12.7%
Downside volatility, 1Y 39.7%60.7%39.1% 12.7%
Beta vs S&P 500, 1Y 0.981.391.04 1.00
Return / volatility, 1Y -0.65-0.440.69 0.97
Max drawdown, 5Y -61.5%-49.2%-40.0% -25.4%
From 52-week high -26.0%-40.3%-0.2% -1.2%
52-week high $37.64$344.19$1,165.29 $779.14
52-week low $25.06$180.32$710.47 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleBBUCIBPURI
P/E now vs peer median -29.7xmedian 26.7x 21.8xmedian 26.7x 25.3xmedian 25.3x
P/S now vs peer median 0.1xmedian 0.8x 1.8xmedian 0.8x 4.1xmedian 1.0x
EV/EBITDA now vs peer median 5.8xmedian 13.1x 12.8xmedian 13.1x 13.7xmedian 13.4x
P/FCF now vs peer median 0.9xmedian 23.0x 18.7xmedian 23.0x 80.8xmedian 21.9x
P/B now vs peer median 0.2xmedian 2.4x 8.5xmedian 2.4x 7.4xmedian 2.6x
PEG now vs peer median —median 0.57 6.57median 0.57 2.66median 2.38

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsBBUCIBPURI
Revenue $26.95B $2.96B $17.50B
Gross profit $5.31B $996.90M $6.84B
Operating income $4.15B $367.80M $4.47B
Net income $305.00M $250.70M $2.86B
Free cash flow $2.70B $291.70M $892.00M
EPS (diluted) – $9.39 $45.89
Cash & equivalents $3.45B $394.50M $153.00M
Total debt $43.93B $1.06B $14.67B
Shares (diluted) – 26.71M 62.26M
Enterprise value -$17.80B $3.77B $72.09B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricBBUCIBPURI
P/E -29.7x 21.8x 25.3x
P/FCF 0.9x 18.7x 80.8x
P/Operating cash flow 0.9x 15.2x 11.6x
P/S 0.1x 1.8x 4.1x
P/B 0.2x 8.5x 7.4x
P/Tangible book -1.0x 14.7x 7.8x
EV/EBITDA 5.8x 12.8x 13.7x
EV/EBIT 10.0x 16.7x 19.4x
EV/Revenue 1.5x 2.1x 5.0x
EV/FCF 15.4x 21.0x 97.1x
EV/Operating cash flow 15.4x 17.0x 14.0x
PEG (3Y EPS CAGR) – 6.57 2.66

Growth

14 metrics
MetricBBUCIBPURI
Revenue growth (1Y) -10.5% 0.3% 9.4%
Revenue CAGR (3Y) -13.2% 2.4% 8.0%
Gross profit growth (1Y) -13.8% 0.5% 10.4%
Gross profit CAGR (3Y) 5.2% 4.2% 6.0%
Operating income growth (1Y) -15.9% -0.8% 11.5%
Operating income CAGR (3Y) 9.9% 0.2% 5.7%
Net income growth (1Y) -70.0% 0.3% 12.9%
Net income CAGR (3Y) -3.3% 1.4% 6.2%
EPS growth (1Y) – 2.9% 16.6%
EPS CAGR (3Y) – 3.3% 9.5%
Operating cash flow growth (1Y) -34.9% 0.4% 24.2%
Operating cash flow CAGR (3Y) 54.1% 4.4% 10.9%
Free cash flow growth (1Y) -34.9% 5.3% 98.2%
Free cash flow CAGR (3Y) 51.7% 3.0% 83.7%

Profitability

14 metrics
MetricBBUCIBPURI
Gross margin 19.7% 33.6% 39.1%
EBITDA margin 26.8% 16.2% 36.1%
Operating margin 15.4% 12.4% 25.5%
Pretax margin 1.4% 11.3% 21.8%
Net margin -0.3% 8.5% 16.3%
FCF margin 10.0% 9.8% 5.1%
Operating cash flow margin 10.0% 12.1% 35.4%
Return on equity – 38.4% 30.2%
Return on assets 0.4% 11.2% 8.9%
Return on invested capital – 16.0% 14.0%
Return on capital employed 6.4% 19.8% 16.5%
Asset turnover 0.3x 1.3x 0.5x
Cash conversion (OCF / net income) 8.9x 1.4x 2.2x
Stock comp / revenue – 0.7% 0.9%

Financial Health

11 metrics
MetricBBUCIBPURI
Debt / assets 55.7% 47.2% 44.7%
Debt / equity 2.8x 1.7x 1.5x
Net debt / EBITDA 5.4x 1.4x 2.3x
Debt / FCF 16.2x 3.6x 16.4x
Liabilities / assets 80.4% 71.6% 70.4%
Equity / assets 19.6% 28.4% 29.6%
Interest coverage – 10.2x –
Current ratio 1.4x 3.0x 0.8x
Quick ratio 0.9x 2.2x 0.6x
Cash ratio 0.4x 1.0x 0.0x
Altman Z-score – 4.96 3.57

Shareholder Returns

7 metrics
MetricBBUCIBPURI
Dividend yield 2.9% 1.4% 0.7%
Net buyback yield – 3.5% 2.5%
Shareholder yield 2.9% 4.9% 3.2%
Payout ratio (earnings) 31.1% – –
Payout ratio (FCF) 3.5% – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) -2.3% – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusBBUCIBPURI
Forward P/E 3.1xFY2026 20.5xFY2026 21.0xFY2026
EPS, next fiscal year $8.99FY2026 $10.04FY2026 $55.27FY2026
EPS growth, next FY +54.5%FY2026 -12.2%FY2026 +31.4%FY2026
EPS growth, the year after +9.0% +2.6% +6.3%
Revenue, next fiscal year $5.12BFY2026 $3.10BFY2026 $18.69BFY2026
Revenue growth, next FY -51.8%FY2026 +4.3%FY2026 +16.1%FY2026
Revenue growth, the year after -100.0% -7.8% +3.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBBUCIBPURI
Held by institutions 55.0% 97.9% 95.9%
Institutions holding 149 423 1,587
Change in shares held, QoQ +13.6% +0.2% +4.7%
Institutions buying 93 229 804
Institutions selling 33 146 537
Buyers to sellers 2.82 1.57 1.50

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

BBUCIBPURI
BBUC 1.00 0.29 0.19
IBP 0.29 1.00 0.36
URI 0.19 0.36 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BBUC, IBP and URI?

United Rentals (URI) is the largest by market capitalisation: Brookfield Business (BBUC) $2.42B, Installed Building Products (IBP) $5.29B, United Rentals (URI) $72.97B.

Which stock is cheaper, BBUC, IBP and URI?

Installed Building Products (IBP) trades on the lowest price-to-earnings ratio (Brookfield Business (BBUC) -29.9x, Installed Building Products (IBP) 21.1x, United Rentals (URI) 25.5x). On next year's consensus earnings, Brookfield Business (BBUC) is cheapest (Brookfield Business (BBUC) 3.1x, Installed Building Products (IBP) 20.5x, United Rentals (URI) 21.0x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

United Rentals (URI) grew revenue fastest over the trailing twelve months: Brookfield Business (BBUC) -10.5%, Installed Building Products (IBP) +0.3%, United Rentals (URI) +9.4%.

Which company is more profitable?

United Rentals (URI) has the highest net margin (Brookfield Business (BBUC) -0.3%, Installed Building Products (IBP) 8.5%, United Rentals (URI) 16.3%). On return on invested capital, Installed Building Products (IBP) leads (Installed Building Products (IBP) 16.0%, United Rentals (URI) 14.0%).

Which stock has performed better?

Over the past year United Rentals (URI) returned the most: Brookfield Business (BBUC) -23.6%, Installed Building Products (IBP) -24.4%, United Rentals (URI) +29.2%. Over five years, United Rentals (URI) compounded fastest (Installed Building Products (IBP) +10.6%/yr, United Rentals (URI) +26.0%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Brookfield Business (BBUC) 0.04%, Installed Building Products (IBP) 0.00%, United Rentals (URI) 0.00%. Installed Building Products (IBP) and United Rentals (URI) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Brookfield Business (BBUC) has been the steadiest (Brookfield Business (BBUC) 36.3%, Installed Building Products (IBP) 54.9%, United Rentals (URI) 42.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, BBUC, IBP and URI?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, United Rentals (URI) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.