BBUC vs URI vs STRL Stock Comparison

Brookfield Business, United Rentals and Sterling Infrastructure Prices as of Oct 27, 2026 Peers: Industry group
BBUC Brookfield Business Corp
$27.85 +9.5% 1M -23.6% 1Y
Market cap
$2.41B
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
$72.80B
P/E
25.5x
Revenue (TTM)
$17.50B
Div. yield
–
Equipment Rental Industrials
4 wins

Head to Head

11 decided of 12

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

QuestionBBUCURISTRLLeader
Larger companyMarket capitalisation $2.41B $72.80B $11.88B URI
Cheaper on earningsLower P/E, profitable companies only -29.8x 25.5x 27.5x URI
Cheaper on forward earningsLower price / next fiscal year consensus EPS 3.1x 21.0x 19.6x BBUC
Faster revenue growthRevenue growth, trailing twelve months -10.5% +9.4% +60.8% STRL
More profitableNet margin, trailing twelve months -0.3% 16.3% 12.5% URI
Better return on capitalReturn on invested capital — 14.0% 29.2% STRL
Less leveragedLower net debt / EBITDA 5.4x 2.3x -0.3x STRL
Higher dividend yieldTrailing dividend yield 0.04% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -23.6% +29.2% -2.5% URI
Better 5-year returnAnnualised price return, 5 years — +26.0%/yr +72.8%/yr STRL
Less volatileAnnualised volatility, 1 year 36.3% 42.3% 85.6% BBUC
Higher overall scoreMean of the five percentile scores vs peers 60/100 56/100 71/100 STRL

Percentile Scorecard

BBUCURISTRL

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

AxisBBUCURISTRL
Valuation 98 #2 of 52 20 #37 of 46 49 #27 of 52
Growth 22 #29 of 37 92 #4 of 39 86 #6 of 37
Profitability 78 #9 of 37 95 #3 of 39 97 #2 of 37
Financial Health 18 #47 of 57 20 #38 of 47 75 #15 of 57
Shareholder Returns 85 #5 of 27 52 #16 of 32 46 #15 of 27
Overall 60 56 71
  • BBUC ranked among 57 companies in Construction Services
  • URI ranked among 49 companies in Distribution and Rental
  • STRL ranked among 57 companies in Construction Services

Price Performance

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

Returns

PeriodBBUCURISTRLSPY
1 month +9.5%+11.1%-28.3% -0.2%
3 months -12.3%+6.6%-31.7% +3.9%
6 months -16.7%+20.8%-22.1% +8.2%
Year to date -22.4%+43.7%+20.0% +12.9%
1 year -23.6%+29.2%-2.5% +12.3%
3 years +96.7%+191.4%+418.5% +87.4%
3 years, per year +25.3%+42.9%+73.1% +23.3%
5 years —+216.7%+1,435.7% +67.9%
5 years, per year —+26.0%+72.8% +10.9%
10 years —+1,424.7%+4,685.2% +261.1%
10 years, per year —+31.3%+47.2% +13.7%

Risk

MeasureBBUCURISTRLSPY
Volatility, 1Y 36.3%42.3%85.6% 12.7%
Downside volatility, 1Y 39.7%39.1%81.7% 12.7%
Beta vs S&P 500, 1Y 0.981.043.39 1.00
Return / volatility, 1Y -0.650.69-0.03 0.97
Max drawdown, 5Y -61.5%-40.0%-64.2% -25.4%
From 52-week high -26.0%-0.2%-63.0% -1.2%
52-week high $37.64$1,165.29$993.74 $779.14
52-week low $25.06$710.47$283.57 $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.

MultipleBBUCURISTRL
P/E now vs peer median -29.7xmedian 26.7x 25.3xmedian 25.3x 26.1xmedian 26.7x
P/S now vs peer median 0.1xmedian 0.8x 4.1xmedian 1.0x 3.3xmedian 0.8x
EV/EBITDA now vs peer median 5.8xmedian 13.1x 13.7xmedian 13.4x 16.0xmedian 13.1x
P/FCF now vs peer median 0.9xmedian 23.0x 80.8xmedian 21.9x 23.4xmedian 23.0x
P/B now vs peer median 0.2xmedian 2.4x 7.4xmedian 2.6x 8.1xmedian 2.4x
PEG now vs peer median —median 0.57 2.66median 2.38 0.14median 0.57

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 monthsBBUCURISTRL
Revenue $26.95B $17.50B $3.44B
Gross profit $5.31B $6.84B $818.59M
Operating income $4.15B $4.47B $602.35M
Net income $305.00M $2.86B $460.44M
Free cash flow $2.70B $892.00M $482.00M
EPS (diluted) – $45.89 $13.85
Cash & equivalents $3.45B $153.00M $464.45M
Total debt $43.93B $14.67B $283.88M
Shares (diluted) – 62.26M 31.14M
Enterprise value -$17.81B $71.92B $10.21B

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
MetricBBUCURISTRL
P/E -29.7x 25.3x 26.1x
P/FCF 0.9x 80.8x 23.4x
P/Operating cash flow 0.9x 11.6x 18.9x
P/S 0.1x 4.1x 3.3x
P/B 0.2x 7.4x 8.1x
P/Tangible book -1.0x 7.8x 15.4x
EV/EBITDA 5.8x 13.7x 16.0x
EV/EBIT 10.0x 19.4x 18.4x
EV/Revenue 1.5x 5.0x 3.2x
EV/FCF 15.4x 97.1x 23.0x
EV/Operating cash flow 15.4x 14.0x 18.6x
PEG (3Y EPS CAGR) – 2.66 0.14

Growth

14 metrics
MetricBBUCURISTRL
Revenue growth (1Y) -10.5% 9.4% 60.8%
Revenue CAGR (3Y) -13.2% 8.0% 22.6%
Gross profit growth (1Y) -13.8% 10.4% 72.5%
Gross profit CAGR (3Y) 5.2% 6.0% 39.4%
Operating income growth (1Y) -15.9% 11.5% 94.1%
Operating income CAGR (3Y) 9.9% 5.7% 49.7%
Net income growth (1Y) -70.0% 12.9% 51.3%
Net income CAGR (3Y) -3.3% 6.2% 55.4%
EPS growth (1Y) – 16.6% 49.5%
EPS CAGR (3Y) – 9.5% 183.9%
Operating cash flow growth (1Y) -34.9% 24.2% 20.3%
Operating cash flow CAGR (3Y) 54.1% 10.9% 18.6%
Free cash flow growth (1Y) -34.9% 98.2% 10.6%
Free cash flow CAGR (3Y) 51.7% 83.7% 18.8%

Profitability

14 metrics
MetricBBUCURISTRL
Gross margin 19.7% 39.1% 23.8%
EBITDA margin 26.8% 36.1% 20.2%
Operating margin 15.4% 25.5% 17.5%
Pretax margin 1.4% 21.8% 17.5%
Net margin -0.3% 16.3% 12.5%
FCF margin 10.0% 5.1% 14.0%
Operating cash flow margin 10.0% 35.4% 17.4%
Return on equity – 30.2% 35.6%
Return on assets 0.4% 8.9% 15.4%
Return on invested capital – 14.0% 29.2%
Return on capital employed 6.4% 16.5% 35.5%
Asset turnover 0.3x 0.5x 1.2x
Cash conversion (OCF / net income) 8.9x 2.2x 1.3x
Stock comp / revenue – 0.9% 0.8%

Financial Health

11 metrics
MetricBBUCURISTRL
Debt / assets 55.7% 44.7% 8.9%
Debt / equity 2.8x 1.5x 0.2x
Net debt / EBITDA 5.4x 2.3x -0.3x
Debt / FCF 16.2x 16.4x 0.6x
Liabilities / assets 80.4% 70.4% 56.5%
Equity / assets 19.6% 29.6% 43.5%
Interest coverage – – 36.1x
Current ratio 1.4x 0.8x 1.1x
Quick ratio 0.9x 0.6x 0.4x
Cash ratio 0.4x 0.0x 0.4x
Altman Z-score – 3.57 6.00

Shareholder Returns

7 metrics
MetricBBUCURISTRL
Dividend yield 2.9% 0.7% –
Net buyback yield – 2.5% 0.6%
Shareholder yield 2.9% 3.2% 0.6%
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.

ConsensusBBUCURISTRL
Forward P/E 3.1xFY2026 21.0xFY2026 19.6xFY2026
EPS, next fiscal year $8.99FY2026 $55.27FY2026 $18.73FY2026
EPS growth, next FY +54.5%FY2026 +31.4%FY2026 +72.2%FY2026
EPS growth, the year after +9.0% +6.3% +43.6%
Revenue, next fiscal year $5.12BFY2026 $18.69BFY2026 $4.20BFY2026
Revenue growth, next FY -51.8%FY2026 +16.1%FY2026 +68.8%FY2026
Revenue growth, the year after -100.0% +3.1% +12.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBBUCURISTRL
Held by institutions 55.0% 95.9% 85.7%
Institutions holding 149 1,587 888
Change in shares held, QoQ +13.6% +4.7% -6.1%
Institutions buying 93 804 456
Institutions selling 33 537 366
Buyers to sellers 2.82 1.50 1.25

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.

BBUCURISTRL
BBUC 1.00 0.19 0.18
URI 0.19 1.00 0.29
STRL 0.18 0.29 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BBUC, URI and STRL?

United Rentals (URI) is the largest by market capitalisation: Brookfield Business (BBUC) $2.41B, United Rentals (URI) $72.80B, Sterling Infrastructure (STRL) $11.88B.

Which stock is cheaper, BBUC, URI and STRL?

United Rentals (URI) trades on the lowest price-to-earnings ratio (Brookfield Business (BBUC) -29.8x, United Rentals (URI) 25.5x, Sterling Infrastructure (STRL) 27.5x). On next year's consensus earnings, Brookfield Business (BBUC) is cheapest (Brookfield Business (BBUC) 3.1x, United Rentals (URI) 21.0x, Sterling Infrastructure (STRL) 19.6x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Sterling Infrastructure (STRL) grew revenue fastest over the trailing twelve months: Brookfield Business (BBUC) -10.5%, United Rentals (URI) +9.4%, Sterling Infrastructure (STRL) +60.8%.

Which company is more profitable?

United Rentals (URI) has the highest net margin (Brookfield Business (BBUC) -0.3%, United Rentals (URI) 16.3%, Sterling Infrastructure (STRL) 12.5%). On return on invested capital, Sterling Infrastructure (STRL) leads (United Rentals (URI) 14.0%, Sterling Infrastructure (STRL) 29.2%).

Which stock has performed better?

Over the past year United Rentals (URI) returned the most: Brookfield Business (BBUC) -23.6%, United Rentals (URI) +29.2%, Sterling Infrastructure (STRL) -2.5%. Over five years, Sterling Infrastructure (STRL) compounded fastest (United Rentals (URI) +26.0%/yr, Sterling Infrastructure (STRL) +72.8%/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%, United Rentals (URI) 0.00%, Sterling Infrastructure (STRL) 0.00%. United Rentals (URI) and Sterling Infrastructure (STRL) 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%, United Rentals (URI) 42.3%, Sterling Infrastructure (STRL) 85.6%). Volatility measures how widely the price swings, not the risk of the business.

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

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Sterling Infrastructure (STRL) 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.