EQPT vs LYFT vs URI Stock Comparison

EquipmentShare.com, Lyft and United Rentals Prices as of Oct 26, 2026 Peers: Industry group
LYFT Lyft, Inc.
$17.06 +14.8% 1M -16.7% 1Y
Market cap
$6.39B
P/E
2.2x
Revenue (TTM)
$6.77B
Div. yield
–
Ride-Hailing and Delivery Technology
5 wins
URI United Rentals, Inc.
$1,122.70 +7.3% 1M +22.9% 1Y
Market cap
$72.29B
P/E
25.3x
Revenue (TTM)
$17.50B
Div. yield
–
Equipment Rental Industrials
6 wins

Head to Head

11 decided of 12

United Rentals leads on 6 of the 12 questions below (United Rentals 6, Lyft 5). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionEQPTLYFTURILeader
Larger companyMarket capitalisation $4.49B $6.39B $72.29B URI
Cheaper on earningsLower P/E, profitable companies only 257.1x 2.2x 25.3x LYFT
Cheaper on forward earningsLower price / next fiscal year consensus EPS 29.0x 29.9x 20.3x URI
Faster revenue growthRevenue growth, trailing twelve months — +10.8% +9.4% LYFT
More profitableNet margin, trailing twelve months — 42.3% 16.3% LYFT
Better return on capitalReturn on invested capital — 0.0% 14.0% URI
Less leveragedLower net debt / EBITDA — -25.9x 2.3x LYFT
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months — -16.7% +22.9% URI
Better 5-year returnAnnualised price return, 5 years — -18.3%/yr +26.5%/yr URI
Less volatileAnnualised volatility, 1 year 83.0% 48.0% 42.2% URI
Higher overall scoreMean of the five percentile scores vs peers — 70/100 58/100 LYFT

Percentile Scorecard

EQPTLYFTURI

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

AxisEQPTLYFTURI
Valuation 13 #40 of 46 81 #33 of 167 27 #34 of 46
Growth – 89 #18 of 153 90 #5 of 39
Profitability – 56 #68 of 153 92 #4 of 40
Financial Health 27 #36 of 49 46 #98 of 179 19 #40 of 49
Shareholder Returns – 80 #20 of 94 61 #13 of 32
Overall – 70 58
  • EQPT ranked among 49 companies in Distribution and Rental
  • LYFT ranked among 185 companies in Internet Platforms
  • 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

PeriodEQPTLYFTURISPY
1 month -6.3%+14.8%+7.3% -0.8%
3 months -15.5%+13.1%-0.4% +3.5%
6 months -26.1%+17.7%+17.0% +7.0%
Year to date —-11.9%+38.7% +12.2%
1 year —-16.7%+22.9% +13.0%
3 years —+84.2%+181.4% +86.3%
3 years, per year —+22.6%+41.2% +23.1%
5 years —-63.5%+223.0% +68.6%
5 years, per year —-18.3%+26.5% +11.0%
10 years ——+1,373.6% +258.0%
10 years, per year ——+30.9% +13.6%

Risk

MeasureEQPTLYFTURISPY
Volatility, 1Y 83.0%48.0%42.2% 12.7%
Downside volatility, 1Y 84.6%53.9%39.1% 12.7%
Beta vs S&P 500, 1Y 2.041.391.03 1.00
Return / volatility, 1Y —-0.350.54 1.02
Max drawdown, 5Y -60.8%-85.8%-40.0% -25.4%
From 52-week high -53.0%-30.6%-3.7% -1.8%
52-week high $34.63$24.57$1,165.29 $779.14
52-week low $13.59$12.65$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.

MultipleEQPTLYFTURI
P/E now vs peer median 257.1xmedian 25.1x 2.3xmedian 17.5x 24.4xmedian 25.1x
P/S now vs peer median 2.4xmedian 1.0x 1.0xmedian 1.4x 4.0xmedian 1.0x
EV/EBITDA now vs peer median —median 13.3x 182.3xmedian 14.5x 13.3xmedian 13.3x
P/FCF now vs peer median —median 21.5x 5.8xmedian 12.1x 78.0xmedian 21.5x
P/B now vs peer median 2.9xmedian 2.4x 2.1xmedian 1.7x 7.2xmedian 2.4x
PEG now vs peer median —median 2.38 0.04median 0.41 2.56median 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 monthsEQPTLYFTURI
Revenue – $6.77B $17.50B
Gross profit – $3.08B $6.84B
Operating income – -$119.72M $4.47B
Net income – $2.87B $2.86B
Free cash flow – $1.11B $892.00M
R&D – $472.97M –
EPS (diluted) – $7.42 $45.89
Cash & equivalents $443.00M $1.14B $153.00M
Total debt $3.64B $990.56M $14.67B
Shares (diluted) 260.00M 386.33M 62.26M
Enterprise value $4.49B -$954.55M $71.41B

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
MetricEQPTLYFTURI
P/E 257.1x 2.3x 24.4x
P/FCF – 5.8x 78.0x
P/Operating cash flow – 5.4x 11.2x
P/S 2.4x 1.0x 4.0x
P/B 2.9x 2.1x 7.2x
P/Tangible book 3.3x 2.3x 7.6x
EV/EBITDA – 182.3x 13.3x
EV/EBIT – -47.2x 18.8x
EV/Revenue – 0.8x 4.8x
EV/FCF – 5.1x 94.3x
EV/Operating cash flow – 4.7x 13.6x
PEG (3Y EPS CAGR) – 0.04 2.56

Growth

14 metrics
MetricEQPTLYFTURI
Revenue growth (1Y) – 10.8% 9.4%
Revenue CAGR (3Y) – 16.8% 8.0%
Gross profit growth (1Y) – 20.9% 10.4%
Gross profit CAGR (3Y) – 20.8% 6.0%
Operating income growth (1Y) – -117.1% 11.5%
Operating income CAGR (3Y) – 54.4% 5.7%
Net income growth (1Y) – 3,009% 12.9%
Net income CAGR (3Y) – 61.1% 6.2%
EPS growth (1Y) – 3,303% 16.6%
EPS CAGR (3Y) – 60.8% 9.5%
Operating cash flow growth (1Y) – 14.0% 24.2%
Operating cash flow CAGR (3Y) – 98.9% 10.9%
Free cash flow growth (1Y) – 12.0% 98.2%
Free cash flow CAGR (3Y) – 72.6% 83.7%

Profitability

14 metrics
MetricEQPTLYFTURI
Gross margin – 45.5% 39.1%
EBITDA margin – 0.5% 36.1%
Operating margin – -1.8% 25.5%
Pretax margin – -0.1% 21.8%
Net margin – 42.3% 16.3%
FCF margin – 16.4% 5.1%
Operating cash flow margin – 17.6% 35.4%
Return on equity – 94.7% 30.2%
Return on assets – 31.8% 8.9%
Return on invested capital – 0.0% 14.0%
Return on capital employed – -2.9% 16.5%
Asset turnover – 0.8x 0.5x
Cash conversion (OCF / net income) – 0.4x 2.2x
Stock comp / revenue – 4.6% 0.9%

Financial Health

11 metrics
MetricEQPTLYFTURI
Debt / assets 51.1% 10.9% 44.7%
Debt / equity 3.0x 0.3x 1.5x
Net debt / EBITDA – -25.9x 2.3x
Debt / FCF – 0.9x 16.4x
Liabilities / assets 83.0% 66.8% 70.4%
Equity / assets 17.0% 33.2% 29.6%
Interest coverage – -5.9x –
Current ratio 2.4x 0.6x 0.8x
Quick ratio 1.5x 0.4x 0.6x
Cash ratio 0.5x 0.4x 0.0x
Altman Z-score – -0.06 3.51

Shareholder Returns

7 metrics
MetricEQPTLYFTURI
Dividend yield – – 0.7%
Net buyback yield – 10.7% 2.6%
Shareholder yield – 10.7% 3.3%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

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.

ConsensusEQPTLYFTURI
Forward P/E 29.0xFY2026 29.9xFY2026 20.3xFY2026
EPS, next fiscal year $0.56FY2026 $0.57FY2026 $55.27FY2026
EPS growth, next FY +5,500.0%FY2026 -91.6%FY2026 +31.4%FY2026
EPS growth, the year after +30.4% +80.7% +6.3%
Revenue, next fiscal year $5.53BFY2026 $6.97BFY2026 $18.69BFY2026
Revenue growth, next FY +26.3%FY2026 +10.3%FY2026 +16.1%FY2026
Revenue growth, the year after +26.0% +11.1% +3.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersEQPTLYFTURI
Held by institutions 42.5% 100.0% 95.9%
Institutions holding 144 528 1,586
Change in shares held, QoQ +11.3% +5.2% +4.7%
Institutions buying 102 260 803
Institutions selling 23 175 537
Buyers to sellers 4.43 1.49 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.

EQPTLYFTURI
EQPT 1.00 0.05 0.44
LYFT 0.05 1.00 0.03
URI 0.44 0.03 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, EQPT, LYFT and URI?

United Rentals (URI) is the largest by market capitalisation: EquipmentShare.com (EQPT) $4.49B, Lyft (LYFT) $6.39B, United Rentals (URI) $72.29B.

Which stock is cheaper, EQPT, LYFT and URI?

Lyft (LYFT) trades on the lowest price-to-earnings ratio (EquipmentShare.com (EQPT) 257.1x, Lyft (LYFT) 2.2x, United Rentals (URI) 25.3x). On next year's consensus earnings, United Rentals (URI) is cheapest (EquipmentShare.com (EQPT) 29.0x, Lyft (LYFT) 29.9x, United Rentals (URI) 20.3x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Lyft (LYFT) grew revenue fastest over the trailing twelve months: Lyft (LYFT) +10.8%, United Rentals (URI) +9.4%.

Which company is more profitable?

Lyft (LYFT) has the highest net margin (Lyft (LYFT) 42.3%, United Rentals (URI) 16.3%). On return on invested capital, United Rentals (URI) leads (Lyft (LYFT) 0.0%, United Rentals (URI) 14.0%).

Which stock has performed better?

Over the past year United Rentals (URI) returned the most: Lyft (LYFT) -16.7%, United Rentals (URI) +22.9%. Over five years, United Rentals (URI) compounded fastest (Lyft (LYFT) -18.3%/yr, United Rentals (URI) +26.5%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, United Rentals (URI) has been the steadiest (EquipmentShare.com (EQPT) 83.0%, Lyft (LYFT) 48.0%, United Rentals (URI) 42.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, EQPT, LYFT 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 6. 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.