URI vs BBUC Stock Comparison

United Rentals and Brookfield Business Prices as of Oct 26, 2026 Peers: Industry group
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
5 wins
BBUC Brookfield Business Corp
$27.67 +8.8% 1M -24.6% 1Y
Market cap
$2.41B
P/E
–
Revenue (TTM)
$26.95B
Div. yield
0.04%
Engineering and Construction Industrials
3 wins

Head to Head

8 decided of 12

United Rentals leads on 5 of the 12 questions below (United Rentals 5, Brookfield Business 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionURIBBUCLeader
Larger companyMarket capitalisation $72.29B $2.41B URI
Cheaper on earningsLower P/E, profitable companies only 25.3x -29.7x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 20.3x 3.1x BBUC
Faster revenue growthRevenue growth, trailing twelve months +9.4% -10.5% URI
More profitableNet margin, trailing twelve months 16.3% -0.3% URI
Better return on capitalReturn on invested capital 14.0% — –
Less leveragedLower net debt / EBITDA 2.3x 5.4x URI
Higher dividend yieldTrailing dividend yield 0.00% 0.04% –
Better 1-year returnPrice return, last 12 months +22.9% -24.6% URI
Better 5-year returnAnnualised price return, 5 years +26.5%/yr — –
Less volatileAnnualised volatility, 1 year 42.2% 36.4% BBUC
Higher overall scoreMean of the five percentile scores vs peers 58/100 60/100 BBUC

Percentile Scorecard

URIBBUC

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

AxisURIBBUC
Valuation 27 #34 of 46 98 #2 of 52
Growth 90 #5 of 39 22 #29 of 37
Profitability 92 #4 of 40 78 #9 of 37
Financial Health 19 #40 of 49 18 #47 of 57
Shareholder Returns 61 #13 of 32 85 #5 of 27
Overall 58 60
  • URI ranked among 49 companies in Distribution and Rental
  • BBUC ranked among 57 companies in Construction Services

Price Performance

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

Returns

PeriodURIBBUCSPY
1 month +7.3%+8.8% -0.8%
3 months -0.4%-12.0% +3.5%
6 months +17.0%-17.4% +7.0%
Year to date +38.7%-22.9% +12.2%
1 year +22.9%-24.6% +13.0%
3 years +181.4%+95.4% +86.3%
3 years, per year +41.2%+25.0% +23.1%
5 years +223.0%— +68.6%
5 years, per year +26.5%— +11.0%
10 years +1,373.6%— +258.0%
10 years, per year +30.9%— +13.6%

Risk

MeasureURIBBUCSPY
Volatility, 1Y 42.2%36.4% 12.7%
Downside volatility, 1Y 39.1%39.7% 12.7%
Beta vs S&P 500, 1Y 1.030.98 1.00
Return / volatility, 1Y 0.54-0.68 1.02
Max drawdown, 5Y -40.0%-61.5% -25.4%
From 52-week high -3.7%-26.5% -1.8%
52-week high $1,165.29$37.64 $779.14
52-week low $710.47$25.06 $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.

MultipleURIBBUC
P/E now vs peer median 24.4xmedian 25.1x -29.5xmedian 25.7x
P/S now vs peer median 4.0xmedian 1.0x 0.1xmedian 0.8x
EV/EBITDA now vs peer median 13.3xmedian 13.3x 5.8xmedian 12.9x
P/FCF now vs peer median 78.0xmedian 21.5x 0.9xmedian 22.5x
P/B now vs peer median 7.2xmedian 2.4x 0.2xmedian 2.3x
PEG now vs peer median 2.56median 2.38 —median 0.56

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 monthsURIBBUC
Revenue $17.50B $26.95B
Gross profit $6.84B $5.31B
Operating income $4.47B $4.15B
Net income $2.86B $305.00M
Free cash flow $892.00M $2.70B
EPS (diluted) $45.89 –
Cash & equivalents $153.00M $3.45B
Total debt $14.67B $43.93B
Shares (diluted) 62.26M –
Enterprise value $71.41B -$17.81B

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
MetricURIBBUC
P/E 24.4x -29.5x
P/FCF 78.0x 0.9x
P/Operating cash flow 11.2x 0.9x
P/S 4.0x 0.1x
P/B 7.2x 0.2x
P/Tangible book 7.6x -1.0x
EV/EBITDA 13.3x 5.8x
EV/EBIT 18.8x 10.0x
EV/Revenue 4.8x 1.5x
EV/FCF 94.3x 15.4x
EV/Operating cash flow 13.6x 15.4x
PEG (3Y EPS CAGR) 2.56 –

Growth

14 metrics
MetricURIBBUC
Revenue growth (1Y) 9.4% -10.5%
Revenue CAGR (3Y) 8.0% -13.2%
Gross profit growth (1Y) 10.4% -13.8%
Gross profit CAGR (3Y) 6.0% 5.2%
Operating income growth (1Y) 11.5% -15.9%
Operating income CAGR (3Y) 5.7% 9.9%
Net income growth (1Y) 12.9% -70.0%
Net income CAGR (3Y) 6.2% -3.3%
EPS growth (1Y) 16.6% –
EPS CAGR (3Y) 9.5% –
Operating cash flow growth (1Y) 24.2% -34.9%
Operating cash flow CAGR (3Y) 10.9% 54.1%
Free cash flow growth (1Y) 98.2% -34.9%
Free cash flow CAGR (3Y) 83.7% 51.7%

Profitability

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

Financial Health

11 metrics
MetricURIBBUC
Debt / assets 44.7% 55.7%
Debt / equity 1.5x 2.8x
Net debt / EBITDA 2.3x 5.4x
Debt / FCF 16.4x 16.2x
Liabilities / assets 70.4% 80.4%
Equity / assets 29.6% 19.6%
Interest coverage – –
Current ratio 0.8x 1.4x
Quick ratio 0.6x 0.9x
Cash ratio 0.0x 0.4x
Altman Z-score 3.51 –

Shareholder Returns

7 metrics
MetricURIBBUC
Dividend yield 0.7% 2.9%
Net buyback yield 2.6% –
Shareholder yield 3.3% 2.9%
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.

ConsensusURIBBUC
Forward P/E 20.3xFY2026 3.1xFY2026
EPS, next fiscal year $55.27FY2026 $8.99FY2026
EPS growth, next FY +31.4%FY2026 +54.5%FY2026
EPS growth, the year after +6.3% +9.0%
Revenue, next fiscal year $18.69BFY2026 $5.12BFY2026
Revenue growth, next FY +16.1%FY2026 -51.8%FY2026
Revenue growth, the year after +3.1% -100.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersURIBBUC
Held by institutions 95.9% 55.0%
Institutions holding 1,586 149
Change in shares held, QoQ +4.7% +13.5%
Institutions buying 803 93
Institutions selling 537 33
Buyers to sellers 1.50 2.82

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.

URIBBUC
URI 1.00 0.19
BBUC 0.19 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, URI and BBUC?

United Rentals (URI) is the largest by market capitalisation: United Rentals (URI) $72.29B, Brookfield Business (BBUC) $2.41B.

Which company is growing faster?

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

Which company is more profitable?

United Rentals (URI) has the highest net margin (United Rentals (URI) 16.3%, Brookfield Business (BBUC) -0.3%).

Which stock has performed better?

Over the past year United Rentals (URI) returned the most: United Rentals (URI) +22.9%, Brookfield Business (BBUC) -24.6%. Returns are price only, before dividends.

Which pays a higher dividend?

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

Which stock is riskier?

By one-year price volatility, Brookfield Business (BBUC) has been the steadiest (United Rentals (URI) 42.2%, Brookfield Business (BBUC) 36.4%). Volatility measures how widely the price swings, not the risk of the business.

Do URI and BBUC move together?

Their daily returns over the past year have a correlation of 0.19, a weak relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, URI and BBUC?

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.