URI vs FSS vs HD Stock Comparison

United Rentals, Federal Signal and Home Depot 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
4 wins
FSS Federal Signal Corp /De/
$114.29 -0.3% 1M -8.8% 1Y
Market cap
$7.07B
P/E
24.8x
Revenue (TTM)
$2.45B
Div. yield
0.01%
Heavy Equipment Industrials
3 wins
HD Home Depot, Inc.
$319.37 +8.9% 1M -17.4% 1Y
Market cap
$316.90B
P/E
22.3x
Revenue (TTM)
$169.18B
Div. yield
0.03%
Home Improvement Retail Consumer Discretionary
5 wins

Head to Head

12 decided of 12

Home Depot leads on 5 of the 12 questions below (Home Depot 5, United Rentals 4, Federal Signal 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionURIFSSHDLeader
Larger companyMarket capitalisation $72.29B $7.07B $316.90B HD
Cheaper on earningsLower P/E, profitable companies only 25.3x 24.8x 22.3x HD
Cheaper on forward earningsLower price / next fiscal year consensus EPS 20.3x 23.2x 22.8x URI
Faster revenue growthRevenue growth, trailing twelve months +9.4% +24.0% +2.5% FSS
More profitableNet margin, trailing twelve months 16.3% 11.7% 8.4% URI
Better return on capitalReturn on invested capital 14.0% 15.3% 23.3% HD
Less leveragedLower net debt / EBITDA 2.3x 0.8x 2.0x FSS
Higher dividend yieldTrailing dividend yield 0.00% 0.01% 0.03% HD
Better 1-year returnPrice return, last 12 months +22.9% -8.8% -17.4% URI
Better 5-year returnAnnualised price return, 5 years +26.5%/yr +22.3%/yr -3.0%/yr URI
Less volatileAnnualised volatility, 1 year 42.2% 35.0% 26.9% HD
Higher overall scoreMean of the five percentile scores vs peers 58/100 75/100 40/100 FSS

Percentile Scorecard

URIFSSHD

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

AxisURIFSSHD
Valuation 27 #34 of 46 52 #99 of 203 20 #83 of 104
Growth 90 #5 of 39 94 #13 of 187 29 #71 of 99
Profitability 92 #4 of 40 89 #22 of 185 90 #11 of 99
Financial Health 19 #40 of 49 75 #55 of 219 31 #78 of 113
Shareholder Returns 61 #13 of 32 65 #54 of 153 32 #50 of 73
Overall 58 75 40
  • URI ranked among 49 companies in Distribution and Rental
  • FSS ranked among 222 companies in Machinery
  • HD ranked among 115 companies in Retail

Price Performance

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

Returns

PeriodURIFSSHDSPY
1 month +7.3%-0.3%+8.9% -0.8%
3 months -0.4%-3.5%-5.0% +3.5%
6 months +17.0%-1.2%-3.9% +7.0%
Year to date +38.7%+5.2%-7.2% +12.2%
1 year +22.9%-8.8%-17.4% +13.0%
3 years +181.4%+99.6%+15.5% +86.3%
3 years, per year +41.2%+25.9%+4.9% +23.1%
5 years +223.0%+173.9%-14.2% +68.6%
5 years, per year +26.5%+22.3%-3.0% +11.0%
10 years +1,373.6%+835.3%+160.3% +258.0%
10 years, per year +30.9%+25.1%+10.0% +13.6%

Risk

MeasureURIFSSHDSPY
Volatility, 1Y 42.2%35.0%26.9% 12.7%
Downside volatility, 1Y 39.1%35.9%26.2% 12.7%
Beta vs S&P 500, 1Y 1.031.280.69 1.00
Return / volatility, 1Y 0.54-0.25-0.65 1.02
Max drawdown, 5Y -40.0%-33.3%-35.9% -25.4%
From 52-week high -3.7%-14.5%-18.3% -1.8%
52-week high $1,165.29$133.73$391.05 $779.14
52-week low $710.47$104.77$281.12 $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.

MultipleURIFSSHD
P/E now vs peer median 24.4xmedian 25.1x 24.4xmedian 26.0x 22.3xmedian 16.7x
P/S now vs peer median 4.0xmedian 1.0x 2.8xmedian 1.9x 1.9xmedian 0.5x
EV/EBITDA now vs peer median 13.3xmedian 13.3x 15.2xmedian 14.0x 14.6xmedian 9.0x
P/FCF now vs peer median 78.0xmedian 21.5x 20.6xmedian 21.4x 21.1xmedian 16.5x
P/B now vs peer median 7.2xmedian 2.4x 4.6xmedian 2.2x 19.2xmedian 1.7x
PEG now vs peer median 2.56median 2.38 0.85median 1.26 -5.47median 0.72

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 monthsURIFSSHD
Revenue $17.50B $2.45B $169.18B
Gross profit $6.84B $714.00M $56.18B
Operating income $4.47B $395.40M $21.02B
Net income $2.86B $285.40M $14.23B
Free cash flow $892.00M $339.20M $15.10B
EPS (diluted) $45.89 $4.64 $14.28
Cash & equivalents $153.00M $62.80M $2.09B
Total debt $14.67B $453.60M $214.74B
Shares (diluted) 62.26M 61.50M 996.00M
Enterprise value $71.41B $6.82B $310.14B

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
MetricURIFSSHD
P/E 24.4x 24.4x 22.3x
P/FCF 78.0x 20.6x 21.1x
P/Operating cash flow 11.2x 18.7x 17.0x
P/S 4.0x 2.8x 1.9x
P/B 7.2x 4.6x 19.2x
P/Tangible book 7.6x 6.2x 52.0x
EV/EBITDA 13.3x 15.2x 14.6x
EV/EBIT 18.8x 18.6x 17.6x
EV/Revenue 4.8x 3.0x 2.2x
EV/FCF 94.3x 21.7x 24.5x
EV/Operating cash flow 13.6x 19.8x 19.7x
PEG (3Y EPS CAGR) 2.56 0.85 -5.47

Growth

14 metrics
MetricURIFSSHD
Revenue growth (1Y) 9.4% 24.0% 2.5%
Revenue CAGR (3Y) 8.0% 16.1% 3.0%
Gross profit growth (1Y) 10.4% 24.5% 2.1%
Gross profit CAGR (3Y) 6.0% 22.1% 2.7%
Operating income growth (1Y) 11.5% 27.8% -2.7%
Operating income CAGR (3Y) 5.7% 28.8% -3.0%
Net income growth (1Y) 12.9% 28.8% -2.7%
Net income CAGR (3Y) 6.2% 28.6% -4.3%
EPS growth (1Y) 16.6% 28.4% -2.9%
EPS CAGR (3Y) 9.5% 28.6% -4.1%
Operating cash flow growth (1Y) 24.2% 45.6% 5.1%
Operating cash flow CAGR (3Y) 10.9% 59.2% -1.5%
Free cash flow growth (1Y) 98.2% 49.8% 6.1%
Free cash flow CAGR (3Y) 83.7% 73.3% -2.5%

Profitability

14 metrics
MetricURIFSSHD
Gross margin 39.1% 29.2% 33.2%
EBITDA margin 36.1% 19.8% 15.0%
Operating margin 25.5% 16.2% 12.4%
Pretax margin 21.8% 15.2% 11.1%
Net margin 16.3% 11.7% 8.4%
FCF margin 5.1% 13.9% 8.9%
Operating cash flow margin 35.4% 15.2% 11.1%
Return on equity 30.2% 19.4% 93.3%
Return on assets 8.9% 11.7% 13.1%
Return on invested capital 14.0% 15.3% 23.3%
Return on capital employed 16.5% 18.5% 28.5%
Asset turnover 0.5x 1.0x 1.6x
Cash conversion (OCF / net income) 2.2x 1.3x 1.3x
Stock comp / revenue 0.9% 0.6% 0.3%

Financial Health

11 metrics
MetricURIFSSHD
Debt / assets 44.7% 18.6% 48.4%
Debt / equity 1.5x 0.3x 3.2x
Net debt / EBITDA 2.3x 0.8x 2.0x
Debt / FCF 16.4x 1.3x 3.5x
Liabilities / assets 70.4% 38.2% 84.8%
Equity / assets 29.6% 61.8% 15.2%
Interest coverage – 19.3x 8.7x
Current ratio 0.8x 2.7x 1.1x
Quick ratio 0.6x 1.1x 0.3x
Cash ratio 0.0x 0.2x 0.1x
Altman Z-score 3.51 7.13 5.53

Shareholder Returns

7 metrics
MetricURIFSSHD
Dividend yield 0.7% 0.5% 2.9%
Net buyback yield 2.6% 0.0% -0.1%
Shareholder yield 3.3% 0.5% 2.8%
Payout ratio (earnings) – 12.6% 64.8%
Payout ratio (FCF) – 10.6% 61.1%
Dividend growth (1Y) – 13.6% 2.0%
Dividend CAGR (3Y) – 17.0% 4.4%

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.

ConsensusURIFSSHD
Forward P/E 20.3xFY2026 23.2xFY2026 22.8xFY2026
EPS, next fiscal year $55.27FY2026 $4.92FY2026 $13.98FY2026
EPS growth, next FY +31.4%FY2026 +16.3%FY2026 -4.8%FY2026
EPS growth, the year after +6.3% +10.0% +10.4%
Revenue, next fiscal year $18.69BFY2026 $2.79BFY2026 $163.25BFY2026
Revenue growth, next FY +16.1%FY2026 +28.1%FY2026 -0.9%FY2026
Revenue growth, the year after +3.1% -5.3% +14.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersURIFSSHD
Held by institutions 95.9% 100.0% 75.0%
Institutions holding 1,586 474 4,107
Change in shares held, QoQ +4.7% +3.9% +3.1%
Institutions buying 803 249 1,917
Institutions selling 537 152 1,766
Buyers to sellers 1.50 1.64 1.09

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.

URIFSSHD
URI 1.00 0.40 0.31
FSS 0.40 1.00 0.31
HD 0.31 0.31 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, URI, FSS and HD?

Home Depot (HD) is the largest by market capitalisation: United Rentals (URI) $72.29B, Federal Signal (FSS) $7.07B, Home Depot (HD) $316.90B.

Which stock is cheaper, URI, FSS and HD?

Home Depot (HD) trades on the lowest price-to-earnings ratio (United Rentals (URI) 25.3x, Federal Signal (FSS) 24.8x, Home Depot (HD) 22.3x). On next year's consensus earnings, United Rentals (URI) is cheapest (United Rentals (URI) 20.3x, Federal Signal (FSS) 23.2x, Home Depot (HD) 22.8x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Federal Signal (FSS) grew revenue fastest over the trailing twelve months: United Rentals (URI) +9.4%, Federal Signal (FSS) +24.0%, Home Depot (HD) +2.5%.

Which company is more profitable?

United Rentals (URI) has the highest net margin (United Rentals (URI) 16.3%, Federal Signal (FSS) 11.7%, Home Depot (HD) 8.4%). On return on invested capital, Home Depot (HD) leads (United Rentals (URI) 14.0%, Federal Signal (FSS) 15.3%, Home Depot (HD) 23.3%).

Which stock has performed better?

Over the past year United Rentals (URI) returned the most: United Rentals (URI) +22.9%, Federal Signal (FSS) -8.8%, Home Depot (HD) -17.4%. Over five years, United Rentals (URI) compounded fastest (United Rentals (URI) +26.5%/yr, Federal Signal (FSS) +22.3%/yr, Home Depot (HD) -3.0%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Home Depot (HD) has the highest dividend yield: United Rentals (URI) 0.00%, Federal Signal (FSS) 0.01%, Home Depot (HD) 0.03%. United Rentals (URI) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Home Depot (HD) has been the steadiest (United Rentals (URI) 42.2%, Federal Signal (FSS) 35.0%, Home Depot (HD) 26.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, URI, FSS and HD?

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