URI vs FSS vs LYFT Stock Comparison

United Rentals, Federal Signal and Lyft Prices as of Oct 27, 2026 Peers: Industry group
URI United Rentals, Inc.
$1,162.88 +11.1% 1M +29.2% 1Y
Market cap
$72.09B
P/E
25.3x
Revenue (TTM)
$17.50B
Div. yield
0.66%
Equipment Rental Industrials
5 wins
FSS Federal Signal Corp /De/
$115.92 +1.1% 1M -7.5% 1Y
Market cap
$7.08B
P/E
24.7x
Revenue (TTM)
$2.45B
Div. yield
0.51%
Heavy Equipment Industrials
4 wins
LYFT Lyft, Inc.
$16.79 +13.0% 1M -18.6% 1Y
Market cap
$6.36B
P/E
2.2x
Revenue (TTM)
$6.77B
Div. yield
–
Ride-Hailing and Delivery Technology
3 wins

Head to Head

12 decided of 12

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

QuestionURIFSSLYFTLeader
Larger companyMarket capitalisation $72.09B $7.08B $6.36B URI
Cheaper on earningsLower P/E, profitable companies only 25.3x 24.7x 2.2x LYFT
Cheaper on forward earningsLower price / next fiscal year consensus EPS 21.0x 23.6x 29.5x URI
Faster revenue growthRevenue growth, trailing twelve months +9.4% +24.0% +10.8% FSS
More profitableNet margin, trailing twelve months 16.3% 11.7% 42.3% LYFT
Better return on capitalReturn on invested capital 14.0% 15.3% 0.0% FSS
Less leveragedLower net debt / EBITDA 2.3x 0.8x -25.9x LYFT
Higher dividend yieldTrailing dividend yield 0.66% 0.51% — URI
Better 1-year returnPrice return, last 12 months +29.2% -7.5% -18.6% URI
Better 5-year returnAnnualised price return, 5 years +26.0%/yr +22.1%/yr -18.6%/yr URI
Less volatileAnnualised volatility, 1 year 42.3% 35.0% 47.9% FSS
Higher overall scoreMean of the five percentile scores vs peers 56/100 75/100 70/100 FSS

Percentile Scorecard

URIFSSLYFT

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

AxisURIFSSLYFT
Valuation 20 #37 of 46 51 #101 of 203 82 #31 of 167
Growth 92 #4 of 39 94 #13 of 188 89 #18 of 153
Profitability 95 #3 of 39 90 #20 of 183 56 #68 of 153
Financial Health 20 #38 of 47 75 #55 of 217 46 #98 of 179
Shareholder Returns 52 #16 of 32 65 #54 of 153 80 #20 of 94
Overall 56 75 70
  • URI ranked among 49 companies in Distribution and Rental
  • FSS ranked among 222 companies in Machinery
  • LYFT ranked among 185 companies in Internet Platforms

Price Performance

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

Returns

PeriodURIFSSLYFTSPY
1 month +11.1%+1.1%+13.0% -0.2%
3 months +6.6%-1.6%+8.7% +3.9%
6 months +20.8%+3.7%+18.1% +8.2%
Year to date +43.7%+6.8%-13.3% +12.9%
1 year +29.2%-7.5%-18.6% +12.3%
3 years +191.4%+102.4%+81.3% +87.4%
3 years, per year +42.9%+26.5%+22.0% +23.3%
5 years +216.7%+171.6%-64.2% +67.9%
5 years, per year +26.0%+22.1%-18.6% +10.9%
10 years +1,424.7%+848.6%— +261.1%
10 years, per year +31.3%+25.2%— +13.7%

Risk

MeasureURIFSSLYFTSPY
Volatility, 1Y 42.3%35.0%47.9% 12.7%
Downside volatility, 1Y 39.1%35.9%53.7% 12.7%
Beta vs S&P 500, 1Y 1.041.281.38 1.00
Return / volatility, 1Y 0.69-0.21-0.39 0.97
Max drawdown, 5Y -40.0%-33.3%-85.8% -25.4%
From 52-week high -0.2%-13.3%-31.7% -1.2%
52-week high $1,165.29$133.73$24.57 $779.14
52-week low $710.47$104.77$12.65 $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.

MultipleURIFSSLYFT
P/E now vs peer median 25.3xmedian 25.3x 24.7xmedian 25.2x 2.2xmedian 17.3x
P/S now vs peer median 4.1xmedian 1.0x 2.9xmedian 1.9x 0.9xmedian 1.4x
EV/EBITDA now vs peer median 13.7xmedian 13.4x 15.4xmedian 14.0x 179.0xmedian 14.2x
P/FCF now vs peer median 80.8xmedian 21.9x 20.9xmedian 21.7x 5.7xmedian 11.5x
P/B now vs peer median 7.4xmedian 2.6x 4.7xmedian 2.3x 2.1xmedian 1.8x
PEG now vs peer median 2.66median 2.38 0.87median 1.32 0.04median 0.40

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 monthsURIFSSLYFT
Revenue $17.50B $2.45B $6.77B
Gross profit $6.84B $714.00M $3.08B
Operating income $4.47B $395.40M -$119.72M
Net income $2.86B $285.40M $2.87B
Free cash flow $892.00M $339.20M $1.11B
R&D – – $472.97M
EPS (diluted) $45.89 $4.64 $7.42
Cash & equivalents $153.00M $62.80M $1.14B
Total debt $14.67B $453.60M $990.56M
Shares (diluted) 62.26M 61.50M 386.33M
Enterprise value $71.21B $6.82B -$989.46M

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
MetricURIFSSLYFT
P/E 25.3x 24.7x 2.2x
P/FCF 80.8x 20.9x 5.7x
P/Operating cash flow 11.6x 19.0x 5.3x
P/S 4.1x 2.9x 0.9x
P/B 7.4x 4.7x 2.1x
P/Tangible book 7.8x 6.3x 2.2x
EV/EBITDA 13.7x 15.4x 179.0x
EV/EBIT 19.4x 18.9x -46.4x
EV/Revenue 5.0x 3.1x 0.8x
EV/FCF 97.1x 22.0x 5.0x
EV/Operating cash flow 14.0x 20.0x 4.6x
PEG (3Y EPS CAGR) 2.66 0.87 0.04

Growth

14 metrics
MetricURIFSSLYFT
Revenue growth (1Y) 9.4% 24.0% 10.8%
Revenue CAGR (3Y) 8.0% 16.1% 16.8%
Gross profit growth (1Y) 10.4% 24.5% 20.9%
Gross profit CAGR (3Y) 6.0% 22.1% 20.8%
Operating income growth (1Y) 11.5% 27.8% -117.1%
Operating income CAGR (3Y) 5.7% 28.8% 54.4%
Net income growth (1Y) 12.9% 28.8% 3,009%
Net income CAGR (3Y) 6.2% 28.6% 61.1%
EPS growth (1Y) 16.6% 28.4% 3,303%
EPS CAGR (3Y) 9.5% 28.6% 60.8%
Operating cash flow growth (1Y) 24.2% 45.6% 14.0%
Operating cash flow CAGR (3Y) 10.9% 59.2% 98.9%
Free cash flow growth (1Y) 98.2% 49.8% 12.0%
Free cash flow CAGR (3Y) 83.7% 73.3% 72.6%

Profitability

14 metrics
MetricURIFSSLYFT
Gross margin 39.1% 29.2% 45.5%
EBITDA margin 36.1% 19.8% 0.5%
Operating margin 25.5% 16.2% -1.8%
Pretax margin 21.8% 15.2% -0.1%
Net margin 16.3% 11.7% 42.3%
FCF margin 5.1% 13.9% 16.4%
Operating cash flow margin 35.4% 15.2% 17.6%
Return on equity 30.2% 19.4% 94.7%
Return on assets 8.9% 11.7% 31.8%
Return on invested capital 14.0% 15.3% 0.0%
Return on capital employed 16.5% 18.5% -2.9%
Asset turnover 0.5x 1.0x 0.8x
Cash conversion (OCF / net income) 2.2x 1.3x 0.4x
Stock comp / revenue 0.9% 0.6% 4.6%

Financial Health

11 metrics
MetricURIFSSLYFT
Debt / assets 44.7% 18.6% 10.9%
Debt / equity 1.5x 0.3x 0.3x
Net debt / EBITDA 2.3x 0.8x -25.9x
Debt / FCF 16.4x 1.3x 0.9x
Liabilities / assets 70.4% 38.2% 66.8%
Equity / assets 29.6% 61.8% 33.2%
Interest coverage – 19.3x -5.9x
Current ratio 0.8x 2.7x 0.6x
Quick ratio 0.6x 1.1x 0.4x
Cash ratio 0.0x 0.2x 0.4x
Altman Z-score 3.57 7.19 -0.07

Shareholder Returns

7 metrics
MetricURIFSSLYFT
Dividend yield 0.7% 0.5% –
Net buyback yield 2.5% 0.0% 10.9%
Shareholder yield 3.2% 0.5% 10.9%
Payout ratio (earnings) – 12.6% –
Payout ratio (FCF) – 10.6% –
Dividend growth (1Y) – 13.6% –
Dividend CAGR (3Y) – 17.0% –

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.

ConsensusURIFSSLYFT
Forward P/E 21.0xFY2026 23.6xFY2026 29.5xFY2026
EPS, next fiscal year $55.27FY2026 $4.92FY2026 $0.57FY2026
EPS growth, next FY +31.4%FY2026 +16.3%FY2026 -91.6%FY2026
EPS growth, the year after +6.3% +10.0% +80.7%
Revenue, next fiscal year $18.69BFY2026 $2.79BFY2026 $6.97BFY2026
Revenue growth, next FY +16.1%FY2026 +28.1%FY2026 +10.3%FY2026
Revenue growth, the year after +3.1% -5.3% +11.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersURIFSSLYFT
Held by institutions 95.9% 100.0% 100.0%
Institutions holding 1,587 474 528
Change in shares held, QoQ +4.7% +3.9% +5.2%
Institutions buying 804 249 260
Institutions selling 537 152 175
Buyers to sellers 1.50 1.64 1.49

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.

URIFSSLYFT
URI 1.00 0.40 0.03
FSS 0.40 1.00 0.11
LYFT 0.03 0.11 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, URI, FSS and LYFT?

United Rentals (URI) is the largest by market capitalisation: United Rentals (URI) $72.09B, Federal Signal (FSS) $7.08B, Lyft (LYFT) $6.36B.

Which stock is cheaper, URI, FSS and LYFT?

Lyft (LYFT) trades on the lowest price-to-earnings ratio (United Rentals (URI) 25.3x, Federal Signal (FSS) 24.7x, Lyft (LYFT) 2.2x). On next year's consensus earnings, United Rentals (URI) is cheapest (United Rentals (URI) 21.0x, Federal Signal (FSS) 23.6x, Lyft (LYFT) 29.5x). 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%, Lyft (LYFT) +10.8%.

Which company is more profitable?

Lyft (LYFT) has the highest net margin (United Rentals (URI) 16.3%, Federal Signal (FSS) 11.7%, Lyft (LYFT) 42.3%). On return on invested capital, Federal Signal (FSS) leads (United Rentals (URI) 14.0%, Federal Signal (FSS) 15.3%, Lyft (LYFT) 0.0%).

Which stock has performed better?

Over the past year United Rentals (URI) returned the most: United Rentals (URI) +29.2%, Federal Signal (FSS) -7.5%, Lyft (LYFT) -18.6%. Over five years, United Rentals (URI) compounded fastest (United Rentals (URI) +26.0%/yr, Federal Signal (FSS) +22.1%/yr, Lyft (LYFT) -18.6%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

United Rentals (URI) has the highest dividend yield: United Rentals (URI) 0.66%, Federal Signal (FSS) 0.51%. Lyft (LYFT) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Federal Signal (FSS) has been the steadiest (United Rentals (URI) 42.3%, Federal Signal (FSS) 35.0%, Lyft (LYFT) 47.9%). Volatility measures how widely the price swings, not the risk of the business.

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

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.