URI vs LYFT vs KEX Stock Comparison

United Rentals, Lyft and Kirby 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
3 wins
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
KEX Kirby Corp
$134.74 +4.5% 1M +55.1% 1Y
Market cap
$7.33B
P/E
20.6x
Revenue (TTM)
$3.49B
Div. yield
–
Marine Shipping Industrials
3 wins

Head to Head

11 decided of 12

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

QuestionURILYFTKEXLeader
Larger companyMarket capitalisation $72.29B $6.39B $7.33B URI
Cheaper on earningsLower P/E, profitable companies only 25.3x 2.2x 20.6x LYFT
Cheaper on forward earningsLower price / next fiscal year consensus EPS 20.3x 29.9x 19.6x KEX
Faster revenue growthRevenue growth, trailing twelve months +9.4% +10.8% +6.6% LYFT
More profitableNet margin, trailing twelve months 16.3% 42.3% 10.2% LYFT
Better return on capitalReturn on invested capital 14.0% 0.0% 8.3% URI
Less leveragedLower net debt / EBITDA 2.3x -25.9x 1.3x LYFT
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +22.9% -16.7% +55.1% KEX
Better 5-year returnAnnualised price return, 5 years +26.5%/yr -18.3%/yr +19.4%/yr URI
Less volatileAnnualised volatility, 1 year 42.2% 48.0% 29.0% KEX
Higher overall scoreMean of the five percentile scores vs peers 58/100 70/100 64/100 LYFT

Percentile Scorecard

URILYFTKEX

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

AxisURILYFTKEX
Valuation 27 #34 of 46 81 #33 of 167 42 #80 of 136
Growth 90 #5 of 39 89 #18 of 153 79 #26 of 122
Profitability 92 #4 of 40 56 #68 of 153 53 #55 of 116
Financial Health 19 #40 of 49 46 #98 of 179 64 #52 of 144
Shareholder Returns 61 #13 of 32 80 #20 of 94 80 #17 of 82
Overall 58 70 64
  • URI ranked among 49 companies in Distribution and Rental
  • LYFT ranked among 185 companies in Internet Platforms
  • KEX ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodURILYFTKEXSPY
1 month +7.3%+14.8%+4.5% -0.8%
3 months -0.4%+13.1%-7.1% +3.5%
6 months +17.0%+17.7%-11.6% +7.0%
Year to date +38.7%-11.9%+22.3% +12.2%
1 year +22.9%-16.7%+55.1% +13.0%
3 years +181.4%+84.2%+80.4% +86.3%
3 years, per year +41.2%+22.6%+21.7% +23.1%
5 years +223.0%-63.5%+142.3% +68.6%
5 years, per year +26.5%-18.3%+19.4% +11.0%
10 years +1,373.6%—+142.1% +258.0%
10 years, per year +30.9%—+9.2% +13.6%

Risk

MeasureURILYFTKEXSPY
Volatility, 1Y 42.2%48.0%29.0% 12.7%
Downside volatility, 1Y 39.1%53.9%27.1% 12.7%
Beta vs S&P 500, 1Y 1.031.390.55 1.00
Return / volatility, 1Y 0.54-0.351.90 1.02
Max drawdown, 5Y -40.0%-85.8%-38.8% -25.4%
From 52-week high -3.7%-30.6%-11.7% -1.8%
52-week high $1,165.29$24.57$152.59 $779.14
52-week low $710.47$12.65$88.64 $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.

MultipleURILYFTKEX
P/E now vs peer median 24.4xmedian 25.1x 2.3xmedian 17.5x 20.2xmedian 16.1x
P/S now vs peer median 4.0xmedian 1.0x 1.0xmedian 1.4x 2.0xmedian 1.0x
EV/EBITDA now vs peer median 13.3xmedian 13.3x 182.3xmedian 14.5x 10.6xmedian 8.7x
P/FCF now vs peer median 78.0xmedian 21.5x 5.8xmedian 12.1x 15.0xmedian 11.5x
P/B now vs peer median 7.2xmedian 2.4x 2.1xmedian 1.7x 2.1xmedian 1.2x
PEG now vs peer median 2.56median 2.38 0.04median 0.41 0.64median 0.81

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 monthsURILYFTKEX
Revenue $17.50B $6.77B $3.49B
Gross profit $6.84B $3.08B $1.16B
Operating income $4.47B -$119.72M $488.92M
Net income $2.86B $2.87B $355.89M
Free cash flow $892.00M $1.11B $475.58M
R&D – $472.97M –
EPS (diluted) $45.89 $7.42 $6.62
Cash & equivalents $153.00M $1.14B $38.96M
Total debt $14.67B $990.56M $1.04B
Shares (diluted) 62.26M 386.33M 53.70M
Enterprise value $71.41B -$954.55M $7.11B

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
MetricURILYFTKEX
P/E 24.4x 2.3x 20.2x
P/FCF 78.0x 5.8x 15.0x
P/Operating cash flow 11.2x 5.4x 10.0x
P/S 4.0x 1.0x 2.0x
P/B 7.2x 2.1x 2.1x
P/Tangible book 7.6x 2.3x 2.1x
EV/EBITDA 13.3x 182.3x 10.6x
EV/EBIT 18.8x -47.2x 16.6x
EV/Revenue 4.8x 0.8x 2.3x
EV/FCF 94.3x 5.1x 17.1x
EV/Operating cash flow 13.6x 4.7x 11.4x
PEG (3Y EPS CAGR) 2.56 0.04 0.64

Growth

14 metrics
MetricURILYFTKEX
Revenue growth (1Y) 9.4% 10.8% 6.6%
Revenue CAGR (3Y) 8.0% 16.8% 5.1%
Gross profit growth (1Y) 10.4% 20.9% 5.0%
Gross profit CAGR (3Y) 6.0% 20.8% 11.8%
Operating income growth (1Y) 11.5% -117.1% 18.0%
Operating income CAGR (3Y) 5.7% 54.4% 22.6%
Net income growth (1Y) 12.9% 3,009% 17.2%
Net income CAGR (3Y) 6.2% 61.1% 26.8%
EPS growth (1Y) 16.6% 3,303% 23.2%
EPS CAGR (3Y) 9.5% 60.8% 31.6%
Operating cash flow growth (1Y) 24.2% 14.0% 21.4%
Operating cash flow CAGR (3Y) 10.9% 98.9% 18.5%
Free cash flow growth (1Y) 98.2% 12.0% 82.1%
Free cash flow CAGR (3Y) 83.7% 72.6% 43.3%

Profitability

14 metrics
MetricURILYFTKEX
Gross margin 39.1% 45.5% 33.2%
EBITDA margin 36.1% 0.5% 21.8%
Operating margin 25.5% -1.8% 14.0%
Pretax margin 21.8% -0.1% 13.5%
Net margin 16.3% 42.3% 10.2%
FCF margin 5.1% 16.4% 13.6%
Operating cash flow margin 35.4% 17.6% 20.3%
Return on equity 30.2% 94.7% 10.4%
Return on assets 8.9% 31.8% 5.8%
Return on invested capital 14.0% 0.0% 8.3%
Return on capital employed 16.5% -2.9% 9.0%
Asset turnover 0.5x 0.8x 0.6x
Cash conversion (OCF / net income) 2.2x 0.4x 2.0x
Stock comp / revenue 0.9% 4.6% 0.5%

Financial Health

11 metrics
MetricURILYFTKEX
Debt / assets 44.7% 10.9% 16.7%
Debt / equity 1.5x 0.3x 0.3x
Net debt / EBITDA 2.3x -25.9x 1.3x
Debt / FCF 16.4x 0.9x 2.2x
Liabilities / assets 70.4% 66.8% 44.6%
Equity / assets 29.6% 33.2% 55.4%
Interest coverage – -5.9x 11.0x
Current ratio 0.8x 0.6x 1.7x
Quick ratio 0.6x 0.4x 1.0x
Cash ratio 0.0x 0.4x 0.1x
Altman Z-score 3.51 -0.06 3.24

Shareholder Returns

7 metrics
MetricURILYFTKEX
Dividend yield 0.7% – –
Net buyback yield 2.6% 10.7% 4.6%
Shareholder yield 3.3% 10.7% 4.6%
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.

ConsensusURILYFTKEX
Forward P/E 20.3xFY2026 29.9xFY2026 19.6xFY2026
EPS, next fiscal year $55.27FY2026 $0.57FY2026 $6.86FY2026
EPS growth, next FY +31.4%FY2026 -91.6%FY2026 +8.4%FY2026
EPS growth, the year after +6.3% +80.7% +29.0%
Revenue, next fiscal year $18.69BFY2026 $6.97BFY2026 $3.49BFY2026
Revenue growth, next FY +16.1%FY2026 +10.3%FY2026 +4.0%FY2026
Revenue growth, the year after +3.1% +11.1% +4.7%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersURILYFTKEX
Held by institutions 95.9% 100.0% 99.6%
Institutions holding 1,586 528 464
Change in shares held, QoQ +4.7% +5.2% -0.1%
Institutions buying 803 260 252
Institutions selling 537 175 145
Buyers to sellers 1.50 1.49 1.74

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.

URILYFTKEX
URI 1.00 0.03 0.25
LYFT 0.03 1.00 -0.02
KEX 0.25 -0.02 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, URI, LYFT and KEX?

United Rentals (URI) is the largest by market capitalisation: United Rentals (URI) $72.29B, Lyft (LYFT) $6.39B, Kirby (KEX) $7.33B.

Which stock is cheaper, URI, LYFT and KEX?

Lyft (LYFT) trades on the lowest price-to-earnings ratio (United Rentals (URI) 25.3x, Lyft (LYFT) 2.2x, Kirby (KEX) 20.6x). On next year's consensus earnings, Kirby (KEX) is cheapest (United Rentals (URI) 20.3x, Lyft (LYFT) 29.9x, Kirby (KEX) 19.6x). 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: United Rentals (URI) +9.4%, Lyft (LYFT) +10.8%, Kirby (KEX) +6.6%.

Which company is more profitable?

Lyft (LYFT) has the highest net margin (United Rentals (URI) 16.3%, Lyft (LYFT) 42.3%, Kirby (KEX) 10.2%). On return on invested capital, United Rentals (URI) leads (United Rentals (URI) 14.0%, Lyft (LYFT) 0.0%, Kirby (KEX) 8.3%).

Which stock has performed better?

Over the past year Kirby (KEX) returned the most: United Rentals (URI) +22.9%, Lyft (LYFT) -16.7%, Kirby (KEX) +55.1%. Over five years, United Rentals (URI) compounded fastest (United Rentals (URI) +26.5%/yr, Lyft (LYFT) -18.3%/yr, Kirby (KEX) +19.4%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Kirby (KEX) has been the steadiest (United Rentals (URI) 42.2%, Lyft (LYFT) 48.0%, Kirby (KEX) 29.0%). Volatility measures how widely the price swings, not the risk of the business.

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

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