SUNB Industrials

Sunbelt Rentals Holdings, Inc.

$83.46-0.38%

Price as of close on Nov 3, 2026 · Financials updated Sep 30, 2026

Basics

Sector: Industrials
Industry: Rental & Leasing Services
Country: United States
Market cap: 34.2B USD
Enterprise value: 39.7B USD
Full-time employees: 26,613

Overall health

Drawback: higher risk than most peers: its share price swings more than most peers’ (beta 1.65 vs a peer median of 0.64), less short-term liquidity (current ratio 0.94 vs a peer median of 1.62) and more debt relative to equity (1.15× vs a peer median of 0.40×)higher risk: bigger price swings (beta 1.65 vs peers 0.64), less liquidity (current ratio 0.94 vs peers 1.62) and more debt vs equity (1.15× vs peers 0.40×)
About average: growth and valuation

Ranks #1,654 of 2,308 industrials companies (bottom 29%)

See how it ranks against its peers

Worth knowing

Valuation signals disagree. Cheaper than 71% of peers on operating cash profit (EBITDA), but only 20% on earnings.Cheaper than 71% of peers on operating cash profit, but only 20% on earnings.
Relative to its operating cash profit (EBITDA), Sunbelt Rentals looks cheaper than 71% of peers; relative to its earnings, cheaper than only 20%. The valuation score blends the two, so look at which measure fits this business best.Relative to its operating cash profit, Sunbelt Rentals looks cheaper than 71% of peers; relative to its earnings, cheaper than only 20%. The valuation score blends the two, so look at which measure fits this business best.
Cash flow well above reported profit. Free cash flow is 18.6× reported profit.
Free cash flow is 18.6× reported profit. Large non-cash charges, such as depreciation, amortization or stock-based pay, reduce reported profit without using cash.
Wide margins. Operating margin 20% (12 months to Jul 2026) vs a peer median of 7.7%.Operating margin 20% vs peers 7.7%.
Sunbelt Rentals keeps 20% of revenue as operating profit, more than 88% of peers (median 7.7%).
More volatile share price. Beta 1.65: tends to move more than the market.
Sunbelt Rentals's shares have swung more with the market than most peers' (beta 1.65, above the market's 1.0).

StockQuotient Score

40/ 100▼ 1 since Oct 27 close

Oct 5 42 → Nov 4 40 (-2)

Valuation

Is the price right?

50/100

Moderate▼ 1 since Oct 27 close

3/3 inputs reported · High confidence

Since last quarter: No major changeValuation also moves with the share price every day.

Why it changed since the Oct 27, 2026 close: Score 51 → 50

Share price +2.0%-1

Each step re-scores the company against its peers as they were on Oct 28, 2026; the parts add up to the change. Price effects on EBITDA yield are approximate.

Why

Mixed versus peers:

▲ EBITDA yield
▼ Earnings yield

Compare with peers

Behind the score

Sector-normalized EBITDA, earnings, and free cash flow yields.

Earnings yield0.2%

SEC filings · 12 months to Jul 2026Reported value30% base weight · Z-score -1.22Sector median: 0.0377 · MAD: 0.0294

EBITDA yield10.8%

SEC filings · 12 months to Jul 2026Reported value50% base weight · Z-score 0.91Sector median: 0.0695 · MAD: 0.0425

Free cash flow yield3.5%

Yahoo Finance fallback · SEC cash flow or share count unavailable · trailing 12 months · operating cash flow − capital spendingReported value20% base weight · Z-score -0.05Sector median: 0.0370 · MAD: 0.0370

Other data (not scored)

Book yield21.8%

SEC filings · latest balance sheetReported valueInformational · 0% composite weightSector median: 0.5027 · MAD: 0.2823

Growth

Is it growing?

41/100

Moderate

3/3 inputs reported · High confidence

Since last quarter: ▲ Stronger

12-month revenue up 2.8%

Why

Held back by:

▼ EPS growth

Compare with peers

Behind the score

Revenue and earnings-per-share growth over one year, and revenue growth over three years.

Earnings per share growth-11.3%

Yahoo Finance fallback · SEC figure unavailable or out of date · fiscal year to Apr 2026Reported value33% base weight · Z-score -0.74Sector median: 0.0709 · MAD: 0.2481

3-year revenue growth4.9%

Yahoo Finance fallback · SEC figure unavailable or out of date · 3 fiscal years to Apr 2026Reported value33% base weight · Z-score 0.11Sector median: 0.0421 · MAD: 0.0625

Revenue growth3.4%

Yahoo Finance fallback · SEC figure unavailable or out of date · fiscal year to Apr 2026Reported value33% base weight · Z-score -0.13Sector median: 0.0439 · MAD: 0.0766

Profitability

Does it earn well?

63/100

Moderate

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Stronger than most peers on:

▲ Operating margin
▲ ROIC

Compare with peers

Behind the score

Return on invested capital, operating margin, and return on assets.

Operating margin19.8%

SEC filings · 12 months to Jul 2026Reported value33% base weight · Z-score 2.39Sector median: 0.0773 · MAD: 0.0507

Return on assets0.3%

SEC filings · 12 months to Jul 2026Reported value33% base weight · Z-score -1.18Sector median: 0.0311 · MAD: 0.0241

Return on invested capital11.3%

SEC filings · 12 months to Jul 2026Reported value33% base weight · Z-score 0.74Sector median: 0.0715 · MAD: 0.0558

Other data (not scored)

Gross margin38.5%

SEC filings · 12 months to Jul 2026Reported valueInformational · 0% composite weightSector median: 0.2573 · MAD: 0.1038

Return on equity0.9%

SEC filings · 12 months to Jul 2026Reported valueInformational · 0% composite weightSector median: 0.0802 · MAD: 0.0639

Risk

Debt, liquidity, price swings

Higher

Higher relative risk

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Weaker than most peers on:

▼ Beta
▼ Current ratio
▼ Debt / equity

Compare with peers

Behind the score

Relative to sector peers: 0 = lower relative risk · 1 = moderate · 2 = higher. Based on leverage, beta and liquidity.

Beta1.65

Yahoo Finance · 5-year monthly beta vs the marketOutlier capped at sector 5th/95th percentile33% base weight · Z-score -3.49Sector median: 0.6440 · MAD: 0.2745

Current ratio0.94×

SEC filings · latest balance sheetReported value33% base weight · Z-score -1.26Sector median: 1.6180 · MAD: 0.5360

Debt / equity1.15×

SEC filings · latest balance sheetReported value33% base weight · Z-score -2.21Sector median: 0.4019 · MAD: 0.3378

Valuation, growth and profitability scores: higher is better. Risk: 0 is lower, 2 is higher. Risk is a relative proxy, not a bankruptcy probability. Scores depend on available sector peers.

Questions investors ask about Sunbelt Rentals

Is Sunbelt Rentals getting weaker?: Its latest SEC filing (Sep 9, 2026) showed no major changes. Its overall score is 40/100, down 1 since Oct 28, 2026.
How is Sunbelt Rentals valued vs its peers?: Priced about in line with its peers. Valuation scores 50/100 against 2,459 industrials peers. EBITDA yield 10.8% vs a peer median of 6.9% (stronger than 71% of peers).EBITDA yield 10.8% vs peers 6.9% (stronger than 71% of peers). Earnings yield 0.2% vs a peer median of 3.8% (weaker than 80% of peers).Earnings yield 0.2% vs peers 3.8% (weaker than 80% of peers).
Is Sunbelt Rentals growing?: At about the same pace as its peers. Growth scores 41/100 against 2,459 industrials peers. Earnings per share growth -11.3% vs a peer median of 7.1% (weaker than 70% of peers).Earnings per share growth -11.3% vs peers 7.1% (weaker than 70% of peers).
How profitable is Sunbelt Rentals?: More profitable than most of its peers. Profitability scores 63/100 against 2,459 industrials peers. Operating margin 19.8% vs a peer median of 7.7% (stronger than 88% of peers).Operating margin 19.8% vs peers 7.7% (stronger than 88% of peers). Return on assets 0.3% vs a peer median of 3.1% (weaker than 80% of peers).Return on assets 0.3% vs peers 3.1% (weaker than 80% of peers).
How risky is Sunbelt Rentals?: Higher risk relative to 2,459 industrials peers, judged on debt, liquidity and share-price swings. Beta 1.65 vs a peer median of 0.64 (weaker than 100% of peers).Beta 1.65 vs peers 0.64 (weaker than 100% of peers). A relative measure, not a bankruptcy probability.

Latest filing: what changed

Quarter ended Jul 31, 2026 · filed Sep 9, 2026 · compared with the quarter ended Apr 30, 2026

No major changes

	Previous quarter	Latest quarter	Change
Revenue (12 months)	11.2B USD	11.5B USD	+2.8%
Net income (12 months)	1,325 USD	65.0M USD	+4905660.4%
Operating margin	19.6%	19.8%	+0.3 pts
Debt	7.6B USD	8.6B USD	+12.8%
Cash	29.0M USD	32.0M USD	+10.3%
Shares outstanding	409.8M	409.8M	+0.0%

From the company’s own SEC filings, as filed. Twelve-month figures roll forward one quarter at a time.

Industry valuation context

Sector: Industrials · 318 companies

Valuations in Industrials are near the top of their range since 2016.

85% of months since 2016 were valued lower than now.
41% of companies are in the most expensive fifth of their own price-to-sales history.
Over 24 months, company values +20% and earnings +14% (medians): prices and earnings moved broadly together.
Median price-to-sales is −24% vs the whole market, against a usual −31%.

2016Shaded: most expensive fifth of its range2026

Shown for Industrials: too few Rental & Leasing Services companies have a long enough history of their own.

Financials

Fiscal years from SEC annual filings · change vs the prior year

Key ratios	FY Apr 2024	FY Apr 2025	FY Apr 2026	Change
Gross margin	41.2%	40.0%	38.5%	▼ 1.6 pts
Operating margin	23.1%	23.2%	19.6%	▼ 3.6 pts
Net margin	14.5%	14.4%	11.9%	▼ 2.5 pts
Return on assets (ROA)	—	7.1%	6.0%	▼ 1.1 pts
Return on equity (ROE)	22.3%	19.9%	17.9%	▼ 2.0 pts
Current ratio	—	1.30×	0.90×	▼ 30%
Quick ratio	—	1.20×	0.83×	▼ 31%
Debt to equity	—	0.96×	1.02×	▲ 6.4%

SUNB price history

Price history is added with the daily price update and will appear after the next one.

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Bringing the fundamentals into focus…

Overall health

Drawback: higher risk than most peers: its share price swings more than most peers’ (beta 1.65 vs a peer median of 0.64), less short-term liquidity (current ratio 0.94 vs a peer median of 1.62) and more debt relative to equity (1.15× vs a peer median of 0.40×)higher risk: bigger price swings (beta 1.65 vs peers 0.64), less liquidity (current ratio 0.94 vs peers 1.62) and more debt vs equity (1.15× vs peers 0.40×)

About average: growth and valuation

Ranks #1,654 of 2,308 industrials companies (bottom 29%)

See how it ranks against its peers

Worth knowing

Valuation signals disagree. Cheaper than 71% of peers on operating cash profit (EBITDA), but only 20% on earnings.Cheaper than 71% of peers on operating cash profit, but only 20% on earnings.

Relative to its operating cash profit (EBITDA), Sunbelt Rentals looks cheaper than 71% of peers; relative to its earnings, cheaper than only 20%. The valuation score blends the two, so look at which measure fits this business best.Relative to its operating cash profit, Sunbelt Rentals looks cheaper than 71% of peers; relative to its earnings, cheaper than only 20%. The valuation score blends the two, so look at which measure fits this business best.

Cash flow well above reported profit. Free cash flow is 18.6× reported profit.

Free cash flow is 18.6× reported profit. Large non-cash charges, such as depreciation, amortization or stock-based pay, reduce reported profit without using cash.

Wide margins. Operating margin 20% (12 months to Jul 2026) vs a peer median of 7.7%.Operating margin 20% vs peers 7.7%.

Sunbelt Rentals keeps 20% of revenue as operating profit, more than 88% of peers (median 7.7%).

More volatile share price. Beta 1.65: tends to move more than the market.

Sunbelt Rentals's shares have swung more with the market than most peers' (beta 1.65, above the market's 1.0).

Questions investors ask about Sunbelt Rentals

Is Sunbelt Rentals getting weaker?

Its latest SEC filing (Sep 9, 2026) showed no major changes. Its overall score is 40/100, down 1 since Oct 28, 2026.

How is Sunbelt Rentals valued vs its peers?

Priced about in line with its peers. Valuation scores 50/100 against 2,459 industrials peers. EBITDA yield 10.8% vs a peer median of 6.9% (stronger than 71% of peers).EBITDA yield 10.8% vs peers 6.9% (stronger than 71% of peers). Earnings yield 0.2% vs a peer median of 3.8% (weaker than 80% of peers).Earnings yield 0.2% vs peers 3.8% (weaker than 80% of peers).

Is Sunbelt Rentals growing?

At about the same pace as its peers. Growth scores 41/100 against 2,459 industrials peers. Earnings per share growth -11.3% vs a peer median of 7.1% (weaker than 70% of peers).Earnings per share growth -11.3% vs peers 7.1% (weaker than 70% of peers).

How profitable is Sunbelt Rentals?

More profitable than most of its peers. Profitability scores 63/100 against 2,459 industrials peers. Operating margin 19.8% vs a peer median of 7.7% (stronger than 88% of peers).Operating margin 19.8% vs peers 7.7% (stronger than 88% of peers). Return on assets 0.3% vs a peer median of 3.1% (weaker than 80% of peers).Return on assets 0.3% vs peers 3.1% (weaker than 80% of peers).

How risky is Sunbelt Rentals?

Higher risk relative to 2,459 industrials peers, judged on debt, liquidity and share-price swings. Beta 1.65 vs a peer median of 0.64 (weaker than 100% of peers).Beta 1.65 vs peers 0.64 (weaker than 100% of peers). A relative measure, not a bankruptcy probability.

Previous quarter

Latest quarter

Change

Revenue (12 months)

11.2B USD

11.5B USD

+2.8%

Net income (12 months)

1,325 USD

65.0M USD

+4905660.4%

Operating margin

19.6%

19.8%

+0.3 pts

Debt

7.6B USD

8.6B USD

+12.8%

Cash

29.0M USD

32.0M USD

+10.3%

Shares outstanding

409.8M

409.8M

+0.0%

Key ratios

FY Apr 2024

FY Apr 2025

FY Apr 2026

Change

Gross margin

41.2%

40.0%

38.5%

▼ 1.6 pts

Operating margin

23.1%

23.2%

19.6%

▼ 3.6 pts

Net margin

14.5%

14.4%

11.9%

▼ 2.5 pts

Return on assets (ROA)

—

7.1%

6.0%

▼ 1.1 pts

Return on equity (ROE)

22.3%

19.9%

17.9%

▼ 2.0 pts

Current ratio

—

1.30×

0.90×

▼ 30%

Quick ratio

—

1.20×

0.83×

▼ 31%

Debt to equity

—

0.96×

1.02×

▲ 6.4%