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Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke
ACM AECOM
EME EMCOR GROUP ... (+25)

Vermilion Compass: Weekly Equity Strategy

Downgrading Real Estate to Underweight Our bullish outlook we initiated on November 7, 2023 remains intact; this intermediate-to-long-term outlook is likely to stay in place as long as 4800 support holds on the S&P 500 (implying 7-10% downside) and market dynamics remain healthy. To be clear, we are not calling for a pullback to 4800; we view it as a worst-case scenario for the S&P 500, and we simply want to be prepared for anything. Shorter-term, we remain bullish on the S&P 500 and Nasdaq 100...

United Rentals (North America), Inc.: Update to credit analysis

Our credit view of this issuer reflects its low leverage and its strong EBITDA margin and free cash flow, constrained by its significant amount of secured debt in capital structure.

United Rentals Inc: 2 directors

Two Directors at United Rentals Inc sold/sold after exercising options 2,624 shares at between 659.254USD and 677.601USD. The significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all...

Moody's affirms United Rental's Ba1 CFR and assigns Ba2 rating to new ...

Moody's Ratings ("Moody's") affirmed United Rentals (North America), Inc.'s (URNA) Ba1 corporate family rating (CFR), Ba1-PD probability of default rating, Baa3 backed senior secured first lien rating, Ba1 backed senior secured second lien rating, and Ba2 backed senior unsecured rating. Concurrently...

United Rentals (North America), Inc.: Update to credit analysis

Our credit view of this issuer reflects its low leverage and its strong EBITDA margin and free cash flow, constrained by its significant amount of secured debt in capital structure.

Moody's announces completion of a periodic review of ratings of United...

Moody's Investors Service (Moody's) has completed a periodic review of the ratings of United Rentals (North America), Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 14 February 2024 in which Moody's reassessed the appropriate...

Moody's assigns Baa3 rating to United Rental's new first lien term loa...

Moody's Investors Service ("Moody's") assigned a Baa3 rating to United Rentals (North America), Inc.'s (URNA) planned $750 million 7-year first lien senior secured term loan. URNA's parent, United Rentals, Inc. and URNA's domestic subsidiaries will guarantee the term loan. The company's other rating...

MarketLine Department
  • MarketLine Department

Ritchie Bros. Auctioneers, Inc. - Mergers & Acquisitions (M&A), Partne...

Summary Marketline's Ritchie Bros. Auctioneers, Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Ritchie Bros. Auctioneers, Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships...

Valens Research
  • Valens Research

Valens Equity Weekly Insights - 2023 06 06

United Rentals (URI) has consolidated its way to the top spot in the equipment rental industry to benefit from strong macro tailwinds. Uniform Accounting shows how profitable the business is, and it shows that the market's expectations are far too bearish. That makes United Rentals a compelling buy. United Rentals has acquired its way to a 17% market share in the equipment rentals industry. After expanding into specialty rentals, it has consistently generated 12%-15% Uniform ROA while consisten...

United Rentals (North America), Inc.: Update to credit analysis

Our credit view of this issuer reflects its status as a largest North American equipment rental company, against its significant amount of secured debt in its capital structure

United Rentals (North America), Inc.: Update to credit analysis

Our credit view of this issuer reflects its status as a largest North American equipment rental company, constrained by its expectation for additional acquisitions in specialty equipment.

Moody's assigns Baa3 rating to United Rental's new first lien notes, d...

Moody's Investors Service ("Moody's") assigned a Baa3 rating to United Rentals (North America), Inc.'s (URNA) planned $1.5 billion first lien senior secured notes due 2029. URNA's parent, United Rentals, Inc. and URNA's domestic subsidiaries will guarantee the notes. Moody's downgrade of URNA's seco...

Valens Research
  • Valens Research

Valens Equity Weekly Insights - 2022 09 20

United Rentals (URI) has consolidated its way to the top spot in the equipment rental industry about to benefit from strong macro tailwinds. Uniform Accounting shows how profitable the business is, and it shows that the market's expectations are far too bearish. That makes United Rentals a compelling buy. United Rentals has acquired its way to a 15% market share in the equipment rentals industry. After expanding into specialty rentals, it has consistently generated 12%-15% Uniform ROA while con...

United Rentals (North America), Inc.: Updated for discussion of key cr...

Our credit view of this issuer reflects its position as the largest North American equipment rental company with low leverage and very good liquidity.

Valens Research
  • Valens Research

Valens Equity Insights and Inflections - 2022 04 05

United Rentals (URI) has consolidated its way to the top spot in the equipment rental industry about to benefit from strong macro tailwinds. Uniform Accounting shows how profitable the business is, and it shows that the market's expectations are far too bearish. That makes United Rentals a compelling buy. United Rentals has acquired its way to a 15% market share in the equipment rentals industry. After expanding into specialty rentals, it has consistently generated 12%-15% Uniform ROA while con...

Increased risk weighs on UNITED RENTALS, penalising its rating down t...

The independent financial analyst theScreener just lowered the general evaluation of UNITED RENTALS (US), active in the Business Support Services industry. As regards its fundamental valuation, the title still shows 3 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date February 22, 2022, ...

Valens Research
  • Valens Research

Valens Equity Insights and Inflections - 2021 12 14

ExlService (EXLS) is using AI to become one of the highest growth, most profitable BPOs. Uniform Accounting highlights that the market is significantly mispricing the company's future growth potential, signaling the potential for equity upside. With companies looking to outsource more of their operations and adopt more technology solutions, ExlService is well positioned to grow as its clients look to outsource more of their businesses. The company uses industry specific technology to develop ...

Valens Research
  • Valens Research

URI - Embedded Expectations Analysis - 2021 12 08

United Rentals, Inc. (URI) currently trades near corporate but above historical averages relative to Uniform earnings, with a 21.1x Uniform P/E (Fwd. V/E'). At these levels, the market is pricing in expectations for Uniform ROA to fade to 11%, accompanied by 5% Uniform asset growth. Meanwhile, analysts also expect Uniform ROA to compress to 11% in 2022, albeit with a stronger 14% Uniform asset growth. If sustained going forward, these levels would imply a stock price closer to $581, represent...

David O'Brien
  • David O'Brien

Another significant increase in our estimates

Strong interim results, combined with good visibility on the outlook into Q1 2022, cause us to revisit estimates for the second time in as many months. A favourable outlook for Crestchic continues to be driven by a combination of strong data centre markets globally and, a return of large projects. The proposed disposal of Tasman is ongoing, with management engaged in discussions with third parties and an expectation that following its sale the Group will be debt free. A positive outlook is un...

Moody's announces completion of a periodic review of ratings of United...

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of United Rentals, Inc.. Global Credit Research- 19 Aug 2021. New York, August 19, 2021-- Moody's Investors Service has completed a periodic review of the ratings of United Rentals, Inc. and other ratings that are associated with the same analytical unit.

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