Herc (HRI) vs United Rentals (URI)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
United Rentals (URI) has outperformed Herc (HRI) over the past year, gaining 5.6% versus a loss of 0.2%. Over five years, URI leads with a +200.6% price change compared with -30.7% for HRI. United Rentals is the larger company by market cap ($65.36 billion vs $4.14 billion), about 15.8 times the size, while Herc is growing revenue faster (+22.6% vs +4.9%).
On valuation, Herc trades at a lower forward P/E (11.3x vs 18.3x for United Rentals). Herc offers the higher dividend yield (2.26% vs 0.72%). United Rentals converts more of its revenue into profit, with a net margin of 15.5% versus 0.0%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | HRI | URI |
|---|---|---|
| Share price | $123.86 | $1,050.15 |
| Market cap | $4.14B | $65.36B |
| 1-day change | -0.45% | +1.23% |
| YTD return | -16.53% | +29.76% |
| 1-year return | -0.25% | +5.61% |
| 5-year return | -30.73% | +200.61% |
| P/E ratio (TTM) | 80.95 | 25.25 |
| Forward P/E | 11.33 | 18.30 |
| EPS (TTM) | $1.53 | $41.59 |
| Dividend yield | 2.26% | 0.72% |
| Annual dividend | $2.80 | $7.52 |
| Revenue (latest FY) | $4.38B | $16.10B |
| Revenue growth (YoY) | +22.65% | +4.91% |
| Net income (latest FY) | $1.00M | $2.49B |
| Gross margin | — | 38.16% |
| Operating margin | — | 24.68% |
| Net margin | 0.02% | 15.49% |
| 52-week high | $188.35 | $1,179.18 |
| 52-week low | $88.45 | $701.59 |
| Distance from 52-week high | -34.24% | -10.94% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +51.99% | +20.55% |
| Average volume | 616.19K | 473.55K |
| Shares outstanding | 33.43M | 62.24M |
| Employees | 9,600 | 28,500 |
| Sector | Industrials | Consumer Discretionary |
| Industry | Rental & Leasing Services | Diversified Commercial Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- United Rentals is about 15.8 times larger than Herc by market value ($65.36B vs $4.14B).
- Herc trades at a higher earnings multiple (81.0x vs 25.3x trailing P/E).
- Herc offers a meaningfully higher dividend yield (2.26% vs 0.72%).
- United Rentals is more profitable, keeping 15.5 cents of every revenue dollar as net income versus 0.0 cents for Herc.
- Herc grew revenue faster in its latest fiscal year (+22.65% vs +4.91%).
- The two companies sit in different sectors: Herc in Industrials and United Rentals in Consumer Discretionary.
About Herc
HRI stock →Herc Holdings Inc., together with its subsidiaries, operates as an equipment rental supplier in the United States and internationally. It rents aerial, earthmoving, material handling, trucks and trailers, air compressors, compaction, and lighting equipment.
Industrials · Rental & Leasing Services · 9,600 employees
About United Rentals
URI stock →United Rentals, Inc., through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand. It operates through two segments, General Rentals and Specialty.
Consumer Discretionary · Diversified Commercial Services · 28,500 employees
HRI vs URI FAQ
Which is bigger, Herc or United Rentals?
United Rentals (URI) is larger, with a market capitalization of $65.36B compared with $4.14B for Herc (HRI).
Which stock has performed better over the past year, HRI or URI?
URI returned +5.61% over the past 12 months, compared with -0.25% for HRI (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, HRI or URI?
URI has the lower trailing P/E at 25.3, versus 81.0 for HRI. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Herc or United Rentals?
Herc has the higher yield at 2.26%, compared with 0.72% for United Rentals.
Are Herc and United Rentals in the same industry?
No. Herc is in the Industrials sector, while United Rentals is in Consumer Discretionary.