Rental & Leasing Services: Avis Budget Group, Inc. owns the largest revenue base; Herc Holdings Inc. has the fastest current growth.
The industry itself · before any single company
How has Rental & Leasing Services moved against S&P 500?
The line below covers 5.2 years. Over the most recent two of them this industry is 2% ahead of S&P 500. Earnings across its companies fell 5% on average over the last four reported quarters. It has been ahead of S&P 500 on a rolling three-month view for 10 weeks running.
FADING · −1 in 4w~Moving with the index8 of 17 companies ahead of S&P 500 by 5% or more over three months
Rental & Leasing Services, equal-weighted, based at 200S&P 500, same base, same starttrailing 12-month earnings per share risingfalling
Strength anatomyMixedHow much of the industry is participating, how recently, and whether the movers score well.
Together8 of 17 stocks moving
Fresh1 crossed in the last 4 weeks
Backed by scoresmovers score +5 vs the industry average
Down the cap ladder — bar is now, tick is four weeks ago
Large2/40
Mid2/6−1
Small4/70
Participation is not spreading downward this month; the larger companies are still carrying most of it.
Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 17 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.
Sector relative strength · before individual stocks
Is Rental & Leasing Services outperforming S&P 500?
Rental & Leasing Services has outperformed S&P 500 by 9.9% over the last 52 weeks. Over 13 weeks the gap is a lead of 1.7%. 10 of 16 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Vestis Corporation is the strongest against the sector itself at +61.2%.
+1.7%Sector vs S&P 500 · 13 weeks
+9.9%Sector vs S&P 500 · 52 weeks
10/16Stocks leading S&P 500
7/16Stocks leading sector
Sector metric: — as of latest available · unclassified · direction unavailable.
The central tension: the companies with the most scale are not necessarily the companies creating the most change.
Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.
Bottom line
Rental & Leasing Services has outperformed S&P 500 by 9.9% over 52 weeks and 1.7% over 13 weeks. 10 of 16 covered companies beat the S&P 500 on Mansfield relative strength, while 7 of 16 beat the sector itself. Avis Budget Group, Inc. leads with revenue of $11,752 million, based on 14 of 18 comparable companies through Mar 2026.
Is the Rental & Leasing Services sector outperforming S&P 500?
Rental & Leasing Services has outperformed S&P 500 by 9.9% over 52 weeks and 1.7% over 13 weeks. 10 of 16 covered companies beat the S&P 500 on Mansfield relative strength, while 7 of 16 beat the sector itself.
Which Rental & Leasing Services company is largest by revenue?
Avis Budget Group, Inc. leads with revenue of $11,752 million, based on 14 of 18 comparable companies through Mar 2026.
Which Rental & Leasing Services company is growing fastest?
Herc Holdings Inc. has the fastest current revenue growth at 28.4%, across 14 of 18 comparable companies.
Which Rental & Leasing Services company has the strongest 4-Factor Sector Score?
Willis Lease Finance Corporation ranks first at 64.9/100 with 57.3% evidence confidence. The score prioritizes research; it is not a buy recommendation.
Which Rental & Leasing Services company reports the most CAPEX?
GATX Corporation reports the largest latest CAPEX at $4,524 million, with 18 of 18 companies comparable.
Which Rental & Leasing Services company has the least gross debt?
McGrath RentCorp has the lowest comparable gross debt at $546 million. AerCap Holdings N.V. has the highest at $43,042 million.
Which Rental & Leasing Services company has the lowest comparable PEG?
McGrath RentCorp has the lowest comparable Guarded PEG at 0.37, among 5 of 18 companies that pass the metric’s comparability rules.
How much history does this Rental & Leasing Services comparison include?
The page compares up to 20 reported quarters per company for fundamentals, CAPEX, debt and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.
How is the 4-Factor Sector Score calculated?
The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.
Companies
18
complete canonical membership
Combined market value
$187.5B
United Rentals, Inc.
Revenue growing
11/14
positive TTM year-on-year growth
Beating S&P 500
10/16
positive Mansfield relative strength
Global company selection
00 · research priority, made explicit
4-Factor Sector Score
An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.
Willis Lease Finance Corporation has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 57.3% evidence confidence.
McGrath RentCorp looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
PROG Holdings, Inc. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is guarded: positive earnings, positive 5–60% three-year EPS growth, and a positive P/E are required.
Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
22.4/35Growth & earnings
Revenue 23.6% · PAT — · OPM change 1.5 pp
62% evidence
7.0/25Capital efficiency
ROCE 0% · debt/equity 2.68×
80% evidence
8.7/20Valuation
P/E 226.3× · PEG —
15% evidence
10.0/20Relative strength
RS sector — · RS bench — · 1Y —
0% evidence
01 · compare level, then change
Revenue Scale & Growth Durability
Avis Budget Group, Inc. has the highest Revenue among the 18 Rental & Leasing Services companies compared here, at $11,752 million. Sunbelt Rentals Holdings, Inc. is next at $11,154 million. Herc Holdings Inc. has the highest Revenue growth at 28.4%, so level and change sit with different companies. Its Revenue series carries 19 reported observations across the 20-quarter window.
What the numbers say: Avis Budget Group, Inc. is the scale leader at $11,752 million, 5.4% ahead of Sunbelt Rentals Holdings, Inc.. Herc Holdings Inc.'s growth is 28.4% from a $4,654 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.
LeaderAvis Budget Group, Inc. · $11,752 million
Gap5.4% versus #2 · Sunbelt Rentals Holdings, Inc.
Persistence2/8 recent comparable periods
Coverage14/18 companies · 311 observations
Investor read: Avis Budget Group, Inc. is the scale benchmark; Herc Holdings Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.
This conclusion weakens if: Avis Budget Group, Inc.'s growth falls below Herc Holdings Inc.'s for two consecutive comparable reports while operating margin also compresses.
Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1Avis Budget Group, Inc. CAR$11.8B
2Sunbelt Rentals Holdings, Inc. SUNB$11.2B
3AerCap Holdings N.V. AER$8.9B
4Hertz Global Holdings, Inc. HTZ$8.7B
5U-Haul Holding Company UHAL$6.0B
Revenue growthfastest growers
1Herc Holdings Inc. HRI28%
2Willis Lease Finance Corporation WLFC26%
3EquipmentShare.com Inc. EQPT24%
4GATX Corporation GATX17%
5Custom Truck One Source, Inc. CTOS9.4%
Revenue · company comparison
14/18 level · 14/18 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
GATX Corporation has the highest OPM among the 18 Rental & Leasing Services companies compared here, at 53.8%. McGrath RentCorp is next at 21.9%. Avis Budget Group, Inc. has the highest Margin change at +14.7 percentage points, so level and change sit with different companies. 16 of 18 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: GATX Corporation leads opm at 53.8%; Avis Budget Group, Inc. leads margin change at +14.7 percentage points.
LeaderGATX Corporation · 53.8%
Gap145.7% versus #2 · McGrath RentCorp
Persistence6/8 recent comparable periods
Coverage16/18 companies · 273 observations
Investor read: GATX Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current margin change signal.
Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
1GATX Corporation GATX54%
2McGrath RentCorp MGRC22%
3United Rentals, Inc. URI22%
4WillScot Holdings Corporation WSC18%
5Sunbelt Rentals Holdings, Inc. SUNB15%
Margin changefastest expanders
1Avis Budget Group, Inc. CAR+14.7 pp
2Hertz Global Holdings, Inc. HTZ+9.4 pp
3Neutron Holdings, Inc. LIME+7.3 pp
4Custom Truck One Source, Inc. CTOS+3.9 pp
5Herc Holdings Inc. HRI+2.8 pp
Operating margin · company comparison
16/18 level · 16/18 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
AerCap Holdings N.V. has the highest Net profit among the 18 Rental & Leasing Services companies compared here, at $3,926 million. Sunbelt Rentals Holdings, Inc. is next at $1,881 million. The same company also holds the highest Profit growth, at 83.7%. 14 of 18 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: AerCap Holdings N.V. leads with $3,926 million of TTM profit, 108.7% above Sunbelt Rentals Holdings, Inc.. AerCap Holdings N.V. shows 83.7% growth from a $3,926 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.
LeaderAerCap Holdings N.V. · $3,926 million
Gap108.7% versus #2 · Sunbelt Rentals Holdings, Inc.
Persistence4/8 recent comparable periods
Coverage14/18 companies · 311 observations
Investor read: AerCap Holdings N.V. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.
Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
1AerCap Holdings N.V. AER$3.9B
2Sunbelt Rentals Holdings, Inc. SUNB$1.9B
3GATX Corporation GATX$221M
4McGrath RentCorp MGRC$155M
5PROG Holdings, Inc. PRG$125M
Profit growthfastest growers
1AerCap Holdings N.V. AER84%
2Willis Lease Finance Corporation WLFC15%
3GATX Corporation GATX10.0%
4Sunbelt Rentals Holdings, Inc. SUNB-13%
5McGrath RentCorp MGRC-35%
Net profit · company comparison
14/18 level · 7/18 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 17 companies with a series here. The remaining 5 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
GATX Corporation has the highest CAPEX among the 18 Rental & Leasing Services companies compared here, at $4,524 million. Hertz Global Holdings, Inc. is next at $3,631 million. The same company also holds the highest CAPEX intensity, at 774.7%. 18 of 18 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: GATX Corporation reports $4,524 million of CAPEX; GATX Corporation has the highest covered intensity at 774.7%. Coverage is only 18 of 18 companies and 313 reported observations, so this is partial evidence—not a complete sector rank.
LeaderGATX Corporation · $4,524 million
Gap24.6% versus #2 · Hertz Global Holdings, Inc.
Persistence8/8 recent comparable periods
Coverage18/18 companies · 313 observations
Investor read: Use the CAPEX rank as a diligence queue. Verify commissioning, utilization, cash conversion and post-investment ROCE before treating spend as value creation.
This conclusion weakens if: CAPEX rises without higher utilization, operating cash flow or incremental returns.
CAPEX is cash spent on property, plant, equipment and other reported capital assets. CAPEX intensity divides that spend by revenue; high intensity is a reinvestment signal, not proof that the reinvestment will earn attractive returns.
CAPEXlargest spenders
1GATX Corporation GATX$4.5B
2Hertz Global Holdings, Inc. HTZ$3.6B
3Avis Budget Group, Inc. CAR$3.5B
4United Rentals, Inc. URI$2.1B
5AerCap Holdings N.V. AER$1.5B
CAPEX intensityhighest reinvestment intensity
1GATX Corporation GATX775%
2Hertz Global Holdings, Inc. HTZ181%
3Avis Budget Group, Inc. CAR139%
4AerCap Holdings N.V. AER65%
5U-Haul Holding Company UHAL43%
Capital expenditure · company comparison
18/18 level · 18/18 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Capacity base is net fixed assets plus capital work in progress, straight off the reported balance sheet. It is not cash spent, so it answers a narrower question than CAPEX — but it is reported for companies whose cash-flow CAPEX is not published, which is why it leads here. Missing years remain blank; annual values are never relabelled as quarters.
Full annual capacity base, operating cash flow, CAPEX and free cash flow history
Capacity base · net fixed assets + CWIP · fiscal-year history
Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
McGrath RentCorp has the lowest Gross debt among the 18 Rental & Leasing Services companies compared here, at $546 million. PROG Holdings, Inc. is next at $936 million. The same company also holds the lowest Net debt, at $544 million. 18 of 18 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: McGrath RentCorp has the clearest covered balance-sheet capacity with $544 million and gross debt of $546 million. Absolute debt alone does not identify the strongest balance sheet because company scale differs; net debt and debt-to-equity carry more information.
LeaderMcGrath RentCorp · $546 million
Gap41.7% versus #2 · PROG Holdings, Inc.
Persistence0/8 recent comparable periods
Coverage18/18 companies · 315 observations
Investor read: Prioritize net-cash capacity and leverage relative to operating scale, not the smallest absolute rupee debt.
This conclusion weakens if: Net debt rises faster than revenue and profit for two consecutive reported periods.
Gross debt shows contractual borrowings. Net debt subtracts reported cash; a negative value means net cash. Lower debt can create capacity, but should be read against the scale and capital intensity of the business.
Gross debtlowest gross debt
1McGrath RentCorp MGRC$546M
2PROG Holdings, Inc. PRG$936M
3Neutron Holdings, Inc. LIME$1.0B
4Alta Equipment Group Inc. ALTG$1.2B
5Vestis Corporation VSTS$1.4B
Net debtlowest net debt
1McGrath RentCorp MGRC$544M
2Neutron Holdings, Inc. LIME$780M
3PROG Holdings, Inc. PRG$867M
4Alta Equipment Group Inc. ALTG$1.2B
5Vestis Corporation VSTS$1.3B
Debt and balance-sheet capacity · company comparison
18/18 level · 18/18 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Neutron Holdings, Inc. has the highest ROCE among the 18 Rental & Leasing Services companies compared here, at 35.6%. United Rentals, Inc. is next at 4.4%. Avis Budget Group, Inc. has the highest ROCE change at +1.2 percentage points, so level and change sit with different companies. 16 of 18 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Neutron Holdings, Inc. leads ROCE at 35.6%, 31.2 percentage points above United Rentals, Inc.. Avis Budget Group, Inc. has the strongest latest improvement at +1.2 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.
LeaderNeutron Holdings, Inc. · 35.6%
Gap709.1% versus #2 · United Rentals, Inc.
PersistenceNot enough history
Coverage16/18 companies · 274 observations
Investor read: Neutron Holdings, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current roce change signal.
ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
1Neutron Holdings, Inc. LIME36%
2United Rentals, Inc. URI4.4%
3PROG Holdings, Inc. PRG4.1%
4McGrath RentCorp MGRC2.9%
5Ryder System, Inc. R2.2%
ROCE changefastest improvers
1Avis Budget Group, Inc. CAR+1.2 pp
2EquipmentShare.com Inc. EQPT+0.9 pp
3Hertz Global Holdings, Inc. HTZ+0.8 pp
4Custom Truck One Source, Inc. CTOS+0.7 pp
5United Rentals, Inc. URI+0.3 pp
Return on capital · company comparison
16/18 level · 16/18 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 15 companies with a series here. The remaining 3 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
McGrath RentCorp has the lowest Guarded PEG among the 18 Rental & Leasing Services companies compared here, at 0.37×. AerCap Holdings N.V. is next at 0.45×. AerCap Holdings N.V. has the lowest P/E at 6.01×, so level and change sit with different companies. 5 of 18 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: McGrath RentCorp has the lowest comparable Guarded PEG at 0.37×, 17.8% below AerCap Holdings N.V.. Only 5 of 18 companies pass the guard, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.
LeaderMcGrath RentCorp · 0.37×
Gap17.8% versus #2 · AerCap Holdings N.V.
Persistence0/8 recent comparable periods
Coverage5/18 companies · 50 observations
Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.
This conclusion weakens if: The next two comparable reports reverse the current p/e signal.
PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data sources reconciled. A missing PEG is more honest than a low-base fiction.
Guarded PEGlowest PEG
1McGrath RentCorp MGRC0.4
2AerCap Holdings N.V. AER0.5
3Willis Lease Finance Corporation WLFC0.8
4PROG Holdings, Inc. PRG0.9
5GATX Corporation GATX1.0
P/Elowest P/E
1AerCap Holdings N.V. AER6.0
2Hertz Global Holdings, Inc. HTZ7.5
3PROG Holdings, Inc. PRG7.8
4Avis Budget Group, Inc. CAR8.0
5Willis Lease Finance Corporation WLFC10.3
Valuation · company comparison
5/18 level · 17/18 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 17 companies with a series here. The remaining 5 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
PROG Holdings, Inc. has the lowest EV/EBITDA among the 18 Rental & Leasing Services companies compared here, at 1.13×. Avis Budget Group, Inc. is next at 2.97×. Vestis Corporation has the lowest P/BV at 1.19×, so level and change sit with different companies. 15 of 18 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: PROG Holdings, Inc. leads ev/ebitda at 1.13×; Vestis Corporation leads p/bv at 1.19×.
LeaderPROG Holdings, Inc. · 1.13×
Gap62% versus #2 · Avis Budget Group, Inc.
Persistence0/8 recent comparable periods
Coverage15/18 companies · 238 observations
Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.
This conclusion weakens if: The next two comparable reports reverse the current p/bv signal.
EV/EBITDA includes debt in enterprise value and is useful across different capital structures. P/BV prices the company against its own book. Both are market multiples on reported figures, not intrinsic-value estimates and not forecasts.
EV/EBITDAlowest EV/EBITDA
1PROG Holdings, Inc. PRG1.1
2Avis Budget Group, Inc. CAR3.0
3Ryder System, Inc. R5.2
4Sunbelt Rentals Holdings, Inc. SUNB7.3
5Herc Holdings Inc. HRI7.6
P/BVlowest P/BV
1Vestis Corporation VSTS1.2
2AerCap Holdings N.V. AER1.2
3U-Haul Holding Company UHAL1.2
4PROG Holdings, Inc. PRG1.5
5Willis Lease Finance Corporation WLFC1.7
Enterprise and book valuation · company comparison
15/18 level · 14/18 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 15 companies with a series here. The remaining 3 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 17 companies with a series here. The remaining 5 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Vestis Corporation has the strongest one-year price move in Rental & Leasing Services at +168.1%. It also leads on Mansfield relative strength against the S&P 500 at +76.5%. 10 of 16 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-07-28.
Every price line is indexed to 100 over the chosen window. Mansfield relative strength compares a price ratio with its own 52-week average; zero separates leadership from lagging.
Price and relative strength
Price is rebased to 100 inside the selected window. Pair ratio rebases each selected company against one chosen denominator.
Before the conclusion · check the blind spots
What can make this comparison misleading?
This Rental & Leasing Services comparison names 4 specific ways its own evidence can mislead, all listed below. All 18 companies here report on comparable dates, so no rank carries a stale marker. A high growth rate can still be a low-base artefact.
Keep these limits visible
A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
10 · the complete set
Which companies are included?
All 18 companies in the canonical Rental & Leasing Services membership are listed below, largest market value first — nothing is silently dropped, even where a company reports too little to rank. The charts above default to a selective view; this register is the complete set, with each company's own latest reporting date beside it.
AHEAD means the company is beating the index by 5% or more over three months. LAGGING, FUNDAMENTALS UP means it is 20% or more behind over a year while its trailing twelve-month earnings grew 20% or more. Both rules are fixed and applied the same way in every sector.
This comparison is built from the reported filings of 18 Rental & Leasing Services companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-07-28. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.
FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-07-28 · weekly price and relative-strength history
Derived metricsGrowth, changes, CAPEX intensity, net debt, guarded PEG and P/BV÷ROE are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
These 18 answers restate the Rental & Leasing Services comparison above in question form. Every one is computed from the same 18 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-07-28. Nothing here is estimated, and none of it is a recommendation.
Which Rental & Leasing Services company is the biggest?
Avis Budget Group, Inc. is the largest, with trailing-twelve-month revenue of $11,752 million, ahead of Sunbelt Rentals Holdings, Inc. at $11,154 million. That covers 14 of 18 companies with comparable reporting through Mar 2026.
Which Rental & Leasing Services company is growing fastest?
Herc Holdings Inc. has the fastest revenue growth at 28.4% year on year, across 14 of 18 comparable companies. Fast growth off a small base is not the same as proven scale — check whether the rate holds across several quarters on the chart above before treating it as a trend.
Which Rental & Leasing Services company has the best profit margins?
GATX Corporation has the highest operating margin at 53.8%, from 16 of 18 comparable companies. Avis Budget Group, Inc. shows the biggest recent improvement, at +14.7 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.
Which Rental & Leasing Services company makes the most profit?
AerCap Holdings N.V. earns the most, at $3,926 million of trailing-twelve-month net profit, from 14 of 18 comparable companies. AerCap Holdings N.V. has the fastest profit growth at 83.7%, though growth off a small or recovering profit base overstates how much has actually changed.
Which Rental & Leasing Services company earns the highest return on capital?
Neutron Holdings, Inc. leads on return on capital employed at 35.6%, across 16 of 18 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.
Which Rental & Leasing Services stock is the cheapest?
On guarded PEG — where a LOWER number is cheaper — McGrath RentCorp screens cheapest at 0.37×. Only 5 of 18 companies pass the comparability guard, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.
Which Rental & Leasing Services company has the strongest balance sheet?
McGrath RentCorp carries the lowest comparable gross debt at $546 million, from 18 of 18 companies. Absolute rupee debt alone does not settle it, because company scale differs — net debt and debt-to-equity in the chart above carry more information, and a very low-debt balance sheet can also mean under-investment.
Which Rental & Leasing Services company is investing most in new capacity?
GATX Corporation reports the largest capital spending at $4,524 million, across 18 of 18 companies. Spending consumes cash before it earns anything, so treat the ranking as a diligence queue: check commissioning, utilisation and the return earned on the completed assets before reading spend as value creation.
Is the Rental & Leasing Services sector beating the market?
Rental & Leasing Services has outperformed S&P 500 by 9.9% over the last 52 weeks and 1.7% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 10 of 16 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.
Which Rental & Leasing Services stock has the strongest price momentum?
Vestis Corporation has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.
Which Rental & Leasing Services company scores highest for research priority?
Willis Lease Finance Corporation scores 64.9 out of 100 with 57.3% evidence confidence, from 22.4 points on growth and earnings, 12 on capital efficiency, 13.5 on valuation and 17 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.
How many Rental & Leasing Services companies does this comparison cover, and over what period?
It compares 18 listed companies over up to 20 reported quarters of fundamentals and 5 fiscal years of capital allocation, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.
What is the total market cap of the Rental & Leasing Services sector?
The 18 Rental & Leasing Services companies on this page carry $187,522 million of combined market value. United Rentals, Inc. is the largest at $67,923 million, about 36% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-07-28.
What is the Rental & Leasing Services sector's P/E ratio?
The median price-to-earnings ratio across the 18 Rental & Leasing Services companies on this page is 21.5×, measured on the 17 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-07-28.
How is the Rental & Leasing Services sector performing?
10 of the 16 covered Rental & Leasing Services companies are beating S&P 500 on Mansfield relative strength. The sector itself is 9.9% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-07-28.
How many Rental & Leasing Services stocks are listed in the US?
This comparison covers 18 listed Rental & Leasing Services companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.
Why are some values on this page blank?
A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.
Is this investment advice?
No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.