Rental & Leasing Services Stocks in the US

The largest Rental & Leasing Services stocks in the US by market value are United Rentals, Inc. ($69.6B), Sunbelt Rentals Holdings, Inc. ($33.1B) and AerCap Holdings N.V. ($24.7B), at prices of 4 Nov 2026.

• United Rentals, Inc.: $1,123.95 | market value $69.6B | P/E 21.8
• Sunbelt Rentals Holdings, Inc.: $80.66 | market value $33.1B | P/E 21.2
• AerCap Holdings N.V.: $165.72 | market value $24.7B | P/E 6.8
• U-Haul Holding Company: $60.80 | market value $11.8B | P/E 179.9
• Ryder System, Inc.: $283.12 | market value $10.8B | P/E 16.9
• GATX Corporation: $190.72 | market value $6.7B | P/E 17.4
• Herc Holdings Inc.: $158.41 | market value $5.3B | P/E 97.7
• Avis Budget Group, Inc.: $119.81 | market value $4.2B
• EquipmentShare.com Inc.: $15.08 | market value $3.8B | P/E 221.5
• WillScot Holdings Corporation: $19.30 | market value $3.5B

The other 8 Rental & Leasing Services companies are in the full list below.

Share price | market value | P/E, biggest first. Prices and market values as of 4 Nov 2026; ratios as in the score list below.

Ranked by the 4-Factor Sector Score (growth & earnings 35, capital efficiency 25, valuation 20, relative strength 20). Prices as of 4 Nov 2026.

The largest 15 of 18 listed US Rental & Leasing Services companies are named here; all 18 are ranked in the scorecard. Every figure is equal-weighted across those companies and carries its own as-of date. One large company cannot set the reading.

1. United Rentals, Inc.$69.6B
2. Sunbelt Rentals Holdings, Inc.$33.1B
3. AerCap Holdings N.V.$24.7B
4. U-Haul Holding Company$11.8B
5. Ryder System, Inc.$10.8B
6. GATX Corporation$6.7B
7. Herc Holdings Inc.$5.3B
8. Avis Budget Group, Inc.$4.2B
9. EquipmentShare.com Inc.$3.8B
10. WillScot Holdings Corporation$3.5B
11. McGrath RentCorp$3.2B
12. Custom Truck One Source, Inc.$2.3B
13. Vestis Corporation$2.0B
14. PROG Holdings, Inc.$1.6B
15. Neutron Holdings, Inc.$1.2B

The remaining 3 Rental & Leasing Services companies are named and ranked in the scorecard.

17 Rental & Leasing Services companies in the Rental & Leasing Services industry group (every listed company) have a page on Sector Alpha, by market value as of 4 November 2026, and all 17 are listed below, largest first. The largest is United Rentals, Inc. ($69.6 billion) and the smallest with a market value is Alta Equipment Group Inc.

Download all 17 Rental & Leasing Services companies (CSV)

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the last two years (104 weeks) this industry is 24% behind S&P 500. Earnings across its companies fell 11% on average over the last four reported quarters.

Price down, no fundamental support. 4 of the 17 companies with a long enough price record ahead of S&P 500 by 5% or more over three months.

Not ahead of S&P 500 on the three-month view this week; 12 of the 17 companies in the industry index above their 200-day average (5 more than four weeks earlier); 4 of those 17 ahead of S&P 500 by 5% or more over three months (4 more than four weeks earlier); earnings rising at 9 of the 15 that report earnings.

Not ahead of S&P 500 yet, but 4 more stocks joined in four weeks, 0 → 4 of 17. Earnings mixed, 9 of 15 members have higher trailing twelve-month earnings than a year ago.

Both lines start at 200 in the same week, so the gap between them tells the story: the industry line is an equal-weighted index of 17 of its 18 companies (the 1 with too short a price record are ranked in the scorecard but cannot sit in this line). The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member set to 100 at the start and the industry taking the middle value, so a price line pulling away from flat bars means the market is paying more for the same earnings. A bar turns grey when that figure is lower than the quarter before. The rules are fixed and the same 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 or tap any point to read both values and the gap.

Rental & Leasing Services has done better than the S&P 500 by 14.9% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 6.9%. Vestis Corporation is the strongest against the sector itself at +30.1%.

Rental & Leasing Services has done better than the S&P 500 by 14.9% over 52 weeks, but is 6.9% behind over the last 13 weeks. 11 of 18 companies we track are beating the S&P 500 on relative strength (how a share price has done against the index over recent months) (2 have no relative-strength reading yet), and 10 of the 16 with a long enough price history are ahead of the industry itself.

A score that ranks each company against the others in its industry. The four parts shown always add up to the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or old evidence affects only its own part, never as a hidden adjustment.

AerCap Holdings N.V. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 81.1% evidence confidence.

McGrath RentCorp scores well on valuation against its peers or its own history, but its earnings have not yet improved enough to back that up.

Ranked last: too little evidence (2 companies)

Under 60% of the evidence behind these scores is available, so they rank after every company above, whatever the score.

Vestis Corporation has the strongest one-year price move in Rental & Leasing Services at +179.2%. It also leads on relative strength against the S&P 500, at +32.2%. 11 of 18 companies we track are ahead of the index on that measure (2 have no relative-strength reading yet). Every line covers 314 weekly closes through 4 November 2026.

Price and relative strength

Price · same starting point: Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts: the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

RS vs S&P 500: How far ahead of or behind S&P 500 each company has been running, measured against its own recent average of that comparison, so the flat line at zero IS S&P 500: above it the company is beating the market, below it the market is beating the company. It opens on one year.

RS vs sector: The same measure taken against Rental & Leasing Services itself instead of the whole market, so the flat line at zero is the sector: above it the company is beating its own peers, which is the sharper test of the two. It opens on one year.

Biggest one-year moves

Strongest against S&P 500

Strongest against the sector itself

United Rentals, Inc. has the highest Revenue among the 18 Rental & Leasing Services companies compared here, at $17,496 million. Ryder System, Inc. is next at $13,081 million. Herc Holdings Inc. has the highest Revenue growth at 28.5%, so level and change sit with different companies. 17 of 18 companies report a comparable reading, the latest through Sep 2026.

What the numbers say: United Rentals, Inc. is the largest at $17,496 million, 33.8% ahead of Ryder System, Inc. Herc Holdings Inc.'s growth is 28.5% from a $4,856 million base, with 19 reported quarters out of the last 20. Fast growth from a smaller base is not yet the same as proven size.

What this means: United Rentals, Inc. is the size to compare against; Herc Holdings Inc. is the one growing fastest. The faster grower has to keep that growth and turn it into margin and returns before it counts as more than a fast start.

This conclusion weakens if: United Rentals, 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.

Revenue · company comparison

Revenue · largest

Revenue growth · fastest growers

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Revenue shows both size and speed. A large company can absorb shocks and pay for wide distribution; faster growth can mean market-share gains, new capacity or stronger demand. The best sign is usually growth that lasts without hurting margins and returns.

AerCap Holdings N.V. has the highest OPM among the 18 Rental & Leasing Services companies compared here, at 57.5%. Willis Lease Finance Corporation is next at 37.7%. The same company also has the highest Margin change, at +7 percentage points. 18 of 18 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: AerCap Holdings N.V. leads both opm at 57.5% and margin change at +7 percentage points.

What this means: AerCap Holdings N.V. sets the level to compare against; the company improving fastest needs another report to confirm the change.

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.

Operating margin · company comparison

OPM · highest

Margin change · fastest expanders

All-company data · latest reported quarter

AerCap Holdings N.V. has the highest Net profit among the 18 Rental & Leasing Services companies compared here, at $3,393 million. United Rentals, Inc. is next at $2,857 million. The same company also has the highest Profit growth, at 15.1%. 17 of 18 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: AerCap Holdings N.V. earns the most, $3,393 million of profit over the last 12 months, 18.8% above United Rentals, Inc. A fast rate from a small base matters less than a large profit that keeps coming.

What this means: AerCap Holdings N.V. sets the level to compare against; the company improving fastest needs another report to confirm the change.

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 profit · company comparison

Net profit · largest

Profit growth · fastest growers

All-company data · latest reported quarter

PROG Holdings, Inc. has the highest ROCE among the 18 Rental & Leasing Services companies compared here, at 21.5%. United Rentals, Inc. is next at 16.4%. Hertz Global Holdings, Inc. has the highest ROCE change at +3.8 percentage points, so level and change sit with different companies. 18 of 18 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: PROG Holdings, Inc. leads ROCE at 21.5%, 5.1 percentage points above United Rentals, Inc. A high return reported once may be one good year; a high return reported year after year shows a lasting business.

What this means: PROG Holdings, Inc. sets the level to compare against; the company improving fastest needs another report to confirm the change.

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.

Return on capital · company comparison

ROCE · highest

ROCE change · fastest improvers

All-company data · latest reported quarter

AerCap Holdings N.V. has the lowest PEG among the 18 Rental & Leasing Services companies compared here, at 0.26×. McGrath RentCorp is next at 0.36×. Vestis Corporation has the lowest P/E at −356.1×, so level and change sit with different companies. 10 of 18 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: AerCap Holdings N.V. has the lowest comparable PEG at 0.26×, 27.8% below McGrath RentCorp. That would need today's multiple, the company's own history and steady growth to agree.

What this means: A low valuation is a reason to look closer at the business, not a conclusion on its own.

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 worked out the same way every time, as the P/E on the last 12 months of reported earnings divided by that growth rate, never on expected earnings. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.

Valuation · company comparison

PEG · lowest PEG

P/E · lowest P/E

All-company data · latest reported quarter

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 come from a very small starting figure.

Keep these limits visible

• A high growth rate can come from a very small starting figure. The page keeps level and change separate for that reason.
• A high ROCE can be temporary, or look high because the capital base is small. It is best read beside margin, cash flow and how much is spent back on the business.
• The 4-Factor Sector Score ranks published data only. Management quality, upcoming events and risks are not part of it.
• An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.

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 Sep 2026 and market data through 4 November 2026.

These 22 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 Sep 2026. Price and relative-strength answers run through 4 November 2026. Nothing here is estimated, and none of it is a recommendation.