Sunbelt Rentals Holdings, Inc.
SUNBSunbelt Rentals Holdings, Inc.'s price has outrun its earnings. +21.3% in a year against EPS −11.3% — the market is paying now for delivery later.
The sharpest disagreement: the price moved +21.3% in a year while annual EPS moved −11.3% — the difference is re-rating, and re-rating has to be repaid with earnings.
The price is in a confirmed uptrend (18 weeks in) while the P/E sits at the 99th percentile of its own 4-year range. Underneath, the last four quarters read deteriorating — profit −30.3% year on year, and 254% of the last 3 years' profit arrived as cash. What settles it: whether earnings grow into a price that has already moved.
Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.
Sunbelt Rentals Holdings, Inc. trades at $80.4, in a confirmed uptrend and 18 weeks into that stage. That is +13.0% against its own 200-day average. It sits at 77% of a 52-week range of $61 to $86. On relative strength it has been ahead of the S&P 500 on a trailing-13-week view for 1 straight week.
Today the stock is in a confirmed uptrend — week 18 of stage 2. At $80.4 it trades +13.0% versus its 200-day average and sits at 77% of its 52-week range ($61–$86).
Against the market, two honest reads. Cumulative: over the last 10.1 years the stock moved +503% while the S&P 500 moved +263% — ahead of the index over the full window. Recent form: on a trailing-13-week view the stock has been ahead for 1 straight week — the ribbon below is that same metric, week by week.
What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.
Valuation P/E is the price of $1 of annual profit: how many dollars the market pays for each dollar the company earns in a year.
Sunbelt Rentals Holdings, Inc. trades at 25.5× P/E, about the priciest it has ever traded. Its long-run median P/E is 18.6×, measured across 4.2 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.
Today's P/E of 25.5× is about the priciest it has ever traded, against a long-run median of 18.6× measured over 4.2 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.
🚨 Why the multiple sits where it does: over the past year annual EPS moved −11.3% against a +21.3% price move — the price outran earnings, pushing the multiple UP its own range.
The price move, decomposed: over 3y, of the +2.6%/yr price move, ~−6.3%/yr came from earnings growth and ~+8.9 pp from the multiple (expanding). The split is the honest approximate (price return minus earnings growth); it makes the rally itself visible instead of hiding it behind the percentile.
Put together: the multiple is full against its own past, so the story rests on the earnings line underneath it, not the multiple.
Stage: Turning around Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).
Sunbelt Rentals Holdings, Inc. reads as turning around on its fundamental arc. Turning around — profit growth swung from −45.3% at the trough to −12.9% off a 5-quarter-old trough, ROCE holding at 11.1%. The read is built from 12 quarters across 4 curves, on full evidence.
Why it matters: growth inflections are where re-ratings start — the curves say a turn is forming, so the question becomes whether the next quarters confirm it.
| 1yr | 3yr | 5yr | 10yr | |
|---|---|---|---|---|
| Revenue | +3.3% | +4.9% | — | — |
| Profit | −14.8% | −21.1% | — | — |
| EPS | −11.3% | −4.9% | — | — |
| Stock price | +21.3% | +2.6% | +1.8% | +18.0% |
4-Factor Sector Score
38.5/100 — rank 12 of 18 in Rental & Leasing Services · 75% evidence confidence
Sunbelt Rentals Holdings, Inc. scores 38.5 out of 100 against the 18 companies it is compared with in Rental & Leasing Services, ranking 12. Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
The four contributions add to the total exactly: 7.9 + 13.4 + 9.8 + 7.4 = 38.5. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.
What would change it: The read weakens if profit growth turns negative or margin improvement reverses while sector-relative strength deteriorates.
Revenue Revenue is the top line: everything the company billed its customers in the period.
Sunbelt Rentals Holdings, Inc. reported $2.8 B of revenue in the Apr 26 quarter, +8.7% year on year. That is the 4th straight quarter of year-on-year growth. Over 4 years it has compounded at 8.8% a year. The last full year, FY26, came in at $11.2 B. The last four reported quarters add to $11.2 B.
FY26 revenue came in at $11.2 B (+3.3% on the year), capping 4 years at 8.8% compound. The latest quarter (Apr 26) printed $2.8 B, +8.7% year on year — the 4th consecutive quarter of year-over-year growth.
Pace check: the last four quarters averaged +3.5% growth against the decade's 8.8% — the current year is running slower than its own long-run rate.
Acceleration check: trailing-twelve-month revenue grew +3.3% over the last 4 quarters against +1.3%/yr over the last 8 — stabilising; TTM profit −12.9% vs +9.7%/yr — rolling over.
Operating margin Operating margin is what is left of every $100 of sales after running the business, before interest and tax. It is the cleanest read on pricing power and cost control.
Sunbelt Rentals Holdings, Inc.'s operating margin is 14.9% in the Apr 26 quarter, −5.7 percentage points against the same quarter a year ago. Across 5 fiscal years the operating margin has ranged 19.6% to 26.1%. The current quarter is running below every full year in that window.
The latest quarter's operating margin is 14.9%, −5.7 pp against the same quarter a year ago. Across 5 fiscal years the operating margin has ranged 19.6%–26.1%.
🚨 Why the margin moved: operating margin went −5.7 pp year on year while gross margin went −2.5 pp — the loss came mostly below the gross line: operating leverage, with costs spread over a bigger revenue base.
Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.
Sunbelt Rentals Holdings, Inc. earned $0.2 B of net profit in the Apr 26 quarter, −30.3% year on year. Full-year FY26 profit was $1.3 B. The 4-year compound rate is −10.9%. That is 8.4% of the quarter's revenue. The same quarter a year earlier earned $0.3 B. 1 of the last 12 reported quarters were loss-making.
Apr 26 profit was $0.2 B, −30.3% year on year. On the full year, FY26 printed $1.3 B (−14.8%), and the 4-year compound rate is −10.9%.
🚨 Why profit moved: revenue contributed +8.7% and the margin −5.7 pp — the quarter was revenue-led despite a thinner margin.
Pace comparison, last four quarters: profit −15.1% vs revenue +3.5%. Profit is growing slower than sales — costs are eating the growth before it reaches the bottom line.
Cash flow — the router The P&L says what was earned; the cash-flow statement says what actually arrived. Operating cash flow (CFO) against profit is the cleanest lie detector in the accounts.
Over the last 3 fiscal years 254% of Sunbelt Rentals Holdings, Inc.'s reported profit arrived as operating cash — the cash follows the profit. In FY26 that was $3.8 B of operating cash against $1.3 B of profit. After $2.2 B of capital spending, $1.6 B was left as free cash.
FY26: operating cash of $3.8 B against reported profit of $1.3 B, leaving free cash of $1.6 B after $2.2 B of capital spending. Across the last 3 fiscal years the conversion rate is 254% of profit.
Cash-flow readings here are annual — that is the resolution our series carries, so this section moves once a year.
Why: conversion is measured cleanly, but the working-capital day-counts behind it sit below what we hold — the move is shown without inventing its driver.
Router verdict: the visible cash user is investment — the next section checks what the spending is buying.
Where the cash goes Working capital is the cash tied up between paying suppliers and getting paid: debtor days (customers owe), inventory days (stock waits), and the cash conversion cycle (the whole loop, in days of sales).
Sunbelt Rentals Holdings, Inc. does not report the debtor, inventory and payable day-counts a cash cycle is built from, so this section reads the investment side instead. Capital spending ran $9.0 B over the last 3 years. Averaged over those years that is 26.9% of FY26 revenue a year.
Working-capital day-counts are not in our numbers for this stock, so this section reads the investment side — where the cash is being put to work.
On the investment side: capital spending of $9.0 B over the last 3 fiscal years.
The synthesis: the cash is going into capacity, not disappearing into the cycle — the question becomes whether the new capacity earns.
Return on equity Return on equity (ROE) is the profit the business earns on its shareholders’ money. With the full capital-employed split not in our numbers, ROE is the cleanest long ladder we can draw here.
Sunbelt Rentals Holdings, Inc. earns a ROE of 18% in FY26. Return on invested capital clears the cost of that capital by −1.1 percentage points, so growth here is not yet paying for the capital it uses. The wiring behind it is 11.8% net margin on 0.50× asset turns.
FY26 ROE is 18%.
🚨 Why the return is what it is — the wiring (FY26): 11.8% net margin × 0.50× asset turns × 3.01× balance-sheet leverage ≈ 17.8% on equity. Margin does its share; leverage is a meaningful part of the equation.
The capstone test — ROIC − WACC: 9.6% − 10.7% = a −1.1 pp spread. The 10.7% is an estimate of this company's own cost of capital — read the sign and the size of the spread, not the decimals. Negative — growth at these returns destroys value until the returns recover.
Dividend A dividend is cash paid out per share. Dividend per share is the declared amount for the period; the trailing twelve-month total is the four most recent quarters added together.
Sunbelt Rentals Holdings, Inc. paid $2.21 per share over the last four reported quarters, up 4.2% on a year ago. The most recent declaration was $0.75 for Apr 26. Against the current price of $80.4 that is a trailing yield of 2.75%, measured on dividends already paid rather than on a forecast.
Sunbelt Rentals Holdings, Inc. paid $2.21 per share across the last four reported quarters, most recently $0.75 for Apr 26. That is up 4.2% against the same quarter a year earlier. Against the current price of $80.4 the trailing twelve months work out to 2.75% — trailing dividends measured against today's price, not a forward estimate.
Debt Debt-to-equity says how much of the business is funded by borrowings. Low is the safe corner; the trend matters as much as the level.
Sunbelt Rentals Holdings, Inc. carries total debt of $10.4 B against shareholder equity of $7.4 B as of Apr 26, a debt-to-equity of 1.41. On the annual view that ratio went from 0.00 in FY22 to 1.41 in FY26. Read the returns elsewhere on this page with that leverage in mind.
Apr 26: total debt of $10.4 B against shareholder equity of $7.4 B — a debt-to-equity of 1.41. On the annual view, debt-to-equity went from 0.00 (FY22) to 1.41 (FY26). Read the returns on this page with that leverage in mind.
Ownership There is no quarter-by-quarter holder register to read here, so we read the crowd through short interest — the slice of tradable shares currently sold short, positioned for a fall.
2.9% of Sunbelt Rentals Holdings, Inc.'s tradable float is currently sold short — some money is positioned against it. At typical trading volumes those positions would take about 2.2 days to buy back. There is no quarter-by-quarter holder register to read for this filer, so the crowd is read through short interest instead.
The latest reading: 2.9% of the float is sold short, and at typical trading volumes it would take about 2.2 days to buy those positions back. Some money is positioned against it. This is a single point-in-time reading — we do not yet hold its history, so we show no trend chart.
Why it sits there: who is doing the shorting, and why, does not travel with the number — the level is shown without inventing its story.
Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.
Sunbelt Rentals Holdings, Inc.: the Z-score reads 2.46. A Z-score above roughly 3 reads as safe and below roughly 1.8 as the distress zone, so this sits in the grey band between the two. It is a distance-to-distress estimate from the balance sheet, not a forecast of failure.
Why it matters: a Z-score of 2.46 sits in the grey band — neither clearly safe nor clearly distressed.
The safety line in one sentence: the Z-score reads 2.46.
| Company | Score | Price stage | Growth & earnings/35 | Capital efficiency/25 | Valuation/20 | Relative strength/20 |
|---|---|---|---|---|---|---|
| 1Willis Lease Finance CorporationWLFC | 64.7/100Thin evidence · provisional53% evidence | ASLEEP | 21.1/35 Revenue 26.1% · PAT 15.2% · OPM change — 45% evidence | 13.4/25 ROCE — · OPM — 15% evidence | 15.6/20 P/E 10.3× · PEG 0.81 65% evidence | 14.6/20 RS sector 3.4% · RS bench 12.1% · 1Y 41.7%5 of 12 weeks ahead 100% evidence |
| Exact sum: 21.1 + 13.4 + 15.6 + 14.6 = 64.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 2United Rentals, Inc.URI | 60.8/100Thin evidence · provisional58% evidence | BREAKING OUT | 19.1/35 Revenue — · PAT — · OPM change 0.2 pp 45% evidence | 17.1/25 ROCE 4.4% · OPM 21.8% 76% evidence | 9.6/20 P/E 27.2× · PEG — 15% evidence | 15.0/20 RS sector 3.5% · RS bench 12.7% · 1Y 33.9%11 of 12 weeks ahead 100% evidence |
| Exact sum: 19.1 + 17.1 + 9.6 + 15 = 60.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 3PROG Holdings, Inc.PRG | 60.8/100Thin evidence · provisional58% evidence | BREAKING OUT | 17.2/35 Revenue — · PAT — · OPM change 0.4 pp 45% evidence | 14.9/25 ROCE 4.1% · OPM 8.8% 76% evidence | 10.8/20 P/E 12.9× · PEG — 15% evidence | 17.9/20 RS sector 11.5% · RS bench 21.2% · 1Y 46.3%9 of 12 weeks ahead 100% evidence |
| Exact sum: 17.2 + 14.9 + 10.8 + 17.9 = 60.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 4Ryder System, Inc.R | 53.9/100Thin evidence · provisional58% evidence | TURNING | 17.1/35 Revenue — · PAT — · OPM change -0.8 pp 45% evidence | 12.8/25 ROCE 2.2% · OPM 7.2% 76% evidence | 10.0/20 P/E 21.5× · PEG — 15% evidence | 14.0/20 RS sector 5.5% · RS bench 14.5% · 1Y 51.3%8 of 12 weeks ahead 100% evidence |
| Exact sum: 17.1 + 12.8 + 10 + 14 = 53.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 5Herc Holdings Inc.HRI | 53.6/100Thin evidence · provisional58% evidence | BREAKING OUT | 20.6/35 Revenue — · PAT — · OPM change 2.8 pp 45% evidence | 9.6/25 ROCE 1.1% · OPM 9% 76% evidence | 9.1/20 P/E 97.5× · PEG — 15% evidence | 14.3/20 RS sector 2.4% · RS bench 12% · 1Y 54.6%9 of 12 weeks ahead 100% evidence |
| Exact sum: 20.6 + 9.6 + 9.1 + 14.3 = 53.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 6Vestis CorporationVSTS | 53.4/100Thin evidence · provisional58% evidence | LEADER | 17.0/35 Revenue — · PAT — · OPM change 0.4 pp 45% evidence | 7.8/25 ROCE 1.1% · OPM 4.1% 76% evidence | 8.9/20 P/E 192× · PEG — 15% evidence | 19.7/20 RS sector 43.7% · RS bench 54% · 1Y 193.4%12 of 12 weeks ahead 100% evidence |
| Exact sum: 17 + 7.8 + 8.9 + 19.7 = 53.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 7Custom Truck One Source, Inc.CTOS | 51.6/100Mixed-positive evidence64% evidence | TURNING | 20.7/35 Revenue 9.4% · PAT — · OPM change 3.9 pp 62% evidence | 8.1/25 ROCE 1.2% · OPM 6.8% 76% evidence | 9.4/20 P/E 58.2× · PEG — 15% evidence | 13.4/20 RS sector 23.3% · RS bench 33.1% · 1Y 93.3%11 of 12 weeks ahead 100% evidence |
| Exact sum: 20.7 + 8.1 + 9.4 + 13.4 = 51.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 8McGrath RentCorpMGRC | 47.0/100Thin evidence · provisional58% evidence | TURNING | 14.8/35 Revenue — · PAT — · OPM change -1.4 pp 45% evidence | 16.2/25 ROCE 3.5% · OPM 21.9% 76% evidence | 10.2/20 P/E 19.5× · PEG — 15% evidence | 5.8/20 RS sector -12.7% · RS bench -4.5% · 1Y 2.1%0 of 12 weeks ahead 100% evidence |
| Exact sum: 14.8 + 16.2 + 10.2 + 5.8 = 47 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 9U-Haul Holding CompanyUHAL | 46.5/100Mixed-negative evidence64% evidence | BREAKING OUT | 13.9/35 Revenue 3.6% · PAT -77.4% · OPM change -2.8 pp 62% evidence | 5.7/25 ROCE -0.5% · OPM -5.8% 76% evidence | 8.7/20 P/E 199.1× · PEG — 15% evidence | 18.2/20 RS sector 9.2% · RS bench 19.2% · 1Y 29.6%10 of 12 weeks ahead 100% evidence |
| Exact sum: 13.9 + 5.7 + 8.7 + 18.2 = 46.5 · Decision use: Price leads the evidence: RS versus the benchmark is 19.2%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 10GATX CorporationGATX | 45.1/100Thin evidence · provisional58% evidence | ASLEEP | 18.6/35 Revenue — · PAT — · OPM change -2.6 pp 45% evidence | 14.6/25 ROCE 2.1% · OPM 53.8% 76% evidence | 10.4/20 P/E 17.5× · PEG — 15% evidence | 1.5/20 RS sector -14.7% · RS bench -6.7% · 1Y 20.2%0 of 12 weeks ahead 100% evidence |
| Exact sum: 18.6 + 14.6 + 10.4 + 1.5 = 45.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 11Avis Budget Group, Inc.CAR | 39.6/100Thin evidence · provisional58% evidence | BASING | 20.5/35 Revenue — · PAT — · OPM change 14.7 pp 45% evidence | 6.7/25 ROCE 0.6% · OPM -8.9% 76% evidence | 11.1/20 P/E 8× · PEG — 15% evidence | 1.3/20 RS sector -24.6% · RS bench -18.2% · 1Y -8.2%5 of 12 weeks ahead 100% evidence |
| Exact sum: 20.5 + 6.7 + 11.1 + 1.3 = 39.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 12Sunbelt Rentals Holdings, Inc.this pageSUNB | 38.5/100Mixed-negative evidence75% evidence | TURNING | 7.9/35 Revenue 3.4% · PAT -12.8% · OPM change -5.5 pp 95% evidence | 13.4/25 ROCE 2% · OPM 14.9% 76% evidence | 9.8/20 P/E 24.3× · PEG — 15% evidence | 7.4/20 RS sector -7.5% · RS bench 1.1% · 1Y 18.7%3 of 12 weeks ahead 100% evidence |
| Exact sum: 7.9 + 13.4 + 9.8 + 7.4 = 38.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 13WillScot Holdings CorporationWSC | 38.5/100Mixed-negative evidence71% evidence | ASLEEP | 7.2/35 Revenue -4.1% · PAT -553.3% · OPM change -3.7 pp 83% evidence | 12.3/25 ROCE 1.8% · OPM 17.6% 76% evidence | 10.6/20 P/E 17.4× · PEG — 15% evidence | 8.4/20 RS sector -1.3% · RS bench 7.4% · 1Y 9.5%9 of 12 weeks ahead 100% evidence |
| Exact sum: 7.2 + 12.3 + 10.6 + 8.4 = 38.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 14Hertz Global Holdings, Inc.HTZ | 38.5/100Thin evidence · provisional58% evidence | ASLEEP | 19.3/35 Revenue -1% · PAT — · OPM change 9.4 pp 62% evidence | 4.9/25 ROCE -0.4% · OPM -4.1% 76% evidence | 11.3/20 P/E 7.5× · PEG — 15% evidence | 3.0/20 RS sector -75.4% · RS bench -72.8% · 1Y -72.8%5 of 12 weeks ahead 70% evidence |
| Exact sum: 19.3 + 4.9 + 11.3 + 3 = 38.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 15Alta Equipment Group Inc.ALTG | 31.4/100Thin evidence · provisional58% evidence | BASING | 9.8/35 Revenue -1.8% · PAT — · OPM change -1.6 pp 62% evidence | 3.8/25 ROCE -0.7% · OPM -1.4% 76% evidence | 9.3/20 P/E 68.7× · PEG — 15% evidence | 8.5/20 RS sector -4.2% · RS bench 4.3% · 1Y -3.4%2 of 12 weeks ahead 70% evidence |
| Exact sum: 9.8 + 3.8 + 9.3 + 8.5 = 31.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 16Neutron Holdings, Inc.LIME | 51.2/100Thin evidence · provisional24% evidence | 16.8/35 Revenue — · PAT — · OPM change 7.3 pp 13% evidence | 14.4/25 ROCE 35.6% · OPM -17.1% 76% evidence | 10.0/20 P/E — · PEG — 0% evidence | 10.0/20 RS sector — · RS bench — · 1Y — 0% evidence | |
| Exact sum: 16.8 + 14.4 + 10 + 10 = 51.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 17AerCap Holdings N.V.AER | 48.3/100Thin evidence · provisional29% evidence | ASLEEP | 18.1/35 Revenue — · PAT — · OPM change — 7% evidence | 13.4/25 ROCE — · OPM — 15% evidence | 11.5/20 P/E 7.2× · PEG — 15% evidence | 5.3/20 RS sector -7.5% · RS bench 1.2% · 1Y 40.7%1 of 12 weeks ahead 100% evidence |
| Exact sum: 18.1 + 13.4 + 11.5 + 5.3 = 48.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 18EquipmentShare.com Inc.EQPT | 46.9/100Thin evidence · provisional44% evidence | ASLEEP | 22.4/35 Revenue 23.6% · PAT — · OPM change 1.5 pp 62% evidence | 6.0/25 ROCE 0% · OPM 0.1% 76% evidence | 8.5/20 P/E 226.3× · PEG — 15% evidence | 10.0/20 RS sector — · RS bench — · 1Y —1 of 12 weeks ahead 0% evidence |
| Exact sum: 22.4 + 6 + 8.5 + 10 = 46.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.
Frequently asked questions
What is Sunbelt Rentals Holdings, Inc.'s stock price today?
Sunbelt Rentals Holdings, Inc. trades at $80.4, +21.3% over the past year. The company is valued at $33.0 B. The stock sits at 77% of its 52-week range of $61–$86, +13.0% versus its 200-day average. On the tape, the price is in a confirmed uptrend, 18 weeks in. — as of 5 August 2026.
What were Sunbelt Rentals Holdings, Inc.'s latest quarterly results?
Sunbelt Rentals Holdings, Inc. reported revenue of $2.8 B and net profit of $0.2 B for the Apr 26 quarter. Revenue rose 8.7% and profit fell 30.3% year on year. Earnings per share were $0.55. The operating margin was 14.9%, 5.7 pp lower than a year earlier. — as of 5 August 2026.
What is Sunbelt Rentals Holdings, Inc.'s revenue?
Sunbelt Rentals Holdings, Inc. reported revenue of $2.8 B in the Apr 26 quarter, +8.7% year on year. For the full FY26 fiscal year, revenue was $11.2 B (+3.3%). Over the last 4 years revenue compounded at 8.8% a year. — as of 5 August 2026.
What is Sunbelt Rentals Holdings, Inc.'s profit?
Sunbelt Rentals Holdings, Inc. earned $0.2 B of net profit in the Apr 26 quarter, −30.3% year on year. Full-year FY26 profit was $1.3 B. The operating margin ran 14.9% in the latest quarter. — as of 5 August 2026.
What is Sunbelt Rentals Holdings, Inc.'s market cap?
Sunbelt Rentals Holdings, Inc.'s market capitalisation is $33.0 B at a stock price of $80.4. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 5 August 2026.
What is Sunbelt Rentals Holdings, Inc.'s P/E ratio?
Sunbelt Rentals Holdings, Inc. trades at a P/E of 25.5×, at the 99th percentile of its own 4-year range, against a long-run median of 18.6×. This is a comparison with the stock's own history, not a value call — as of 5 August 2026.
Does Sunbelt Rentals Holdings, Inc. pay a dividend?
Yes — Sunbelt Rentals Holdings, Inc. declared $0.75 per share for Apr 26, and $2.21 per share across the last four reported quarters. The latest quarter is up 4.2% on the same quarter a year earlier. — as of 5 August 2026.
What is Sunbelt Rentals Holdings, Inc.'s dividend per share?
Sunbelt Rentals Holdings, Inc.'s most recently declared dividend is $0.75 per share for Apr 26, giving $2.21 per share over the trailing twelve months. Each figure is the amount declared for that quarter as reported, added across four quarters for the trailing total. — as of 5 August 2026.
What is Sunbelt Rentals Holdings, Inc.'s dividend yield?
Sunbelt Rentals Holdings, Inc.'s trailing dividend yield is 2.75%: $2.21 declared per share across the last four reported quarters, against a share price of $80.4. Each quarter’s figure is the amount declared for that quarter as reported, added across four quarters and divided by the latest close. — as of 5 August 2026.
Is Sunbelt Rentals Holdings, Inc. overvalued?
On its own history, Sunbelt Rentals Holdings, Inc. looks expensive against its own history: its P/E of 25.5× sits at the 99th percentile of its 4-year range (long-run median 18.6×). That is a percentile read against the stock's own past, not a price opinion or a direction call. — as of 5 August 2026.
Is Sunbelt Rentals Holdings, Inc. growing?
Not right now — Sunbelt Rentals Holdings, Inc.'s latest numbers are shrinking: latest-quarter revenue +8.7% year on year, profit −30.3%, and the margin −5.7 pp at 14.9%. The 4-year compound rates are 8.8% (revenue) and −10.9% (profit). The earnings engine currently reads: deteriorating — as of 5 August 2026.
How is Sunbelt Rentals Holdings, Inc. performing?
Sunbelt Rentals Holdings, Inc. is in a confirmed uptrend, 18 weeks in. Its latest quarter's revenue rose 8.7% and profit fell 30.3% year on year. Against the S&P 500 it has been ahead on a trailing-13-week view for 1 week. This describes what the data did, not a rating. — as of 5 August 2026.
What stage is Sunbelt Rentals Holdings, Inc. in?
Turning around — profit growth swung from −45.3% at the trough to −12.9% off a 5-quarter-old trough, ROCE holding at 11.1%. The read comes from the last 12 quarters of growth (revenue growth +3.3% latest, profit growth −12.9% latest, eps growth −10.6% latest) plus the ROCE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 5 August 2026.
Is Sunbelt Rentals Holdings, Inc. in an uptrend?
Yes — the price is in a confirmed uptrend (week 18 of stage 2), trading +13.0% versus its 200-day average and at 77% of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 5 August 2026.
Is Sunbelt Rentals Holdings, Inc. beating the market?
On recent form, yes — Sunbelt Rentals Holdings, Inc. has been ahead of the S&P 500 on a trailing-13-week view for 1 straight week, the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 10.1 years the stock moved +503% against the S&P 500's +263% — ahead of the index over the full window. — as of 5 August 2026.
Will Sunbelt Rentals Holdings, Inc.'s stock price go up?
This page publishes no price forecast for Sunbelt Rentals Holdings, Inc. What it measures instead: the stock price is $80.4, the price is in a confirmed uptrend 18 weeks in. Its P/E of 25.5× sits at the 99th percentile of its own 4-year range. — as of 5 August 2026.
Is the market betting against Sunbelt Rentals Holdings, Inc.?
Somewhat — short interest is 2.9% of Sunbelt Rentals Holdings, Inc.'s tradable float, about 2.2 days to cover at typical volumes. A moderate reading: some money is positioned against it. With no quarter-by-quarter holder register here, short interest is the cleanest crowd read we hold — as of 5 August 2026.
Does Sunbelt Rentals Holdings, Inc. have too much debt?
It carries real leverage — Sunbelt Rentals Holdings, Inc.'s debt-to-equity is 1.43. A year-by-year borrowings ladder is not in our numbers for this stock, so the latest reading is the cleanest hold. Read the returns on this page with that leverage in mind — as of 5 August 2026.
What is Sunbelt Rentals Holdings, Inc.'s capex?
Sunbelt Rentals Holdings, Inc. spent $9.0 B on capital expenditure over the last 3 fiscal years, a figure derived from the change in fixed assets plus depreciation. In FY26 alone that was $2.2 B. — as of 5 August 2026.
What is Sunbelt Rentals Holdings, Inc.'s cash flow?
Sunbelt Rentals Holdings, Inc. generated $3.8 B of operating cash flow in FY26 and $1.6 B of free cash flow after $2.2 B of capital spending. Reported profit that year was $1.3 B, so operating cash ran ahead of profit. — as of 5 August 2026.
Is Sunbelt Rentals Holdings, Inc.'s profit real cash?
Yes — over the last 3 fiscal years, 254% of Sunbelt Rentals Holdings, Inc.'s reported profit arrived as operating cash. In FY26, operating cash was $3.8 B against reported profit of $1.3 B. The cash then goes mostly into building capacity. Cash-flow resolution is annual — as of 5 August 2026.
How financially safe is Sunbelt Rentals Holdings, Inc.?
On the balance sheet, the Z-score reads 2.46 — above roughly 3 is safe, below roughly 1.8 is the distress zone. That is in the grey band — neither clearly safe nor clearly distressed. — as of 5 August 2026.
Where is Sunbelt Rentals Holdings, Inc. in its business cycle?
Sunbelt Rentals Holdings, Inc.'s FY26 operating margin was 19.6%, against a 5-year band of 19.6%–26.1%: the low end of its own band, which is where recoveries start when they come. The latest quarter ran 14.9%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 5 August 2026.
What could break the Sunbelt Rentals Holdings, Inc. story?
The sharpest disagreement: the price moved +21.3% in a year while annual EPS moved −11.3% — the difference is re-rating, and re-rating has to be repaid with earnings. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 5 August 2026.
Is Sunbelt Rentals Holdings, Inc. a stock worth studying right now?
This is not investment advice. The machine read: Sunbelt Rentals Holdings, Inc.'s price has outrun its earnings. +21.3% in a year against EPS −11.3% — the market is paying now for delivery later. The sharpest open question: whether earnings grow into a price that has already moved. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 5 August 2026.