Skip to contentHome page Seeking Alpha - Power to InvestorsApr 05, 2026, 9:40 PM ETUnited Rentals, Inc. (URI) StockASHGY, HRIDaniel James288 FollowersCommentsSummaryUnited Rentals is rated a Buy due to durable cash flow, robust shareholder returns, and reasonable valuation amid cyclical concerns.Revenue growth has slowed but remains positive, with new specialty locations and acquisitions targeting high-growth verticals to reignite momentum.URI demonstrates strong free cash flow compounding, consistent ROI above 10%, and aggressive buybacks and dividend growth (3-year CAGR 70.5%).Forward EPS growth (14% CAGR to 2027) and a 13.84x 2027 P/E suggest current pricing undervalues URI's earnings durability and upside potential.hapabapa/iStock Editorial via Getty ImagesIntroductionDuring my search for durable compounders for my retirement sleeve, I came across United Rentals (URI). Although earnings growth was a bit choppy between 2023 and 2025, forward estimates show renewed growth, while revenuesThis article was written byDaniel James288 FollowersI am a part-time investor interested in equities, ETFs, macro, and emerging markets.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.