Equipment Rental & Leasing stocks: intrinsic value, ROIC & growth
8 U.S. equipment rental & leasing companies with at least three years of SEC filings, ranked by size. 5 of the 7 with a current price trade below their Graham intrinsic value. The median company earned a 14.1% average return on invested capital and grew revenue 21.2% a year.
Updated October 18, 2026
8companies
5below Graham value
14.1%median 10-yr ROIC
21.2%median revenue CAGR
Most undervalued equipment rental & leasing stocks
| Ticker | Company | Upside | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|---|
| UPBD | UPBOUND GROUP, INC. | +154% | $16.37 | $41.52 | 61% below | $959.5M | 14.1% | 5.2% |
| MGRC | MCGRATH RENTCORP | +87% | $113.03 | $210.92 | 46% below | $2.8B | 16.4% | 32.1% |
| PRG | PROG Holdings, Inc. | +59% | $30.99 | $49.37 | 37% below | $1.3B | 14.7% | 2.4% |
| URI | United Rentals | +25% | $1,029.64 | $1,282.46 | 20% below | $66.5B | 13.2% | -4.8% |
Highest-ROIC equipment rental & leasing stocks
| Ticker | Company | 10-yr ROIC | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|---|
| MGRC | MCGRATH RENTCORP | 16.4% | $113.03 | $210.92 | 46% below | $2.8B | 16.4% | 32.1% |
| PRG | PROG Holdings, Inc. | 14.7% | $30.99 | $49.37 | 37% below | $1.3B | 14.7% | 2.4% |
| UPBD | UPBOUND GROUP, INC. | 14.1% | $16.37 | $41.52 | 61% below | $959.5M | 14.1% | 5.2% |
| URI | United Rentals | 13.2% | $1,029.64 | $1,282.46 | 20% below | $66.5B | 13.2% | -4.8% |
| AYR | Aircastle LTD | 0.6% | — | $23.18 | — | — | 0.6% | 2.3% |
All equipment rental & leasing stocks
| Ticker | Company | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|
| URI | United Rentals | $1,029.64 | $1,282.46 | 20% below | $66.5B | 13.2% | -4.8% |
| EQPT | EquipmentShare.com Inc | $13.59 | $0.33 | 4018% above | $3.1B | 4.5% | 35.6% |
| MGRC | MCGRATH RENTCORP | $113.03 | $210.92 | 46% below | $2.8B | 16.4% | 32.1% |
| CTOS | Custom Truck One Source, Inc. | $9.08 | $6.98 | 30% above | $2.1B | -1.6% | 52.3% |
| AYR | Aircastle LTD | — | $23.18 | — | — | 0.6% | 2.3% |
| PRG | PROG Holdings, Inc. | $30.99 | $49.37 | 37% below | $1.3B | 14.7% | 2.4% |
| UPBD | UPBOUND GROUP, INC. | $16.37 | $41.52 | 61% below | $959.5M | 14.1% | 5.2% |
| KPLT | Katapult Holdings, Inc. | $6.42 | $8.64 | 26% below | $32.3M | 29.7% | 21.2% |
Stock lists
Undervalued Stocks Below Graham Intrinsic Value
Highest ROIC Stocks (10-Year Average)
Highest Free Cash Flow Yield Stocks
Fastest-Growing Stocks by 10-Year Revenue