Mulya.ai
Ticker
URI
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?11.3%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.654
Beta (levered) ?2.065
Terminal OM% ?18.7%
Segment conc. ?69% dominant
Terminal growth ?4.1%
Bond rating ?A+ · 1.00%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

URI · United Rentals, Inc.

$732.092026-05-17
Sector: Industrials; Industry: Rental & Leasing Services; Sub-Industry: Trading Companies & Distributors

Intrinsic Value Range Comparison · Mulya.ai

Bull
$716
-2.2% vs market
Base · active
$373
-49.1% vs market
Bear
$328
-55.2% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $328
Base $373
Bull $716
Market $732
Median $971
Market Price $732
Mulya.ai Base $373
Analysts Median $971
Mulya.ai IV range ($328 · $716)
Analysts Range ($600 · $1071)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2021.Q4$9.7B23.6%24.9%$1.7B−$2.3B−$576MM11.0%11.0%$15.7B$21.79
2022.Q4$11.6B19.8%27.8%24.9%$2.4B−$3.8B−$1.4B11.0%14.2%$18.5B$33.10
2023.Q4$14.3B23.1%26.9%24.5%$2.9B−$1.7B$1.2B10.6%15.3%$19.5B$38.11
2024.Q4$15.3B7.1%26.5%24.0%$3.1B−$1.5B$1.6B11.1%14.9%$21.9B$40.49
2025.Q4$16.1B4.9%24.7%25.3%$3.0B−$2.1B$913MM11.3%13.0%$23.9B$39.2111.7
italics below = DCF projection · 10yr Rev CAGR: 5.4%
2026.Q4$17.1B+6.3%24.6%24.8%$3.2B−$915MM$2.3B11.1%$2.0B13.0%$24.8B$49.8714.7
2027.Q4$18.3B+7.3%24.6%24.2%$3.4B−$1.3B$2.1B10.8%$1.7B13.5%$26.1B$53.8613.6
2028.Q4$19.7B+7.5%24.6%23.7%$3.7B−$1.7B$2.0B10.6%$1.5B13.8%$27.8B$58.3212.6
2029.Q4$20.8B+5.7%24.6%23.2%$3.9B−$1.9B$2.0B10.3%$1.4B13.7%$29.7B$62.0411.8
2030.Q4$21.9B+5.0%24.6%22.6%$4.2B−$1.8B$2.4B10.1%$1.4B13.6%$31.5B$65.5611.2
Term. Yr+$28.3B4.1%18.7%20.0%$4.2B−$1.3B$2.9B8.6%$25.1B13.1%
Active scenario IV: $373 (-49.1% vs market)