Is United Rentals (URI) Trading at Attractive Price?

1 week ago 3

Soumya Eswaran

Mon, Apr 7, 2025, 6:00 AM 4 min read

Vltava Fund, an concern absorption company, precocious released its first-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The missive contemplated whether the banal marketplace is simply a casino. The writer emphasized that the banal marketplace is not a casino, and investors indispensable not dainty it arsenic specified to execute amended returns. The inclination shows that a increasing fig of radical person precocious started to presumption banal marketplace trading arsenic gambling. However, the steadfast believes that stocks are the champion semipermanent investment. In the archetypal quarter, markets were some absorbing and volatile owed to respective factors. The money has been successful beingness for 21 years and has ne'er engaged successful banal trading solely owed to governmental changes. The money believes that it is captious to absorption connected selecting companies with semipermanent worth maturation and beardown shareholder-focused management, erstwhile the governmental changes impact the system and firm profitability. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its archetypal 4th 2025 capitalist letter, Vltava Fund emphasized stocks specified arsenic United Rentals, Inc. (NYSE:URI). Headquartered successful Stamford, Connecticut, United Rentals, Inc. (NYSE:URI) is an instrumentality rental company. The one-month instrumentality of United Rentals, Inc. (NYSE:URI) was -5.87%, and its shares mislaid 19.69% of their worth implicit the past 52 weeks. On April 4, 2025, United Rentals, Inc. (NYSE:URI) banal closed astatine $564.57 per stock with a marketplace capitalization of $36.885 billion.

Vltava Fund stated the pursuing regarding United Rentals, Inc. (NYSE:URI) successful its Q1 2025 capitalist letter:

"After astir a fractional twelvemonth since our past caller purchase, we person a caller summation to the portfolio. It is the banal of United Rentals, Inc. (NYSE:URI). This marks 1 of those cases of companies we person followed for years done assorted economical and concern cycles. Now, we person reached a signifier wherever we judge we person a capable knowing of some the institution itself and the quality and dynamics of the assemblage wrong which it operates. At the aforesaid time, we find the stock terms attractive. What does URI do? United Rentals is the largest instrumentality rental institution successful the world. It operates passim the United States and Canada and has smaller operations successful Europe, Australia, and New Zealand. URI operates successful 2 segments. The General Rentals conception rents wide operation and concern equipment, which encompasses vehicles, excavators, loaders, forklifts, earthmoving and worldly handling equipment, aerial enactment platforms that see roar trucks and aerial lifts, arsenic good arsenic wide tools and airy instrumentality including unit washers, h2o pumps, and powerfulness tools for operation and concern companies, mobile retention facilities, and the like. The Specialty conception rents excavation information instrumentality for trenching, scaffolding, instrumentality for power, heating, ventilation, and aerial conditioning, specified arsenic portable diesel generators, powerfulness organisation and somesthesia power equipment, fluid solution and fluid containment, transport, and attraction equipment, aboveground extortion plates, mobile retention equipment, and modular bureau spaces…” (Click present to the work the afloat text)