UNITED RENTALS INC URI

January 22, 2016 - 9:06pm EST by

member

						2016	2017
Price:		57.74		EPS		0	0
Shares Out. (in M):		94		P/E		0	0
Market Cap (in $M):		5,423		P/FCF		0	0
Net Debt (in $M):		8,344		EBIT		0	0
TEV (in $M):		13,767		TEV/EBIT		0	0

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#	AUTHOR DATE SUBJECT
7	member 2/04/16 12:31PM Re: Re: Re: Re: Overearning industry 6
Hi straw, I thought 2015 results were within the expected range -- revenue at the low end of guidance, flat 2016. Management’s tone on the environment was pretty cautious, especially their focus on optionality for capex reductions... login to read the rest view available tags
6	member 1/31/16 6:37PM Re: Re: Re: Overearning industry 5
fennec, Update on URI post Q4/Outlook? I thought numbers could be worse so was surprised at day-of beatdown. Do you have any insight on used equipment moving from O+G (and iron ore) areas to North America non-O+G... login to read the rest view available tags
5	member 1/31/16 1:03AM Re: Re: Overearning industry 2
straw and jso – thanks for the very thoughtful discussion points and questions (and apologies for getting to this late). I would have to agree with you that the industry isn’t fundamentally different from the last... login to read the rest view available tags
4	member 1/24/16 4:11PM Re: Re: Re: Overearning industry 3
coldcall, let's not hijack thread. set up a Topic. I think it would be a valuable thread for all. I do think one topic that is relevant to URI though is residential construction versus non-residential. And single-family... login to read the rest view available tags
2	member 1/24/16 11:38AM Re: Overearning industry 1
fennec, I would agree with jso. To buy this here, you need to believe that the structure of the industry has changed. On an unlevered basis, this trades at 2.5x TBV. In other words, TEV/(TBV +... login to read the rest 4 view available tags
1	member 1/24/16 10:15AM Overearning industry
If you look at the current returns on tangible capital the industry is earning, it was significantly above any previous peak (we calculated low-20% unlevered pre-tax returns) and the # is the same across all... login to read the rest 3 view available tags

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