Sunbelt Rentals Holdings, Inc. (SUNB) Stock

Sunbelt Rentals Holdings, Inc. (SUNB) is a Technology stock trading at $73.42 (as of 2026-07-17), with a market capitalization of $30.34B. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Understand Sunbelt Rentals Holdings, Inc.: how it makes money

Sunbelt Rentals Holdings, Inc. is a Business Services company that generates revenue from its operations.

The profit model depends on how effectively the company converts gross profit into operating income, with gross margin of 37.3% translating to an operating margin of 18.7%.

Business quality (Mixed): With only top-line results and margin figures provided, the key observable signal is margin conversion from gross to operating profit.

Valuation: Trades at 24× trailing earnings · $30B market cap.

Bull case

  • Margin conversion is meaningfully positive: Gross margin of 37.3% results in operating margin of 18.7%, showing the company retains a sizeable portion of gross profit after operating costs.

Bear case

  • Operating profitability could be pressured if costs rise faster than gross profit: Because operating margin is far below gross margin (18.7% versus 37.3%), changes in operating expenses can materially affect profitability.
Valuation — source: SEC EDGAR (first-party)
Price$73.42
Market Cap$30.34B
Price / Book4.10
DCF Value (model)$17.18
DCF Upside vs Price-76.6%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$11.15B
Net Margin11.9%
Revenue Growth (YoY)3.4%
EPS Growth (YoY)-11.5%
Financial Health — source: SEC EDGAR
Altman Z-Score2.51 (grey)
Valuation vs Sector & Industry
Sector P/E (Technology)34.7
Industry P/E (Business Services)30.7
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderRathbones Group PLC ($146.29M)
Institutional Holders Tracked10
Company
SectorTechnology
IndustryBusiness Services

Related Companies (Business model: Specialty Finance / Lending; 8 closest by market cap; US-domiciled)

  • Affirm Holdings, Inc. (AFRM)
  • Synchrony Financial (SYF)
  • SoFi Technologies, Inc. (SOFI)
  • Equifax Inc. (EFX)
  • McGrath RentCorp (MGRC)
  • Custom Truck One Source, Inc. (CTOS)
  • PROG Holdings, Inc. (PRG)
  • EquipmentShare.com Inc. (EQPT)
SUNB earnings history · SUNB institutional & insider holders · SUNB KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-17.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.