Global Industrial vs Mcgrath Rentcorp
Global Industrial is the larger business, with $1.38bn of revenue in fiscal 2025 against $944m for Mcgrath Rentcorp (1.5 times as much). Global Industrial grew faster (4.8% against 3.7%). Mcgrath Rentcorp kept more of each dollar of sales as profit: a net margin of 16.6% against 5.2%.
| Latest fiscal year | Global IndustrialGIC, 2025 | Mcgrath RentcorpMGRC, 2025 |
|---|---|---|
| Revenue | $1.38bn | $944m |
| Revenue growth | 4.8% | 3.7% |
| Net income | $72.1m | $156m |
| Operating margin | — | — |
| Net margin | 5.2% | 16.6% |
| Return on equity | 24.3% | 13.2% |
| Free cash flow | $74.7m | $211m |
| Cash | $67.5m | $295,000 |
| Total debt | $0 | $0 |
| Debt to equity | — | — |
| Dividend per share | $1.04 | $1.94 |
| Dividend yield | 2.5% | 1.5% |
| Share buybacks | $9.1m | — |
| Employees | 1,980 | 1,306 |
| Market value | $1.68bn | $3.22bn |
| Price vs our value range | Within our value range | Below our value range |
| Moat score | 54 (Moderate) | 75 (Strong) |
| Insider trades, 12 months | 4 buys, 20 sales | 0 buys, 19 sales |