United Rentals vs Wesco International
Wesco International is the larger business, with $23.51bn of revenue in fiscal 2025 against $16.10bn for United Rentals (1.5 times as much). Wesco International grew faster (7.8% against 4.9%). United Rentals kept more of each dollar of sales as profit: a net margin of 15.5% against 2.7%. Wesco International carries less debt relative to equity (115.9% against 159.5%).
| Latest fiscal year | United RentalsURI, 2025 | Wesco InternationalWCC, 2025 |
|---|---|---|
| Revenue | $16.10bn | $23.51bn |
| Revenue growth | 4.9% | 7.8% |
| Net income | $2.49bn | $640m |
| Operating margin | 24.7% | 5.2% |
| Net margin | 15.5% | 2.7% |
| Return on equity | 28.4% | 12.8% |
| Free cash flow | $5.19bn | $25.2m |
| Cash | $459m | $605m |
| Total debt | $14.30bn | $5.83bn |
| Debt to equity | 159.5% | 115.9% |
| Dividend per share | $7.16 | — |
| Dividend yield | 0.7% | 0.6% |
| Share buybacks | $1.97bn | $75.0m |
| Employees | — | 21,000 |
| Market value | $72.79bn | $17.27bn |
| Price vs our value range | Within our value range | Above our value range |
| Moat score | 86 (Strong) | 46 (Moderate) |
| Insider trades, 12 months | 1 buys, 7 sales | 2 buys, 56 sales |