Sunbelt Rentals Holdings Inc (SUNB)
NYSEIndustrialsRental & Leasing ServicesSnapshot 2026-10-15
$76.02-0.64%
Close 2026-10-16 · 1-day change
NYSEIndustrialsRental & Leasing ServicesSnapshot 2026-10-15
Research Workspace
Put SUNB beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Trading Companies & Distributors: fringe margins under pressure (4q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskMostly healthy — no soft spokes
SUNB’s rental revenue and segment expansion need to sustain profitable growth. Revenue growth accelerated from 8.9% to 11.2%, and Q1 FY2027 beat earnings estimates. SUNB trades at 22× P/E versus a 23× peer median. Expectations look modest relative to our growth view. A 24% next-quarter miss probability and Mania market conditions are risks. Peer multiples imply a price about 25% above where it trades. This read is provisional.
Trailing returns as of 2026-10-16. SUNB is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering SUNB (as of Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for SUNB in the last 4 months.
Continue this research
Compare SUNB with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SUNB Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Trading Companies & Distributors — fair value, gap to price, and forward P/E.
Compare the value case
Put SUNB next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive profitable growth with strong rental revenue and segment expansion
Higher guidance indicates strong rental revenue growth potential.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-16. EPS is implied from price ÷ P/E. Not investment advice.
Current $76.02
The last 12 months of price, then the range of analyst 12-month targets from today’s $76.02.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive profitable growth with strong rental revenue and segment expansion
Record quarter indicates strong rental revenue growth.
Advances: Drive profitable growth with strong rental revenue and segment expansion
Upgrade indicates confidence in growth and profitability.
Advances: Drive profitable growth with strong rental revenue and segment expansion
Higher guidance supports growth and rental revenue objectives.
Advances: Drive profitable growth with strong rental revenue and segment expansion
Record revenue supports growth and expansion objectives.
Advances: Drive profitable growth with strong rental revenue and segment expansion
Raised guidance and strong Q1 beat support growth objectives.
Upgrade indicates positive sentiment and potential for valuation improvement.