GATX Corp (GATX) is fairly valued and United Rentals Inc (URI) is slightly overvalued.
Against our estimates of intrinsic value, GATX trades at the wider discount: a margin of safety of +2%, against -19% for URI.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 7.1% values the shares at $187.40; the price of $183.01 is 2% below that value, and 83% of that value comes from beyond year five.
Leak Score 0/100 on 3 of 12 signals
Discounting its cash flows at 11.6% (average of 3 methods) values the shares at $879.95; the price of $1043.04 is 19% above that value, and 68% of that value comes from beyond year five.
Leak Score 58/100 on 10 of 12 signals
| Metric | GATX | URI |
|---|---|---|
| Verdict | Fairly valued | Slightly overvalued |
| Price | $183.01 | $1043.04 |
| Intrinsic value | $187.40 | $879.95 |
| Margin of safety | +2% | -19% |
| Leak Score | 0/100 (3/12) | 58/100 (10/12) |
| Market cap | $6.5B | $64.9B |
| Revenue growth, 5 years | 7.5% | 13.6% |
| Operating margin | 29.0% | 25.2% |
| Net margin | 17.6% | 15.7% |
| Return on equity | 13.3% | 28.9% |
| Debt to equity | 4.48 | 1.67 |
| P/E | 18.1x | 25.1x |
| Forward P/E | 16.2x | 18.2x |
| P/B | 2.3x | 7.0x |
| Dividend yield | 1.4% | 0.8% |