United Rentals Inc. (URI)

United Rentals Inc. (URI $955.76)
- $955.76 P/E (TTM): 24.27X Cap: $58.77B
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Comcast Corporation Class A Common Stock (CMCSA $24.90)
- $24.90 P/E (TTM): 4.71X Cap: $89.45B
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Cummins Inc. (CMI $704.56)
- $704.56 P/E (TTM): 33.08X Cap: $96.95B
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The Hershey Company (HSY $191.91)
- $191.91 P/E (TTM): 42.84X Cap: $38.38B
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Quanta Services Inc. (PWR $765.81)
- $765.81 P/E (TTM): 109.56X Cap: $117.25B
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United Rentals Inc. (URI $955.76)
- $955.76 P/E (TTM): 24.27X Cap: $58.77B
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Vertiv Holdings LLC Class A (VRT $367.13)
- $367.13 P/E (TTM): 99.7X Cap: $141.32B
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Q: Assume you have a portfolio with the above names, and you decide to sell Hershey and Comcast. Which of Vertiv, Cummins, United Rentals or Quanta would you add to and why? Thank you!

Read Answer Asked by Neil on May 12, 2026

United Rentals Inc. (URI $955.76)
- $955.76 P/E (TTM): 24.27X Cap: $58.77B
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CECO Environmental Corp. (CECO $80.45)
- $80.45 P/E (TTM): 60.13X Cap: $2.92B
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EnerSys (ENS $232.64)
- $232.64 P/E (TTM): 28.48X Cap: $8.72B
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Vertiv Holdings LLC Class A (VRT $367.13)
- $367.13 P/E (TTM): 99.7X Cap: $141.32B
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Celsius Holdings Inc. (CELH $29.61)
- $29.61 P/E (TTM): 129.16X Cap: $7.83B
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Sphere Entertainment Co. Class A (SPHR $135.96)
- $135.96 P/E (TTM): 18.83X Cap: $4.77B
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Sezzle Inc. (SEZL $99.63)
- $99.63 P/E (TTM): 25.83X Cap: $3.39B
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Q: Which of the two would you prefer for a +5 year hold? A reason please

If not these two, which are your favourite US non tech names for +5 years. Growth focused

Thank you!

Read Answer Asked by Nick on May 11, 2026

United Rentals Inc. (URI $955.76)
- $955.76 P/E (TTM): 24.27X Cap: $58.77B
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Q: In the event of a recession or at a minimum, reduced GDP growth, which you expect URI's business to increase or decrease? On the one hand. Slowing growth could mean less demand for their rental equipment. On the other hand, as growth slows, companies may turn to renting instead of committing to new purchases. How have they done in past slowdowns?

Appreciate your insight.

Paul F.

Read Answer Asked by Paul on May 06, 2026