Rental & Leasing Services Stocks — Fair Value & Margin of Safety

Equity Rank covers 13 Rental & Leasing Services companies; 11 have a published model fair value, and 7 of those (64%) trade below the model estimate. The median model fair value sits 19.7% above the current price, under these model assumptions. Data as of 2026-10-22.

Source: Equity Rank — Rental & Leasing Services stocks. Model fair value is a multi-method blend (DCF, Graham Number, earnings power, sector multiples and more), recomputed after each U.S. market close.

Rental & Leasing Services stocks furthest below the model estimate

Among companies valued by at least five methods. A wide gap can also mean the models are missing something.

  1. AER — AerCap Holdings NV: model fair value $192.54 vs. price $147.68, a model fair value differential of 30.4% above the current price (as of 2026-10-22)
  2. GATX — GATX Corporation: model fair value $210.99 vs. price $167.50, a model fair value differential of 26.0% above the current price (as of 2026-10-22)
  3. HRI — Herc Holdings Inc: model fair value $166.14 vs. price $133.55, a model fair value differential of 24.4% above the current price (as of 2026-10-22)
  4. WLFC — Willis Lease Finance Corporation: model fair value $48.59 vs. price $40.30, a model fair value differential of 20.6% above the current price (as of 2026-10-22)
  5. R — Ryder System Inc: model fair value $317.90 vs. price $265.53, a model fair value differential of 19.7% above the current price (as of 2026-10-22)
  6. CTOS — Custom Truck One Source Inc: model fair value $9.31 vs. price $8.87, a model fair value differential of 5.0% above the current price (as of 2026-10-22)

All 13 Rental & Leasing Services companies

TickerCompanyPriceModel fair valueGap
URIUnited Rentals Inc$1111.02$1101.99-0.8%
AERAerCap Holdings NV$147.68$192.54+30.4%
UHALU-Haul Holding Company$56.80$56.02-1.4%
RRyder System Inc$265.53$317.90+19.7%
GATXGATX Corporation$167.50$210.99+26.0%
HRIHerc Holdings Inc$133.55$166.14+24.4%
CARAvis Budget Group Inc$101.55Not published—
WSCWillscot Mobile Mini Holdings Corp A$16.49Not published—
MGRCMcGrath RentCorp$116.81$115.20-1.4%
CTOSCustom Truck One Source Inc$8.87$9.31+5.0%
VSTSVestis Corporation$14.55$12.55-13.8%
PRGPROG Holdings Inc$31.83$43.91+38.0%
WLFCWillis Lease Finance Corporation$40.30$48.59+20.6%

Largest companies first. Gap = model fair value differential versus the current price; positive means the price sits below the model estimate. “Not published” means the models lacked reliable data.

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