HEES vs. URI
Compare and contrast key facts about H&E Equipment Services, Inc. (HEES) and United Rentals, Inc. (URI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HEES or URI.
Key characteristics
| HEES | URI | |
|---|---|---|
| YTD Return | 15.30% | 49.51% |
| 1Y Return | 30.22% | 78.79% |
| 3Y Return (Ann) | 11.36% | 31.37% |
| 5Y Return (Ann) | 14.74% | 41.42% |
| 10Y Return (Ann) | 9.58% | 22.68% |
| Sharpe Ratio | 0.72 | 2.17 |
| Sortino Ratio | 1.17 | 3.02 |
| Omega Ratio | 1.17 | 1.37 |
| Calmar Ratio | 0.88 | 5.54 |
| Martin Ratio | 1.53 | 13.91 |
| Ulcer Index | 20.01% | 5.71% |
| Daily Std Dev | 42.83% | 36.63% |
| Max Drawdown | -87.57% | -93.69% |
| Current Drawdown | -8.51% | -3.31% |
Fundamentals
| HEES | URI | |
|---|---|---|
| Market Cap | $2.18B | $56.98B |
| EPS | $3.94 | $38.19 |
| PE Ratio | 15.14 | 22.74 |
| PEG Ratio | 2.49 | 1.87 |
| Total Revenue (TTM) | $1.52B | $14.98B |
| Gross Profit (TTM) | $666.62M | $5.86B |
| EBITDA (TTM) | $675.67M | $6.89B |
Correlation
The correlation between HEES and URI is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HEES vs. URI - Performance Comparison
In the year-to-date period, HEES achieves a 15.30% return, which is significantly lower than URI's 49.51% return. Over the past 10 years, HEES has underperformed URI with an annualized return of 9.58%, while URI has yielded a comparatively higher 22.68% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
HEES vs. URI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for H&E Equipment Services, Inc. (HEES) and United Rentals, Inc. (URI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HEES vs. URI - Dividend Comparison
HEES's dividend yield for the trailing twelve months is around 1.85%, more than URI's 0.77% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
HEES H&E Equipment Services, Inc. | 1.85% | 2.10% | 2.42% | 2.48% | 3.69% | 3.29% | 5.39% | 2.71% | 4.73% | 6.01% | 1.78% |
URI United Rentals, Inc. | 0.77% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HEES vs. URI - Drawdown Comparison
The maximum HEES drawdown since its inception was -87.57%, smaller than the maximum URI drawdown of -93.69%. Use the drawdown chart below to compare losses from any high point for HEES and URI. For additional features, visit the drawdowns tool.
Volatility
HEES vs. URI - Volatility Comparison
H&E Equipment Services, Inc. (HEES) has a higher volatility of 16.02% compared to United Rentals, Inc. (URI) at 11.63%. This indicates that HEES's price experiences larger fluctuations and is considered to be riskier than URI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HEES vs. URI - Financials Comparison
This section allows you to compare key financial metrics between H&E Equipment Services, Inc. and United Rentals, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities