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URI vs. BLDR
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

URI vs. BLDR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in United Rentals, Inc. (URI) and Builders FirstSource, Inc. (BLDR). The values are adjusted to include any dividend payments, if applicable.

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URI vs. BLDR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
URI
United Rentals, Inc.
-9.78%15.92%23.97%63.62%6.96%43.28%39.06%62.65%-40.36%62.82%
BLDR
Builders FirstSource, Inc.
-19.98%-28.01%-14.38%157.31%-24.30%110.02%60.61%132.91%-49.93%98.63%

Fundamentals

Market Cap

URI:

$46.34B

BLDR:

$9.13B

EPS

URI:

$38.80

BLDR:

$3.92

PE Ratio

URI:

18.78

BLDR:

21.00

PS Ratio

URI:

2.91

BLDR:

0.60

PB Ratio

URI:

5.17

BLDR:

0.00

Total Revenue (TTM)

URI:

$16.10B

BLDR:

$15.19B

Gross Profit (TTM)

URI:

$5.71B

BLDR:

$4.62B

EBITDA (TTM)

URI:

$6.48B

BLDR:

$1.23B

Returns By Period

In the year-to-date period, URI achieves a -9.78% return, which is significantly higher than BLDR's -19.98% return. Over the past 10 years, URI has outperformed BLDR with an annualized return of 28.63%, while BLDR has yielded a comparatively lower 21.85% annualized return.


URI

1D
2.06%
1M
-13.27%
YTD
-9.78%
6M
-23.35%
1Y
17.28%
3Y*
23.83%
5Y*
17.85%
10Y*
28.63%

BLDR

1D
4.41%
1M
-21.06%
YTD
-19.98%
6M
-32.10%
1Y
-34.10%
3Y*
-2.48%
5Y*
11.69%
10Y*
21.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

URI vs. BLDR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

URI
URI Risk / Return Rank: 5555
Overall Rank
URI Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
URI Sortino Ratio Rank: 5353
Sortino Ratio Rank
URI Omega Ratio Rank: 5454
Omega Ratio Rank
URI Calmar Ratio Rank: 5656
Calmar Ratio Rank
URI Martin Ratio Rank: 5656
Martin Ratio Rank

BLDR
BLDR Risk / Return Rank: 1313
Overall Rank
BLDR Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
BLDR Sortino Ratio Rank: 1212
Sortino Ratio Rank
BLDR Omega Ratio Rank: 1616
Omega Ratio Rank
BLDR Calmar Ratio Rank: 1717
Calmar Ratio Rank
BLDR Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

URI vs. BLDR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for United Rentals, Inc. (URI) and Builders FirstSource, Inc. (BLDR). 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.


URIBLDRDifference

Sharpe ratio

Return per unit of total volatility

0.44

-0.69

+1.14

Sortino ratio

Return per unit of downside risk

0.88

-0.93

+1.80

Omega ratio

Gain probability vs. loss probability

1.12

0.91

+0.21

Calmar ratio

Return relative to maximum drawdown

0.57

-0.72

+1.29

Martin ratio

Return relative to average drawdown

1.34

-1.61

+2.95

URI vs. BLDR - Sharpe Ratio Comparison

The current URI Sharpe Ratio is 0.44, which is higher than the BLDR Sharpe Ratio of -0.69. The chart below compares the historical Sharpe Ratios of URI and BLDR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


URIBLDRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.44

-0.69

+1.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

0.26

+0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

0.46

+0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.12

+0.17

Correlation

The correlation between URI and BLDR is 0.46, 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.


Dividends

URI vs. BLDR - Dividend Comparison

URI's dividend yield for the trailing twelve months is around 1.01%, while BLDR has not paid dividends to shareholders.


TTM202520242023
URI
United Rentals, Inc.
1.01%0.88%0.93%1.03%
BLDR
Builders FirstSource, Inc.
0.00%0.00%0.00%0.00%

Drawdowns

URI vs. BLDR - Drawdown Comparison

The maximum URI drawdown since its inception was -93.69%, roughly equal to the maximum BLDR drawdown of -96.78%. Use the drawdown chart below to compare losses from any high point for URI and BLDR.


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Drawdown Indicators


URIBLDRDifference

Max Drawdown

Largest peak-to-trough decline

-93.69%

-96.78%

+3.09%

Max Drawdown (1Y)

Largest decline over 1 year

-30.04%

-47.16%

+17.12%

Max Drawdown (5Y)

Largest decline over 5 years

-39.96%

-62.65%

+22.69%

Max Drawdown (10Y)

Largest decline over 10 years

-63.26%

-62.65%

-0.61%

Current Drawdown

Current decline from peak

-28.26%

-61.00%

+32.74%

Average Drawdown

Average peak-to-trough decline

-36.74%

-47.73%

+10.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.74%

21.09%

-8.35%

Volatility

URI vs. BLDR - Volatility Comparison

The current volatility for United Rentals, Inc. (URI) is 11.55%, while Builders FirstSource, Inc. (BLDR) has a volatility of 13.06%. This indicates that URI experiences smaller price fluctuations and is considered to be less risky than BLDR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


URIBLDRDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.55%

13.06%

-1.51%

Volatility (6M)

Calculated over the trailing 6-month period

28.29%

32.74%

-4.45%

Volatility (1Y)

Calculated over the trailing 1-year period

39.13%

49.29%

-10.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.56%

44.77%

-7.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.87%

47.47%

-5.60%

Financials

URI vs. BLDR - Financials Comparison

This section allows you to compare key financial metrics between United Rentals, Inc. and Builders FirstSource, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


2.00B3.00B4.00B5.00B6.00B7.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
4.21B
3.36B
(URI) Total Revenue
(BLDR) Total Revenue
Values in USD except per share items

URI vs. BLDR - Profitability Comparison

The chart below illustrates the profitability comparison between United Rentals, Inc. and Builders FirstSource, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

25.0%30.0%35.0%40.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
35.2%
29.8%
Portfolio components
URI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, United Rentals, Inc. reported a gross profit of 1.48B and revenue of 4.21B. Therefore, the gross margin over that period was 35.2%.

BLDR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Builders FirstSource, Inc. reported a gross profit of 1.00B and revenue of 3.36B. Therefore, the gross margin over that period was 29.8%.

URI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, United Rentals, Inc. reported an operating income of 1.05B and revenue of 4.21B, resulting in an operating margin of 25.0%.

BLDR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Builders FirstSource, Inc. reported an operating income of 61.80M and revenue of 3.36B, resulting in an operating margin of 1.8%.

URI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, United Rentals, Inc. reported a net income of 653.00M and revenue of 4.21B, resulting in a net margin of 15.5%.

BLDR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Builders FirstSource, Inc. reported a net income of 31.50M and revenue of 3.36B, resulting in a net margin of 0.9%.