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URI vs. CSL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between URI and CSL is 0.59, 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.


-0.50.00.51.0
Correlation: 0.6

Performance

URI vs. CSL - Performance Comparison

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

2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%December2025FebruaryMarchAprilMay
4,450.43%
2,590.43%
URI
CSL

Key characteristics

Sharpe Ratio

URI:

0.01

CSL:

0.01

Sortino Ratio

URI:

0.31

CSL:

0.23

Omega Ratio

URI:

1.04

CSL:

1.03

Calmar Ratio

URI:

0.01

CSL:

0.01

Martin Ratio

URI:

0.03

CSL:

0.03

Ulcer Index

URI:

15.79%

CSL:

16.23%

Daily Std Dev

URI:

38.91%

CSL:

30.88%

Max Drawdown

URI:

-93.69%

CSL:

-64.58%

Current Drawdown

URI:

-24.09%

CSL:

-19.29%

Fundamentals

Market Cap

URI:

$41.64B

CSL:

$16.43B

EPS

URI:

$38.58

CSL:

$17.95

PE Ratio

URI:

16.60

CSL:

21.16

PEG Ratio

URI:

1.29

CSL:

1.13

PS Ratio

URI:

2.63

CSL:

3.28

PB Ratio

URI:

4.66

CSL:

7.58

Total Revenue (TTM)

URI:

$15.58B

CSL:

$5.00B

Gross Profit (TTM)

URI:

$6.05B

CSL:

$1.85B

EBITDA (TTM)

URI:

$6.42B

CSL:

$1.30B

Returns By Period

In the year-to-date period, URI achieves a -5.32% return, which is significantly lower than CSL's 5.01% return. Over the past 10 years, URI has outperformed CSL with an annualized return of 21.17%, while CSL has yielded a comparatively lower 16.32% annualized return.


URI

YTD

-5.32%

1M

2.98%

6M

-15.78%

1Y

1.03%

5Y*

41.87%

10Y*

21.17%

CSL

YTD

5.01%

1M

10.91%

6M

-8.07%

1Y

-1.30%

5Y*

29.00%

10Y*

16.32%

*Annualized

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United Rentals, Inc.

Carlisle Companies Incorporated

Risk-Adjusted Performance

URI vs. CSL — Risk-Adjusted Performance Rank

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

URI
The Risk-Adjusted Performance Rank of URI is 4949
Overall Rank
The Sharpe Ratio Rank of URI is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of URI is 4646
Sortino Ratio Rank
The Omega Ratio Rank of URI is 4545
Omega Ratio Rank
The Calmar Ratio Rank of URI is 5252
Calmar Ratio Rank
The Martin Ratio Rank of URI is 5252
Martin Ratio Rank

CSL
The Risk-Adjusted Performance Rank of CSL is 4848
Overall Rank
The Sharpe Ratio Rank of CSL is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of CSL is 4343
Sortino Ratio Rank
The Omega Ratio Rank of CSL is 4343
Omega Ratio Rank
The Calmar Ratio Rank of CSL is 5252
Calmar Ratio Rank
The Martin Ratio Rank of CSL is 5252
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

URI vs. CSL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for United Rentals, Inc. (URI) and Carlisle Companies Incorporated (CSL). 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.


The chart of Sharpe ratio for URI, currently valued at 0.01, compared to the broader market-2.00-1.000.001.002.003.00
URI: 0.01
CSL: 0.01
The chart of Sortino ratio for URI, currently valued at 0.31, compared to the broader market-6.00-4.00-2.000.002.004.00
URI: 0.31
CSL: 0.23
The chart of Omega ratio for URI, currently valued at 1.04, compared to the broader market0.501.001.502.00
URI: 1.04
CSL: 1.03
The chart of Calmar ratio for URI, currently valued at 0.01, compared to the broader market0.001.002.003.004.005.00
URI: 0.01
CSL: 0.01
The chart of Martin ratio for URI, currently valued at 0.03, compared to the broader market-10.000.0010.0020.00
URI: 0.03
CSL: 0.03

The current URI Sharpe Ratio is 0.01, which is comparable to the CSL Sharpe Ratio of 0.01. The chart below compares the historical Sharpe Ratios of URI and CSL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.01
0.01
URI
CSL

Dividends

URI vs. CSL - Dividend Comparison

URI's dividend yield for the trailing twelve months is around 1.00%, which matches CSL's 1.00% yield.


TTM20242023202220212020201920182017201620152014
URI
United Rentals, Inc.
1.00%0.93%1.03%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CSL
Carlisle Companies Incorporated
1.00%1.00%1.02%1.09%0.86%1.31%1.11%1.53%1.27%1.18%1.24%1.04%

Drawdowns

URI vs. CSL - Drawdown Comparison

The maximum URI drawdown since its inception was -93.69%, which is greater than CSL's maximum drawdown of -64.58%. Use the drawdown chart below to compare losses from any high point for URI and CSL. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-24.09%
-19.29%
URI
CSL

Volatility

URI vs. CSL - Volatility Comparison

United Rentals, Inc. (URI) has a higher volatility of 19.84% compared to Carlisle Companies Incorporated (CSL) at 13.54%. This indicates that URI's price experiences larger fluctuations and is considered to be riskier than CSL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
19.84%
13.54%
URI
CSL

Financials

URI vs. CSL - Financials Comparison

This section allows you to compare key financial metrics between United Rentals, Inc. and Carlisle Companies Incorporated. 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


1.00B2.00B3.00B4.00B20212022202320242025
3.72B
1.10B
(URI) Total Revenue
(CSL) Total Revenue
Values in USD except per share items

URI vs. CSL - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%35.0%40.0%45.0%20212022202320242025
36.5%
35.2%
(URI) Gross Margin
(CSL) Gross Margin
URI - Gross Margin
-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%100.0%
URI: 36.5%
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, United Rentals, Inc. reported a gross profit of 1.36B and revenue of 3.72B. Therefore, the gross margin over that period was 36.5%.
CSL - Gross Margin
20.0%40.0%60.0%80.0%
CSL: 35.2%
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Carlisle Companies Incorporated reported a gross profit of 385.70M and revenue of 1.10B. Therefore, the gross margin over that period was 35.2%.
URI - Operating Margin
-80.0%-60.0%-40.0%-20.0%0.0%20.0%40.0%60.0%
URI: 21.6%
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, United Rentals, Inc. reported an operating income of 804.00M and revenue of 3.72B, resulting in an operating margin of 21.6%.
CSL - Operating Margin
-40.0%-20.0%0.0%20.0%
CSL: 16.8%
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Carlisle Companies Incorporated reported an operating income of 183.60M and revenue of 1.10B, resulting in an operating margin of 16.8%.
URI - Net Margin
-60.0%-40.0%-20.0%0.0%20.0%
URI: 13.9%
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, United Rentals, Inc. reported a net income of 518.00M and revenue of 3.72B, resulting in a net margin of 13.9%.
CSL - Net Margin
-40.0%-20.0%0.0%20.0%40.0%
CSL: 13.1%
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Carlisle Companies Incorporated reported a net income of 143.30M and revenue of 1.10B, resulting in a net margin of 13.1%.

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