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

Performance

URI vs. META - Performance Comparison

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

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Returns By Period

In the year-to-date period, URI achieves a 33.31% return, which is significantly higher than META's -14.03% return. Over the past 10 years, URI has outperformed META with an annualized return of 31.88%, while META has yielded a comparatively lower 17.39% annualized return.


URI

1D
0.54%
1M
10.41%
YTD
33.31%
6M
31.84%
1Y
55.90%
3Y*
39.18%
5Y*
29.54%
10Y*
31.88%

META

1D
-0.26%
1M
-8.32%
YTD
-14.03%
6M
-11.84%
1Y
-16.71%
3Y*
28.18%
5Y*
11.52%
10Y*
17.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

URI vs. META - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
URI
United Rentals, Inc.
33.31%15.92%23.97%63.62%6.96%43.28%39.06%62.65%-40.36%62.82%
META
Meta Platforms, Inc.
-14.03%13.09%66.05%194.13%-64.22%23.13%33.09%56.57%-25.71%53.38%

Correlation

The correlation between URI and META is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.19

Correlation (3Y)
Calculated over the trailing 3-year period

0.28

Correlation (5Y)
Calculated over the trailing 5-year period

0.36

Correlation (10Y)
Calculated over the trailing 10-year period

0.33

Correlation (All Time)
Calculated using the full available price history since May 18, 2012

0.31

The correlation between URI and META shifts across timeframes, from 0.19 (1 year) to 0.36 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

URI:

$52.01

META:

$27.47

PE Ratio

URI:

20.66

META:

20.64

PEG Ratio

URI:

0.99

META:

0.85

PS Ratio

URI:

3.16

META:

6.78

Total Revenue (TTM)

URI:

$16.37B

META:

$214.96B

Gross Profit (TTM)

URI:

$5.93B

META:

$176.14B

EBITDA (TTM)

URI:

$5.85B

META:

$106.31B

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Return for Risk

URI vs. META — Risk / Return Rank

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

URI
URI Risk / Return Rank: 7676
Overall Rank
URI Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
URI Sortino Ratio Rank: 7777
Sortino Ratio Rank
URI Omega Ratio Rank: 7878
Omega Ratio Rank
URI Calmar Ratio Rank: 7373
Calmar Ratio Rank
URI Martin Ratio Rank: 7272
Martin Ratio Rank

META
META Risk / Return Rank: 2121
Overall Rank
META Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
META Sortino Ratio Rank: 2020
Sortino Ratio Rank
META Omega Ratio Rank: 2020
Omega Ratio Rank
META Calmar Ratio Rank: 2424
Calmar Ratio Rank
META Martin Ratio Rank: 1818
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. META - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for United Rentals, Inc. (URI) and Meta Platforms, Inc. (META). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


URIMETADifference
Sharpe ratioReturn per unit of total volatility

+1.74

Sortino ratioReturn per unit of downside risk

+2.56

Omega ratioGain probability vs. loss probability

1.27

0.93

+0.34

Calmar ratioReturn relative to maximum drawdown

1.71

-0.54

+2.25

Martin ratioReturn relative to average drawdown

3.67

-1.12

+4.79

URI vs. META - Sharpe Ratio Comparison

The current URI Sharpe Ratio is 1.23, which is higher than the META Sharpe Ratio of -0.51. The chart below compares the historical Sharpe Ratios of URI and META, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

URI vs. META - Drawdown Comparison

The maximum URI drawdown since its inception was -93.69%, which is greater than META's maximum drawdown of -76.74%. Use the drawdown chart below to compare losses from any high point for URI and META.


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Drawdown Indicators


URIMETADifference

Max Drawdown

Largest peak-to-trough decline

-93.69%

-76.74%

-16.95%

Max Drawdown (1Y)

Largest decline over 1 year

-30.04%

-33.30%

+3.26%

Max Drawdown (3Y)

Largest decline over 3 years

-37.03%

-34.15%

-2.88%

Max Drawdown (5Y)

Largest decline over 5 years

-39.96%

-76.74%

+36.78%

Max Drawdown (10Y)

Largest decline over 10 years

-63.26%

-76.74%

+13.48%

Current Drawdown

Current decline from peak

-1.82%

-28.06%

+26.24%

Average Drawdown

Average peak-to-trough decline

-36.54%

-15.83%

-20.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.97%

16.06%

-2.09%

Volatility

URI vs. META - Volatility Comparison

United Rentals, Inc. (URI) and Meta Platforms, Inc. (META) have volatilities of 9.85% and 10.17%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


URIMETADifference

Volatility (1M)

Calculated over the trailing 1-month period

9.85%

10.17%

-0.32%

Volatility (6M)

Calculated over the trailing 6-month period

34.70%

26.91%

+7.79%

Volatility (1Y)

Calculated over the trailing 1-year period

41.83%

35.52%

+6.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.88%

44.04%

-5.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.39%

38.67%

+3.72%

Dividends

URI vs. META - Dividend Comparison

URI's dividend yield for the trailing twelve months is around 0.70%, more than META's 0.37% yield.


PositionTTM202520242023
META
Meta Platforms, Inc.
0.37%0.32%0.34%0.00%
URI
United Rentals, Inc.
0.70%0.88%0.93%1.03%

Financials

URI vs. META - Financials Comparison

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


0.0010.00B20.00B30.00B40.00B50.00B60.00B20222023202420252026
3.99B
56.31B
(URI) Total Revenue
(META) Total Revenue
Values in USD except per share items

URI vs. META - Profitability Comparison

The chart below illustrates the profitability comparison between United Rentals, Inc. and Meta Platforms, Inc. 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%40.0%50.0%60.0%70.0%80.0%20222023202420252026
36.9%
81.9%
Portfolio components
URI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, United Rentals, Inc. reported a gross profit of 1.47B and revenue of 3.99B. Therefore, the gross margin over that period was 36.9%.

META - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Meta Platforms, Inc. reported a gross profit of 46.09B and revenue of 56.31B. Therefore, the gross margin over that period was 81.9%.

URI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, United Rentals, Inc. reported an operating income of 869.00M and revenue of 3.99B, resulting in an operating margin of 21.8%.

META - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Meta Platforms, Inc. reported an operating income of 22.87B and revenue of 56.31B, resulting in an operating margin of 40.6%.

URI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, United Rentals, Inc. reported a net income of 531.00M and revenue of 3.99B, resulting in a net margin of 13.3%.

META - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Meta Platforms, Inc. reported a net income of 26.77B and revenue of 56.31B, resulting in a net margin of 47.5%.


Frequently Asked Questions


URI and META have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

META has higher volatility (10.17%) compared to URI (9.85%). In terms of maximum drawdown, URI dropped -93.69% vs META's -76.74%.

URI currently has the higher Sharpe Ratio (1.23 vs -0.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for URI and META

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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