Both in Equipment Rental

United Rentals vs Sunbelt Rentals Holdings

Over the past year URI returned +5.5% and SUNB returned +4.7%; their daily moves had a correlation of 0.84.

URI +5.5% SUNB +4.7%Growth of $1, one year, split-adjusted
MetricURISUNB
Price$1,043.78$76.13
Market cap$64.63B$31.20B
Today−7.12%−5.70%
1 month+0.6%+1.8%
6 months+10.6%—
Year to date+29.0%—
1 year+22.4%—
Revenue growth (YoY)+15.7%—
Gross margin41.8%—
Net margin18.8%—
P/E (TTM)22.6×—
Price / sales3.7×—
Net cash-$14.52B—
Dividend yield0.75%1.58%
Volatility (60d)35.9%—
Short % of float2.3%2.1%
Next earnings——

Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).