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MGRC

McGrath RentCorp

MGRC

NASDAQ·Industrials·Rental & Leasing Services·Mkt cap $2.9B

$117.35

▼ -2.12%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$94.99 - $128.41

P/E

18.63

Fwd P/E

18.43

Beta

0.44

Div Yield

1.63%

Avg Vol

236.5K

Shares Out

24.6M

Mkt Cap

$2.9B

Price action

Price chart

Down 0.1% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

▲

Bull Case

5 reasons

  • Diversified revenue streams across four specialized segments reduce dependence on single markets or economic cycles
  • Large distributed fleet of specialized equipment creates high barriers to entry and switching costs for customers
  • Established relationships with essential service sectors (education, construction, environmental) provide stable recurring rental revenue
  • Integrated business model combining rentals with equipment sales maximizes asset utilization and profitability
  • Geographic and operational scale enables efficient fleet management and rapid customer response across North America
▼

Bear Case

1 risk

  • Low volatility (beta 0.4).

Growth

Stable outlook

Positive revenue trend

Value

Attractively priced below Rental & Leasing peer average

Momentum

Strong

+11.5% over 3m

Quality

Strong

Excellent business quality

Dividend

Modest

1.63% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 22, 2026

“
Q2 26 RECAP

APR 29, 2026

Reported EPS of $1.10 vs $1.13 consensus (-2.6% surprise). Revenue of $198.5M vs $198.2M expected (+0.2%).

EPS miss
Rev beat +0.2%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-2.6%

Next: Apr 22, 2026

Revenue trend · last 8Q

—

—

+10%

+4%

+11%

-4%

+5%

+2%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$212.6M

$266.8M

$243.7M

$195.4M

$235.6M

$256.4M

$256.8M

$198.5M

Margins · last 8Q

Gross

—

Operating

—

Profit

13.6%

View full earnings history →

Wall Street consensus

Analyst coverage

Live ratings and price targets aggregated across covering analysts.

No analyst coverage on file for this stock yet.

View full analyst page →

vs Industry

How MGRC stacks vs Rental & Leasing Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.