MGRC
McGrath RentCorp
MGRC has a slight edge over RKLB overall, supported by lower modeled downside.
RKLB
Rocket Lab USA, Inc.
RKLB offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
MGRC Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Strong |
MGRC's profitability, cash flow and balance sheet are currently strong, and its revenue is stable.
RKLB Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Under pressure | |
| Weak | |
| Unavailable |
RKLB's revenue is currently strong, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
MGRC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 13x | $86.10 | -34% |
| Fair | 18x | $118 | -9.3% |
| Current | 20x | $130 | — |
| Forward | 20x | $130 | — |
| Expensive | 21x | $138 | +6.1% |
Historical ranges are pointers, not guarantees.
MGRC's PE is in its expensive range at 20.0x. On analysts' estimates for next year's earnings, today's price would be 20.0x.
RKLB PE Valuation
RKLB has no meaningful PE right now: it lost money over the past year.
MGRC Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect MGRC's earnings to grow and its profitability to improve, with its revenue holding steady.
RKLB Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
RKLB has the edge over MGRC on the outlook, with more favorable revenue expectations.
MGRC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.51 | +0.3% |
| Q3 2026 | $6.49 | +9.8% |
| Q2 2026 | $6.21 | -40% |
| Q1 2026 | $6.30 | -35% |
| Q4 2025 | $6.35 | -33% |
| Q3 2025 | $5.91 | -35% |
| Q2 2025 | $10.27 | +118% |
| Q1 2025 | $9.65 | +88% |
| Q4 2024 | $9.43 | +32% |
MGRC has the edge over RKLB on earnings quality, reporting a profit while its opponent remains loss making.
RKLB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.36 | +$0.03 |
| Q2 2026 | -$0.27 | +$0.19 |
| Q1 2026 | -$0.32 | +$0.09 |
| Q4 2025 | -$0.37 | +$0.01 |
| Q3 2025 | -$0.39 | -$0.02 |
| Q2 2025 | -$0.46 | -$0.11 |
| Q1 2025 | -$0.41 | -$0.04 |
| Q4 2024 | -$0.38 | $0.00 |
RKLB is still losing money, but less than at its worst: $0.36 per share over the past year, against $0.46 at its worst in mid-2025.
MGRC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $274.6M | +7.1% |
| Q2 2026 | $221.1M | -6.2% |
| Q1 2026 | $198.5M | +1.6% |
| Q4 2025 | $256.8M | +5.3% |
| Q3 2025 | $256.4M | -3.9% |
| Q2 2025 | $235.6M | +11% |
| Q1 2025 | $195.4M | +4% |
| Q4 2024 | $243.7M | +10% |
MGRC's revenue grew through 2024 and has held roughly level since: $275M last quarter, up 7.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 27% | +0.9 points |
| Q2 2026 | 24% | -0.2 points |
| Q1 2026 | 22% | -1.5 points |
| Q4 2025 | 29% | +3 points |
| Q3 2025 | 26% | -2 points |
| Q2 2025 | 24% | +4.5 points |
| Q1 2025 | 23% | +0.6 points |
| Q4 2024 | 26% | +0.8 points |
MGRC has the edge over RKLB on profitability, with a higher operating margin.
RKLB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $267.8M | +73% |
| Q2 2026 | $234.1M | +62% |
| Q1 2026 | $200.3M | +63% |
| Q4 2025 | $179.7M | +36% |
| Q3 2025 | $155.1M | +48% |
| Q2 2025 | $144.5M | +36% |
| Q1 2025 | $122.6M | +32% |
| Q4 2024 | $132.4M | +121% |
RKLB has the edge over MGRC on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -30% | +8.5 points |
| Q2 2026 | -25% | +17 points |
| Q1 2026 | -28% | +20 points |
| Q4 2025 | -28% | +11 points |
| Q3 2025 | -38% | +12 points |
| Q2 2025 | -41% | -0.5 points |
| Q1 2025 | -48% | -1.9 points |
| Q4 2024 | -39% | +41 points |
RKLB's operating margin was −30% last quarter, up 8.5 points from the same quarter a year ago.
MGRC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $53.7M | +0.5% |
| Q2 2026 | $52M | +36% |
| Q1 2026 | $34.3M | -31% |
| Q4 2025 | $69.8M | +114% |
| Q3 2025 | $53.5M | -72% |
| Q2 2025 | $38.2M | -49% |
| Q1 2025 | $49.9M | +46% |
| Q4 2024 | $32.6M | +$83.7M |
MGRC has the edge over RKLB on cash generation, producing positive trailing cash flow while its opponent burns cash.
RKLB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$23.9M | +$45.5M |
| Q2 2026 | -$110.1M | -$54.8M |
| Q1 2026 | -$77.4M | +$5.5M |
| Q4 2025 | -$114.2M | -$90.2M |
| Q3 2025 | -$69.4M | -$27.5M |
| Q2 2025 | -$55.3M | -$26.9M |
| Q1 2025 | -$82.9M | -$61.1M |
| Q4 2024 | -$23.9M | +$28.7M |
RKLB has burned cash in almost every quarter: −$326M over the past year, against −$232M the year before.
MGRC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -43K shares |
| 1 year | -0.8% | -193K shares |
| 3 years | -0.3% | -74K shares |
| 5 years | -0.2% | -56K shares |
| Available history | -1% | -246K shares |
MGRC has the edge over RKLB on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $6.8M |
| Q2 2026 | $15.5M |
| Q1 2026 | $11.9M |
| Q4 2020 | — |
| Q3 2020 | $116,000 |
| Q2 2020 | $5.6M |
| Q1 2020 | $7.9M |
RKLB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.6% | +22.6M shares |
| 1 year | +23% | +124M shares |
| 3 years | +35% | +168M shares |
| 5 years | +46% | +204M shares |
RKLB has 652M diluted shares, up 23% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
MGRC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.0x | Very low |
| Q2 2026 | -0.0x | Net Cash |
| Q1 2026 | -0.0x | Net Cash |
| Q4 2025 | -0.0x | Very low |
| Q3 2025 | -0.0x | Net Cash |
| Q2 2025 | -0.0x | Very low |
| Q1 2025 | -0.0x | Net Cash |
| Q4 2024 | -0.0x | Very low |
MGRC has more cash than debt.
RKLB Net Leverage
RKLB's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
MGRC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 66.0 | Neutral |
| Stochastic | 69.4 | Neutral |
MGRC's weekly RSI is 66 (neutral) and its Stochastic is 69 (neutral).
RKLB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.8 | Neutral |
| Stochastic | 27.6 | Neutral |
RKLB's weekly RSI is 47 (neutral) and its Stochastic is 28 (neutral).
MGRC PE vs Industrials Sector
| Metric | MGRC | Sector median | Relative |
|---|---|---|---|
| PE | 20x | 24x | 17% below |
| PE % | 68 | 58 | 10 pts above |
MGRC is trading at 20x earnings, a 17% discount to the Industrials sector's median of 24x.
RKLB PE vs Industrials Sector
RKLB has no meaningful PE right now: it lost money over the past year.
MGRC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $118.5 | 9.7% above |
| 20 week MA | $117.0 | 11% above |
| 50 week MA | $113.5 | 14% above |
| 100 week MA | $114.1 | 14% above |
| 200 week MA | $109.9 | 18% above |
MGRC has the edge over RKLB on trend strength, trading above more of its moving averages.
RKLB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $61.4 | 4.3% above |
| 20 week MA | $68.1 | 5.9% below |
| 50 week MA | $77.6 | 17% below |
| 100 week MA | $56.5 | 13% above |
| 200 week MA | $31.4 | 104% above |
RKLB's trend is mixed: it's above three of its five weekly moving averages, and 104% above its 200-week average.
MGRC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $77.5 | $64.2 | -17% |
| 2021 | $64.2 | $79.6 | +24% |
| 2022 | $79.6 | $98.0 | +23% |
| 2023 | $98.0 | $119.6 | +22% |
| 2024 | $119.6 | $110.8 | -7.4% |
| 2025 | $110.8 | $108.1 | -2.5% |
| 2026 YTD | $108.1 | $130.0 | +20% |
MGRC has the edge over RKLB on returns for 2026, with the stronger performance.
RKLB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.82 | $10.3 | +4.9% |
| 2021 | $10.3 | $12.0 | +17% |
| 2022 | $12.0 | $3.77 | -69% |
| 2023 | $3.77 | $5.53 | +47% |
| 2024 | $5.53 | $27.2 | +392% |
| 2025 | $27.2 | $70.7 | +160% |
| 2026 YTD | $70.7 | $64.1 | -9.3% |
RKLB's yearly returns have swung widely, from +392% in 2024 to −69% in 2022. It's down 9.3% so far in 2026.