RDW
Redwire Corporation
RDW offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
URI
United Rentals, Inc.
URI has a slight edge over RDW overall, supported by lower modeled downside and stronger fundamentals.
RDW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RDW's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
URI Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Stable |
URI's revenue, profitability and cash flow are currently healthy, and its balance sheet is stable.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
URI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 12x | $540 | -53% |
| Fair | 18x | $824 | -28% |
| Forward | 19x | $1,139 | — |
| Expensive | 24x | $1,100 | -3.5% |
| Current | 25x | $1,139 | — |
Historical ranges are pointers, not guarantees.
URI's PE is in its expensive range at 25x. If earnings grow as analysts expect, today's price would be 19x next year's earnings, in its fair range.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect RDW's losses to shrink, with revenue growing.
URI Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for URI, with profitability improving.
RDW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.17 | +$2.01 |
| Q2 2026 | -$1.37 | +$1.89 |
| Q1 2026 | -$2.59 | -$0.32 |
| Q4 2025 | -$2.28 | +$0.07 |
| Q3 2025 | -$3.18 | -$1.97 |
| Q2 2025 | -$3.26 | -$2.28 |
| Q1 2025 | -$2.27 | -$1.55 |
| Q4 2024 | -$2.35 | -$1.62 |
RDW is still losing money, but far less than before: $1.17 per share over the past year, against $3.26 at its worst in mid-2025.
URI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $59.66 | +31% |
| Q3 2026 | $45.50 | +17% |
| Q2 2026 | $41.64 | +7.7% |
| Q1 2026 | $39.20 | +1.5% |
| Q4 2025 | $38.68 | -0.2% |
| Q3 2025 | $38.88 | +1.5% |
| Q2 2025 | $38.67 | +2.1% |
| Q1 2025 | $38.62 | +4.6% |
| Q4 2024 | $38.75 | +9.6% |
URI has the edge over RDW on earnings quality, reporting a profit while its opponent remains loss making.
RDW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $109M | +5.4% |
| Q2 2026 | $117.1M | +90% |
| Q1 2026 | $97M | +58% |
| Q4 2025 | $108.8M | +56% |
| Q3 2025 | $103.4M | +51% |
| Q2 2025 | $61.8M | -21% |
| Q1 2025 | $61.4M | -30% |
| Q4 2024 | $69.6M | +9.6% |
RDW's revenue has grown year over year for five quarters in a row: $109M last quarter, up 5.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -24% | +16 points |
| Q2 2026 | -19% | +130 points |
| Q1 2026 | -72% | -49 points |
| Q4 2025 | -75% | -48 points |
| Q3 2025 | -40% | -22 points |
| Q2 2025 | -149% | -140 points |
| Q1 2025 | -23% | -19 points |
| Q4 2024 | -27% | -17 points |
RDW's operating margin was −24% last quarter, up 16 points from the same quarter a year ago.
URI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.9B | +16% |
| Q2 2026 | $4.4B | +12% |
| Q1 2026 | $4B | +7.2% |
| Q4 2025 | $4.2B | +2.8% |
| Q3 2025 | $4.2B | +5.9% |
| Q2 2025 | $3.9B | +4.5% |
| Q1 2025 | $3.7B | +6.7% |
| Q4 2024 | $4.1B | +9.8% |
URI's revenue has grown year over year for 22 quarters in a row: $4.9B last quarter, up 16% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 29% | +2.5 points |
| Q2 2026 | 26% | +0.4 points |
| Q1 2026 | 22% | +0.2 points |
| Q4 2025 | 25% | -1.5 points |
| Q3 2025 | 26% | -1.8 points |
| Q2 2025 | 25% | -1.2 points |
| Q1 2025 | 22% | -2.8 points |
| Q4 2024 | 27% | -2 points |
URI has the edge over RDW on profitability, with a higher operating margin.
RDW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$65.3M | -$38.5M |
| Q2 2026 | -$33.5M | +$57.2M |
| Q1 2026 | -$11.4M | +$35.5M |
| Q4 2025 | -$26.5M | -659% |
| Q3 2025 | -$26.9M | -$7.6M |
| Q2 2025 | -$90.6M | -$80.2M |
| Q1 2025 | -$46.9M | -3996% |
| Q4 2024 | $4.7M | -65% |
RDW has burned cash in most quarters: −$137M over the past year, against −$160M the year before.
URI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.6B | +38% |
| Q2 2026 | $1.8B | +35% |
| Q1 2026 | $1.5B | +6.2% |
| Q4 2025 | $1.3B | +167% |
| Q3 2025 | $1.2B | +$1.3B |
| Q2 2025 | $1.3B | +$1.6B |
| Q1 2025 | $1.4B | +279% |
| Q4 2024 | $471M | -47% |
URI has the edge over RDW on cash generation, producing positive trailing cash flow while its opponent burns cash.
RDW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +29.6M shares |
| 1 year | +179% | +160M shares |
| 3 years | +289% | +186M shares |
| 5 years | +319% | +190M shares |
RDW has 250M diluted shares, up 179% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
URI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -367K shares |
| 1 year | -3.1% | -2M shares |
| 3 years | -8.8% | -6M shares |
| 5 years | -14% | -10.4M shares |
| Available history | -20% | -15.4M shares |
URI has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $375M |
| Q2 2026 | $395M |
| Q1 2026 | $421M |
| Q4 2025 | $631M |
| Q3 2025 | $618M |
| Q2 2025 | $431M |
| Q1 2025 | $289M |
| Q4 2024 | $403M |
URI spent $1.8B buying back its own shares over the past year, up 4.7% from the year before.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
URI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.0x | Moderate |
| Q2 2026 | 3.1x | Elevated |
| Q1 2026 | 3.1x | Elevated |
| Q4 2025 | 3.1x | Elevated |
| Q3 2025 | 3.1x | Elevated |
| Q2 2025 | 2.9x | Moderate |
| Q1 2025 | 2.8x | Moderate |
| Q4 2024 | 2.9x | Moderate |
URI's net debt is about 3.0 years of its operating earnings (EBITDA), about the same as a year ago.
RDW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 16.1 | Oversold |
RDW's weekly RSI is 42 (neutral) and its Stochastic is 16 (oversold).
URI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 57.3 | Neutral |
| Stochastic | 65.7 | Neutral |
URI's weekly RSI is 57 (neutral) and its Stochastic is 66 (neutral).
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
URI PE vs Industrials Sector
| Metric | URI | Sector median | Relative |
|---|---|---|---|
| PE | 25x | 24x | 4% above |
| PE % | 88 | 58 | 30 pts above |
URI is trading at 25x earnings, in line with the Industrials sector's median of 24x.
RDW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.06 | 11% below |
| 20 week MA | $10.1 | 20% below |
| 50 week MA | $10.6 | 24% below |
| 100 week MA | $11.6 | 31% below |
| 200 week MA | $8.07 | 0.5% below |
RDW is in a downtrend: it's below all five of its weekly moving averages, and 0.5% below its 200-week average.
URI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,084.7 | 5% above |
| 20 week MA | $1,079.8 | 5.5% above |
| 50 week MA | $963.3 | 18% above |
| 100 week MA | $869.0 | 31% above |
| 200 week MA | $720.5 | 58% above |
URI has the edge over RDW on trend strength, trading above more of its moving averages.
RDW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.2 | $7.34 | -28% |
| 2022 | $7.34 | $1.92 | -74% |
| 2023 | $1.92 | $2.85 | +48% |
| 2024 | $2.85 | $17.1 | +501% |
| 2025 | $17.1 | $7.15 | -58% |
| 2026 YTD | $7.15 | $8.03 | +12% |
RDW's yearly returns have swung widely, from +501% in 2024 to −74% in 2022. It's up 12% so far in 2026.
URI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $168.5 | $232.6 | +38% |
| 2021 | $232.6 | $331.7 | +43% |
| 2022 | $331.7 | $355.2 | +7.1% |
| 2023 | $355.2 | $573.4 | +61% |
| 2024 | $573.4 | $716.5 | +25% |
| 2025 | $716.5 | $827.9 | +16% |
| 2026 YTD | $827.9 | $1,139.1 | +38% |
URI has the edge over RDW on returns for 2026, with the stronger performance.