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MGRC Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
116.350
Open
116.260
VWAP
114.29
Vol
133.16K
Mkt Cap
2.79B
Low
112.940
Amount
15.22M
EV/EBITDA(TTM)
14.18
Total Shares
24.56M
EV
3.40B
EV/OCF(TTM)
13.93
P/S(TTM)
3.03
McGrath RentCorp is a business-to-business rental company in North America. The Company operates through four segments: Mobile Modular, Portable Storage, TRS-RenTelco and Enviroplex. Mobile Modular segment provides modular buildings in the United States. It provides prefabricated customizable modular buildings, mobile office trailers, portable classrooms, portable sales office buildings, prefab restrooms and more for rent, lease and sale. Portable Storage segment’s rental inventory is comprised of steel containers, which are used to provide a temporary storage solution that is delivered to the customer’s location. TRS-RenTelco segment rents and sells general purpose and communications test equipment. TRS-RenTelco segment’s general purpose test equipment rental inventory includes oscilloscopes, amplifiers, analyzers (spectrum, network and logic), signal source and power source test equipment. Enviroplex segment manufactures modular buildings used primarily as classrooms in California.
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Events Timeline

(ET)
2026-02-25
16:10:00
McGrath Reports Q4 Revenue of $256.8M
select
2026-02-25
16:10:00
Sees FY26 Adjusted EBITDA of $360M-$378M
select
2026-02-05 (ET)
2026-02-05
16:20:00
McGrath Appoints Hawkins as CEO
select

News

NASDAQ.COM
5.0
07-05NASDAQ.COM
McGrath RentCorp Director Sells 7,500 Shares
  • Transaction Overview: On July 1, 2026, McGrath RentCorp director Joseph F. Hanna sold 7,500 shares at a weighted average price of approximately $120.64 per share, totaling about $905,000, which represented 4.7% of his direct holdings, reducing his stake from 159,049 to 151,549 shares.
  • Holding Analysis: The transaction involved only direct ownership with no indirect holdings or derivative securities affected, and Hanna still holds around $18.3 million in stock, indicating that his confidence in the company's future remains intact despite the sale.
  • Company Performance: McGrath RentCorp reported a 5% increase in rental operations revenue to $162.2 million in Q1, with TRS-RenTelco achieving a 13% growth in rental revenue from data center buildouts, and management confirmed full-year revenue guidance between $945 million and $995 million, showcasing the company's robust market position.
  • Investor Confidence Maintained: Although Hanna sold less than 5% of his stake, long-term investors should not be alarmed given the company's 35 consecutive years of dividend increases and steady rental growth, and should instead focus on how macroeconomic uncertainties may impact future results.
Fool
5.0
07-04Fool
McGrath RentCorp Director Sells 7,500 Shares
  • Transaction Overview: On July 1, 2026, McGrath RentCorp director Joseph F. Hanna sold 7,500 shares of common stock in multiple open-market transactions, totaling approximately $905,000, reducing his direct holdings to 151,549 shares valued at around $18.17 million post-transaction.
  • Historical Comparison: This 7,500-share sale marks the smallest of Hanna's five recorded open-market transactions since February 2024, significantly below his historical average of approximately 13,254 shares per transaction, indicating a gradual reduction in his holdings.
  • Stake Proportion Change: The sale reduced Hanna's direct holdings by 4.72%, from 159,049 to 151,549 shares, suggesting potential limitations on future sales as his share count continues to decline.
  • Investor Interpretation: Although Hanna's small-scale stock sale may raise questions, it is viewed as routine portfolio trimming rather than a negative signal for the company's outlook, especially given the 5% revenue growth in rental operations reported for Q1 2026 and management's full-year revenue guidance of $945 million to $995 million.
Newsfilter
9.5
06-25Newsfilter
McGrath RentCorp Announces Q2 Earnings Release Date
  • Earnings Release Plan: McGrath RentCorp is set to release its Q2 financial results on July 29, 2026, after market close, demonstrating the company's commitment to transparency and investor communication.
  • Conference Call Details: The company will host a conference call at 5:00 PM ET on the same day to discuss the financial results, indicating its dedication to maintaining close ties with investors and enhancing market trust.
  • Sustainability Commitment: McGrath RentCorp's rental products and services are part of the circular supply economy, helping customers work more efficiently and sustainably manage their environmental footprint, reflecting the company's long-term commitment to environmental responsibility.
  • Shareholder Return History: The company has increased dividends for 35 consecutive years, showcasing its stable financial performance and commitment to shareholder returns, which bolsters investor confidence.
NASDAQ.COM
8.5
05-31NASDAQ.COM
Paradice Investment Management Increases Stake in McGrath RentCorp
  • New Investment Initiative: Paradice Investment Management initiated a position of 158,670 shares in McGrath RentCorp in Q1 2026, with an estimated trade value of $17.64 million, reflecting confidence in the company's market potential.
  • Asset Management Growth: This transaction resulted in a 3.31% increase in reportable assets under management for Paradice, indicating that its investment strategy in the rental services sector is yielding positive results and enhancing its market position.
  • Enhanced Financial Flexibility: McGrath RentCorp recently secured a new $725 million credit facility extending to 2031, which further strengthens the company's financial flexibility and supports future expansion and investment opportunities.
  • Steady Performance Growth: First-quarter rental revenue rose 5% to $162.2 million, and despite economic uncertainties, the company reaffirmed its full-year revenue target of up to $995 million, demonstrating resilience and growth potential in its business operations.
Fool
8.5
05-31Fool
Paradice Investment Management Acquires Stake in McGrath RentCorp
  • New Investment Disclosure: Paradice Investment Management disclosed a new position of 158,670 shares in McGrath RentCorp (MGRC) on May 14, 2026, with an estimated trade value of $17.64 million, indicating confidence in the company's prospects.
  • Ownership Proportion Analysis: Following this acquisition, MGRC now accounts for approximately 3% of Paradice's reportable U.S. equity AUM, highlighting its significance within the investment portfolio.
  • Strong Financial Performance: McGrath RentCorp reported a 5% year-over-year increase in rental revenue to $162.2 million in Q1, and despite a 4% decline in stock price, the company has maintained a 35-year streak of dividend growth, demonstrating stable cash flow and profitability.
  • Optimistic Future Outlook: The company reaffirmed its full-year revenue guidance of up to $995 million and adjusted EBITDA of up to $378 million, suggesting that if rental demand remains strong, the current valuation may be more attractive than recent stock performance indicates.
Yahoo Finance
8.5
05-31Yahoo Finance
Paradice Investment Management Takes $17.64 Million Stake in McGrath RentCorp
  • New Investment Disclosure: Paradice Investment Management disclosed a new position in McGrath RentCorp (NASDAQ:MGRC) on May 14, 2026, acquiring 158,670 shares valued at approximately $17.64 million, indicating strong confidence in the company.
  • Market Performance Analysis: Despite MGRC shares declining 4% over the past year, the company's ongoing expansion in the rental business and its impressive 35-year dividend growth streak highlight its stability and attractiveness in the industry.
  • Financial Health Status: In the first quarter, MGRC reported a 2% increase in total revenue to $198.5 million and a 5% rise in rental revenue to $162.2 million, demonstrating resilience and growth potential amid economic uncertainty.
  • Future Outlook: MGRC reaffirmed its full-year revenue guidance of up to $995 million and adjusted EBITDA of up to $378 million, suggesting that if rental demand remains strong, the current valuation may appear more attractive than recent share performance indicates.
Wall Street analysts forecast MGRC stock price to rise
1 Analyst Rating
Wall Street analysts forecast MGRC stock price to rise
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
143.00
Averages
143.00
High
143.00
Current: 0.000
sliders
Low
143.00
Averages
143.00
High
143.00
Barclays
Overweight
initiated
$140
AI Analysis
2026-02-11
Reason
Barclays
Price Target
$140
AI Analysis
2026-02-11
initiated
Overweight
Reason
Barclays initiated coverage of McGrath RentCorp with an Overweight rating and $140 price target. The firm views the company as a "relatively safer way" to play a potential cyclical recovery in U.S. non-residential construction. McGrath RentCorp's "more conservative" approach to execution and its management of expectations "should resonate well with investors," the analyst tells investors in a research note. Barclays views the company as top national modular solutions provider capable of delivering up to high-single-digit sales growth with upper 30's percent margins.
Oppenheimer
Oppenheimer
Outperform
maintain
$139 -> $143
2025-09-18
Reason
Oppenheimer
Oppenheimer
Price Target
$139 -> $143
2025-09-18
maintain
Outperform
Reason
Oppenheimer raised the firm's price target on McGrath RentCorp to $143 from $139 and keeps an Outperform rating on the shares after recently conducting investor meetings with McGrath's CEO/CFO. The company is poised to deliver relatively resilient and predictable adjusted EBITDA growth over a multi-year period, primarily via its core Mobile Modular rental operations. Mobile Modular's increasing rental revenue/unit, which is partly driven by emerging offerings Mobile Modular Plus/Site Related Services, contributes to revenue growth visibility for years to come given the four-year average duration of its rentals. McGrath's smaller Portable Storage segment appears to be stabilizing, while the company's TRS-RenTelco segment is rebounding, the firm adds.
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Valuation Metrics

The current forward P/E ratio for McGrath RentCorp (MGRC.O) is 18.12, compared to its 5-year average forward P/E of 19.20. For a more detailed relative valuation and DCF analysis to assess McGrath RentCorp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
19.20
Current PE
18.12
Overvalued PE
21.36
Undervalued PE
17.04

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
9.46
Current EV/EBITDA
10.14
Overvalued EV/EBITDA
10.26
Undervalued EV/EBITDA
8.66

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.92
Current PS
2.77
Overvalued PS
3.16
Undervalued PS
2.68

Financials

AI Analysis
Annual
Quarterly

Whales Holding MGRC

H
Hawk Ridge Capital Management LP
Holding
MGRC
+21.72%
3M Return
E
Eminence Capital, LP
Holding
MGRC
+16.05%
3M Return

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Frequently Asked Questions

What is McGrath RentCorp (MGRC) stock price today?

The current price of MGRC is 113.58 USD — it has decreased -2.35

What is McGrath RentCorp (MGRC)'s business?

McGrath RentCorp is a business-to-business rental company in North America. The Company operates through four segments: Mobile Modular, Portable Storage, TRS-RenTelco and Enviroplex. Mobile Modular segment provides modular buildings in the United States. It provides prefabricated customizable modular buildings, mobile office trailers, portable classrooms, portable sales office buildings, prefab restrooms and more for rent, lease and sale. Portable Storage segment’s rental inventory is comprised of steel containers, which are used to provide a temporary storage solution that is delivered to the customer’s location. TRS-RenTelco segment rents and sells general purpose and communications test equipment. TRS-RenTelco segment’s general purpose test equipment rental inventory includes oscilloscopes, amplifiers, analyzers (spectrum, network and logic), signal source and power source test equipment. Enviroplex segment manufactures modular buildings used primarily as classrooms in California.

What is the price predicton of MGRC Stock?

Wall Street analysts forecast MGRC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MGRC is143.00 USD with a low forecast of 143.00 USD and a high forecast of 143.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is McGrath RentCorp (MGRC)'s revenue for the last quarter?

McGrath RentCorp revenue for the last quarter amounts to 198.54M USD, increased 1.60

What is McGrath RentCorp (MGRC)'s earnings per share (EPS) for the last quarter?

McGrath RentCorp. EPS for the last quarter amounts to 1.10 USD, decreased -4.35

How many employees does McGrath RentCorp (MGRC). have?

McGrath RentCorp (MGRC) has 1306 emplpoyees as of July 08 2026.

What is McGrath RentCorp (MGRC) market cap?

Today MGRC has the market capitalization of 2.79B USD.