EQPT
EquipmentShare.com Inc.
Industrials · Rental & Leasing Services · NMS
$25.50
Close 2026-05-13
✗ ETHICAL FAIL

WEAK MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$6.8B
Trailing P/E
2,550.00
Forward P/E
24.44
Rev Growth
+1.1%
Profit Margin
0.1%
ROE
0.3%
Analyst Target
$40.22
Recommendation
BUY
About EquipmentShare.com Inc.

EquipmentShare.com Inc. provides integrated, full-service construction solutions across equipment rental, sales, and technology. It offers rental of aerial work platforms, electric and hydraulic power tools, vehicles, trailers, attachments, agriculture and landscaping equipment, climate control, compaction, compressed air, concrete and masonry, earth moving, fluid solutions, forklifts and material handling, ground protection, industrial tooling, ladders and scaffolding, lighting and security, power solutions, surface preparation and cleaning products, storage solutions and containers; and welding, cutting, pipe fabrication, and other products., as well as safety, testing, and communication products. The company also provides equipment parts; event and site management; maintenance and repair; and other services. The company serves the construction industry in the United States through a network of dealers and online. EquipmentShare.com Inc. was formerly known as EquipmentShare Inc. The company was founded in 2014 and is based in Columbia, Missouri.

Opportunity Summary
Trading at $26, 63% above fair value of $16. Fails ethical screen (Debt ratio). Ranks better than 0% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.64%)FAIL
Cash Ratio (0.06%)PASS
Receivables Ratio (0.00%)PASS
Revenue Ratio (0.00%)PASS
OverallFAIL
Score Ethical: 10.0
Score Valuation: 44.5
Score Quality: 38.2
Score Combined: 33.2
Fair Value Est: $15.65 · Margin of Safety: -38.6% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation57.6
Quality7.8
Cash Flow50.0
Moat25.0
Balance Sheet0.0
Debt Purity0.0
Liquid Purity82.9
Rev Purity100.0
Compliance53.8
Tier: WATCH · Score: 28.3 · Rank: #5006
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-08-13-0.07Pending--
2026-05-13-0.23-0.11+51.5%
2026-03-180.150.26+73.5%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$989.0M-$29.0M$113.0M$287.0M$1.0M-0.20
2025-12-31$1.6B$65.2M$284.0M$440.6M$179.1M0.21
2025-09-30$943.9M$6.3M$185.2M$306.4M$64.8M
2025-06-30$1.1B$16.5M$159.8M$292.0M$63.1M
2025-03-31$716.0M-$48.0M$75.0M$200.0M-$10.0M-0.27
2024-12-31
Insider Transactions
DateNameRoleSharesValue
2026-05-19HILL WILLIAM BRYANDirector21,803$499.1K
2026-05-15BHATIA NAVEENDirector10,000$242.2K
2026-04-01MARQUARDT DAVIDChief Financial Officer65,000--
2026-04-01WOPATA MARKOfficer65,000--
2026-01-26MARQUARDT DAVIDChief Financial Officer4,285$105.0K
Top Institutional Holders
HolderSharesValue% Held
Anchorage Capital Group, LLC17.8M$368.4M0.1%
Insight Holdings Group, LLC13.5M$280.4M0.1%
BDT Capital Partners, LLC10.5M$218.7M0.0%
Price (T.Rowe) Associates Inc5.4M$112.5M0.0%
Wellington Management Group, LLP5.3M$110.3M0.0%
Tiger Global Management, LLC4.6M$94.9M0.0%
Anchorage Capital Advisors, L.P. 3.4M$70.8M0.0%
American Century Companies Inc2.9M$60.3M0.0%
Fred Alger Management, LLC2.5M$51.1M0.0%
Capital World Investors2.1M$43.6M0.0%
Analyst Recommendations
3 Months Ago
1
6
3
10 analysts
2 Months Ago
1
6
3
10 analysts
Last Month
1
6
3
10 analysts
Current
1
6
3
10 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$9.5B
Price/Book
4.37
Analysts
9
Total Revenue (TTM)
$4.7B
Total Debt
$4.2B
Rec. Mean
1.70
Short Ratio
6.40
Short % Float
0.1%
Employees
8,206

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Trade Consideration
The Opportunity
Score 33.2 (P22 — top 77.6% of scored tickers). Weak Moat. Ethical FAIL. 9 analysts at Buy.
Price: $25.50 | Target: $40.67 (+59%) | Fair Value: $15.65 (+-39%)
Score
33
Moat
WEAK
Conviction
Standard
Upside
+59%
The Fundamentals
Revenue Growth+1.1%
Profit Margin0.1%
ROE0.3%
Forward P/E24.4
Market Cap$6.8B
Earnings Track Record
DateEstimateReportedSurprise
2026-08-13$-0.07Pending
2026-05-13$-0.23$-0.11+51.5%
2026-03-18$0.15$0.26+73.5%
Position Sizing Scenarios
Stop: $21.68 (-15%) | Entry: $25.50
SharesCostProfit to TargetR:R
To Consensus ($40.67, 9 analysts)
10$255.00+$151.70 (59%)4.0R
50$1,275.00+$758.50 (59%)4.0R
100$2,550.00+$1,517.00 (59%)4.0R
To Fair Value ($15.65)
10$255.00+$-98.50 (-39%)-2.6R
50$1,275.00+$-492.50 (-39%)-2.6R
100$2,550.00+$-985.00 (-39%)-2.6R
Risk Factors
  • Elevated short interest (6.40 days to cover)
The Verdict
EquipmentShare.com Inc. holds a weak competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

C
Quant Score
42.5
Risk Grade
Layers
7
Quality: LOW_LIQUIDITY,CONSISTENT_BEATER
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-9.0%
worst expected daily loss, 19 in 20 days
CVaR 95%
-10.3%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
-2.43
above 1.0 is good
Max Drawdown
-46.9%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
35
Liquidity Grade
LOW
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
NONE
Bollinger Position
LOWER_HALF
Beta
Relative Volume
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
100.0%
Earnings Consistency
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Tuesday
Worst Day
Thursday
Best Month
May
Worst Month
Mar
Fri-Mon Effect
1.0075245825901522
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
-17.6%
Beat Drift Positive %
0.0%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-6.1%
3M Return
-27.8%
6M Return
12M Return
Momentum Rank
#4045
Momentum Signal
DOWN

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