建筑设备租赁和销售数字平台
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Jim Cramer on EquipmentShare.com: “It’s the Kind of Stock You Buy, You Put Away”
Yahoo Finance· 2026-01-28 17:52
Core Viewpoint - EquipmentShare.com Inc is highlighted as a growth stock with a market cap of approximately $7.5 billion and an enterprise value of just under $10 billion, indicating its potential for long-term investment [1]. Group 1: Company Overview - EquipmentShare provides a digital platform for construction equipment rentals and sales, along with industrial tools and site management services [2]. - The company also offers machinery parts, maintenance, and safety products, enhancing its service offerings in the construction industry [2]. Group 2: Financial Metrics - The company has a market cap of around $7.5 billion and over $2 billion in net debt, leading to an enterprise value of just under $10 billion [1]. - EquipmentShare's enterprise multiple is calculated at 14.5 based on the midpoint of last year's preliminary EBITDA numbers, which is considered reasonable for a fast-growing disruptor in the industry [1]. - The company boasts a three-year revenue compound annual growth rate (CAGR) of approximately 36%, significantly higher than the 12% CAGR of United Rentals, indicating strong growth potential [1].