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50

MGRC

🏭 Industrials

McGrath RentCorp

Conservative #576Aggressive #901Low RiskHigh 100
$115.69+1.06%
Day High$116.81
Day Low$113.85
Volume0.1M
Mkt Cap$2.8B
52W Low $9552W High $128
Market Cap
$2.8B
P/E Ratio
19.1
Sector avg: 64.5
Rev Growth
9.5%
Sector avg: 19.0%
Earnings Growth
32.7%
Profit Margin
15.6%
Sector avg: -48.2%
Debt/Equity
0.46

Why This Score

MGRC scores 49.8 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Low volatility (5.6% annualized) — well-suited for risk-averse portfolios.
  • High conviction (100/100) — fundamental and ML signals agree on this stock.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 5-point penalty for execution risk.
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.

Moderate penalties (-8.0 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score49.8
Fundamental Score60.7
ML Score26.0

Score by Horizon

3 Month
69.4
6 Month
77.5
Primary
1 Year
81.6

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
20
Topping
Sentiment (2.5%)
54
Neutral
Analyst (6.4%)
65
Favorable
Tradability (post-hoc)
53
Grade Clow volume
Base
48.8
SHAP
+1.7
Factors
+0.6
Conviction
+1.7
Divergence
-3.0
Final
49.8
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)69.0
Technical (Momentum, Weinstein, Volatility)60.0
External (Sentiment, Analyst, Macro)80.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
-0.6% to +3.7%
Medium-term
-0.2% to +6.3%
Long-term
+0.2% to +8.8%

ML Model Core Features100 trained inputs → ML Score: 26

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score65.0/100
Target Upside+27.1%
Coverage5 analysts
Market Sentiment
Sentiment Score54.2/100
News Volume1 articles
Technical Stage
Weinstein Stage3 — Topping
12M Momentum-0.0%
6M Momentum-0.0%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+0.4%
Momentum ConsistencyStrong (0.81)
Relative Strength vs Sector-13.6%
Trend Strength (ADX Proxy)Weak (0.3)
Momentum Quality-0.016
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
14%
Low risk
Sector RevGr Rank
P65
Revenue growth vs Industrials peers
Sector PE Rank
P57
Valuation vs Industrials peers
Sector FCF Rank
P69
Free cash flow vs Industrials peers
Growth Deviation
+0.1σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 79 relative to sector peers79/100
Machine learning model ranks this stock at the 82th percentileP82
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +3.7pt (features align with model priorities)
Blend: 91% fund (78.8) + 9% ML (81.8) + SHAP(+3.7) = 82.8
Factor quality: +1.2pt (multi-factor composite)
Risk assessment: low. Annualized volatility 5.6%. Stability bonus of +10.8 points. Max drawdown 17% (-3.5 pts)Low
Market cap adjustment: -4.0 points ($2.8B market cap)-4.0 pts
Conviction bonus: +3.6pt (conviction=100)
Risk Factors
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -5 pointsGrade B
Quality concern: High accrual ratio (-45.5%) — earnings quality concernFlag

Sector Peer Comparison(Industrials — Rank #53 of 135 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
MGRC49.819.19.5%15.6%$2.8B
FER83.712.27.4%35.3%$51.9B
NDSN76.335.13.8%17.4%$16.6B
OMAB76.120.14.3%32.7%$6.2B
ODFL75.839.8-0.9%20.4%$40.6B
FAST72.742.68.7%15.3%$53.3B
WWD70.947.87.3%12.4%$22.8B
CSX70.926.5-3.1%20.5%$76.0B
LECO70.931.5-4.4%11.6%$16.2B
CTAS70.441.97.7%17.5%$77.7B
PCAR70.428.2-4.2%12.4%$66.7B
RYAAY69.713.03.8%11.6%$34.3B
CPRT69.123.09.7%33.4%$36.3B
FELE68.535.5-2.1%8.9%$4.8B
AEIS67.881.221.4%8.3%$11.9B
IESC67.730.916.9%9.1%$10.3B
Sector Average45.264.519.0%-48.2%

Market Sentimentvia FMP

Analyst Consensus
Buy5 analysts
Buy: 3Hold: 2
Price Target
$142consensus
Low $140Median $142High $143
+22.3% to consensus target

Company Overviewvia FMP

McGrath RentCorp operates as a business to business rental company in the United States and internationally. It rents and sells relocatable modular buildings, portable storage containers, electronic test equipment and related accessories, and liquid and solid containment tanks and boxes. The company operates through four segments: Mobile Modular, TRS-RenTelco, Adler Tanks, and Enviroplex. The Mobile Modular segment rents and sells modular buildings designed for use as classrooms, temporary offices adjacent to existing facilities, sales offices, construction field offices, restroom buildings, health care clinics, child care facilities, office spaces, and various other purposes; and portable storage containers. The TRS-RenTelco segment rents and sells general purpose electronic test equipment, such as oscilloscopes, amplifiers, analyzers, signal source, and power source test equipment primarily to aerospace, defense, electronics, industrial, research, and semiconductor industries. It also provides communications test equipment, including network and transmission test equipment for various fiber, copper, and wireless networks to the manufacturers of communications equipment and products, electrical and communications installation contractors, field technicians, and service providers. The Adler Tanks segment rents fixed axle steel tanks for storing groundwater, wastewater, volatile organic liquids, sewage, slurry and bio sludge, oil and water mixtures, and chemicals; vacuum containers for sludge and solid materials; dewatering boxes for the separation of water contained in sludge and slurry; and roll-off and trash boxes for temporary storage and transportation of solid waste. The Enviroplex segment manufactures and sells portable classrooms directly to public school districts and other educational institutions in California. The company was incorporated in 1979 and is headquartered in Livermore, California.

CEO
Joseph F. Hanna
Employees
1,219
Beta
0.49
Industry
Rental & Leasing Services
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
33.6
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-9.9%
High: $128.41
From 52W Low
+21.8%
Low: $94.99
Moving Averages
10-Day
$115.10
Above
20-Day
$115.80
Below
50-Day
$111.70
Above
200-Day
$114.30
Above
60-Day Support
$100.7
60-Day Resistance
$123.5
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 3 — ToppingScore: 28/100

Stock is losing momentum near highs. The 200-day SMA is flattening or beginning to turn. Historically, this stage precedes distribution.

Exercise caution; tighten risk management
Price vs 200 SMA
+1.2%
200 SMA Slope (60d)
-0.55%
Flattening
Volume Ratio
0.97x
10d avg vs 50d avg
Days in Stage
2
Confidence: 70%

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$257M$256M$236M$195M
Gross Profit$129M$119M$111M$96M
Operating Income$74M$67M$57M$46M
Net Income$50M$42M$36M$28M
EPS (Diluted)$2.02$1.72$1.46$1.15
Gross Margin50.1%46.5%47.0%49.3%
Operating Margin28.9%26.0%24.3%23.3%
Net Margin19.4%16.5%15.3%14.4%

Why This Stock

IndustrialsP/E ratio of 19.1Profit margin 15.6%

Tradability FilterGrade C — 53/100Score impact: -0.4pt

Volume
27
132K avg/day
Dollar Vol
70
$15M/day
Float
60
0K shares
Mkt Cap
62
$2.8B
Range
61
35% spread
Composite Liquidity Score53/100
FDCBA
low volume

Multi-Year Range Analysis

Sideways: 28/100
YearLowHighRangeStatus
2021$67.08$87.5326.5%Moderate
2022$71.17$100.3034%Moderate
2023$85.63$122.8335.7%Wide
2024$95.50$130.8631.2%Moderate
2025$94.99$129.9331.1%Moderate
3-Year Range
41.8%
Narrow Years
1 / 5
Sideways Penalty
None

Growth Projection Adjustment

0.7x dampening
weinstein basing

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
0.0%
Outstanding Shares
0M
Bid-Ask Spread
35.0%
Institutional Tradable
Limited

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.