Sunbelt Rentals Holdings Inc. Common Stock vs Weyerhaeuser Company Common Stock — how do they compare? Sunbelt Rentals Holdings Inc. Common Stock trades at $74.57 (market cap $31.69B), while Weyerhaeuser Company Common Stock trades at $19.03 (market cap $13.67B). The key difference: Sunbelt Rentals Holdings Inc. Common Stock is far larger — about 2.3× Weyerhaeuser Company Common Stock's market cap, and Weyerhaeuser Company Common Stock pays the higher dividend (4.43%). Which is the better fit depends on your goals.
| SUNB | WY | |
|---|---|---|
Market Cap | $31.69B | $13.67B |
Volume | 3,330,792 | 6,820,453 |
Sector | Industrials | Real Estate |
52-Week High | $86.06 | $27.10 |
52-Week Low | $63.09 | $18.47 |
Typical Hold Time | 6 Days | — |
Enterprise Value | $43.08B | $18.59B |
Dividend Yield | 1.36% | 4.43% |
Signals from Pluang's Aura AI — not financial advice
SUNB trades at $77.33, up 2.34% with neutral technical signals. The company reported strong Q2 2026 earnings beat ($1.18 vs $0.99 expected) and raised FY2027 guidance. Valuation metrics show P/E of 23.08 and ROE of 18.37%, with revenue growth from $10.79B to $11.5B projected. Recent institutional buying includes State Street Corp's $441M investment in Q2 2026.
Outlook remains positive with analyst consensus target of $86.83 (12.3% upside). Key opportunities include infrastructure demand and specialty equipment rental growth, while risks involve significant debt load ($7.5B) and declining free cash flow. The stock presents a balanced risk-reward profile with moderate growth potential.
Weyerhaeuser (WY) trades at $18.97, up 0.16% with neutral technical signals. The stock shows strong earnings momentum, beating estimates for three consecutive quarters, while fundamentals reveal modest profitability with 6.89% net margin and 4.97% ROE. Recent news highlights institutional accumulation and upcoming Q3 earnings on October 29. The company maintains stable revenue at $6.9B but faces cash flow challenges with negative net cash flow of $203M in 2025.
Weyerhaeuser presents a mixed outlook with analyst consensus favoring bullish sentiment (52% buy ratings) and a $29.33 price target suggesting 55% upside. However, risks include weak dividend coverage, high leverage at 5x, and sensitivity to interest rates and housing market cycles. The stock's current proximity to 52-week lows offers potential value but requires careful monitoring of lumber demand recovery and Q3 earnings results.
Trailing returns across standard periods
Sunbelt Rentals provides equipment rentals and related services in the United States, Canada, and the United Kingdom. Its fleet includes general and specialty equipment for construction, industrial, infrastructure, and maintenance projects.
Read more on SUNB →Weyerhaeuser Company is a timberland-focused real estate investment trust (REIT) that owns and manages more than 10 million acres of timberland in US, in addition to timberlands under long-term license in Canada. The company also manufactures wood products, including lumber, oriented strand board, and engineered wood.
Read more on WY →