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Air Products and Chemicals vs United Rentals: Which Stock Looks Stronger in 2026?

Air Products and Chemicals holds the cleaner structural position, with the lead spread across stability and growth. United Rentals does not offset that deficit through any equally strong structural edge elsewhere. The market setup broadly confirms the structural lead — Air Products and Chemicals holds the more constructive position. That puts structure and market broadly in agreement — Air Products and Chemicals's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The lead is spread across stability and growth, rather than sitting in one isolated gap. The overall score gap is 19 points in favour of Air Products and Chemicals, Inc..

Trajectory Similarity
0.70
Similar
Peer-set rank: #45
within Air Products and Chemicals, Inc.'s functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

A solid similarity means the pair shares a clearly comparable long-term financial profile, even if individual dimensions still differ.

The strongest overlap appears in operating margin level and recent revenue growth.

Similarity drivers
operating margin levelrecent revenue growth
What reduces the match
investment intensity
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
APD
Air Products and Chemicals, Inc.
64
Peer-Score
Signal qualityHigh
vs
URI
United Rentals, Inc.
45
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: APD vs URI Profitability 35 33 Stability 74 22 Valuation 75 84 Growth 79 30 APD URI
Gap Ranking
#1 Stability +52
#2 Growth +49
#3 Valuation +9
#4 Profitability +2
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for APD and URI Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer APDURI Relative valuation Structural strength

Air Products and Chemicals, Inc. is stronger, but the price setup still looks more supportive for United Rentals, Inc..

Valuation position uses Forward P/E and peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Stability
Air Products and Chemicals, Inc. ranks near the top of the group on stability; United Rentals, Inc. sits in the weaker half.
Growth
The same broad pattern appears on growth: Air Products and Chemicals, Inc. ranks near the top of the group, while United Rentals, Inc. stays in the weaker half.
Stability — Dominant Gap
APD
74
URI
22
Gap+52in favour of APD

The clearest distance comes from a steadier profile over time.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for United Rentals, with a forward P/E that is 7.1 turns lower there.

What this means for the comparison

The lead is built on both stability and growth, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

Break down the APD vs URI comparison across all dimensions with the full interactive tool.

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Similar stability-and-growth comparisons

Explore how APD and URI each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.