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Herc Holdings: A Value Play

Jan. 06, 2022 1:45 AM ETHerc Holdings Inc. (HRI)AL, BECN, MSM, TRTN, UNVR8 Comments

Summary

  • Herc Holdings has done well to recover so far from the COVID-19 pandemic, with sales, profits, and cash flows rising.
  • This follows years of strong performance leading up to the pandemic and further underscores the value of the enterprise.
  • Shares are also attractively priced at this point in time, making them a compelling prospect for value-oriented investors.
  • Looking for a helping hand in the market? Members of Crude Value Insights get exclusive ideas and guidance to navigate any climate. Learn More »

RentEquip local rental agency renting heavy equipment machinery for construction sites such as boom lifts, forklift and manlift in Rockingham county, Virginia

krblokhin/iStock Editorial via Getty Images

Buying equipment, especially if that equipment is not something one will use regularly, can be an expensive proposition. Often, it can prove to be prohibitive when it comes to the activity that you are seeking to engage in. Because

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This article was written by

Daniel Jones profile picture
28.66K Followers

Daniel is an avid and active professional investor.

He runs Crude Value Insights, a value-oriented newsletter aimed at analyzing the cash flows and assessing the value of companies in the oil and gas space. His primary focus is on finding businesses that are trading at a significant discount to their intrinsic value by employing a combination of Benjamin Graham's investment philosophy and a contrarian approach to the market and the securities therein. Learn more.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (8)

R
@ls2g09 I would love to see an update to this analysis. I like HRI especially after their retreat from $160 to $130 but would like insight into 2022 prospects.
i
@RoyGraham Look for bumped up guidance when they release Q1.
Tulip hoard profile picture
Noting current pricing of vehicles recently going to take a pass but tyđź’©
i
@Tulip hoard HRI has nothing to do with Hertz rental cars.
C
Same comment as on your URI article a month ago - the SA peers are useless. Try comparing URI and HRI to find value and determine which one is better.
l
@CPA022784 agree - Ashtead which is UK listed, (sunbelt rentals) is also a good comparator.
C
@ls2g09 Agree. I included them in my URI comment last month. They are a good peer also, although their geographic footprint and mix are a bit different. They trade OTC, but volume is light. Nevertheless, the 3 companies are really the only 3 public traded firms in the space. All the ones included in the table above are really silly.
i
@CPA022784 HEES is also a comp, although smaller.
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