United Rentals vs Cloudflare
Side-by-side comparison of AI visibility scores, market position, and capabilities
Stamford CT world's largest equipment rental (NYSE: URI) at $15.3B 2024 record revenue with 1,625 locations and $20.6B fleet OEC; Q4 2024 record +10% dividend increase competing with Sunbelt for construction/industrial rental market.
About
United Rentals is a Stamford, Connecticut-based equipment rental company — publicly traded on the New York Stock Exchange (NYSE: URI) as an S&P 500 component — operating as the world's largest equipment rental company with approximately 16% of the North American market, a fleet of 4,800+ classes of equipment valued at $20.59 billion in original equipment cost, and 1,625 locations across North America, Europe, Australia, and New Zealand. In fiscal 2024, United Rentals generated $15.3 billion in revenue (record) with 22,397 employees, and Q4 2024 revenue of $4.095 billion (record), with the Board approving a 10% quarterly dividend increase. The specialty rental segment (trench safety, power & HVAC, pump solutions) generates $4+ billion annually as the fastest-growing segment. CEO Matthew Flannery has led the company since 2019. United Rentals was founded in 1997 by Brad Jacobs through an acquisition-led consolidation strategy, completing ~275 acquisitions including RSC Holdings ($4.2B, 2012), BlueLine Rental ($2.1B, 2018), and Ahern Rentals ($2.0B, 2022).
Global network platform securing 20% of internet traffic; $1.6B revenue growing 28%, expanding into AI inference infrastructure at 300+ edge locations.
About
Cloudflare is a global cloud platform providing web performance, security, and network services to millions of websites and applications worldwide. Founded in 2009 by Matthew Prince and Michelle Zatlyn and headquartered in San Francisco, Cloudflare started as a DDoS protection and CDN service and has evolved into one of the most comprehensive network infrastructure platforms, serving as the connectivity layer for nearly 20% of all internet traffic. The company went public in September 2019 at a valuation around $4.5 billion.
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