United Rentals vs ServiceNow
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).
NYSE-listed (NOW) enterprise workflow platform at $10.98B revenue serving 85% of Fortune 500; ITSM and AI automation competing with Atlassian and Microsoft for enterprise service management consolidation.
About
ServiceNow is a Santa Clara, California-based enterprise cloud platform — listed on NYSE (NYSE: NOW) — providing IT service management (ITSM), IT operations management (ITOM), customer service management, HR service delivery, security operations, and business process automation across enterprise departments through a unified platform that enables organizations to digitalize and automate workflows at scale. Founded in 2004 by Fred Luddy and generating $10.98 billion in subscription revenue in fiscal year 2024 with 8,100+ enterprise customers including 85% of the Fortune 500 (Apple, Amazon, Nike, Goldman Sachs), ServiceNow is the fastest enterprise software company to reach $10 billion in revenue.
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