MGRCIndustrials · Rental & Leasing ServicesThe 3 Wall Street analysts covering McGrath RentCorp hold a median 12-month price target of $148 — +11.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 59 of 100 as at 4 Nov 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores McGrath RentCorp on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (95): The share price has been relatively steady.
Accruals (21): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on MGRC, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +11.4% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 12 Feb 2026 | Barclays | Initiates | Overweight | $140 |
| 12 Feb 2026 | Barclays | Initiates | Overweight | — |
| 18 Sept 2025 | Oppenheimer | Maintains | Outperform | — |
| 11 Dec 2024 | CJS Securities | Assumes | Market Outperform | $152 |
| 22 Nov 2024 | Oppenheimer | Maintains | Outperform | — |
| 25 Oct 2024 | Oppenheimer | Maintains | Outperform | — |
| 25 Sept 2024 | Oppenheimer | Reinstates | Outperform | $120 |
| 6 Oct 2023 | Oppenheimer | Maintains | Outperform | — |
| 23 Feb 2023 | Oppenheimer | Maintains | Outperform | — |
| 2 Feb 2023 | Sidoti & Co. | Upgrade | Buy | — |
| 16 Nov 2022 | Sidoti & Co. | Downgrade | Neutral | — |
| 12 Aug 2020 | Oppenheimer | Upgrade | Outperform | — |
| 4 Feb 2020 | Sidoti & Co. | Maintains | Buy | — |
| 12 Sept 2019 | Sidoti & Co. | Maintains | Buy | — |
| 31 July 2019 | Sidoti & Co. | Maintains | Buy | — |
| 19 Sept 2018 | Berenberg | Initiates | Buy | — |
| 14 Sept 2016 | Sidoti & Co. | Maintains | Buy | — |
| 8 Jan 2016 | Sidoti & Co. | Upgrade | Buy | — |
| 4 Nov 2015 | Keybanc | Downgrade | Sector Weight | — |
| 4 Nov 2015 | KeyBanc | Downgrade | Sector Weight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
MGRC appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, McGrath RentCorp returned +25.6% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 37% of US stocks
Cheaper than 35% of US stocks
Cheaper than 35% of US stocks
Cheaper than 24% of US stocks
Higher than 45% of US stocks
Higher than 54% of US stocks
Higher than 60% of US stocks
Higher than 85% of US stocks
Higher than 79% of US stocks
Higher than 70% of US stocks
Higher than 82% of US stocks
Higher than 75% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
McGrath RentCorp has a market value of $3.2B and an enterprise value of $3.9B.
Revenue in the twelve months to 30 June 2026: $932.9M. The latest quarter grew 7.1% year on year.
Net income over the same four quarters: $152.8M, a 16.4% net margin.
Diluted earnings per share, trailing twelve months: $6.21.
Free cash flow in the twelve months to 30 June 2026: −$6.9M.
McGrath RentCorp spent $48.5M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 20.5×; forward P/E: 19.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.49%, paying out 30% of earnings.
McGrath RentCorp employs 1,306 people — $714K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own McGrath RentCorp — and when they’d sell — is the membership. See the Ticker Nerd 20 →
McGrath RentCorp is set to join an index lineup on Wednesday before trading begins. The change is part of a series of adjustments by the company that manages the index.
Why it matters — MGRC watchers may note the scheduled index inclusion and the index manager’s ongoing adjustments.
S&P Dow Jones Indices said McGrath RentCorp will replace Glaukos in the S&P SmallCap 600, effective before the market opens on November 4, 2026. The change is part of index adjustments that also move Okta to the S&P 500 and Glaukos to the S&P MidCap 400.
Why it matters — MGRC watchers may note the company's addition to the S&P SmallCap 600.
McGrath RentCorp reported third-quarter growth in rental operations, led by Mobile Modular and TRS-RenTelco, while lowering its full-year revenue outlook due to slower-than-expected completion of new modular equipment sales projects.
Why it matters — MGRC watchers may weigh rental-business momentum against the reduced revenue outlook tied to delayed project completions.
The item is a transcript of McGrath RentCorp’s Q3 2026 earnings call; the excerpt provides no further details about the discussion.
Why it matters — MGRC watchers may consult the transcript for management’s comments, but the supplied excerpt contains no information on results or outlook.
A Zacks item says McGrath's Q3 revenue and EPS offer a view of its performance for the quarter ended September 2026, and points readers to compare key metrics with Wall Street estimates and year-ago figures. The excerpt does not provide the results or comparisons.
Why it matters — MGRC watchers may find those metric comparisons useful for assessing quarterly performance, but the excerpt contains no figures or comparison outcomes.
The 3 Wall Street analysts covering McGrath RentCorp have a median 12-month price target of $148, with estimates ranging from $140 to $152. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 3 analysts covering McGrath RentCorp, 3 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks McGrath RentCorp 59 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, McGrath RentCorp ranks 59 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (95 of 100).
No one can know that. What the data says: the median 12-month target from 3 analysts implies +11.4% from the last close, and Ticker Nerd's factor model ranks McGrath RentCorp 59 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering McGrath RentCorp publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for MGRC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $140 to $152 over the next 12 months.
McGrath RentCorp returned +25.6% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
McGrath RentCorp is a business-to-business rental company that provides modular space and specialized equipment solutions across North America and international markets. Its core offerings include relocatable modular buildings for offices, classrooms, and other temporary space needs, portable storage containers for secure on-site storage, and electronic test equipment used by technical and industrial customers.
The most recent item we track (The Motley Fool, 2 Nov 2026): "Why McGrath RentCorp Stock Was Bumping Higher Today". McGrath RentCorp is set to join an index lineup on Wednesday before trading begins. The change is part of a series of adjustments by the company that manages the index.
McGrath RentCorp is a business-to-business rental company that provides modular space and specialized equipment solutions across North America and international markets. Its core offerings include relocatable modular buildings for offices, classrooms, and other temporary space needs, portable storage containers for secure on-site storage, and electronic test equipment used by technical and industrial customers. The company also manufactures classroom-focused modular buildings through Enviroplex. McGrath RentCorp serves a wide range of end markets, including education, construction, industrial operations, telecommunications, aerospace, and government, supporting customers that need flexible, short- to medium-term asset access rather than permanent ownership. Through its Mobile Modular, Portable Storage, TRS-RenTelco, and Enviroplex segments, McGrath RentCorp plays a practical role in supplying mobile infrastructure, storage capacity, and test instruments to organizations with changing operational demands.
CEO Mr. Philip B. Hawkins · 1,306 employees · United States · https://www.mgrc.com
