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Ken GriffinReduced
Citadel Advisors · Q2 2026
$1.61M
13.3K shares · 0.0% of portfolio
Mcgrath Rentcorp
Mcgrath Rentcorp (MGRC) is listed on NASDAQ and classified in Rental & Leasing Services, part of the Industrials sector. It is headquartered in Livermore, United States and has 1,306 employees. The company is worth $2.85B and trades at 18.4x its earnings of the last twelve months; the median for its sector is 24.3x. Revenue was $944.24M in fiscal 2025, up 3.7% from the year before. Net income was $156.31M. The share price is 7.2% below its 52-week high of $125.83. It pays a dividend yielding 1.70%, and has raised its annual dividend for 28 years in a row in our records. 6 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Israel Englander (Millennium Management), at $16.67M. In that quarter, 2 of them opened or added to the position and 3 reduced it. Over the last 30 days, company insiders sold $862.82K of its stock on the open market and bought none. All of those sales were scheduled in advance under 10b5-1 plans.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▲ +46.2% over 5Y.
today you would have $1,711.47▲ +71.1%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 17 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year-end price | $104.93 | $111.82 | $119.62 | $98.74 | $80.26 | $67.10 | $76.54 | $51.48 | $46.98 | $39.19 | $25.19 | $35.86 | $39.80 | $29.10 | $28.99 | $26.22 | $22.36 | |
| P/E |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings growing 8.8% a year plus a 1.7% dividend yield. Growth capped at 25%.
Median P/E of 24.3 among peers in the sector.
Median P/E of 16.5 across this company’s own years on record.
Cash flow growing 8.8% a year for 10 years, discounted at 10%, then 2.5% forever.
Sector median of 13.2x operating profit, less net debt. Banks have no EBITDA.
Dividend growing 5.5% a year against a 7.0% required return, from the stock’s beta.
Companies of similar size in Industrials, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| ACCVAccelevation Holdings Corp. | $13.01 | — | — | 0.00% | — | $2.9B |
| CXWCoreCivic, Inc. | $29.33 | 23.5x | 2.0x | 0.00% | 8.77% | $2.9B |
| FLYFirefly Aerospace Inc. | $16.75 | — | 2.3x | 0.00% | -57.95% | $2.8B |
| ARCBArcbest Corp | $130.30 |
| 16.5x |
| 16.5x |
| 11.9x |
| 16.8x |
| 21.0x |
| 21.9x |
| 16.1x |
| 19.5x |
| 15.9x |
| 7.4x |
| 24.5x |
| 15.8x |
| 20.5x |
| 23.8x |
| 16.3x |
| 14.5x |
| 17.5x |
| 16.0x |
| P/S | 2.5x | 2.7x | 3.0x | 3.5x | 3.8x | 3.6x | 2.8x | 3.3x | 2.5x | 2.4x | 2.2x | 1.5x | 2.3x | 2.7x | 2.0x | 2.1x | 2.2x | 1.9x |
| P/B | 2.2x | 2.1x | 2.4x | 3.1x | 3.0x | 2.7x | 2.4x | 2.9x | 2.2x | 2.2x | 2.4x | 1.6x | 2.2x | 2.6x | 2.0x | 2.1x | 2.2x | 2.0x |
| EPS | $6.35 | $9.43 | $7.12 | $4.70 | $3.66 | $4.16 | $3.93 | $3.24 | $6.34 | $1.60 | $1.59 | $1.75 | $1.67 | $1.78 | $2.00 | $1.50 | $1.40 |
| Dividend yield | 2.44% | 1.84% | 1.69% | 1.55% | 1.82% | 2.15% | 2.44% | 1.91% | 2.49% | 2.20% | 2.59% | 3.95% | 2.72% | 2.40% | 3.21% | 3.16% | 3.41% | 3.85% |
| Payout | 45.75% | 30.39% | 20.04% | 25.98% | 38.30% | 47.13% | 39.30% | 37.28% | 39.51% | 16.32% | 63.44% | 62.58% | 55.71% | 57.19% | 52.53% | 45.75% | 59.67% | 61.43% |
| Profit margin | 15.93% | 16.55% | 25.44% | 20.99% | 18.11% | 16.78% | 17.81% | 16.98% | 15.93% | 33.31% | 9.02% | 10.00% | 11.20% | 11.44% | 12.30% | 14.48% | 12.52% | 12.08% |
| ROE | 12.64% | 12.64% | 20.63% | 18.70% | 14.32% | 12.25% | 14.94% | 15.27% | 13.89% | 29.36% | 9.70% | 10.66% | 10.77% | 10.82% | 12.28% | 14.89% | 12.37% | 12.46% |
Median of the years shown; P/E years above 200x are left out.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
7 methods answered, across 4 families.
Room for errors in the reported numbers.
+22.1% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| 188.8x |
| 2.3x |
| 0.37% |
| 1.27% |
| $2.91B |
| DNOWDNOW Inc. | $15.41 | — | 1.3x | 0.00% | -11.60% | $2.79B |
| ACHRArcher Aviation Inc. | $3.80 | — | 1.5x | 0.00% | -44.47% | $2.93B |
