MGRC — Stock Film
STOCK FILMSCENE 1/12MGRC · $110
Stock Expert AI presents
MGRC
McGrath RentCorp
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
McGrath RentCorp. What it actually does.

Rents and sells relocatable modular buildings for various applications. Provides portable storage containers for temporary storage needs. Now — the numbers.

on the stock market since 1984
1,306 employees
$2.7B market value
WHERE DOES THE MONEY COME FROM?
68%Mobile Modular
Mobile ModularTrs Ren Telco 16%Portable Storage 10%Enviroplex 6%
68% of all revenue comes from a single line: Mobile Modular.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Revenue last year:
$944.2M
The net profit left over:
$156.3M
Out of every $100 in sales, $17 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 17%

This is an established company with proven profits.

THE SALES TREND
Sales are growing, year after year.

Average growth of 11% a year over the last 4 years. Every year shown ended in profit.

$616.8M
2021
2022
2023
2024
$944.2M
2025
Cash on hand:
$295K
Total debt:
$527.8M
The debt outweighs the cash.

The gap is $527.5M. In times of high interest rates, a gap like that can squeeze a company.

THE PRICE TAG
MARKET VALUE / ANNUAL PROFIT
17.3×

The market pays 17.3× for every dollar of annual profit — around what a business like this usually costs.

Against companies in its own sector, it looks cheaper than 75% of them.

Analysts' average target sits 28% above today's price.

THE COUNCIL REVIEW
9

angles, checked one by one.

The 2 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

STRENGTHS
Fat profit per sale, but shrinking8/10
The shares trade freely10/10
THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 15% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
A fat but narrowing margin

The net profit margin is 17% — still a thick cushion, though costs have been eating into it lately.

2
THE BRIGHT SIDE · 2/3
Sales keep climbing

Over the last 4 years, sales grew about 11% a year on average.

3
THE BRIGHT SIDE · 3/3
Pays a steady dividend

It pays out $1.96 per share each year — regular cash for whoever holds the stock.

THE RISKS

Our checks did not surface a specific risk to flag here. That is not the same as there being none.

FINALE · THE GRADE
A
75 / 100 · MoonshotScore

On our five-subject report card, MGRC sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”

The takeaway: MGRC is an established business that has proven its profits for years. The real debate here isn’t the price — it’s whether the company can keep up this pace.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

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This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film