McGrath RentCorp
MGRCMarket price data through August 3, 2026.
Performance
Aug 2021 – Aug 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- +5%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$114
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- July 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 0 months
- How long Benson has been tracking this pick.
About McGrath RentCorp
McGrath RentCorp is a business-to-business rental company. Instead of selling equipment, it rents it out, and it does this in three areas: portable modular buildings used as classrooms and temporary offices, portable storage containers, and high-end electronic test equipment. Think of it as a company that owns the gear other businesses only need for a while, and collects steady rent for letting them use it.
The case for and against
Both sides of the story, in plain English.
- Steady Rent Machine
McGrath keeps money flowing in month after month across three different rental businesses. In the most recent quarter rental revenue grew 5 percent to 162 million dollars, with all three rental segments growing at once. Full year revenue reached about 944 million dollars in 2025, and management guides for as much as 995 million dollars in 2026.
- Data Center Tailwind
Its test equipment arm is riding the data center boom. Rental revenue there jumped 13 percent as companies rented gear to help build out new data centers. On top of that the business is genuinely profitable, with net margins around 16 percent, and it pays a growing dividend of roughly 50 cents per share every quarter, so you earn income while you hold.
- Slow And Steady
This is not a fast grower. Total revenue rose only about 2 to 4 percent year over year, and the stock has actually fallen around 16 percent over the past year. If you are chasing explosive gains, this steady rental business will likely feel slow.
- Feeling The Squeeze
Demand is softening in parts of the business. The share of modular equipment actually out on rent slipped from 76 percent to about 71 percent, and rising labor and material costs are squeezing margins. A weaker construction economy would hit McGrath directly.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-08-03. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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