Herc Holdings Inc. HRI

Competitive advantage analysis · industrials

Corporate Default
Overall moat score
50/100
Developing

Ranked against 27 peers in Rental & Leasing Services

About Herc Holdings Inc.

Herc Holdings Inc., together with its subsidiaries, operates as an equipment rental supplier in the United States and internationally. It rents aerial, earthmoving, material handling, trucks and trailers, air compressors, compaction, and lighting equipment. The company offers ProSolutions, an industry specific solution-based services, which include power generation, climate control, remediation and restoration, pump, trench shoring, and studio and production equipment; … Full HRI analysis →

Key strengths

  • Margins Stable Across Cycles Operating margin volatility is low (stability score 0.77), demonstrating pricing resilience across cycles.
  • Revenue Growth Consistent Revenue growth volatility is low (stability score 0.80), suggesting sticky customer base.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

Upgrade to unlock the signals and evidence behind each defense.

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Moderate
60
Premium

Signals, strengths and risks for Pricing Power

Premium

Signals, strengths and risks for Cost Advantage

Premium

Signals, strengths and risks for Customer Stickiness

Premium

Signals, strengths and risks for Capital Efficiency

Premium

Signals, strengths and risks for Resilience

Premium

Signals, strengths and risks for Scale & Market Position

Where HRI ranks in Rental & Leasing Services

Herc Holdings Inc. ranks #17 of 28 scored companies in Rental & Leasing Services by moat score — the top 61%. The widest moat in the group is Global Ship Lease Inc New (GSL) at 79/100.

# Company Moat score Rating
13 U-Haul Holding Company Series N UHAL-B 56/100 Moderate
14 U-Haul Holding Company UHAL 56/100 Moderate
15 Air Lease Corporation AL 55/100 Moderate
16 Willis Lease Finance Corporatio WLFC 53/100 Moderate
17 Herc Holdings Inc. HRI 50/100 Developing
18 Vestis Corporation VSTS 46/100 Developing
19 WillScot Holdings Corporation WSC 45/100 Developing
20 Custom Truck One Source, Inc. CTOS 39/100 Developing
21 Zoomcar Holdings, Inc. ZCAR 37/100 Developing

See every General Corporate company ranked by moat score →

How HRI scores on the Corporate Default defenses

Pricing Power

Score 60 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 53 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 68 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 30 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 46 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 41 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding HRI's moat

What is Herc Holdings Inc.'s moat score?

Herc Holdings Inc. (HRI) scores 50 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #17 of 28 scored companies in Rental & Leasing Services, the top 61%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 27 companies in Rental & Leasing Services. Its strongest defense is Customer Stickiness (68/100) and its weakest is Capital Efficiency (30/100).

How does Herc Holdings Inc. compare with other Rental & Leasing Services companies?

Herc Holdings Inc. ranks #17 of 28 scored companies in Rental & Leasing Services by moat score. The widest moat in Rental & Leasing Services is Global Ship Lease Inc New (GSL) at 79/100. The companies ranked closest are Willis Lease Finance Corporatio (WLFC) at 53 just above it and Vestis Corporation (VSTS) at 46 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 27 companies in Rental & Leasing Services. The defenses are then weighted to produce the overall score out of 100.

Why is Herc Holdings Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Herc Holdings Inc.?

The Corporate Default template measures 6 defenses, and HRI scores: Pricing Power (60), Cost Advantage (53), Customer Stickiness (68), Capital Efficiency (30), Resilience (46), Scale & Market Position (41). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

Send Feedback
Please select a category.
0/1000