Hertz Global Holdings Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Hertz Global Holdings Inc (HTZ) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Hertz Global Holdings Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 8,906M vs 26,609M combined for its competitors (25.1% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+7.6% annualized vs trailing 12 months), vs accelerating (+2.5%) for its tracked peer group.
- Growth: Hertz Global Holdings Inc generated 9.7% revenue growth year over year in Q2 2026, vs 1.7% for its competitors combined.
- Profitability: Its 2.7% net margin compares with 2.4% for the peer group.
- Scale: Hertz Global Holdings Inc ranks #17 of 26 companies by market capitalization in the Rental & Leasing industry, holding 0.4% of industry market cap.
- Peer revenue share: Hertz Global Holdings Inc accounted for 26.0% of combined revenue among its tracked peer group, up from 24.6% a year earlier.
- Peer differentiation: Revenue per employee of $0.34M compares with $0.33M for the peer group (1.0x).
- Structure: Hertz Global Holdings Inc operates in the following segments: Americas Rental Car, International Car Rental.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
HTZ Sales vs. its Competitors, Q2 2026
Hertz Global Holdings Inc reported revenue growth of 9.66 % year on year in Q2 2026, above its competitors' combined revenue growth of 1.67 %.
With a net margin of 2.67 %, Hertz Global Holdings Inc achieved higher profitability than its competitors (2.35 %).
Hertz Global Holdings Inc generated 26.00 % of the combined sales of its peer group, up from 24.57 % a year earlier.
API endpoints for this dataset
Hertz Global Holdings Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Hertz Global Holdings Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Hertz Global Holdings Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Hertz Global Holdings inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (2) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (6) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Hertz Global Holdings Inc's competitor groups requires a Commercial License.
For context: the Rental & Leasing industry grew revenue 9.7% year over year, combined, vs 9.7% for Hertz Global Holdings Inc. Hertz Global Holdings Inc's share of combined industry revenue moved from 6.53% to 6.53%, a gain of 0.00 percentage points.
Hertz Global Holdings Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Hertz Global Holdings inc | Yes | Yes | No | No |
| Competitors combined (4) | ||||
| High-Confidence Competitors (4) | ||||
| Similar-Size Competitors (10) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
HTZ Stock Performance relative to its Competitors
HTZ Stock Performance relative to High-Confidence Competitors
HTZ Stock Performance relative to Similar-Size Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Ryder System Inc | 282.9% | Outperformed |
| 2 | Ituran Location And Control Ltd | 282.9% | Outperformed |
| 3 | Alta Equipment Group Inc | 282.9% | Outperformed |
| 4 | Avis Budget Group Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Hertz Global Holdings Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Hertz Global Holdings Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Hertz Global Holdings inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Hertz Global Holdings inc |
685.52 | 8,906.00 |
 Ryder System Inc |
10,333.53 | 13,080.00 |
 Avis Budget Group Inc |
4,242.23 | 11,711.00 |
 Ituran Location And Control Ltd |
988.93 | 359.02 |
 Alta Equipment Group Inc |
194.42 | 1,818.10 |
| SUBTOTAL | 16,444.63 | 35,874.12 |
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Hertz Global Holdings inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Hertz Global Holdings Inc's Competitors Named by the Company
Competitive relationships identified from Hertz Global Holdings Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Avis Budget Group Inc | Company report | 85% |
| Enterprise Holdings | Company report | 85% |
| SIXT | Company report | 85% |
| Getaround Inc | Company report | 85% |
| Lyft Inc | Company report | 85% |
| Ryder System Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Hertz Global Holdings Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Hertz Global Holdings Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Hertz Global Holdings inc | Americas Rental Car 78.14 % |
| Ryder System Inc | Fleet Management Solutions 47.07 % |
| Avis Budget Group Inc | Americas 74.27 % |
| Ituran Location And Control Ltd | Location Based Services 73.69 % |
| Alta Equipment Group Inc | Construction Equipment Segment 59.54 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Hertz Global Holdings Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Hertz Global Holdings inc | 686 | 342,538 | 9,962 |
| Ryder System Inc | 10,334 | 253,488 | 10,078 |
| Avis Budget Group Inc | 4,242 | 468,440 | -27,800 |
| Ituran Location And Control Ltd | 989 | 123,080 | 20,568 |
| Alta Equipment Group Inc | 194 | 661,127 | -29,200 |
| PEERS TOTAL | 15,759 | 327,812 | -2,374 |
Hertz Global Holdings Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Hertz Global Holdings inc | United States 72.98 % |
| Ryder System Inc | United States 92.69 % |
| Avis Budget Group Inc | Americas 74.27 % |
| Ituran Location And Control Ltd | IL 54.62 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Hertz Global Holdings Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 23 companies in Hertz Global Holdings Inc's industry classification, broader than the peer set above. Market cap in millions of $.Hertz Global Holdings Inc ranks #17 of 23 companies by market capitalization in its industry, holding 0.39 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,994, indicating a moderately concentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | United Rentals Inc | 66,528 | 38.19 % |
| 2 | Aercap Holdings n v | 29,876 | 17.15 % |
| 3 | Ftai Aviation Ltd | 18,756 | 10.77 % |
| 4 | U haul Holding Company | 11,114 | 6.38 % |
| 5 | Ryder System Inc | 1,234 | 5.2% |
| 6 | Caris Life Sciences Inc | 1,234 | 5.2% |
| 7 | Herc Holdings Inc | 1,234 | 5.2% |
| 8 | Avis Budget Group Inc | 1,234 | 5.2% |
| 9 | Willscot Holdings Corporation | 1,234 | 5.2% |
| 10 | Firefly Aerospace Inc | 1,234 | 5.2% |
| 17 | Hertz Global Holdings inc | 686 | 0.39 % |
Market cap and industry share for the rest of Hertz Global Holdings Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Hertz Global Holdings Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 12 | Mcgrath Rentcorp | 3,062 | 18.57 % |
| 13 | Custom Truck One Source Inc | 2,143 | 60.22 % |
| 14 | Nuscale Power Corporation | 1,852 | -87.19 % |
| 15 | Prog Holdings Inc | 1,536 | 33.23 % |
| 16 | Upbound Group Inc | 1,234 | 12.3% |
| 17 | Hertz Global Holdings inc | 686 | -73.56 % |
| 18 | Terrestrial Energy inc | 1,234 | 12.3% |
| 19 | Marti Technologies Inc | 1,234 | 12.3% |
| 20 | Katapult Holdings Inc | 1,234 | 12.3% |
| 21 | Bragg Gaming Group Inc | 1,234 | 12.3% |
| 22 | Eshallgo Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Hertz Global Holdings Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Hertz Global Holdings Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Rental & Leasing industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (56 companies). See the full Rental & Leasing industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 41.26 % | 36.75 % (avg) | +4.5 pp |
| Operating Margin | - | industry median | - |
| EBITDA Margin | 3.94 % | 20.43 % (avg) | -16.5 pp |
| Capital Intensity (Capex / Revenue) | 23.83 % | 10.75 % (avg) | +13.1 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Hertz Global Holdings Inc's Valuation vs Competitive Position
Valuation multiples vs the Rental & Leasing industry average (56 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Rental & Leasing industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 21.5x | - |
| EV / EBITDA | 68.9x | 13.2x | +55.7x |
| P/B | -4.2x | 3.2x | -7.4x |
| Return on Equity | - | industry aggregate | - |
| Return on Invested Capital | - | 6.11 % (avg) | - |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Hertz Global Holdings Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2017 | 2018 | 2019 | 2020 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 12.84 % | -9.79 % | 2.89 % | -46.23 % | -500.00 % | 7.90 % | -3.44 % | -6.02 % |
| Operating Margin | 38.91 % | -0.06 % | 7.76 % | -24.31 % | 100.16 % | - | - | - |
| Return on Invested Capital | 19.24 % | -0.03 % | 3.13 % | -6.18 % | -25,289.98 % | - | - | - |
| P/E | 6.2x | - | - | - | - | 6.8x | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Hertz Global Holdings Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Hertz Global Holdings Inc falls in the Dog quadrant: relative market share of 0.01x vs its largest competitor, in an industry growing revenue 5.1% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: United Rentals Inc alone holds 38% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Hertz Global Holdings Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Moderate | Industry HHI of 1,994 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 23.83 % vs industry average 10.75 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Hertz Global Holdings Inc's dedicated Suppliers and Customers pages, not here.
Hertz Global Holdings Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Hertz Global Holdings Inc falls in the Medium attractiveness / Low strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Hertz Global Holdings Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+7.6% annualized vs trailing 12 months).
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.01x).
Opportunities
No rule matched.
Threats
- Industry dominated by United Rentals Inc , holding 38.19 % of industry market cap.
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: see Methodology: SWOT Analysis.
Hertz Global Holdings Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Hertz Global Holdings inc | 0.32 | 0.84 | - |
| Ryder System Inc | 0.06 | 0.71 | 4.45 |
| Avis Budget Group Inc | 0.18 | 0.75 | - |
| Ituran Location And Control Ltd | 1.04 | 2.28 | - |
| Alta Equipment Group Inc | 0.04 | 1.40 | - |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Hertz Global Holdings Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Hertz Global Holdings inc | Q2 2026 | +9.7 % | - |
| Ryder System Inc | Q3 2026 | +8.3 % | +17.4 % |
| Avis Budget Group Inc | Q2 2026 | -1.3 % | +600.0 % |
| Ituran Location And Control Ltd | Q4 2025 | +6.8 % | +6.1 % |
| Alta Equipment Group Inc | Q2 2026 | -1.0 % | - |
| PEERS TOTAL | +4.9 % | - |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Hertz Global Holdings Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Hertz Global Holdings inc | Q2 2026 | +4.3 % | - |
| Ryder System Inc | Q3 2026 | +54.5 % | +3.0 % |
| Avis Budget Group Inc | Q2 2026 | -8.3 % | - |
| Ituran Location And Control Ltd | Q4 2025 | +2.7 % | +59.7 % |
| Alta Equipment Group Inc | Q2 2026 | -1.9 % | +36.4 % |
Hertz Global Holdings Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Hertz Global Holdings inc | 1.12% | 1.02% | - |
| Ryder System Inc | 3.21% | 3.16% | 17.68% |
| Avis Budget Group Inc | - | - | - |
| Ituran Location And Control Ltd | 15.53% | 21.86% | 27.58% |
| Alta Equipment Group Inc | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Hertz Global Holdings Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Hertz Global Holdings inc | - | 0.08 |
| Ryder System Inc | 20.44 | 0.79 |
| Avis Budget Group Inc | - | 0.36 |
| Ituran Location And Control Ltd | 17.04 | 2.75 |
| Alta Equipment Group Inc | - | 0.11 |
| PEERS AVERAGE | 258.17 | 0.46 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.