SUNB vs SYF Comparison

Sunbelt Rentals (formerly UK-based Ashtead Group) is the number two equipment rental company in the US (11% market share), with a smaller presence in Canada and the UK. Sunbelt operates a rental fleet of just over $15 billion across a network of 1,200 stores in the US, nearly CAD 2 billion of fleet and 135 stores in Canada, and GBP 1.1 billion and 190 stores in the UK. The company has experienced rapid growth over the past decade as its customers increasingly turn to rental versus owning equipment outright. The general tool business has been augmented by the Specialty Rental business, which has grown to 30% of the mix. Revenue is now greater than 50% nonconstruction, with the remainder focused more directly on commercial construction.

Synchrony Financial, originally a spinoff of GE Capital's retail financing business, is the largest provider of private-label credit cards in the United States by both outstanding receivables and purchasing volume. Synchrony partners with other firms to market its credit products in their physical stores as well as on their websites and mobile applications. Synchrony operates through three segments: retail card (private-label and co-branded general-purpose credit cards), payment solutions (promotional financing for large ticket purchases), and CareCredit (financing for elective healthcare procedures).