

Business Partnerships

Targeted Impact

Who Will Benefit?

What Comes Next?

The construction equipment marketplace reveals a strategic dichotomy between asset-heavy traditional rental providers and asset-light technology platforms. United Rentals, Herc Rentals, and Sunbelt Rentals dominate with extensive owned fleets, while technology-focused Samsara and Fleetio offer pure software solutions without equipment ownership. Marketplace models including BigRentz, Dozr, and klarx connect equipment owners with contractors. EquipmentShare uniquely bridges this divide with substantial owned inventory alongside sophisticated telematics technology, positioning it as the sector's most balanced operator in the equipment-to-technology spectrum.
EquipmentShare generated $2.3B in revenue as of 2023, reflecting a year-over-year growth rate of +35.29%, according to PM Insights' market research. EquipmentShare carries a 1.02x revenue multiple as of May 05, 2025, according to PM Insights' venture secondary market data.
Over the last 90 days, shares returned -3.92%, with $47.85M in secondary bids, offers, and transactions activity, according to PM Insights' secondary market data.
EquipmentShare's mutual fund disclosures indicate a three-month moving average fund price per share of $22.05 as of December 30, 2024, according to PM Insights' market data.
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