Stanley Black & Decker, Inc. (SWK)
Stanley Black & Decker makes power tools, hand tools, and industrial fastening products.
SWK vs URI: how the two businesses compare
- Similar size: URI and SWK each brought in about $16.1B of yearly revenue.
- More profitable: URI keeps 15 cents of each sales dollar as profit, against 3 cents at SWK.
- More cash from each sale: URI turns 32 cents of each sales dollar into operating cash flow, against 6 cents at SWK.
From each company's latest annual SEC filing. Fiscal years can end on different dates.
United Rentals (URI) and Stanley Black & Decker (SWK) reported similar revenue: $16.1B (fiscal year ended Dec 2025) versus $15.1B (fiscal year ended Jan 2026). SWK's net margin was 2.7% and URI's 15.5%. The SEC classifies them differently (Cutlery, Handtools & General Hardware; Services-Equipment Rental & Leasing, NEC); what connects them is shared exposure to the Economic trends research theme, not a common industry.
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
- Industrials
- Different
- Separate classifications
- Different
- SWK January 2 · URI December 31
- Feb 24, 2026
SWK vs URI: quick comparison
| Company fact | SWK | URI |
|---|---|---|
| Company | Stanley Black & Decker, Inc. | United Rentals, Inc. |
| Exchange | NYSE | NYSE |
| SEC industry | Cutlery, Handtools & General Hardware | Services-Equipment Rental & Leasing, NEC |
| Fiscal year-end | January 2 | December 31 |
| Latest annual filing | 10-K · 2026-02-24 | 10-K · 2026-01-28 |
SWK vs URI: audited financials
- Scale: revenue is roughly in line ($16.1B for URI versus $15.1B for SWK).
- Net margin: URI kept 15.5% of revenue as net income versus 2.7% at SWK.
- Cash conversion: operating cash flow equalled SWK 6.4% of revenue, or 2.42× net income; URI 32.2% of revenue, or 2.08× net income. A ratio well above 1× usually reflects non-cash charges or working-capital release; well below 1× can reflect working-capital build or non-cash gains.
- Periods: the fiscal years end 3 days apart (2026-01-03 and 2025-12-31), so these annual figures cover close to the same months.
| Metric | SWK | URI |
|---|---|---|
| Revenue | $15.1B2024-12-29 to 2026-01-03 · SEC filing | $16.1B2025-01-01 to 2025-12-31 · SEC filing |
| Net income | $402M2024-12-29 to 2026-01-03 · SEC filing | $2.5B2025-01-01 to 2025-12-31 · SEC filing |
| Operating cash flow | $971M2024-12-29 to 2026-01-03 · SEC filing | $5.2B2025-01-01 to 2025-12-31 · SEC filing |
| Diluted EPS | $2.652024-12-29 to 2026-01-03 · SEC filing | $38.612025-01-01 to 2025-12-31 · SEC filing |
| Net margin | 2.7%2024-12-29 to 2026-01-03 · SEC filing | 15.5%2025-01-01 to 2025-12-31 · SEC filing |
SWK: FY ending 2026-01-03 · URI: FY ending 2025-12-31. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
Where SWK and URI overlap, and where they don't
Overlap
- Shared research theme: Economic trends.
- Nearly aligned fiscal calendars: SWK's year ends January 2 and URI's December 31.
Differences
- Different SEC industries: SWK files as Cutlery, Handtools & General Hardware; URI as Services-Equipment Rental & Leasing, NEC.
- Only SWK maps to Tariffs & trade.
- Profitability: net margin of 2.7% for SWK versus 15.5% for URI.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
United Rentals, Inc. (URI)
United Rentals is the largest equipment-rental company, leasing construction and industrial machinery.
What moves each company
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
What moves SWK
We have not yet published a company-specific driver list for SWK. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-02-24.
What moves URI
We have not yet published a company-specific driver list for URI. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-01-28.
The investment question
You now know how SWK and URI are classified, when their fiscal years end, and where their exposures overlap. Those are the facts. The investment question is what each share price already assumes about their exposure to economic trends, and which evidence in the next filings would prove that assumption wrong.
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Read the full researchSEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. SWK's fiscal year ends January 2, while URI's ends December 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 1 matched transaction row for SWK and 15 matched transaction rows for URI. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
SWK primary filings
URI primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
More comparisons involving SWK or URI
SWK vs URI FAQs
Are SWK and URI direct competitors?
Not necessarily. Stanley Black & Decker files as Cutlery, Handtools & General Hardware and United Rentals as Services-Equipment Rental & Leasing, NEC. The pair is compared because both map to the Economic trends research theme, not because the filings show head-to-head competition.
Is SWK or URI the bigger company by revenue?
United Rentals (URI) and Stanley Black & Decker (SWK) reported similar revenue: $16.1B (fiscal year ended Dec 2025) versus $15.1B (fiscal year ended Jan 2026). SWK's net margin was 2.7% and URI's 15.5%. The SEC classifies them differently (Cutlery, Handtools & General Hardware; Services-Equipment Rental & Leasing, NEC); what connects them is shared exposure to the Economic trends research theme, not a common industry. Each figure is the annual amount tagged in the company's own SEC XBRL filing; market value depends on live prices, which this page does not publish.
Which is better, SWK or URI?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this SWK vs URI comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Stanley Black & Decker, Inc. and United Rentals, Inc. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-11-09. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-11-09. Independent educational research; not investment advice.
Which business differences matter to the investment thesis?
SWK vs URI compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
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