Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
UHAL 
U-Haul Holding Company (UHAL)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: UHAL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -24.35% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.47B USD | Price to earnings Ratio 31.54 | 1Y Target Price 92.28 |
Price to earnings Ratio 31.54 | 1Y Target Price 92.28 | ||
Volume (30-day avg) 82783 | Beta 1.07 | 52 Weeks Range 59.70 - 79.04 | Updated Date 04/1/2025 |
52 Weeks Range 59.70 - 79.04 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.11 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 7.88% | Operating Margin (TTM) 11.07% |
Management Effectiveness
Return on Assets (TTM) 2.31% | Return on Equity (TTM) 6.09% |
Valuation
Trailing PE 31.54 | Forward PE 49.26 | Enterprise Value 16676370466 | Price to Sales(TTM) 2.02 |
Enterprise Value 16676370466 | Price to Sales(TTM) 2.02 | ||
Enterprise Value to Revenue 2.93 | Enterprise Value to EBITDA 9.19 | Shares Outstanding 19607800 | Shares Floating 107593815 |
Shares Outstanding 19607800 | Shares Floating 107593815 | ||
Percent Insiders 60.9 | Percent Institutions 39.57 |
Analyst Ratings
Rating 3 | Target Price 98.55 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
U-Haul Holding Company
Company Overview
History and Background
U-Haul Holding Company was founded in 1945 in Ridgefield, Washington, by Leonard Shoen. Initially focused on renting trailers, it expanded into truck rentals and self-storage. Key milestones include national expansion in the 1950s and the development of a comprehensive dealer network. The company evolved into a diversified transportation and storage solutions provider.
Core Business Areas
- Moving and Storage: Rental of trucks, trailers, and self-storage units to individuals and families moving belongings. This is the core of U-Haul's operations.
- Moving Supplies and Boxes: Sale of boxes, packing materials, and other moving supplies to support customer moves.
- Propane Refilling: Propane filling and sales for grills, heaters, and other propane-powered devices.
- Installation Services: Installation of trailer hitches and wiring for vehicles.
Leadership and Structure
U-Haul Holding Company is led by a management team headed by Joe Shoen as Chairman. The organizational structure consists of regional offices and a network of company-owned and independent dealerships.
Top Products and Market Share
Key Offerings
- Truck Rentals: U-Haul's primary offering, involving the rental of trucks in various sizes for local and one-way moves. U-Haul has a significant market share in the DIY moving industry. Penske, Budget, and Enterprise are competitors.
- Trailer Rentals: Rental of trailers for hauling goods behind personal vehicles. Used often for smaller, local moves. Penske, Budget, and Enterprise are competitors.
- Self-Storage: Rental of self-storage units in various sizes and locations. The self-storage market has many players. Public Storage, Extra Space Storage, and Life Storage are competitors.
- Moving Supplies: Sales of moving boxes, tape, bubble wrap, and other moving-related supplies. Many online retailers offer similar supplies. Amazon, Walmart, and Home Depot are competitors.
Market Dynamics
Industry Overview
The moving and storage industry is driven by factors such as population growth, residential mobility, and economic activity. The self-storage sector has seen substantial growth in recent years. Demand for moving services tends to be seasonal, peaking in the summer months.
Positioning
U-Haul Holding Company is a dominant player in the DIY moving and self-storage market. Its extensive network, brand recognition, and large fleet of vehicles provide a competitive advantage.
Total Addressable Market (TAM)
The TAM for the moving and storage industry is estimated at over $40 billion annually. U-Haul, with its established brand and network, is well-positioned to capture a significant portion of this market.
Upturn SWOT Analysis
Strengths
- Extensive network of locations
- Strong brand recognition
- Large fleet of trucks and trailers
- Diversified revenue streams (moving, storage, supplies)
- Established dealer network
Weaknesses
- High capital expenditures for fleet maintenance
- Seasonal demand fluctuations
- Competition from larger self-storage REITs
- Dependence on DIY moving market
- Customer service reputation
Opportunities
- Expansion into new markets (e.g., international)
- Increased focus on digital marketing and online booking
- Development of value-added services (e.g., packing assistance)
- Partnerships with real estate companies
- Growth in the self-storage market
Threats
- Economic downturns reducing moving activity
- Increased competition from online moving platforms
- Rising fuel costs affecting truck rental demand
- Changes in consumer preferences for moving services
- Maintenance costs exceeding revenues
Competitors and Market Share
Key Competitors
- PENS (Penske Automotive Group, Inc.)
- ABCO (Atlas World Group, Inc.)
- privately held Budget Truck Rental
Competitive Landscape
U-Haul benefits from its DIY focus, extensive location network, and brand strength, but must compete against companies with more extensive and newer equipment and those providing full-service moving.
Major Acquisitions
Mobile Self Storage LLC
- Year: 2022
- Acquisition Price (USD millions): 19.3
- Strategic Rationale: Expanded U-Haul's self-storage footprint and customer base. It was a smaller acquisition.
Growth Trajectory and Initiatives
Historical Growth: U-Haul Holding Company has demonstrated consistent growth in revenue and earnings driven by its core moving and storage businesses.
Future Projections: Analyst projections require access to real-time estimates. Growth is expected to continue in line with demographic trends and economic conditions.
Recent Initiatives: Recent initiatives include expanding self-storage facilities, investing in technology to improve the customer experience, and expanding propane distribution.
Summary
U-Haul Holding Company is a dominant player in the DIY moving and self-storage industry due to its extensive network and brand recognition. Its strengths lie in its diversified revenue streams and established infrastructure; however, high capital expenditures and seasonal demand pose challenges. Growth opportunities exist in new markets and value-added services, but economic downturns and increased competition remain threats. Overall, U-Haul is well-positioned for continued growth, but it must adapt to evolving consumer preferences.
Similar Companies
EXR
Extra Space Storage Inc
EXR
Extra Space Storage Inc
PSA
Public Storage
PSA
Public Storage
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Market Research Reports
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About U-Haul Holding Company
Exchange NYSE | Headquaters Reno, NV, United States | ||
IPO Launch date 1994-11-04 | Chairman of the Board, President & CEO Mr. Edward Joseph Shoen J.D. | ||
Sector Industrials | Industry Rental & Leasing Services | Full time employees 17836 | Website https://investors.uhaul.com |
Full time employees 17836 | Website https://investors.uhaul.com | ||
U-Haul Holding Company operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. The company's Moving and Storage segment rents trucks, trailers, portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towing accessories, and propane. It also provides uhaul.com, an online marketplace that connects consumers to independent Moving Help service providers and independent self-storage affiliates; auto transport and tow dolly options to transport vehicles; and specialty boxes for dishes, computers, flat screen television, and sensitive electronic equipment, as well as tapes, security locks, and packing supplies. This segment rents its products and services through a network of approximately 2,300 company operated retail moving stores and 21,000 independent U-Haul dealers. It also has a rental fleet of approximately 188,700 trucks, 139,400 trailers, and 43,700 towing devices; and 1,962 self-storage locations with approximately 1,004,000 rentable storage units. The company's Property and Casualty Insurance segment offers loss adjusting and claims handling services. It also provides moving and storage protection packages, such as Safemove and Safetow packages, which offer moving and towing customers with a damage waiver, cargo protection, and medical and life insurance coverage; Safestor that protects storage customers from loss on their goods in storage; Safestor Mobile, which protects customers stored belongings; and Safemove Plus, which provides rental customers with a layer of primary liability protection. Its Life Insurance segment provides life and health insurance products primarily to the senior market through the direct writing and reinsuring of life insurance, Medicare supplement, and annuity policies. The company was formerly known as AMERCO. The company was founded in 1945 and is based in Reno, Nevada.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.