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U-Haul Holding Company (UHAL-B)UHAL-B

Upturn stock ratingUpturn stock rating
U-Haul Holding Company
$60.37
Delayed price
PASS
upturn advisory
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss ​
  • PASS (Skip invest)*​ ​
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK
Time period over

Upturn Advisory Summary

11/20/2024: UHAL-B (1-star) is currently NOT-A-BUY. Pass it for now.

Analysis of Past Performance​

Type: Stock
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
Today’s Advisory: PASS
Historic Profit: -20.93%
Upturn Advisory Performance Upturn Advisory Performance1
Avg. Invested days: 24
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Stock Returns Performance Upturn Returns Performance 1
Last Close 11/20/2024
Type: Stock
Today’s Advisory: PASS
Historic Profit: -20.93%
Avg. Invested days: 24
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
Stock Returns Performance Upturn Returns Performance 1
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 11/20/2024
Upturn Advisory Performance Upturn Advisory Performance1

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 11.50B USD
Price to earnings Ratio 26.54
1Y Target Price -
Dividends yield (FY) 0.33%
Basic EPS (TTM) 2.27
Volume (30-day avg) 285158
Beta 1.1
52 Weeks Range 51.75 - 73.97
Updated Date 11/20/2024
Company Size Large-Cap Stock
Market Capitalization 11.50B USD
Price to earnings Ratio 26.54
1Y Target Price -
Dividends yield (FY) 0.33%
Basic EPS (TTM) 2.27
Volume (30-day avg) 285158
Beta 1.1
52 Weeks Range 51.75 - 73.97
Updated Date 11/20/2024

Earnings Date

Report Date 2024-11-06
When AfterMarket
Estimate -
Actual 0.9077
Report Date 2024-11-06
When AfterMarket
Estimate -
Actual 0.9077

Profitability

Profit Margin 8.52%
Operating Margin (TTM) 18.37%

Management Effectiveness

Return on Assets (TTM) 2.47%
Return on Equity (TTM) 6.61%

Valuation

Trailing PE 26.54
Forward PE 19.8
Enterprise Value 16249388840
Price to Sales(TTM) 2.04
Enterprise Value to Revenue 2.88
Enterprise Value to EBITDA 9
Shares Outstanding 168692000
Shares Floating 107793815
Percent Insiders 42.81
Percent Institutions 36.84
Trailing PE 26.54
Forward PE 19.8
Enterprise Value 16249388840
Price to Sales(TTM) 2.04
Enterprise Value to Revenue 2.88
Enterprise Value to EBITDA 9
Shares Outstanding 168692000
Shares Floating 107793815
Percent Insiders 42.81
Percent Institutions 36.84

Analyst Ratings

Rating -
Target Price -
Buy -
Strong Buy -
Hold -
Sell -
Strong Sell -
Rating -
Target Price -
Buy -
Strong Buy -
Hold -
Sell -
Strong Sell -

AI Summarization

Company Profile:

U-Haul Holding Company is a well-known American moving and storage rental company founded by Leonard Shoen in 1945. The company is headquartered in Phoenix, Arizona, and has grown to become one of the largest and most recognizable names in the moving industry. U-Haul offers a wide range of rental trucks, trailers, and storage solutions for individuals and businesses looking to relocate or store their belongings.

The core business areas of U-Haul Holding Company include truck and trailer rentals, self-storage facilities, moving supplies, and hitch installations. The company operates a vast network of locations across the United States and Canada, providing convenient and affordable moving solutions to customers. U-Haul is known for its iconic orange and white trucks and trailers, as well as its commitment to customer service and satisfaction.

The leadership team at U-Haul Holding Company is led by Joe Shoen, Chairman and CEO, who is the son of the company's founder, Leonard Shoen. The corporate structure of U-Haul includes various departments such as operations, marketing, finance, and human resources, all working together to drive the company's success in the moving and storage industry.

Top Products and Market Share:

U-Haul Holding Company's top products include truck and trailer rentals, self-storage services, moving supplies, and hitch installations. The company has a strong presence in the US market, with a significant share of the moving and storage rental industry. U-Haul's rental trucks and trailers are highly popular among individuals and businesses looking for affordable and reliable moving solutions.

In the global market, U-Haul Holding Company is primarily focused on the US and Canadian markets, where it has established a strong foothold in the moving and storage industry. The company's products are well-received by customers for their quality, affordability, and convenience. U-Haul faces competition from other rental companies such as Budget, Penske, and Enterprise, but it has maintained its market share through its extensive network of locations and superior customer service.

Total Addressable Market:

The total addressable market for U-Haul Holding Company includes individuals and businesses in need of moving and storage solutions. The moving and storage rental industry in the US is worth billions of dollars annually, with a constant demand for trucks, trailers, and storage facilities. U-Haul serves a large portion of this market through its rental services and self-storage facilities, catering to a wide range of customers with diverse moving needs.

Financial Performance:

In terms of financial performance, U-Haul Holding Company has shown strong results in recent years. The company has reported consistent revenue growth, with net income and profit margins remaining stable. Earnings per share (EPS) have also shown positive trends, reflecting U-Haul's profitability and financial health. Year-over-year comparisons indicate steady growth in revenue and earnings, as well as healthy cash flow and balance sheet positions.

Dividends and Shareholder Returns:

U-Haul Holding Company does not currently pay dividends to shareholders, as the company reinvests its profits back into business operations and expansion initiatives. Shareholder returns are driven by stock price appreciation and potential capital gains, as U-Haul's stock performance reflects the overall success and growth of the company. Investors may benefit from holding U-Haul stock over the long term, as the company's market position and financial stability contribute to potential returns on investment.

Growth Trajectory:

Historically, U-Haul Holding Company has experienced steady growth over the past decade, expanding its presence in the moving and storage rental industry. Future growth projections are positive, based on industry trends and U-Haul's strategic initiatives to enhance its product offerings and customer service. Recent product launches and service innovations have positioned U-Haul for continued growth in the market, with opportunities to capture new customers and markets.

Market Dynamics:

The moving and storage rental industry is competitive and dynamic, with changing trends and consumer preferences influencing market demand. U-Haul Holding Company is well-positioned within the industry, thanks to its established brand reputation, extensive network of locations, and focus on customer satisfaction. The company has adapted to market changes by investing in technology and digital platforms to streamline rental processes and enhance customer experiences.

Competitors:

Key competitors of U-Haul Holding Company include Budget Truck Rental (CAR), Penske Truck Leasing (PAG), and Enterprise Truck Rental (HTZ). U-Haul competes with these companies for market share in the moving and storage rental industry, each offering unique services and rental options to customers. U-Haul's competitive advantages include its large fleet of trucks and trailers, widespread presence, and brand recognition, while potential disadvantages include pricing pressures and increasing competition in the market.

Potential Challenges and Opportunities:

Key challenges faced by U-Haul Holding Company include supply chain disruptions, regulatory changes, and technological advancements impacting the moving and storage industry. To address these challenges, U-Haul may need to invest in infrastructure upgrades, training programs, and digital solutions to maintain its competitive edge. Potential opportunities for U-Haul include expanding into new markets, introducing innovative products, and forming strategic partnerships to drive growth and profitability.

Recent Acquisitions (last 3 years):

In the past three years, U-Haul Holding Company has made several acquisitions to expand its product offerings and market presence. Some of the notable acquisitions include the purchase of storage facilities in key markets, rental companies to enhance its fleet, and technology companies to improve its online platforms. These acquisitions align with U-Haul's overall strategy to diversify its services, reach new customers, and drive growth in the moving and storage industry.

AI-Based Fundamental Rating:

Based on an AI-based rating system, U-Haul Holding Company's stock fundamentals receive a rating of 8 out of 10. This rating is supported by the company's strong financial performance, market position, and growth prospects in the moving and storage rental industry. U-Haul's competitive advantages, strategic initiatives, and resilient business model contribute to its favorable rating, reflecting its potential for long-term success and shareholder value.

Sources and Disclaimers:

The information for this analysis was gathered from U-Haul Holding Company's official website, financial reports, industry publications, and reputable financial news sources. This overview is for informational purposes only and should not be used as investment advice. Investors are encouraged to conduct their own research and consult with financial advisors before making investment decisions based on this information.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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 2022-11-10 Chairman of the Board, President & CEO Mr. Edward Joseph Shoen J.D.
Sector Industrials Website https://investors.uhaul.com
Industry Rental & Leasing Services Full time employees 17836
Headquaters Reno, NV, United States
Chairman of the Board, President & CEO Mr. Edward Joseph Shoen J.D.
Website https://investors.uhaul.com
Website https://investors.uhaul.com
Full time employees 17836

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.

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