EquipmentShare.com Inc Class A Common Stock (EQPT)vsU-Haul Holding Company (UHAL)
EQPT
EquipmentShare.com Inc Class A Common Stock
$18.81
+4.73%
INDUSTRIALS · Cap: $4.89B
UHAL
U-Haul Holding Company
$71.62
-2.25%
INDUSTRIALS · Cap: $13.94B
Smart Verdict
WallStSmart Research — data-driven comparison
U-Haul Holding Company generates 30% more annual revenue ($6.04B vs $4.65B). UHAL leads profitability with a 1.4% profit margin vs 0.5%. EQPT appears more attractively valued with a PEG of 2.25. EQPT earns a higher WallStSmart Score of 43/100 (D).
EQPT
Hold43
out of 100
Grade: D
UHAL
Hold38
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for EQPT.
Margin of Safety
+86.8%
Fair Value
$369.96
Current Price
$71.62
$298.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 38.1% year-over-year
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
ROE of 3.8% — below average capital efficiency
0.5% margin — thin
Operating margin of 0.1%
Expensive relative to growth rate
3.1% revenue growth
ROE of 0.7% — below average capital efficiency
1.4% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : EQPT
The strongest argument for EQPT centers on Revenue Growth. Revenue growth of 38.1% demonstrates continued momentum.
Bull Case : UHAL
The strongest argument for UHAL centers on Price/Book.
Bear Case : EQPT
The primary concerns for EQPT are PEG Ratio, Return on Equity, Profit Margin. A P/E of 215.3x leaves little room for execution misses. Debt-to-equity of 2.68 is elevated, increasing financial risk.
Bear Case : UHAL
The primary concerns for UHAL are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 297.1x leaves little room for execution misses. Thin 1.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
EQPT profiles as a hypergrowth stock while UHAL is a value play — different risk/reward profiles.
EQPT is growing revenue faster at 38.1% — sustainability is the question.
EQPT generates stronger free cash flow (-576M), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EQPT scores higher overall (43/100 vs 38/100) and 38.1% revenue growth. UHAL offers better value entry with a 86.8% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
EquipmentShare.com Inc Class A Common Stock
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
EquipmentShare.com Inc. provides integrated, full-service construction solutions across equipment rental, sales, and technology. The company is headquartered in Columbia, Missouri.
U-Haul Holding Company
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
AMERCO is a DIY warehousing and moving operator for household and commercial items in the United States and Canada. The company is headquartered in Reno, Nevada.
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