Herc Holdings Inc (HRI)vsU-Haul Holding Company (UHAL)
HRI
Herc Holdings Inc
$106.72
+4.06%
INDUSTRIALS · Cap: $3.42B
UHAL
U-Haul Holding Company
$45.67
+2.54%
INDUSTRIALS · Cap: $8.46B
Smart Verdict
WallStSmart Research — data-driven comparison
U-Haul Holding Company generates 37% more annual revenue ($6.00B vs $4.38B). UHAL leads profitability with a 2.1% profit margin vs 0.0%. HRI appears more attractively valued with a PEG of 0.05. HRI earns a higher WallStSmart Score of 60/100 (C+).
HRI
Buy60
out of 100
Grade: C+
UHAL
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-90305.0%
Fair Value
$0.20
Current Price
$106.72
$106.52 premium
Margin of Safety
-1424.1%
Fair Value
$3.20
Current Price
$45.67
$42.47 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 27.1% year-over-year
Reasonable price relative to book value
Areas to Watch
ROE of 0.1% — below average capital efficiency
0.0% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
1.9% revenue growth
ROE of 1.7% — below average capital efficiency
2.1% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : HRI
The strongest argument for HRI centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 27.1% demonstrates continued momentum. PEG of 0.05 suggests the stock is reasonably priced for its growth.
Bull Case : UHAL
The strongest argument for UHAL centers on Price/Book.
Bear Case : HRI
The primary concerns for HRI are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 3418.7x leaves little room for execution misses. Thin 0.0% margins leave little buffer for downturns.
Bear Case : UHAL
The primary concerns for UHAL are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 94.8x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
HRI profiles as a growth stock while UHAL is a value play — different risk/reward profiles.
HRI carries more volatility with a beta of 1.71 — expect wider price swings.
HRI is growing revenue faster at 27.1% — sustainability is the question.
HRI generates stronger free cash flow (53M), providing more financial flexibility.
Bottom Line
HRI scores higher overall (60/100 vs 40/100) and 27.1% revenue growth. Both earn "Buy" 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.
Herc Holdings Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Herc Holdings Inc. is an equipment rental provider primarily in the United States and internationally. The company is headquartered in Bonita Springs, Florida.
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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