Sunbelt Rentals Holdings, Inc. (SUNB)vsU-Haul Holding Company (UHAL)
SUNB
Sunbelt Rentals Holdings, Inc.
$82.90
+1.30%
INDUSTRIALS · Cap: $32.17B
UHAL
U-Haul Holding Company
$55.15
-0.85%
INDUSTRIALS · Cap: $10.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Sunbelt Rentals Holdings, Inc. generates 88% more annual revenue ($11.47B vs $6.09B). SUNB leads profitability with a 12.1% profit margin vs 1.1%. SUNB appears more attractively valued with a PEG of 1.14. SUNB earns a higher WallStSmart Score of 70/100 (B-).
SUNB
Strong Buy70
out of 100
Grade: B-
UHAL
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SUNB.
Margin of Safety
+87.2%
Fair Value
$379.70
Current Price
$55.15
$324.55 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 22.4%
Earnings expanding 22.8% YoY
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
3.2% revenue growth
ROE of 0.6% — below average capital efficiency
1.1% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : SUNB
The strongest argument for SUNB centers on Operating Margin, EPS Growth. Revenue growth of 11.2% demonstrates continued momentum. PEG of 1.14 suggests the stock is reasonably priced for its growth.
Bull Case : UHAL
The strongest argument for UHAL centers on Price/Book.
Bear Case : SUNB
The primary concerns for SUNB are Altman Z-Score, Debt/Equity. Debt-to-equity of 1.70 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 397.3x leaves little room for execution misses. Thin 1.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
SUNB carries more volatility with a beta of 1.67 — expect wider price swings.
SUNB is growing revenue faster at 11.2% — sustainability is the question.
SUNB generates stronger free cash flow (744M), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SUNB scores higher overall (70/100 vs 46/100) and 11.2% revenue growth. UHAL offers better value entry with a 87.2% margin of safety. Both earn "Strong 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.
Sunbelt Rentals Holdings, Inc.
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Sunbelt Rentals Holdings, Inc., engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada. The company is headquartered in Fort Mill, South Carolina.
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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