Sunbelt Rentals Holdings, Inc. (SUNB)vsU-Haul Holding Company (UHAL-B)
SUNB
Sunbelt Rentals Holdings, Inc.
$64.09
-2.92%
INDUSTRIALS · Cap: $27.63B
UHAL-B
U-Haul Holding Company
$39.92
-1.75%
INDUSTRIALS · Cap: $8.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Sunbelt Rentals Holdings, Inc. generates 82% more annual revenue ($10.93B vs $6.00B). SUNB leads profitability with a 12.7% profit margin vs 2.1%. SUNB trades at a lower P/E of 20.3x. SUNB earns a higher WallStSmart Score of 50/100 (D+).
SUNB
Hold50
out of 100
Grade: D+
UHAL-B
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
N/A
Fair Value
$22.10
Current Price
$64.09
$41.99 premium
Margin of Safety
-1300.0%
Fair Value
$3.20
Current Price
$39.92
$36.72 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Generating 1.5B in free cash flow
Reasonable price relative to book value
Areas to Watch
2.7% revenue growth
Earnings declined 6.8%
1.9% revenue growth
ROE of 1.7% — below average capital efficiency
2.1% margin — thin
Operating margin of 2.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : SUNB
The strongest argument for SUNB centers on Free Cash Flow. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bull Case : UHAL-B
The strongest argument for UHAL-B centers on Price/Book.
Bear Case : SUNB
The primary concerns for SUNB are Revenue Growth, EPS Growth.
Bear Case : UHAL-B
The primary concerns for UHAL-B are Revenue Growth, Return on Equity, Profit Margin. A P/E of 90.2x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
SUNB carries more volatility with a beta of 1.65 — expect wider price swings.
SUNB is growing revenue faster at 2.7% — sustainability is the question.
SUNB generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SUNB scores higher overall (50/100 vs 36/100). 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.
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
U-Haul Holding Company, a subsidiary of AMERCO, stands as a leading provider of storage and transportation solutions in North America, offering a diverse range of rental trucks, trailers, and self-storage facilities. With a robust brand reputation and a vast network, U-Haul serves a wide array of clients, from individual households to commercial enterprises. The company's commitment to affordability, convenience, and superior customer experience, alongside ongoing investments in technology and efficiency, positions it favorably for continued growth in the dynamic do-it-yourself moving market. As one of the largest players in the industry, U-Haul is poised to capitalize on increasing consumer demand for flexible moving solutions.
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