U-Haul Holding Company (UHAL-B)vsUnited Rentals Inc (URI)
UHAL-B
U-Haul Holding Company
$48.35
+0.86%
INDUSTRIALS · Cap: $9.22B
URI
United Rentals Inc
$937.00
-0.75%
INDUSTRIALS · Cap: $59.15B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 173% more annual revenue ($16.36B vs $6.00B). URI leads profitability with a 15.3% profit margin vs 2.1%. URI trades at a lower P/E of 24.1x. URI earns a higher WallStSmart Score of 64/100 (C+).
UHAL-B
Hold36
out of 100
Grade: F
URI
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.1%
Fair Value
$86.28
Current Price
$48.35
$37.93 discount
Intrinsic value data unavailable for URI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Large-cap with strong market position
Every $100 of equity generates 28 in profit
Strong operational efficiency at 23.1%
Areas to Watch
1.9% revenue growth
ROE of 1.7% — below average capital efficiency
2.1% margin — thin
Operating margin of 2.5%
Expensive relative to growth rate
Grey zone — moderate risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : UHAL-B
The strongest argument for UHAL-B centers on Price/Book.
Bull Case : URI
The strongest argument for URI centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 15.3% and operating margin at 23.1%.
Bear Case : UHAL-B
The primary concerns for UHAL-B are Revenue Growth, Return on Equity, Profit Margin. A P/E of 102.2x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Bear Case : URI
The primary concerns for URI are PEG Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
UHAL-B profiles as a value stock while URI is a mature play — different risk/reward profiles.
URI carries more volatility with a beta of 1.83 — expect wider price swings.
URI is growing revenue faster at 7.2% — sustainability is the question.
URI generates stronger free cash flow (681M), providing more financial flexibility.
Bottom Line
URI scores higher overall (64/100 vs 36/100), backed by strong 15.3% margins. UHAL-B offers better value entry with a 48.1% margin of safety. 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.
U-Haul Holding Company
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
U-Haul Holding Company, a subsidiary of AMERCO, is a prominent provider of storage and transportation solutions across North America, specializing in a wide variety of rental trucks, trailers, and self-storage facilities. With a strong brand reputation and an extensive network, the company caters to a diverse clientele, including individual households and commercial entities. U-Haul's dedication to affordability and customer satisfaction, coupled with strategic investments in technology and operational efficiencies, positions it for sustained growth in the competitive do-it-yourself moving sector. As an industry leader, U-Haul is well-positioned to benefit from the rising consumer demand for flexible and accessible moving solutions.
Visit Website →United Rentals Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
United Rentals, Inc. (NYSE: URI) is the world's largest equipment rental company, with about 13 percent of the North American market share as of 2019.
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