U-Haul Holding Company (UHAL-B)vsUnited Rentals Inc (URI)
UHAL-B
U-Haul Holding Company
$39.92
-1.75%
INDUSTRIALS · Cap: $8.15B
URI
United Rentals Inc
$710.47
-1.32%
INDUSTRIALS · Cap: $47.29B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 168% more annual revenue ($16.10B vs $6.00B). URI leads profitability with a 15.5% profit margin vs 2.1%. URI trades at a lower P/E of 19.2x. URI earns a higher WallStSmart Score of 60/100 (C+).
UHAL-B
Hold36
out of 100
Grade: F
URI
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1300.0%
Fair Value
$3.20
Current Price
$39.92
$36.72 premium
Margin of Safety
-232.6%
Fair Value
$262.75
Current Price
$710.47
$447.72 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 28 in profit
Strong operational efficiency at 25.2%
Areas to Watch
1.9% revenue growth
ROE of 1.7% — below average capital efficiency
2.1% margin — thin
Operating margin of 2.5%
2.8% revenue growth
Grey zone — moderate risk
Weak financial health signals
Earnings declined 1.9%
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 Return on Equity, Operating Margin. Profitability is solid with margins at 15.5% and operating margin at 25.2%. PEG of 1.21 suggests the stock is reasonably priced for its 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.
Bear Case : URI
The primary concerns for URI are Revenue Growth, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
URI carries more volatility with a beta of 1.65 — expect wider price swings.
URI is growing revenue faster at 2.8% — sustainability is the question.
URI generates stronger free cash flow (577M), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
URI scores higher overall (60/100 vs 36/100), backed by strong 15.5% margins. 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, 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.
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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