U-Haul Holding Company (UHAL)vsUnited Rentals Inc (URI)
UHAL
U-Haul Holding Company
$57.74
+2.30%
INDUSTRIALS · Cap: $11.92B
URI
United Rentals Inc
$1,067.77
-1.55%
INDUSTRIALS · Cap: $67.91B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 171% more annual revenue ($16.36B vs $6.04B). URI leads profitability with a 15.3% profit margin vs 1.4%. URI appears more attractively valued with a PEG of 1.76. URI earns a higher WallStSmart Score of 62/100 (C+).
UHAL
Hold40
out of 100
Grade: D
URI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.6%
Fair Value
$363.68
Current Price
$57.74
$305.94 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
Expensive relative to growth rate
3.1% revenue growth
ROE of 0.7% — below average capital efficiency
1.4% margin — thin
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : UHAL
The strongest argument for UHAL 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
The primary concerns for UHAL are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 261.5x leaves little room for execution misses. Thin 1.4% margins leave little buffer for downturns.
Bear Case : URI
The primary concerns for URI are PEG Ratio, P/E Ratio, Altman Z-Score. Debt-to-equity of 1.67 is elevated, increasing financial risk.
Key Dynamics to Monitor
UHAL profiles as a value stock while URI is a mature play — different risk/reward profiles.
URI carries more volatility with a beta of 1.82 — 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 (62/100 vs 40/100), backed by strong 15.3% margins. UHAL offers better value entry with a 86.6% 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
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.
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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