Air Lease Corporation (AL)vsU-Haul Holding Company (UHAL)
AL
Air Lease Corporation
$64.74
+0.06%
INDUSTRIALS · Cap: $7.25B
UHAL
U-Haul Holding Company
$45.67
+2.54%
INDUSTRIALS · Cap: $8.46B
Smart Verdict
WallStSmart Research — data-driven comparison
U-Haul Holding Company generates 99% more annual revenue ($6.00B vs $3.02B). AL leads profitability with a 36.1% profit margin vs 2.1%. AL appears more attractively valued with a PEG of 0.49. AL earns a higher WallStSmart Score of 84/100 (A-).
AL
Exceptional Buy84
out of 100
Grade: A-
UHAL
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+85.1%
Fair Value
$434.77
Current Price
$64.74
$370.03 discount
Margin of Safety
-1424.1%
Fair Value
$3.20
Current Price
$45.67
$42.47 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 55.3%
Earnings expanding 80.9% YoY
Reasonable price relative to book value
Areas to Watch
Negative free cash flow — burning cash
Distress zone — elevated risk
Expensive relative to growth rate
1.9% revenue growth
ROE of 1.7% — below average capital efficiency
2.1% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : AL
The strongest argument for AL centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 36.1% and operating margin at 55.3%. Revenue growth of 15.1% demonstrates continued momentum.
Bull Case : UHAL
The strongest argument for UHAL centers on Price/Book.
Bear Case : AL
The primary concerns for AL are Free Cash Flow, Altman Z-Score.
Bear Case : UHAL
The primary concerns for UHAL are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 94.8x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
AL profiles as a growth stock while UHAL is a value play — different risk/reward profiles.
AL carries more volatility with a beta of 1.12 — expect wider price swings.
AL is growing revenue faster at 15.1% — sustainability is the question.
AL generates stronger free cash flow (-481M), providing more financial flexibility.
Bottom Line
AL scores higher overall (84/100 vs 40/100), backed by strong 36.1% margins and 15.1% revenue growth. Both earn "Exceptional 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.
Air Lease Corporation
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Air Lease Corporation, an aircraft leasing company, is engaged in the purchase and leasing of new commercial jet aircraft to airlines around the world. The company is headquartered in Los Angeles, California.
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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