Air Lease Corporation (AL)vsU-Haul Holding Company (UHAL-B)
AL
Air Lease Corporation
$65.00
0.00%
INDUSTRIALS · Cap: $7.28B
UHAL-B
U-Haul Holding Company
$48.35
+0.86%
INDUSTRIALS · Cap: $9.22B
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 trades at a lower P/E of 7.0x. AL earns a higher WallStSmart Score of 84/100 (A-).
AL
Exceptional Buy84
out of 100
Grade: A-
UHAL-B
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.5%
Fair Value
$123.20
Current Price
$65.00
$58.20 discount
Margin of Safety
+48.1%
Fair Value
$86.28
Current Price
$48.35
$37.93 discount
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
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 : 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-B
The strongest argument for UHAL-B centers on Price/Book.
Bear Case : AL
The primary concerns for AL are Free Cash Flow, Altman Z-Score.
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.
Key Dynamics to Monitor
AL profiles as a growth stock while UHAL-B is a value play — different risk/reward profiles.
UHAL-B carries more volatility with a beta of 1.11 — expect wider price swings.
AL is growing revenue faster at 15.1% — sustainability is the question.
AL generates stronger free cash flow (-259M), providing more financial flexibility.
Bottom Line
AL scores higher overall (84/100 vs 36/100), backed by strong 36.1% margins and 15.1% revenue growth. UHAL-B offers better value entry with a 48.1% margin of safety. 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
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.
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