EquipmentShare.com Inc Class A Common Stock (EQPT)vsU-Haul Holding Company (UHAL)
EQPT
EquipmentShare.com Inc Class A Common Stock
$17.93
+1.24%
INDUSTRIALS · Cap: $3.95B
UHAL
U-Haul Holding Company
$55.15
-0.85%
INDUSTRIALS · Cap: $10.87B
Smart Verdict
WallStSmart Research — data-driven comparison
U-Haul Holding Company generates 23% more annual revenue ($6.09B vs $4.95B). UHAL leads profitability with a 1.1% profit margin vs 0.5%. EQPT appears more attractively valued with a PEG of 1.19. EQPT earns a higher WallStSmart Score of 52/100 (C-).
EQPT
Buy52
out of 100
Grade: C-
UHAL
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for EQPT.
Margin of Safety
+87.2%
Fair Value
$379.70
Current Price
$55.15
$324.55 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 26.3% year-over-year
Reasonable price relative to book value
Areas to Watch
0.0% earnings growth
ROE of 3.8% — below average capital efficiency
0.5% margin — thin
Premium valuation, high expectations priced in
Expensive relative to growth rate
3.2% revenue growth
ROE of 0.6% — below average capital efficiency
1.1% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : EQPT
The strongest argument for EQPT centers on Revenue Growth. Revenue growth of 26.3% demonstrates continued momentum. PEG of 1.19 suggests the stock is reasonably priced for its growth.
Bull Case : UHAL
The strongest argument for UHAL centers on Price/Book.
Bear Case : EQPT
The primary concerns for EQPT are EPS Growth, Return on Equity, Profit Margin. A P/E of 141.8x leaves little room for execution misses. Debt-to-equity of 3.04 is elevated, increasing financial risk.
Bear Case : UHAL
The primary concerns for UHAL are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 397.3x leaves little room for execution misses. Thin 1.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
EQPT profiles as a growth stock while UHAL is a value play — different risk/reward profiles.
EQPT is growing revenue faster at 26.3% — sustainability is the question.
UHAL generates stronger free cash flow (-192M), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EQPT scores higher overall (52/100 vs 46/100) and 26.3% revenue growth. UHAL offers better value entry with a 87.2% 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.
EquipmentShare.com Inc Class A Common Stock
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
EquipmentShare.com Inc. provides integrated, full-service construction solutions across equipment rental, sales, and technology. The company is headquartered in Columbia, Missouri.
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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