Herc Holdings Inc (HRI)vsU-Haul Holding Company (UHAL-B)
HRI
Herc Holdings Inc
$143.02
-3.52%
INDUSTRIALS · Cap: $4.99B
UHAL-B
U-Haul Holding Company
$62.87
-0.65%
INDUSTRIALS · Cap: $12.60B
Smart Verdict
WallStSmart Research — data-driven comparison
U-Haul Holding Company generates 30% more annual revenue ($6.04B vs $4.65B). UHAL-B leads profitability with a 1.4% profit margin vs -0.1%. HRI earns a higher WallStSmart Score of 52/100 (C-).
HRI
Buy52
out of 100
Grade: C-
UHAL-B
Avoid34
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-71.3%
Fair Value
$105.57
Current Price
$143.02
$37.45 premium
Intrinsic value data unavailable for UHAL-B.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 32.3% year-over-year
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
ROE of -0.3% — below average capital efficiency
Earnings declined 79.0%
Distress zone — elevated risk
3.1% revenue growth
ROE of 0.7% — below average capital efficiency
1.4% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : HRI
The strongest argument for HRI centers on PEG Ratio, Revenue Growth, Price/Book. Revenue growth of 32.3% demonstrates continued momentum. PEG of 0.07 suggests the stock is reasonably priced for its growth.
Bull Case : UHAL-B
The strongest argument for UHAL-B centers on Price/Book.
Bear Case : HRI
The primary concerns for HRI are Piotroski F-Score, Return on Equity, EPS Growth. Debt-to-equity of 5.08 is elevated, increasing financial risk.
Bear Case : UHAL-B
The primary concerns for UHAL-B are Revenue Growth, Return on Equity, Profit Margin. A P/E of 268.5x leaves little room for execution misses. Thin 1.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
HRI profiles as a hypergrowth stock while UHAL-B is a value play — different risk/reward profiles.
HRI carries more volatility with a beta of 1.88 — expect wider price swings.
HRI is growing revenue faster at 32.3% — sustainability is the question.
HRI generates stronger free cash flow (236M), providing more financial flexibility.
Bottom Line
HRI scores higher overall (52/100 vs 34/100) and 32.3% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Herc Holdings Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Herc Holdings Inc. is an equipment rental provider primarily in the United States and internationally. The company is headquartered in Bonita Springs, Florida.
U-Haul Holding Company
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
U-Haul Holding Company, a subsidiary of AMERCO, is a leading provider of innovative storage and transportation solutions across North America, characterized by its extensive fleet of rental trucks, trailers, and self-storage facilities. The company capitalizes on a strong brand and vast network, serving a diverse clientele that includes both residential and corporate customers. U-Haul’s commitment to affordability, exceptional customer service, and strategic investments in technology and operational efficiency position it favorably for sustained growth in the burgeoning do-it-yourself moving sector, catering to the increasing consumer appetite for flexible moving and storage options. As a dominant player in the industry, U-Haul is well-placed to harness rising demand and drive long-term value for its stakeholders.
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