McGrath RentCorp (MGRC)vsU-Haul Holding Company (UHAL)
MGRC
McGrath RentCorp
$109.44
+0.46%
INDUSTRIALS · Cap: $2.59B
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 535% more annual revenue ($6.00B vs $944.24M). MGRC leads profitability with a 16.6% profit margin vs 2.1%. MGRC appears more attractively valued with a PEG of 1.03. MGRC earns a higher WallStSmart Score of 69/100 (B-).
MGRC
Strong Buy69
out of 100
Grade: B-
UHAL
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.1%
Fair Value
$297.18
Current Price
$109.44
$187.74 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
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 28.9%
Earnings expanding 28.1% YoY
Reasonable price relative to book value
Areas to Watch
No major concerns identified
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 : MGRC
The strongest argument for MGRC centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 16.6% and operating margin at 28.9%. PEG of 1.03 suggests the stock is reasonably priced for its growth.
Bull Case : UHAL
The strongest argument for UHAL centers on Price/Book.
Bear Case : MGRC
No major red flags identified for MGRC, but monitor valuation.
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
MGRC profiles as a mature stock while UHAL is a value play — different risk/reward profiles.
UHAL carries more volatility with a beta of 1.11 — expect wider price swings.
MGRC is growing revenue faster at 5.3% — sustainability is the question.
MGRC generates stronger free cash flow (70M), providing more financial flexibility.
Bottom Line
MGRC scores higher overall (69/100 vs 40/100), backed by strong 16.6% margins. Both earn "Strong 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.
McGrath RentCorp
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
McGrath RentCorp is a business-to-business rental company in the United States and internationally. The company is headquartered in Livermore, 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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