McGrath RentCorp (MGRC)vsU-Haul Holding Company (UHAL-B)
MGRC
McGrath RentCorp
$108.88
-0.42%
INDUSTRIALS · Cap: $2.68B
UHAL-B
U-Haul Holding Company
$51.49
+2.08%
INDUSTRIALS · Cap: $10.56B
Smart Verdict
WallStSmart Research — data-driven comparison
U-Haul Holding Company generates 537% more annual revenue ($6.04B vs $947.36M). MGRC leads profitability with a 16.4% profit margin vs 1.4%. MGRC trades at a lower P/E of 17.3x. MGRC earns a higher WallStSmart Score of 59/100 (C).
MGRC
Buy59
out of 100
Grade: C
UHAL-B
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-48.3%
Fair Value
$77.97
Current Price
$108.88
$30.91 premium
Intrinsic value data unavailable for UHAL-B.
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 21.9%
Reasonable price relative to book value
Areas to Watch
1.6% revenue growth
Earnings declined 4.3%
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 : MGRC
The strongest argument for MGRC centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 21.9%. PEG of 1.10 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 : MGRC
The primary concerns for MGRC are Revenue Growth, EPS Growth.
Bear Case : UHAL-B
The primary concerns for UHAL-B are Revenue Growth, Return on Equity, Profit Margin. A P/E of 220.0x leaves little room for execution misses. Thin 1.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
UHAL-B carries more volatility with a beta of 1.14 — expect wider price swings.
UHAL-B is growing revenue faster at 3.1% — sustainability is the question.
MGRC generates stronger free cash flow (34M), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MGRC scores higher overall (59/100 vs 36/100), backed by strong 16.4% margins. 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.
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
U-Haul Holding Company, a subsidiary of AMERCO, is a leading provider of innovative storage and transportation solutions across North America, offering a comprehensive range of rental trucks, trailers, and self-storage facilities. The company's strong brand presence and extensive network enable it to serve a diverse customer base, from individual households to large commercial entities. U-Haul's commitment to affordability and customer satisfaction, along with its strategic investments in technology and operational efficiency, underscore its potential for continued growth in the burgeoning do-it-yourself moving industry. As a dominant player in the market, U-Haul is poised to capitalize on the increasing consumer demand for flexible and accessible moving and storage options.
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