McGrath RentCorp (MGRC)vsU-Haul Holding Company (UHAL-B)
MGRC
McGrath RentCorp
$110.40
+0.49%
INDUSTRIALS · Cap: $2.68B
UHAL-B
U-Haul Holding Company
$56.44
+0.36%
INDUSTRIALS · Cap: $11.53B
Smart Verdict
WallStSmart Research — data-driven comparison
U-Haul Holding Company generates 553% more annual revenue ($6.09B vs $932.86M). MGRC leads profitability with a 16.4% profit margin vs 1.1%. MGRC trades at a lower P/E of 17.9x. MGRC earns a higher WallStSmart Score of 57/100 (C).
MGRC
Buy57
out of 100
Grade: C
UHAL-B
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-48.4%
Fair Value
$77.95
Current Price
$110.40
$32.45 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 23.3%
Reasonable price relative to book value
Areas to Watch
Revenue declined 6.2%
Earnings declined 6.2%
3.2% revenue growth
ROE of 0.6% — below average capital efficiency
1.1% 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 23.3%. PEG of 1.02 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 421.2x leaves little room for execution misses. Thin 1.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
MGRC profiles as a declining stock while UHAL-B is a value play — different risk/reward profiles.
UHAL-B carries more volatility with a beta of 1.08 — expect wider price swings.
UHAL-B is growing revenue faster at 3.2% — sustainability is the question.
MGRC generates stronger free cash flow (52M), providing more financial flexibility.
Bottom Line
MGRC scores higher overall (57/100 vs 42/100), 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, 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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