WallStSmart

PROG Holdings Inc (PRG)vsU-Haul Holding Company (UHAL-B)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U-Haul Holding Company generates 143% more annual revenue ($6.04B vs $2.48B). PRG leads profitability with a 6.0% profit margin vs 1.4%. PRG trades at a lower P/E of 9.8x. PRG earns a higher WallStSmart Score of 69/100 (B-).

PRG

Strong Buy

69

out of 100

Grade: B-

Growth: 4.7Profit: 6.5Value: 6.7Quality: 7.5
Piotroski: 4/9Altman Z: 4.62

UHAL-B

Hold

36

out of 100

Grade: F

Growth: 3.3Profit: 3.5Value: 4.0Quality: 4.5
Piotroski: 3/9Altman Z: 1.21
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PRGSignificantly Overvalued (-17.0%)

Margin of Safety

-17.0%

Fair Value

$28.90

Current Price

$35.25

$6.35 premium

UndervaluedFair: $28.90Overvalued

Intrinsic value data unavailable for UHAL-B.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PRG4 strengths · Avg: 9.0/10
P/E RatioValuation
9.8x10/10

Attractively priced relative to earnings

Altman Z-ScoreHealth
4.6210/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.938/10

Growing faster than its price suggests

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

UHAL-B1 strengths · Avg: 10.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Areas to Watch

PRG3 concerns · Avg: 3.0/10
Market CapQuality
$1.54B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
6.0%3/10

6.0% margin — thin

Debt/EquityHealth
1.213/10

Elevated debt levels

UHAL-B4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.1%4/10

3.1% revenue growth

Return on EquityProfitability
0.7%3/10

ROE of 0.7% — below average capital efficiency

Profit MarginProfitability
1.4%3/10

1.4% margin — thin

Debt/EquityHealth
1.073/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : PRG

The strongest argument for PRG centers on P/E Ratio, Altman Z-Score, PEG Ratio. Revenue growth of 11.1% demonstrates continued momentum. PEG of 0.93 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 : PRG

The primary concerns for PRG are Market Cap, Profit Margin, Debt/Equity.

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

PRG carries more volatility with a beta of 1.83 — expect wider price swings.

PRG is growing revenue faster at 11.1% — sustainability is the question.

PRG generates stronger free cash flow (169M), providing more financial flexibility.

Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PRG scores higher overall (69/100 vs 36/100) and 11.1% revenue growth. 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.

PROG Holdings Inc

INDUSTRIALS · RENTAL & LEASING SERVICES · USA

PROG Holdings, Inc. is an omnichannel provider of leasing and purchasing solutions for underserved and credit-distressed customers. The company is headquartered in Draper, Utah.

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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