WallStSmart

Sunbelt Rentals Holdings, Inc. (SUNB)vsU-Haul Holding Company (UHAL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sunbelt Rentals Holdings, Inc. generates 82% more annual revenue ($10.93B vs $6.00B). SUNB leads profitability with a 12.7% profit margin vs 2.1%. SUNB appears more attractively valued with a PEG of 1.06. SUNB earns a higher WallStSmart Score of 50/100 (D+).

SUNB

Hold

50

out of 100

Grade: D+

Growth: 4.7Profit: 7.0Value: 8.3Quality: 5.0

UHAL

Hold

40

out of 100

Grade: F

Growth: 5.3Profit: 5.5Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SUNBSignificantly Overvalued (N/A)

Margin of Safety

N/A

Fair Value

$22.10

Current Price

$64.09

$41.99 premium

UndervaluedFair: $22.10Overvalued
UHALSignificantly Overvalued (-1458.2%)

Margin of Safety

-1458.2%

Fair Value

$3.13

Current Price

$42.28

$39.15 premium

UndervaluedFair: $3.13Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SUNB1 strengths · Avg: 8.0/10
Free Cash FlowQuality
$1.50B8/10

Generating 1.5B in free cash flow

UHAL1 strengths · Avg: 10.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Areas to Watch

SUNB2 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

EPS GrowthGrowth
-6.8%2/10

Earnings declined 6.8%

UHAL4 concerns · Avg: 3.5/10
PEG RatioValuation
2.354/10

Expensive relative to growth rate

Revenue GrowthGrowth
1.9%4/10

1.9% revenue growth

Return on EquityProfitability
1.7%3/10

ROE of 1.7% — below average capital efficiency

Profit MarginProfitability
2.1%3/10

2.1% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : SUNB

The strongest argument for SUNB centers on Free Cash Flow. PEG of 1.06 suggests the stock is reasonably priced for its growth.

Bull Case : UHAL

The strongest argument for UHAL centers on Price/Book.

Bear Case : SUNB

The primary concerns for SUNB are Revenue Growth, EPS Growth.

Bear Case : UHAL

The primary concerns for UHAL are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 98.9x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

SUNB carries more volatility with a beta of 1.65 — expect wider price swings.

SUNB is growing revenue faster at 2.7% — sustainability is the question.

SUNB generates stronger free cash flow (1.5B), providing more financial flexibility.

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

Bottom Line

SUNB scores higher overall (50/100 vs 40/100). Both earn "Hold" 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.

Sunbelt Rentals Holdings, Inc.

INDUSTRIALS · RENTAL & LEASING SERVICES · USA

Sunbelt Rentals Holdings, Inc., engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada. The company is headquartered in Fort Mill, South Carolina.

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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