U-Haul Holding Company (UHAL-B)vsUnited Rentals Inc (URI)
UHAL-B
U-Haul Holding Company
$54.89
-1.37%
INDUSTRIALS · Cap: $11.08B
URI
United Rentals Inc
$1,043.04
+1.27%
INDUSTRIALS · Cap: $61.57B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 176% more annual revenue ($16.83B vs $6.09B). URI leads profitability with a 15.7% profit margin vs 1.1%. URI trades at a lower P/E of 23.8x. URI earns a higher WallStSmart Score of 72/100 (B).
UHAL-B
Hold42
out of 100
Grade: D
URI
Strong Buy72
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Strong operational efficiency at 26.0%
Earnings expanding 25.5% YoY
Areas to Watch
3.2% revenue growth
ROE of 0.6% — below average capital efficiency
1.1% margin — thin
Elevated debt levels
Grey zone — moderate risk
Elevated debt levels
Weak financial health signals
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : UHAL-B
The strongest argument for UHAL-B centers on Price/Book.
Bull Case : URI
The strongest argument for URI centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 15.7% and operating margin at 26.0%. Revenue growth of 11.8% demonstrates continued momentum.
Bear Case : UHAL-B
The primary concerns for UHAL-B are Revenue Growth, Return on Equity, Profit Margin. A P/E of 404.9x leaves little room for execution misses. Thin 1.1% margins leave little buffer for downturns.
Bear Case : URI
The primary concerns for URI are Altman Z-Score, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.67 is elevated, increasing financial risk.
Key Dynamics to Monitor
UHAL-B profiles as a value stock while URI is a mature play — different risk/reward profiles.
URI carries more volatility with a beta of 1.79 — expect wider price swings.
URI is growing revenue faster at 11.8% — sustainability is the question.
UHAL-B generates stronger free cash flow (-192M), providing more financial flexibility.
Bottom Line
URI scores higher overall (72/100 vs 42/100), backed by strong 15.7% margins and 11.8% 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.
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.
Visit Website →United Rentals Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
United Rentals, Inc. (NYSE: URI) is the world's largest equipment rental company, with about 13 percent of the North American market share as of 2019.
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