U-Haul Holding Company (UHAL)vsUnited Rentals Inc (URI)
UHAL
U-Haul Holding Company
$56.74
-3.63%
INDUSTRIALS · Cap: $10.87B
URI
United Rentals Inc
$1,055.57
+1.13%
INDUSTRIALS · Cap: $72.45B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 187% more annual revenue ($17.50B vs $6.09B). URI leads profitability with a 16.3% profit margin vs 1.1%. URI appears more attractively valued with a PEG of 1.39. URI earns a higher WallStSmart Score of 72/100 (B).
UHAL
Hold46
out of 100
Grade: D+
URI
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+87.2%
Fair Value
$380.16
Current Price
$56.74
$323.42 discount
Intrinsic value data unavailable for URI.
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 29.2%
15.7% revenue growth
Earnings expanding 35.4% YoY
Areas to Watch
Expensive relative to growth rate
3.2% revenue growth
ROE of 0.6% — below average capital efficiency
1.1% margin — thin
Moderate valuation
Grey zone — moderate risk
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : UHAL
The strongest argument for UHAL 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 16.3% and operating margin at 29.2%. Revenue growth of 15.7% demonstrates continued momentum.
Bear Case : UHAL
The primary concerns for UHAL are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 397.3x leaves little room for execution misses. Thin 1.1% margins leave little buffer for downturns.
Bear Case : URI
The primary concerns for URI are P/E Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 1.64 is elevated, increasing financial risk.
Key Dynamics to Monitor
UHAL profiles as a value stock while URI is a growth play — different risk/reward profiles.
URI carries more volatility with a beta of 1.83 — expect wider price swings.
URI is growing revenue faster at 15.7% — sustainability is the question.
URI generates stronger free cash flow (-105M), providing more financial flexibility.
Bottom Line
URI scores higher overall (72/100 vs 46/100), backed by strong 16.3% margins and 15.7% revenue growth. UHAL offers better value entry with a 87.2% margin of safety. 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
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.
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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