U-Haul Holding Company (UHAL)vsUnited Rentals Inc (URI)
UHAL
U-Haul Holding Company
$42.28
-1.28%
INDUSTRIALS · Cap: $8.64B
URI
United Rentals Inc
$710.47
-1.32%
INDUSTRIALS · Cap: $47.29B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 168% more annual revenue ($16.10B vs $6.00B). URI leads profitability with a 15.5% profit margin vs 2.1%. URI appears more attractively valued with a PEG of 1.21. URI earns a higher WallStSmart Score of 60/100 (C+).
UHAL
Hold40
out of 100
Grade: F
URI
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1458.2%
Fair Value
$3.13
Current Price
$42.28
$39.15 premium
Margin of Safety
-232.6%
Fair Value
$262.75
Current Price
$710.47
$447.72 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 28 in profit
Strong operational efficiency at 25.2%
Areas to Watch
Expensive relative to growth rate
1.9% revenue growth
ROE of 1.7% — below average capital efficiency
2.1% margin — thin
2.8% revenue growth
Grey zone — moderate risk
Weak financial health signals
Earnings declined 1.9%
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 Return on Equity, Operating Margin. Profitability is solid with margins at 15.5% and operating margin at 25.2%. PEG of 1.21 suggests the stock is reasonably priced for its 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.
Bear Case : URI
The primary concerns for URI are Revenue Growth, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
URI carries more volatility with a beta of 1.65 — expect wider price swings.
URI is growing revenue faster at 2.8% — sustainability is the question.
URI generates stronger free cash flow (577M), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
URI scores higher overall (60/100 vs 40/100), backed by strong 15.5% 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.
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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