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← CockpitCompetitor Analysis › UHAL U-Haul Holding CompanyOpen in the cockpit ↗

U-Haul Holding CompanyUHALCompetitor analysis, valuation and peers

United States · USD·Industrials›Finance/Rental/Leasing

North America's largest do-it-yourself moving and storage company, renting trucks, trailers and storage units.

Momentum weak 38
Mkt cap
$9.87B
US dollars, full cap
Free float
39%
of shares outstanding
$/day
$9.25M
20-day average traded
P/B
1.45×
price to book
ROE
0.4%
delivered
Implied ROE
13.5%
what the price asks
Next earnings
96 days
10 Feb 2027
Close · USD$56.74
1D-3.6%
1W-1.3%
1M-1.8%
3M-23.3%
6M+7.4%
YTD+12.6%
1Y+6.2%
ATR %3.2%
Beta0.79
52w lowhigh25.8% off high

What U-Haul does

North America's largest do-it-yourself moving and storage company, renting trucks, trailers and storage units.

Earns rental fees on trucks and trailers, charged per day plus mileage, and rent on self-storage units, with independent dealers as well as its own centers handling rentals. The company also owns insurance subsidiaries that sell moving protection and life insurance, and the Shoen family, led by Joe Shoen, controls it.

Products and services

  • Truck & trailer rental
  • Self-storage
  • Moving supplies
  • Insurance/other

Customers

  • Individual movers/consumers
  • Small businesses

Where it sits in the supply chain

  • Consumer rental services
  • Truck/trailer rental
  • Self-storage

What could go right

  • US household mobility/moving activity
  • Storage occupancy & rate growth

What could go wrong

  • Housing market slowdown reducing moves
  • Fleet maintenance/fuel costs

Moat: narrow (scale, brand, distribution). Largest fleet and dealer/location network gives unmatched nationwide availability.

Headquarters: Phoenix, Arizona, US · Founded: 1945 · Employees: 34,700

Named competitors

U-Haul at a glance

Size U-Haul (UHAL) is a United States Industrials company (Finance/Rental/Leasing) with a market value of $9.87B, the 784th largest of 3,117 United States companies the cockpit tracks. Shares closed at $56.74 on 6 Nov 2026.

Performance Over six months the shares gained 7.4%, against -6.4% for the median peer and -1.1% for the United States market (cap-weighted) — 8th highest of 20 in its peer set.

Growth Revenue grew 3.0% over the last twelve months (peer median +6.9%); the operating margin is 8.5% (peer median 11.4%).

Valuation It trades at 1.45× book value against a peer median of 4.40× (2nd cheapest of 20).

Price implies The share price implies a return on equity of about 13.5%; U-Haul delivers 0.4%, so the price asks more than the business earns today.

Short interest Short interest is 9.0% of the free float (15 Oct 2026).

Next results Next results expected around 10 Feb 2027 (exchange calendar; dates can move).

Relative performance

10012014011 May 202611 Aug 20266 Nov 2026UHAL 109Peer median 94
Six months, rebased to 100: U-Haul against the median of its 20 peers (local-currency closes).

U-Haul financials

Reported figures in USD; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$6.09B$6.05B$5.84B$5.63B$5.87B
Revenue growth—+4%+4%-4%—
Gross profit$534M$545M$736M$856M$1.23B
EBITDA$1.73B$1.76B$1.73B$1.65B$1.94B
Net income$28.4M$47.8M$332M$597M$891M
Free cash flow-$1.23B-$1.36B-$2.00B-$1.54B-$994M
Capital expenditure$3.06B$3.15B$3.45B$2.99B$2.72B
Total debt$8.15B$8.12B$7.24B$6.33B$6.17B

Quarterly statements and history in the cockpit →

U-Haul competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%-20%0%+20%+40%TTCBAHAYIRFLSKNXMOG-ATTEKAITWMSGNRCSARODRSPNRGGGBWXTSAIACNMAALUHAL6-month return →1-month return →
Up and to the right = strong over both horizons. U-Haul is the large dot.

Fundamentals: return on equity against price-to-book

0%20%40%60%00×100×200×300×TTCBAHAYIRFLSKNXTTEKINIOSAIAUHALReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. U-Haul is the large dot.

Capital: ROE delivered against the ROE the price implies

0%20%40%60%0%25%50%TTCBAHAYIRFLSKNXMOG-AWMSGNRCSARODRSGGGBWXTUHALROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. U-Haul is the large dot.

U-Haul competitors and peer comparison

Head to head with its named competitors (UHAL vs PSA vs EXR vs CUBE)
CompanyMarket cap6M returnRevenue growthROEPrice / bookImplied ROE
U-Haul UHAL$9.87B+7%+3%0%1.45×13.5%
Public Storage PSA$63.1B+10%+5%16%6.45×43.1%
Extra Space Storage EXR$33.2B+12%+4%8%2.59×21.8%
CubeSmart CUBE$10.1B+11%+3%13%4.06×30.4%

How U-Haul compares with its peers

Peer set: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

U-Haul against its 20 peers (data as of 6 Nov 2026)
MeasureUHALPeer medianRank in peer set
1-month return-1.8%+0.7%10th lowest of 21
6-month return+7.4%-6.4%8th highest of 20
Return on equity0.4%18.6%lowest of 20
Price / book1.45×4.40×2nd cheapest of 20
Trailing P/E389.4×25.1×most expensive of 20
ROE the price implies13.5%36.0%least demanding of 20
ROE delivered0.4%18.4%lowest of 19
Net debt / EBITDA4.1×1.7×2nd most indebted of 21

Peer table

Peer set: Sector in the same market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
U-Haul UHALUnited States$9.87B+7%+3%0%1.45×13.5%0.4%
Toro TTCUnited States$9.92B+10%+5%26%7.43×42.1%26.4%
Booz Allen Hamilton BAHUnited States$10.1B+11%-6%69%8.17×30.4%69.4%
Acuity AYIUnited States$9.59B+10%+7%19%3.25×29.2%18.6%
Ryder System RUnited States$10.2B+11%+3%17%3.42×27.1%17.0%
Flowserve FLSUnited States$10.2B+13%0%11%4.40×39.7%11.1%
Knight-Swift Transportation KNXUnited States$9.51B-9%+7%2%1.34×13.6%2.2%
Moog MOG-AUnited States$10.3B+3%+16%18%4.73×36.0%18.1%
Tetra Tech TTEKUnited States$10.3B+33%-8%24%5.57×37.2%24.3%
Innio INIOUnited States$10.3Bn/a+22%29%30.54×105.6%n/a
Applied Industrial Technologies AITUnited States$10.3B-8%+8%23%5.50×37.1%22.5%
Advanced Drainage Systems WMSUnited States$9.37B-13%+10%25%4.95×44.4%25.3%
Generac GNRCUnited States$10.4B-34%+6%11%3.46×41.7%10.7%
StandardAero SAROUnited States$9.14B+10%+13%12%3.32×22.8%12.3%
Leonardo DRS DRSUnited States$9.08B-18%+9%13%3.14×14.6%13.2%
Pentair PNRUnited States$10.9B-11%-4%16%2.82×22.4%15.6%
Graco GGGUnited States$10.9B-13%+5%20%4.41×30.8%20.4%
BWX Technologies BWXTUnited States$11.0B-42%+18%28%7.72×46.3%28.2%
Saia SAIAUnited States$8.86B-26%+9%11%3.13×41.6%10.6%
Core & Main CNMUnited States$8.76B-6%-1%23%4.17×29.8%23.4%
American Airlines AALUnited States$8.73B-1%+12%n/an/an/an/a

Questions

Who are U-Haul's main competitors?
Named competitors: Public Storage (PSA), Extra Space Storage (EXR), Penske Truck Rental (private or unlisted), Budget Truck Rental (private or unlisted), CubeSmart (CUBE), National Storage Affiliates (private or unlisted). The cockpit's measured peer set (sector in the same market, nearest in size) also includes Toro (TTC), Booz Allen Hamilton (BAH), Acuity (AYI), Ryder System (R), Flowserve (FLS), Knight-Swift Transportation (KNX).
Is U-Haul expensive compared with its peers?
On price / book it trades at 1.45× against a peer median of 4.40×, 2nd cheapest of 20 in its peer set. The share price implies a return on equity of about 13.5%; U-Haul delivers 0.4%, so the price asks more than the business earns today.
How has U-Haul stock performed?
Over six months to 6 Nov 2026 the shares returned +7.4% against -6.4% for the median peer; over one year +6.2%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.