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U-Haul Holding Company (UHAL) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

U-Haul Holding Company

UHALMarket cap $10BPrice $59.2

Country🇺🇸United States

SectorIndustrials

IndustryGround Transport

U-Haul rents trucks, trailers, and storage units to everyday movers across North America, running the largest do-it-yourself moving network in the industry. Its orange trucks are so common that used ones often sell for more than new competitor rentals.

In Bastion Portfolios?

52W Return+7%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+1%3

Revenue Forecast

Rev CAGR (1y)+4%4

Rev CAGR (3y)+4%3

Rev CAGR (5y)+3%3

Earnings Forecast

EPS Growth Y+1+195%10

EPS Growth Y+2+95%10

EPS Growth Y+3+4%5

Quality

Margins

EBIT Margin7%3

Net Income Margin1%2

Free Cash Flow Margin-20%2

Debt

Net Debt/EBITDA9.01

Efficiency

ROE1%2

ROA0%2

Earnings Stability22

GEAR+VERY WEAK4

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)421

P/E Ratio (Forward 3y)232

P/BV1.38

EV Multiples

EV/EBITDA Fwd87

EV/EBIT Fwd223

Yield

Free Cash Flow Yield-12.0%1

Dividend Yieldna–

Momentum

Short term

1 month return-7%4

3 month return-9%4

YTD return+17%7

Mid term

Price vs 52wHigh77%5

1 year return+6%6

Long term

3 year return+9%3

5 year return-15%3

Risk Shield

Price Risk

Beta0.85

Volatility34%6

Free Cash Flow

Free Cash Flow Margin-20%2

Free Cash Flow Yield-12.0%1

Quality

ROCE2%2

Earnings Stability22

Net Debt/EBITDA9.01

02Growth

Is it actually growing, and how fast?

UHALU-Haul Holding

Revenue FY26$6.0B

GROWTH RATING↗

WEAK29 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+1%3

Revenue, next 1Y+4%4

Revenue, next 3Y, CAGR+4%3

Revenue, next 5Y, CAGR+3%3

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+195%10

EPS growth, FY28E+95%10

EPS growth, FY29E+4%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 1%/yr over the last 3 years and is set to grow 4%/yr from here.

Earnings are set to grow faster than sales (EPS about 95%/yr vs revenue 4%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 71% of companies worldwide.

Revenue grew 1%/yr over the last 3 years, behind 70% of companies worldwide.3/10

Revenue is set to grow 4%/yr over the next 3 years, behind most of the market.3/10

Over five years revenue is set to grow 3%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Margin Expander

Growth is a weak point here: a business that's speeding up. The one thing to watch: the 3-year revenue record is weak.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK27 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%4

3-month return-9%4

YTD return+17%7

MID & LONG-TERM▾SCORE

% of 52-week high77%5

1-year return+6%6

3-year return+9%3

5-year return-15%3

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming so far this year (+17%).

WATCH

It's up 6% over the past year, but 23% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over the past month (-7%) and over three months (-9%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+9.4% over three years and -15% over five), behind 70% of the market.

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on U-Haul Holding Company. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

UHALU-Haul Holding

Revenue FY26$6.0B

GROWTH RATING↗

WEAK29 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+1%3

Revenue, next 1Y+4%4

Revenue, next 3Y, CAGR+4%3

Revenue, next 5Y, CAGR+3%3

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+195%10

EPS growth, FY28E+95%10

EPS growth, FY29E+4%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 1%/yr over the last 3 years and is set to grow 4%/yr from here.

Earnings are set to grow faster than sales (EPS about 95%/yr vs revenue 4%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 71% of companies worldwide.

Revenue grew 1%/yr over the last 3 years, behind 70% of companies worldwide.3/10

Revenue is set to grow 4%/yr over the next 3 years, behind most of the market.3/10

Over five years revenue is set to grow 3%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Margin Expander

Growth is a weak point here: a business that's speeding up. The one thing to watch: the 3-year revenue record is weak.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK27 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%4

3-month return-9%4

YTD return+17%7

MID & LONG-TERM▾SCORE

% of 52-week high77%5

1-year return+6%6

3-year return+9%3

5-year return-15%3

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming so far this year (+17%).

WATCH

It's up 6% over the past year, but 23% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over the past month (-7%) and over three months (-9%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+9.4% over three years and -15% over five), behind 70% of the market.

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on U-Haul Holding Company. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community