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U-Haul Holding Company (UHAL)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0235861004
CUSIP023586100
SectorIndustrials
IndustryRental & Leasing Services

Highlights

Market Cap$13.07B
EPS$3.24
PE Ratio21.31
Revenue (TTM)$5.72B
Gross Profit (TTM)$2.12B
EBITDA (TTM)$1.93B
Year Range$48.07 - $73.03
Target Price$70.25
Short %19.43%
Short Ratio20.24

Share Price Chart


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Compare to other instruments

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U-Haul Holding Company

Popular comparisons: UHAL vs. VOO, UHAL vs. SPY, UHAL vs. IVV

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in U-Haul Holding Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%500.00%1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%3,500.00%December2024FebruaryMarchAprilMay
3,153.41%
395.01%
UHAL (U-Haul Holding Company)
Benchmark (^GSPC)

S&P 500

Returns By Period

U-Haul Holding Company had a return of -4.37% year-to-date (YTD) and 9.28% in the last 12 months. Over the past 10 years, U-Haul Holding Company had an annualized return of 10.49%, which was very close to the S&P 500 benchmark's annualized return of 10.84%.


PeriodReturnBenchmark
Year-To-Date-4.37%11.29%
1 month8.64%6.86%
6 months23.85%16.73%
1 year9.28%26.63%
5 years (annualized)12.41%13.23%
10 years (annualized)10.49%10.84%

Monthly Returns

The table below presents the monthly returns of UHAL, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-7.72%-2.84%4.91%-6.38%-4.37%
202311.36%-4.21%-7.10%2.36%-13.58%4.83%10.01%-6.39%-4.21%-9.99%15.25%26.83%19.29%
2022-15.74%-5.15%3.35%-10.21%-8.50%-2.40%12.31%-2.12%-3.04%12.96%10.05%-4.91%-16.57%
20211.87%24.28%6.59%-2.61%-3.62%2.59%-0.24%12.45%-2.21%14.16%-4.40%2.58%59.59%
2020-1.21%-13.13%-9.91%-3.59%15.13%-6.30%5.14%11.70%0.44%-2.48%19.32%10.08%21.49%
201910.53%6.05%-3.27%0.45%-1.33%2.81%2.23%-9.14%11.08%3.85%-10.57%3.89%15.01%
2018-3.40%-5.77%0.47%-2.20%-4.32%10.44%5.88%-0.58%-4.73%-8.46%6.12%-5.15%-12.68%
20171.92%2.83%-1.32%-1.77%-1.39%-0.86%6.44%-3.95%0.45%4.73%-5.60%2.09%2.94%
2016-5.87%-6.50%4.23%-1.21%7.01%-0.56%5.60%-13.10%-5.67%-0.27%5.92%8.24%-4.56%
20150.65%14.23%1.41%-2.53%2.16%-0.33%9.93%4.23%5.90%3.26%-0.22%-3.92%38.98%
2014-5.96%4.58%-0.35%7.75%10.39%5.31%-9.49%5.57%-5.73%3.52%2.61%2.18%20.02%
20136.03%12.09%15.15%-7.40%7.28%-6.09%2.73%-1.64%12.55%9.67%14.76%2.64%87.56%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UHAL is 51, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of UHAL is 5151
UHAL (U-Haul Holding Company)
The Sharpe Ratio Rank of UHAL is 5353Sharpe Ratio Rank
The Sortino Ratio Rank of UHAL is 4545Sortino Ratio Rank
The Omega Ratio Rank of UHAL is 4848Omega Ratio Rank
The Calmar Ratio Rank of UHAL is 5555Calmar Ratio Rank
The Martin Ratio Rank of UHAL is 5353Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for U-Haul Holding Company (UHAL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


UHAL
Sharpe ratio
The chart of Sharpe ratio for UHAL, currently valued at 0.27, compared to the broader market-2.00-1.000.001.002.003.004.000.27
Sortino ratio
The chart of Sortino ratio for UHAL, currently valued at 0.55, compared to the broader market-4.00-2.000.002.004.006.000.55
Omega ratio
The chart of Omega ratio for UHAL, currently valued at 1.08, compared to the broader market0.501.001.502.001.08
Calmar ratio
The chart of Calmar ratio for UHAL, currently valued at 0.24, compared to the broader market0.002.004.006.000.24
Martin ratio
The chart of Martin ratio for UHAL, currently valued at 0.74, compared to the broader market-200,000.00-150,000.00-100,000.00-50,000.000.000.74
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.30, compared to the broader market-2.00-1.000.001.002.003.004.002.30
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.26, compared to the broader market-4.00-2.000.002.004.006.003.26
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.40, compared to the broader market0.501.001.502.001.40
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.86, compared to the broader market0.002.004.006.001.86
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.76, compared to the broader market-200,000.00-150,000.00-100,000.00-50,000.000.008.76

Sharpe Ratio

The current U-Haul Holding Company Sharpe ratio is 0.27. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of U-Haul Holding Company with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00December2024FebruaryMarchAprilMay
0.27
2.30
UHAL (U-Haul Holding Company)
Benchmark (^GSPC)

Dividends

Dividend History

U-Haul Holding Company granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.


PeriodTTM2023202220212020201920182017201620152014
Dividend$0.00$0.00$0.09$0.13$0.24$0.14$0.20$0.25$0.20$0.50$0.10

Dividend yield

0.00%0.00%0.15%0.18%0.54%0.36%0.61%0.66%0.54%1.28%0.35%

Monthly Dividends

The table displays the monthly dividend distributions for U-Haul Holding Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.09
2021$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.04$0.04$0.00$0.00$0.13
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.20$0.24
2019$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.04$0.14
2018$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.20
2017$0.00$0.10$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.05$0.25
2016$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.20
2015$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.30$0.00$0.00$0.00$0.50
2014$0.10$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchAprilMay
-9.40%
0
UHAL (U-Haul Holding Company)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the U-Haul Holding Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the U-Haul Holding Company was 93.78%, occurring on Oct 23, 2002. Recovery took 468 trading sessions.

The current U-Haul Holding Company drawdown is 9.40%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-93.78%Nov 4, 1999745Oct 23, 2002468Sep 2, 20041213
-78.85%Apr 24, 2006724Mar 9, 2009440Dec 3, 20101164
-44.09%Dec 6, 2010209Oct 3, 201189Feb 9, 2012298
-43.37%Nov 24, 20151087Mar 20, 2020179Dec 3, 20201266
-40.46%Nov 8, 2021152Jun 16, 2022

Volatility

Volatility Chart

The current U-Haul Holding Company volatility is 5.16%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%December2024FebruaryMarchAprilMay
5.16%
3.15%
UHAL (U-Haul Holding Company)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of U-Haul Holding Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items