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

Company Info

ISIN

US0235861004

CUSIP

023586100

IPO Date

Nov 4, 1994

Highlights

Market Cap

$10.82B

EPS (TTM)

$2.11

PE Ratio

30.25

Total Revenue (TTM)

$4.60B

Gross Profit (TTM)

$2.03B

EBITDA (TTM)

$1.52B

Year Range

$56.28 - $79.04

Target Price

$92.28

Short %

10.99%

Short Ratio

10.48

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

U-Haul Holding Company (UHAL) returned -7.63% year-to-date (YTD) and -7.65% over the past 12 months. Over the past 10 years, UHAL returned 7.43% annually, underperforming the S&P 500 benchmark at 10.46%.


UHAL

YTD

-7.63%

1M

4.86%

6M

-14.92%

1Y

-7.65%

5Y*

16.99%

10Y*

7.43%

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

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
20255.47%-4.97%-5.62%-6.07%3.96%-7.63%
2024-7.72%-2.84%4.91%-6.38%-0.00%-2.37%8.20%6.33%9.10%-5.36%-3.63%-2.24%-3.77%
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%
2022-16.15%-5.15%3.35%-10.22%-8.50%-2.40%12.31%-2.12%-3.05%12.96%10.05%-4.91%-16.99%
20211.87%24.28%6.59%-2.61%-3.62%2.58%-0.24%12.45%-2.22%14.15%-4.40%3.08%60.31%
2020-1.21%-13.13%-9.91%-3.59%15.12%-6.30%5.14%11.70%0.42%-2.48%19.32%10.08%21.47%
201910.53%6.05%-3.27%0.45%-1.33%2.81%2.23%-9.14%11.06%3.85%-10.57%3.88%14.97%
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%5.91%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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UHAL is 35, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of UHAL is 3535
Overall Rank
The Sharpe Ratio Rank of UHAL is 3838
Sharpe Ratio Rank
The Sortino Ratio Rank of UHAL is 3333
Sortino Ratio Rank
The Omega Ratio Rank of UHAL is 3333
Omega Ratio Rank
The Calmar Ratio Rank of UHAL is 3535
Calmar Ratio Rank
The Martin Ratio Rank of UHAL is 3939
Martin 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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

U-Haul Holding Company Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: -0.27
  • 5-Year: 0.56
  • 10-Year: 0.26
  • All Time: 0.25

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of U-Haul Holding Company compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

U-Haul Holding Company provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.20%0.40%0.60%0.80%1.00%1.20%$0.00$0.10$0.20$0.30$0.40$0.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.00$0.00$0.00$0.09$0.13$0.24$0.13$0.18$0.24$0.20$0.50$0.10

Dividend yield

0.00%0.00%0.00%0.15%0.18%0.54%0.35%0.53%0.64%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
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$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
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$0.04$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.04$0.13
2018$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.18
2017$0.00$0.10$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.04$0.24
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. Drawdowns are calculated considering price movements and all distributions paid, if any.


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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 96.18%, occurring on Oct 23, 2002. Recovery took 643 trading sessions.

The current U-Haul Holding Company drawdown is 18.60%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-96.18%Nov 29, 19961484Oct 23, 2002643May 13, 20052127
-78.85%Apr 24, 2006724Mar 9, 2009440Dec 3, 20101164
-44.09%Dec 6, 2010209Oct 3, 201189Feb 9, 2012298
-43.39%Nov 24, 20151087Mar 20, 2020179Dec 3, 20201266
-40.46%Nov 8, 2021153Jun 16, 2022570Sep 24, 2024723

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of U-Haul Holding Company, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -29.6%.


0.005.0010.0015.0020.00AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
0.36
0.51
Actual
Estimate

Valuation

The Valuation section provides an overview of how U-Haul Holding Company is priced in the market compared to other companies in the Rental & Leasing Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for UHAL, comparing it with other companies in the Rental & Leasing Services industry. Currently, UHAL has a P/E ratio of 30.2. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for UHAL compared to other companies in the Rental & Leasing Services industry. UHAL currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for UHAL relative to other companies in the Rental & Leasing Services industry. Currently, UHAL has a P/S ratio of 1.9. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for UHAL in comparison with other companies in the Rental & Leasing Services industry. Currently, UHAL has a P/B value of 1.6. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items