PAG vs. UHAL
Compare and contrast key facts about Penske Automotive Group, Inc. (PAG) and U-Haul Holding Company (UHAL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PAG or UHAL.
Correlation
The correlation between PAG and UHAL is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PAG vs. UHAL - Performance Comparison
Key characteristics
PAG:
0.13
UHAL:
-0.11
PAG:
0.41
UHAL:
0.04
PAG:
1.05
UHAL:
1.00
PAG:
0.19
UHAL:
-0.12
PAG:
0.45
UHAL:
-0.31
PAG:
8.23%
UHAL:
9.50%
PAG:
28.01%
UHAL:
27.25%
PAG:
-83.33%
UHAL:
-96.18%
PAG:
-13.04%
UHAL:
-22.70%
Fundamentals
PAG:
$10.13B
UHAL:
$10.28B
PAG:
$13.74
UHAL:
$2.11
PAG:
11.05
UHAL:
28.72
PAG:
1.85
UHAL:
0.00
PAG:
0.33
UHAL:
1.81
PAG:
1.95
UHAL:
1.50
PAG:
$23.01B
UHAL:
$4.60B
PAG:
$3.73B
UHAL:
$2.03B
PAG:
$1.22B
UHAL:
$1.52B
Returns By Period
In the year-to-date period, PAG achieves a 0.33% return, which is significantly higher than UHAL's -12.29% return. Over the past 10 years, PAG has outperformed UHAL with an annualized return of 13.81%, while UHAL has yielded a comparatively lower 6.81% annualized return.
PAG
0.33%
1.23%
-2.04%
5.48%
41.08%
13.81%
UHAL
-12.29%
-4.91%
-16.47%
-4.11%
18.70%
6.81%
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Risk-Adjusted Performance
PAG vs. UHAL — Risk-Adjusted Performance Rank
PAG
UHAL
PAG vs. UHAL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Penske Automotive Group, Inc. (PAG) and U-Haul Holding Company (UHAL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
PAG vs. UHAL - Dividend Comparison
PAG's dividend yield for the trailing twelve months is around 2.92%, while UHAL has not paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
PAG Penske Automotive Group, Inc. | 2.92% | 2.68% | 1.73% | 1.80% | 1.66% | 1.41% | 3.15% | 3.52% | 2.63% | 2.12% | 2.22% | 1.59% |
UHAL U-Haul Holding Company | 0.00% | 0.00% | 0.00% | 0.17% | 0.21% | 0.55% | 0.40% | 0.61% | 0.66% | 0.54% | 1.28% | 0.35% |
Drawdowns
PAG vs. UHAL - Drawdown Comparison
The maximum PAG drawdown since its inception was -83.33%, smaller than the maximum UHAL drawdown of -96.18%. Use the drawdown chart below to compare losses from any high point for PAG and UHAL. For additional features, visit the drawdowns tool.
Volatility
PAG vs. UHAL - Volatility Comparison
Penske Automotive Group, Inc. (PAG) has a higher volatility of 13.31% compared to U-Haul Holding Company (UHAL) at 12.61%. This indicates that PAG's price experiences larger fluctuations and is considered to be riskier than UHAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PAG vs. UHAL - Financials Comparison
This section allows you to compare key financial metrics between Penske Automotive Group, Inc. and U-Haul Holding Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities