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PAG vs. UHAL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

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.


-0.50.00.51.0
Correlation: 0.3

Performance

PAG vs. UHAL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Penske Automotive Group, Inc. (PAG) and U-Haul Holding Company (UHAL). The values are adjusted to include any dividend payments, if applicable.

1,000.00%1,500.00%2,000.00%2,500.00%NovemberDecember2025FebruaryMarchApril
1,195.44%
1,888.97%
PAG
UHAL

Key characteristics

Sharpe Ratio

PAG:

0.13

UHAL:

-0.11

Sortino Ratio

PAG:

0.41

UHAL:

0.04

Omega Ratio

PAG:

1.05

UHAL:

1.00

Calmar Ratio

PAG:

0.19

UHAL:

-0.12

Martin Ratio

PAG:

0.45

UHAL:

-0.31

Ulcer Index

PAG:

8.23%

UHAL:

9.50%

Daily Std Dev

PAG:

28.01%

UHAL:

27.25%

Max Drawdown

PAG:

-83.33%

UHAL:

-96.18%

Current Drawdown

PAG:

-13.04%

UHAL:

-22.70%

Fundamentals

Market Cap

PAG:

$10.13B

UHAL:

$10.28B

EPS

PAG:

$13.74

UHAL:

$2.11

PE Ratio

PAG:

11.05

UHAL:

28.72

PEG Ratio

PAG:

1.85

UHAL:

0.00

PS Ratio

PAG:

0.33

UHAL:

1.81

PB Ratio

PAG:

1.95

UHAL:

1.50

Total Revenue (TTM)

PAG:

$23.01B

UHAL:

$4.60B

Gross Profit (TTM)

PAG:

$3.73B

UHAL:

$2.03B

EBITDA (TTM)

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

YTD

0.33%

1M

1.23%

6M

-2.04%

1Y

5.48%

5Y*

41.08%

10Y*

13.81%

UHAL

YTD

-12.29%

1M

-4.91%

6M

-16.47%

1Y

-4.11%

5Y*

18.70%

10Y*

6.81%

*Annualized

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Risk-Adjusted Performance

PAG vs. UHAL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PAG
The Risk-Adjusted Performance Rank of PAG is 5757
Overall Rank
The Sharpe Ratio Rank of PAG is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of PAG is 5252
Sortino Ratio Rank
The Omega Ratio Rank of PAG is 4949
Omega Ratio Rank
The Calmar Ratio Rank of PAG is 6363
Calmar Ratio Rank
The Martin Ratio Rank of PAG is 6060
Martin Ratio Rank

UHAL
The Risk-Adjusted Performance Rank of UHAL is 4545
Overall Rank
The Sharpe Ratio Rank of UHAL is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of UHAL is 4141
Sortino Ratio Rank
The Omega Ratio Rank of UHAL is 4141
Omega Ratio Rank
The Calmar Ratio Rank of UHAL is 4747
Calmar Ratio Rank
The Martin Ratio Rank of UHAL is 4848
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.

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.


Sharpe ratio
The chart of Sharpe ratio for PAG, currently valued at 0.13, compared to the broader market-2.00-1.000.001.002.003.00
PAG: 0.13
UHAL: -0.11
The chart of Sortino ratio for PAG, currently valued at 0.41, compared to the broader market-6.00-4.00-2.000.002.004.00
PAG: 0.41
UHAL: 0.04
The chart of Omega ratio for PAG, currently valued at 1.05, compared to the broader market0.501.001.502.00
PAG: 1.05
UHAL: 1.00
The chart of Calmar ratio for PAG, currently valued at 0.19, compared to the broader market0.001.002.003.004.00
PAG: 0.19
UHAL: -0.12
The chart of Martin ratio for PAG, currently valued at 0.45, compared to the broader market-5.000.005.0010.0015.0020.00
PAG: 0.45
UHAL: -0.31

The current PAG Sharpe Ratio is 0.13, which is higher than the UHAL Sharpe Ratio of -0.11. The chart below compares the historical Sharpe Ratios of PAG and UHAL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
0.13
-0.11
PAG
UHAL

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.


TTM20242023202220212020201920182017201620152014
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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-13.04%
-22.70%
PAG
UHAL

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.


4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.31%
12.61%
PAG
UHAL

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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