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 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PAG vs. UHAL - Performance Comparison
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Key characteristics
PAG:
0.15
UHAL:
-0.19
PAG:
0.67
UHAL:
-0.09
PAG:
1.08
UHAL:
0.99
PAG:
0.43
UHAL:
-0.22
PAG:
0.97
UHAL:
-0.50
PAG:
8.64%
UHAL:
10.95%
PAG:
28.22%
UHAL:
28.16%
PAG:
-83.33%
UHAL:
-96.18%
PAG:
-6.12%
UHAL:
-16.65%
Fundamentals
PAG:
$10.97B
UHAL:
$11.18B
PAG:
$14.19
UHAL:
$2.11
PAG:
11.69
UHAL:
31.15
PAG:
1.99
UHAL:
0.00
PAG:
0.36
UHAL:
1.96
PAG:
1.95
UHAL:
1.65
PAG:
$30.61B
UHAL:
$4.60B
PAG:
$5.04B
UHAL:
$2.03B
PAG:
$1.54B
UHAL:
$1.52B
Returns By Period
In the year-to-date period, PAG achieves a 8.33% return, which is significantly higher than UHAL's -5.41% return. Over the past 10 years, PAG has outperformed UHAL with an annualized return of 15.18%, while UHAL has yielded a comparatively lower 7.62% annualized return.
PAG
8.33%
8.32%
3.21%
4.23%
42.89%
15.18%
UHAL
-5.41%
7.64%
-8.18%
-5.44%
17.97%
7.62%
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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.
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Dividends
PAG vs. UHAL - Dividend Comparison
PAG's dividend yield for the trailing twelve months is around 2.71%, 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. | 2.71% | 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% | 0.15% | 0.18% | 0.54% | 0.35% | 0.53% | 0.64% | 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.
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Volatility
PAG vs. UHAL - Volatility Comparison
The current volatility for Penske Automotive Group, Inc. (PAG) is 6.12%, while U-Haul Holding Company (UHAL) has a volatility of 9.04%. This indicates that PAG experiences smaller price fluctuations and is considered to be less risky than UHAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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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
PAG vs. UHAL - Profitability Comparison
PAG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Penske Automotive Group, Inc. reported a gross profit of 1.27B and revenue of 7.60B. Therefore, the gross margin over that period was 16.7%.
UHAL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, U-Haul Holding Company reported a gross profit of 1.19B and revenue of 1.39B. Therefore, the gross margin over that period was 85.9%.
PAG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Penske Automotive Group, Inc. reported an operating income of 315.50M and revenue of 7.60B, resulting in an operating margin of 4.2%.
UHAL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, U-Haul Holding Company reported an operating income of 150.73M and revenue of 1.39B, resulting in an operating margin of 10.9%.
PAG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Penske Automotive Group, Inc. reported a net income of 244.30M and revenue of 7.60B, resulting in a net margin of 3.2%.
UHAL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, U-Haul Holding Company reported a net income of 58.34M and revenue of 1.39B, resulting in a net margin of 4.2%.