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

Correlation

The correlation between UHAL and CASH is 0.22, 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

UHAL vs. CASH - Performance Comparison

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

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Key characteristics

Sharpe Ratio

UHAL:

0.10

CASH:

1.53

Sortino Ratio

UHAL:

0.20

CASH:

2.22

Omega Ratio

UHAL:

1.02

CASH:

1.28

Calmar Ratio

UHAL:

-0.00

CASH:

2.27

Martin Ratio

UHAL:

-0.01

CASH:

5.88

Ulcer Index

UHAL:

11.19%

CASH:

7.99%

Daily Std Dev

UHAL:

28.36%

CASH:

31.15%

Max Drawdown

UHAL:

-96.18%

CASH:

-83.66%

Current Drawdown

UHAL:

-18.37%

CASH:

-7.90%

Fundamentals

Market Cap

UHAL:

$10.87B

CASH:

$1.84B

EPS

UHAL:

$1.69

CASH:

$7.39

PE Ratio

UHAL:

37.87

CASH:

10.56

PEG Ratio

UHAL:

0.00

CASH:

0.00

PS Ratio

UHAL:

1.87

CASH:

2.51

PB Ratio

UHAL:

1.61

CASH:

2.21

Total Revenue (TTM)

UHAL:

$4.60B

CASH:

$678.90M

Gross Profit (TTM)

UHAL:

$2.03B

CASH:

$295.01M

EBITDA (TTM)

UHAL:

$1.52B

CASH:

$203.45M

Returns By Period

In the year-to-date period, UHAL achieves a -7.37% return, which is significantly lower than CASH's 6.15% return. Over the past 10 years, UHAL has underperformed CASH with an annualized return of 7.28%, while CASH has yielded a comparatively higher 19.86% annualized return.


UHAL

YTD

-7.37%

1M

-1.42%

6M

-9.44%

1Y

1.22%

3Y*

9.34%

5Y*

14.91%

10Y*

7.28%

CASH

YTD

6.15%

1M

-4.63%

6M

-6.83%

1Y

46.84%

3Y*

23.86%

5Y*

34.54%

10Y*

19.86%

*Annualized

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U-Haul Holding Company

Meta Financial Group, Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

UHAL vs. CASH — Risk-Adjusted Performance Rank

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

UHAL
The Risk-Adjusted Performance Rank of UHAL is 4848
Overall Rank
The Sharpe Ratio Rank of UHAL is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of UHAL is 4242
Sortino Ratio Rank
The Omega Ratio Rank of UHAL is 4141
Omega Ratio Rank
The Calmar Ratio Rank of UHAL is 5151
Calmar Ratio Rank
The Martin Ratio Rank of UHAL is 5151
Martin Ratio Rank

CASH
The Risk-Adjusted Performance Rank of CASH is 8989
Overall Rank
The Sharpe Ratio Rank of CASH is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of CASH is 8888
Sortino Ratio Rank
The Omega Ratio Rank of CASH is 8585
Omega Ratio Rank
The Calmar Ratio Rank of CASH is 9494
Calmar Ratio Rank
The Martin Ratio Rank of CASH is 8888
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.

UHAL vs. CASH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for U-Haul Holding Company (UHAL) and Meta Financial Group, Inc. (CASH). 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.


The current UHAL Sharpe Ratio is 0.10, which is lower than the CASH Sharpe Ratio of 1.53. The chart below compares the historical Sharpe Ratios of UHAL and CASH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

UHAL vs. CASH - Dividend Comparison

UHAL has not paid dividends to shareholders, while CASH's dividend yield for the trailing twelve months is around 0.26%.


TTM20242023202220212020201920182017201620152014
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%
CASH
Meta Financial Group, Inc.
0.26%0.27%0.38%0.46%0.34%0.55%0.55%0.96%0.56%0.88%1.13%1.48%

Drawdowns

UHAL vs. CASH - Drawdown Comparison

The maximum UHAL drawdown since its inception was -96.18%, which is greater than CASH's maximum drawdown of -83.66%. Use the drawdown chart below to compare losses from any high point for UHAL and CASH.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

UHAL vs. CASH - Volatility Comparison

U-Haul Holding Company (UHAL) has a higher volatility of 9.45% compared to Meta Financial Group, Inc. (CASH) at 5.50%. This indicates that UHAL's price experiences larger fluctuations and is considered to be riskier than CASH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

UHAL vs. CASH - Financials Comparison

This section allows you to compare key financial metrics between U-Haul Holding Company and Meta Financial Group, Inc.. 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


0.00500.00M1.00B1.50B20212022202320242025
1.39B
269.95M
(UHAL) Total Revenue
(CASH) Total Revenue
Values in USD except per share items