Correlation
The correlation between UHAL and EXR is 0.49, 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.
UHAL vs. EXR
Compare and contrast key facts about U-Haul Holding Company (UHAL) and Extra Space Storage Inc. (EXR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UHAL or EXR.
Performance
UHAL vs. EXR - Performance Comparison
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Key characteristics
UHAL:
0.02
EXR:
0.53
UHAL:
0.13
EXR:
0.71
UHAL:
1.01
EXR:
1.09
UHAL:
-0.06
EXR:
0.28
UHAL:
-0.14
EXR:
0.80
UHAL:
11.13%
EXR:
12.71%
UHAL:
28.39%
EXR:
25.61%
UHAL:
-96.18%
EXR:
-71.35%
UHAL:
-19.35%
EXR:
-24.21%
Fundamentals
UHAL:
$10.70B
EXR:
$32.77B
UHAL:
$2.09
EXR:
$4.32
UHAL:
29.82
EXR:
34.37
UHAL:
0.00
EXR:
3.76
UHAL:
1.88
EXR:
9.74
UHAL:
1.54
EXR:
2.27
UHAL:
$4.60B
EXR:
$3.28B
UHAL:
$2.03B
EXR:
$2.16B
UHAL:
$1.52B
EXR:
$2.38B
Returns By Period
In the year-to-date period, UHAL achieves a -8.48% return, which is significantly lower than EXR's 1.95% return. Over the past 10 years, UHAL has underperformed EXR with an annualized return of 7.11%, while EXR has yielded a comparatively higher 11.92% annualized return.
UHAL
-8.48%
3.69%
-11.50%
0.57%
8.03%
14.63%
7.11%
EXR
1.95%
6.63%
-10.76%
13.53%
-1.79%
13.36%
11.92%
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Risk-Adjusted Performance
UHAL vs. EXR — Risk-Adjusted Performance Rank
UHAL
EXR
UHAL vs. EXR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for U-Haul Holding Company (UHAL) and Extra Space Storage Inc. (EXR). 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
UHAL vs. EXR - Dividend Comparison
UHAL has not paid dividends to shareholders, while EXR's dividend yield for the trailing twelve months is around 4.30%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
EXR Extra Space Storage Inc. | 4.30% | 4.33% | 4.04% | 4.08% | 1.98% | 3.11% | 3.37% | 3.71% | 3.57% | 3.79% | 2.54% | 3.09% |
Drawdowns
UHAL vs. EXR - Drawdown Comparison
The maximum UHAL drawdown since its inception was -96.18%, which is greater than EXR's maximum drawdown of -71.35%. Use the drawdown chart below to compare losses from any high point for UHAL and EXR.
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Volatility
UHAL vs. EXR - Volatility Comparison
U-Haul Holding Company (UHAL) has a higher volatility of 9.40% compared to Extra Space Storage Inc. (EXR) at 7.35%. This indicates that UHAL's price experiences larger fluctuations and is considered to be riskier than EXR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
UHAL vs. EXR - Financials Comparison
This section allows you to compare key financial metrics between U-Haul Holding Company and Extra Space Storage 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.
Total Revenue: Total amount of money received from sales and other business activities
UHAL vs. EXR - Profitability Comparison
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%.
EXR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Extra Space Storage Inc. reported a gross profit of 579.30M and revenue of 820.00M. Therefore, the gross margin over that period was 70.7%.
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%.
EXR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Extra Space Storage Inc. reported an operating income of 388.73M and revenue of 820.00M, resulting in an operating margin of 47.4%.
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%.
EXR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Extra Space Storage Inc. reported a net income of 270.88M and revenue of 820.00M, resulting in a net margin of 33.0%.