UHAL vs. PAG
Compare and contrast key facts about U-Haul Holding Company (UHAL) and Penske Automotive Group, Inc. (PAG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UHAL or PAG.
Correlation
The correlation between UHAL and PAG 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
UHAL vs. PAG - Performance Comparison
Key characteristics
UHAL:
-0.11
PAG:
0.13
UHAL:
0.04
PAG:
0.41
UHAL:
1.00
PAG:
1.05
UHAL:
-0.12
PAG:
0.19
UHAL:
-0.31
PAG:
0.45
UHAL:
9.50%
PAG:
8.23%
UHAL:
27.25%
PAG:
28.01%
UHAL:
-96.18%
PAG:
-83.33%
UHAL:
-22.70%
PAG:
-13.04%
Fundamentals
UHAL:
$10.12B
PAG:
$10.13B
UHAL:
$2.15
PAG:
$13.74
UHAL:
28.19
PAG:
11.05
UHAL:
0.00
PAG:
1.83
UHAL:
1.78
PAG:
0.33
UHAL:
1.47
PAG:
1.92
UHAL:
$4.60B
PAG:
$23.01B
UHAL:
$2.03B
PAG:
$3.73B
UHAL:
$1.52B
PAG:
$1.22B
Returns By Period
In the year-to-date period, UHAL achieves a -12.29% return, which is significantly lower than PAG's 0.33% return. Over the past 10 years, UHAL has underperformed PAG with an annualized return of 6.82%, while PAG has yielded a comparatively higher 13.82% annualized return.
UHAL
-12.29%
-5.97%
-16.47%
-3.81%
17.36%
6.82%
PAG
0.33%
0.84%
-2.04%
5.81%
39.03%
13.82%
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Risk-Adjusted Performance
UHAL vs. PAG — Risk-Adjusted Performance Rank
UHAL
PAG
UHAL vs. PAG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for U-Haul Holding Company (UHAL) and Penske Automotive Group, Inc. (PAG). 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
UHAL vs. PAG - Dividend Comparison
UHAL has not paid dividends to shareholders, while PAG's dividend yield for the trailing twelve months is around 2.92%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
UHAL vs. PAG - Drawdown Comparison
The maximum UHAL drawdown since its inception was -96.18%, which is greater than PAG's maximum drawdown of -83.33%. Use the drawdown chart below to compare losses from any high point for UHAL and PAG. For additional features, visit the drawdowns tool.
Volatility
UHAL vs. PAG - Volatility Comparison
The current volatility for U-Haul Holding Company (UHAL) is 12.61%, while Penske Automotive Group, Inc. (PAG) has a volatility of 13.31%. This indicates that UHAL experiences smaller price fluctuations and is considered to be less risky than PAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UHAL vs. PAG - Financials Comparison
This section allows you to compare key financial metrics between U-Haul Holding Company and Penske Automotive 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.
Total Revenue: Total amount of money received from sales and other business activities