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 0.43, 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
UHAL vs. PAG - Performance Comparison
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Key characteristics
UHAL:
-0.27
PAG:
0.18
UHAL:
-0.15
PAG:
0.58
UHAL:
0.98
PAG:
1.07
UHAL:
-0.26
PAG:
0.35
UHAL:
-0.60
PAG:
0.80
UHAL:
10.81%
PAG:
8.62%
UHAL:
27.81%
PAG:
28.18%
UHAL:
-96.18%
PAG:
-83.33%
UHAL:
-18.60%
PAG:
-8.76%
Fundamentals
UHAL:
$10.82B
PAG:
$10.54B
UHAL:
$2.11
PAG:
$14.19
UHAL:
30.25
PAG:
11.22
UHAL:
0.00
PAG:
1.98
UHAL:
1.90
PAG:
0.34
UHAL:
1.59
PAG:
1.95
UHAL:
$4.60B
PAG:
$30.61B
UHAL:
$2.03B
PAG:
$5.04B
UHAL:
$1.52B
PAG:
$1.54B
Returns By Period
In the year-to-date period, UHAL achieves a -7.63% return, which is significantly lower than PAG's 5.27% return. Over the past 10 years, UHAL has underperformed PAG with an annualized return of 7.43%, while PAG has yielded a comparatively higher 14.97% annualized return.
UHAL
-7.63%
4.86%
-14.92%
-7.65%
16.99%
7.43%
PAG
5.27%
7.03%
1.69%
5.36%
37.87%
14.97%
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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.
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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 2.79%.
| 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. | 2.79% | 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.
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Volatility
UHAL vs. PAG - Volatility Comparison
U-Haul Holding Company (UHAL) has a higher volatility of 8.67% compared to Penske Automotive Group, Inc. (PAG) at 5.86%. This indicates that UHAL's price experiences larger fluctuations and is considered to be riskier than PAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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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
UHAL vs. PAG - 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%.
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 - 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 - 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 - 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%.
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%.