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Upturn AI SWOT - About
UHAL 
U-Haul Holding Company (UHAL)
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Upturn Advisory Summary
08/14/2025: UHAL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
2 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $95.23
1 Year Target Price $95.23
| 0 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -33.15% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.13B USD | Price to earnings Ratio 41.05 | 1Y Target Price 95.23 |
Price to earnings Ratio 41.05 | 1Y Target Price 95.23 | ||
Volume (30-day avg) 2 | Beta 1.21 | 52 Weeks Range 56.28 - 79.04 | Updated Date 08/15/2025 |
52 Weeks Range 56.28 - 79.04 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.42 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-05 | When Before Market | Estimate 1.21 | Actual 0.68 |
Profitability
Profit Margin 5.31% | Operating Margin (TTM) 15.67% |
Management Effectiveness
Return on Assets (TTM) 2.11% | Return on Equity (TTM) 4.18% |
Valuation
Trailing PE 41.05 | Forward PE 62.5 | Enterprise Value 15751566566 | Price to Sales(TTM) 1.71 |
Enterprise Value 15751566566 | Price to Sales(TTM) 1.71 | ||
Enterprise Value to Revenue 2.66 | Enterprise Value to EBITDA 8.97 | Shares Outstanding 18874800 | Shares Floating 107703619 |
Shares Outstanding 18874800 | Shares Floating 107703619 | ||
Percent Insiders 60.41 | Percent Institutions 43.34 |
Upturn AI SWOT
U-Haul Holding Company
Company Overview
History and Background
Founded in 1945 in Ridgefield, Washington, U-Haul revolutionized the moving industry by providing affordable rental trailers. Over the years, it expanded into truck rentals, self-storage, and related services, becoming a dominant player in the North American moving and storage market.
Core Business Areas
- Moving and Storage: Offers truck and trailer rentals, self-storage units, moving supplies, and related services for residential and commercial customers.
- Property and Casualty Insurance: Provides insurance products to cover moving-related risks and self-storage contents.
- Life Insurance: Offers life insurance policies and annuity products.
Leadership and Structure
Joe Shoen serves as the Chairman and CEO. The company operates with a decentralized management structure, with numerous area field managers overseeing operations across North America.
Top Products and Market Share
Key Offerings
- Competitors: Penske (PAG), Budget Truck Rental (AVIS)
- Truck Rentals: Truck rentals are U-Haul's primary revenue driver, catering to both local and long-distance moves. The market is fragmented with competitors like Penske and Budget, but U-Haul holds a significant market share, estimated at around 35-40%.
- Competitors: Public Storage (PSA), Extra Space Storage (EXR)
- Self-Storage: U-Haul operates a large network of self-storage facilities. While the self-storage market is competitive with players like Public Storage and Extra Space Storage, U-Haul leverages its existing real estate and customer base. Estimated market share approximately 8-10%.
Market Dynamics
Industry Overview
The moving and self-storage industry is influenced by factors such as population growth, housing market trends, and economic conditions. The industry is characterized by both national players and regional operators.
Positioning
U-Haul is positioned as a value-oriented provider of moving and storage solutions, targeting a broad customer base. Its extensive network of locations and brand recognition are key competitive advantages.
Total Addressable Market (TAM)
The total addressable market is estimated to be over $50 billion annually for the moving and storage industry. U-Haul is well-positioned to capture a significant share of this market through its diverse service offerings and expansive network.
Upturn SWOT Analysis
Strengths
- Extensive network of locations
- Strong brand recognition
- Diversified revenue streams (truck rental, storage, insurance)
- Established infrastructure
Weaknesses
- High capital expenditure requirements
- Operational complexity due to decentralized management
- Exposure to economic cycles
- Customer Service Complaints
Opportunities
- Expanding self-storage capacity
- Digital transformation and online services
- Strategic acquisitions
- Partnerships with real estate companies
Threats
- Increased competition from other rental companies
- Economic downturn affecting moving activity
- Fluctuations in fuel prices
- Rising insurance costs
Competitors and Market Share
Key Competitors
- Penske (PAG)
- Budget (AVIS)
- Public Storage (PSA)
Competitive Landscape
U-Haul maintains a competitive edge through its extensive network, brand recognition, and wide range of services. However, competitors like Penske offer specialized services and Public Storage focuses exclusively on self-storage.
Growth Trajectory and Initiatives
Historical Growth: Historically, U-Haul has grown steadily through organic expansion and strategic acquisitions.
Future Projections: Future growth projections are dependent on macroeconomic factors and are unavailable within the scope of this model. Analyst consensus estimates call for slow to moderate growth
Recent Initiatives: Recent initiatives include expanding self-storage facilities and investing in technology to improve customer experience.
Summary
U-Haul Holding Company dominates the moving and self-storage market through its extensive network and brand recognition. Its diversified revenue streams offer stability, but high capital expenditures and economic sensitivity pose challenges. Expansion into self-storage and digital transformation provide growth opportunities. Overall, U-Haul is a relatively stable established company with potential for continued growth if it adapts to changing market dynamics.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company reports
- Industry reports
- Market research reports
Disclaimers:
This analysis is based on available information and general market knowledge. It is not financial advice. Market share estimates are approximate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About U-Haul Holding Company
Exchange NYSE | Headquaters Reno, NV, United States | ||
IPO Launch date 1994-11-04 | Chairman of the Board, President & CEO Mr. Edward Joseph Shoen J.D. | ||
Sector Industrials | Industry Rental & Leasing Services | Full time employees 17901 | Website https://uhaul.com |
Full time employees 17901 | Website https://uhaul.com | ||
U-Haul Holding Company operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. It operates through three segments: Moving and Storage, Property and Casualty Insurance, and Life Insurance. It rents trucks, trailers, fixed and portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towing accessories, and propane. The company also provides uhaul.com, an online marketplace that connects consumers to independent moving help service providers and independent self-storage affiliates; auto transport and toy hauler, and tow dolly options to transport the vehicles; and specialty boxes for dishes, computers, flat screen television, sensitive electronic equipment, tapes, security locks, and packing supplies. In addition, it rents self-moving products and services through a network of managed retail moving stores and independent U-Haul dealers, as well as rents equipment. Further, the company provides moving and storage protection packages, such as Safemove and Safetow packages, which offer moving and towing customers with a damage waiver, cargo protection, and medical and life insurance coverage; Safestor that protects storage and U-Box customers from loss on their goods in storage; Safehaul, which protect customers' belongings in transit through its U-Box portable moving and storage units; Safemove Plus, which provides rental customers with a layer of primary liability protection; Safetrip, a supplemental roadside protection for the customers equipment; and loss adjusting and claims handling services. Additionally, it offers life and health insurance products primarily to the senior market through the direct writing and reinsuring of life insurance, Medicare supplement, and annuity policies. The company was formerly known as AMERCO. U-Haul Holding Company was founded in 1945 and is based in Reno, Nevada.
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