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Upturn AI SWOT - About
UHAL 
U-Haul Holding Company (UHAL)
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Upturn Advisory Summary
06/30/2025: UHAL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Year Target Price $89.84
Year Target Price $89.84
| 0 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit -29.11% | Avg. Invested days 27 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.49B USD | Price to earnings Ratio 36.07 | 1Y Target Price 89.84 |
Price to earnings Ratio 36.07 | 1Y Target Price 89.84 | ||
Volume (30-day avg) 2 | Beta 1.24 | 52 Weeks Range 56.28 - 79.04 | Updated Date 06/30/2025 |
52 Weeks Range 56.28 - 79.04 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.69 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6.3% | Operating Margin (TTM) -2.99% |
Management Effectiveness
Return on Assets (TTM) 2.31% | Return on Equity (TTM) 5% |
Valuation
Trailing PE 36.07 | Forward PE 52.91 | Enterprise Value 16036066501 | Price to Sales(TTM) 1.8 |
Enterprise Value 16036066501 | Price to Sales(TTM) 1.8 | ||
Enterprise Value to Revenue 2.75 | Enterprise Value to EBITDA 9.14 | Shares Outstanding 19607800 | Shares Floating 107621266 |
Shares Outstanding 19607800 | Shares Floating 107621266 | ||
Percent Insiders 60.9 | Percent Institutions 37.88 |
Analyst Ratings
Rating 2 | Target Price 89.84 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
U-Haul Holding Company
Company Overview
History and Background
U-Haul was founded in 1945 by Leonard Shoen and his wife, Anna Mary Carty Shoen, in Ridgefield, Washington. Initially focused on providing affordable moving equipment rentals, U-Haul expanded rapidly through a franchise model. Over time, it grew to offer a wide range of moving and storage services across North America.
Core Business Areas
- Moving and Storage Operations: This segment encompasses the rental of moving trucks, trailers, and storage units. It is the core revenue generator for the company.
- Property and Casualty Insurance: This segment includes insurance services related to moving and storage, such as damage coverage and liability protection.
Leadership and Structure
Joe Shoen serves as the Chairman of the Board. The company operates with a decentralized management structure, empowering regional and local managers.
Top Products and Market Share
Key Offerings
- Truck Rentals: U-Haul's primary offering, providing a fleet of trucks for local and one-way moves. Competitors include Penske, Budget Truck Rental, and Enterprise Truck Rental. Market share for U-Haul is estimated to be around 45% in the DIY moving market based on fleet size and brand recognition (this is an estimate).
- Storage Units: U-Haul offers storage units of varying sizes at its locations. The self-storage industry is competitive, with Public Storage, Extra Space Storage, and Life Storage as major players. U-Haul's storage revenue contributes significantly to overall revenue. Revenue breakdown is difficult to ascertain precisely from available public data.
- Moving Supplies: Boxes, tape, furniture pads, and other supplies sold at U-Haul locations and online. Competitors include Home Depot, Lowe's, and Amazon. Revenue from supplies is a smaller but consistent revenue stream.
Market Dynamics
Industry Overview
The moving and storage industry is characterized by fluctuating demand based on economic conditions, housing market trends, and population migration. DIY moving is a substantial portion of the market.
Positioning
U-Haul dominates the DIY moving rental market. Its competitive advantages include a vast network of locations, brand recognition, and a comprehensive range of services.
Total Addressable Market (TAM)
The total addressable market for the moving and storage industry is estimated to be billions of dollars annually. U-Haul is well-positioned to capture a significant portion of this TAM through its extensive network and brand recognition.
Upturn SWOT Analysis
Strengths
- Extensive network of locations
- Strong brand recognition
- Wide range of services
- Established infrastructure
- High market share in DIY moving
Weaknesses
- High capital expenditure
- Dependence on economic conditions
- Fleet maintenance costs
- Competition in storage market
- Customer service reputation can vary
Opportunities
- Expansion into new markets
- Technological advancements (e.g., online booking, GPS tracking)
- Partnerships with real estate companies
- Growing demand for self-storage
- Offering additional services (e.g., packing, loading)
Threats
- Economic downturns
- Increased competition
- Fluctuations in fuel prices
- Regulatory changes
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- PGH
- UHAL
- ABCO
Competitive Landscape
U-Haul benefits from its extensive network and brand recognition, while facing competition from smaller regional players and national storage companies. Penske and Budget provide similar offerings to U-Haul.
Major Acquisitions
Oxford Life Insurance
- Year: 2014
- Acquisition Price (USD millions): 130
- Strategic Rationale: Expanded insurance offerings within the moving and storage operations.
Growth Trajectory and Initiatives
Historical Growth: U-Haul has grown steadily over the years by expanding its network and services.
Future Projections: Future growth is projected to be driven by continued expansion, technological innovation, and increased demand for moving and storage services.
Recent Initiatives: Recent initiatives include investments in fleet modernization, expansion of storage facilities, and enhancements to online booking platforms.
Summary
U-Haul is a dominant player in the DIY moving market, leveraging its vast network and established brand. While the company faces competition in the storage segment and is sensitive to economic cycles, its strong market position and recent strategic initiatives support continued growth. U-Haul should be mindful of maintaining customer service quality and managing its capital expenditure effectively. Overall the company is strong with a market share in the dominant moving industry.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Market Research Reports
- Press Releases
Disclaimers:
The data provided is based on available information and estimates. Market share figures are approximate. Financial data requires access to proprietary financial databases.
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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