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Upturn AI SWOT - About
UHAL 
U-Haul Holding Company (UHAL)
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Upturn Advisory Summary
10/13/2025: 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 $96.23
1 Year Target Price $96.23
| 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 10/13/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.34B USD | Price to earnings Ratio 39.24 | 1Y Target Price 96.23 |
Price to earnings Ratio 39.24 | 1Y Target Price 96.23 | ||
Volume (30-day avg) 2 | Beta 1.2 | 52 Weeks Range 54.28 - 78.32 | Updated Date 10/13/2025 |
52 Weeks Range 54.28 - 78.32 | Updated Date 10/13/2025 | ||
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 - | When - | Estimate - | Actual - |
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 39.24 | Forward PE 61.35 | Enterprise Value 15443612839 | Price to Sales(TTM) 1.58 |
Enterprise Value 15443612839 | Price to Sales(TTM) 1.58 | ||
Enterprise Value to Revenue 2.61 | Enterprise Value to EBITDA 8.8 | Shares Outstanding 18874788 | Shares Floating 107723226 |
Shares Outstanding 18874788 | Shares Floating 107723226 | ||
Percent Insiders 60.41 | Percent Institutions 42.79 |
Upturn AI SWOT
U-Haul Holding Company
Company Overview
History and Background
U-Haul Holding Company was founded in 1945 by Leonard Shoen and his wife, Anna Mary Carty Shoen. It started with a trailer rental business and expanded to include moving supplies, self-storage, and other related services. Over the years, it has become one of the largest and most recognized moving and storage companies in North America.
Core Business Areas
- Moving and Storage: This segment includes the rental of moving trucks, trailers, and self-storage units. It accounts for the majority of the company's revenue.
- Retail Sales: This segment involves the sale of moving supplies, boxes, packing materials, and other related products.
- Property and Casualty Insurance: This segment provides insurance products and services related to moving and storage.
Leadership and Structure
Joe Shoen is the Chairman of U-Haul Holding Company. The company operates with a decentralized structure, with various regional offices and a large network of independent dealers.
Top Products and Market Share
Key Offerings
- Competitors: Penske (PAG),Budget Truck Rental (AVIS),Enterprise Truck Rental (private)
- Truck Rentals: U-Haul is the largest provider of rental trucks in North America. Market share is estimated to be around 45-50%. Competitors include Penske, Budget Truck Rental, and Enterprise Truck Rental. The total revenue is significant, but specific figures are proprietary.
- Competitors: Public Storage (PSA),Extra Space Storage (EXR),Life Storage (LSI)
- Self-Storage: U-Haul operates a large network of self-storage facilities. While specific market share data is unavailable, it is a major player in the self-storage industry. Competitors include Public Storage (PSA), Extra Space Storage (EXR), and Life Storage (LSI).
- Competitors: Amazon (AMZN),Home Depot (HD),Lowe's (LOW)
- Moving Supplies: U-Haul sells a variety of moving supplies, contributing a smaller but still significant portion of the company's revenue. Competitors include Amazon and various home improvement stores like Home Depot (HD) and Lowe's (LOW).
Market Dynamics
Industry Overview
The moving and storage industry is driven by factors such as population growth, job mobility, housing market trends, and seasonal demand. The self-storage segment has seen strong growth in recent years.
Positioning
U-Haul Holding Company is a dominant player in the North American moving and storage industry, with a large and well-established network. Its competitive advantages include brand recognition, extensive dealer network, and a wide range of services.
Total Addressable Market (TAM)
The total addressable market for moving and self-storage in North America is estimated to be tens of billions of dollars annually. U-Haul is positioned to capture a significant share through its established infrastructure and brand.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive dealer network
- Wide range of services
- Large fleet of trucks and trailers
- Established self-storage presence
Weaknesses
- High capital expenditure requirements
- Dependence on economic conditions
- Operational complexities of managing a large fleet
- Customer service issues due to decentralized structure
Opportunities
- Expansion into new markets
- Growth in the self-storage segment
- Technological advancements (e.g., online booking, mobile apps)
- Partnerships with other businesses
Threats
- Economic downturns
- Increased competition
- Rising fuel costs
- Regulatory changes
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- Penske (PAG)
- Budget Truck Rental (AVIS)
- Public Storage (PSA)
Competitive Landscape
U-Haul has a dominant position in the DIY moving market, while Penske caters to a broader customer base, including commercial clients. Budget Truck Rental is a smaller player, while Public Storage focuses solely on self-storage.
Growth Trajectory and Initiatives
Historical Growth: U-Haul Holding Company has experienced steady growth over the long term, driven by expansion of its network and diversification of its services.
Future Projections: Future growth is expected to be driven by continued expansion in the self-storage segment, technological innovation, and strategic partnerships.
Recent Initiatives: Recent initiatives include investments in new trucks and trailers, expansion of the self-storage network, and development of mobile apps.
Summary
U-Haul Holding Company is a significant player in the moving and self-storage sector, benefiting from a well-established brand and a comprehensive network. While the company faces operational challenges and competition, ongoing strategic initiatives, such as expanding the self-storage network and investing in technology, demonstrate a commitment to future growth. Financial performance has had some volatility in recent years, and a need to improve its performance due to the high capital requirements. A potential industry downturn could impact its financials in the near future, and customer service improvements could help in the long term.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Market analysis
- Publicly available information
Disclaimers:
The data and analysis provided are based on available information and are subject to change. This is not financial advice, and investors should conduct their own research before making any investment decisions.
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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