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Upturn AI SWOT - About
U-Haul Holding Company (UHAL-B)
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Upturn Advisory Summary
06/30/2025: UHAL-B (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
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $122
1 Year Target Price $122
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -15.37% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | 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 32.63 | 1Y Target Price 122 |
Price to earnings Ratio 32.63 | 1Y Target Price 122 | ||
Volume (30-day avg) - | Beta 1.24 | 52 Weeks Range 50.00 - 73.78 | Updated Date 06/29/2025 |
52 Weeks Range 50.00 - 73.78 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 0.36% | Basic EPS (TTM) 1.69 |
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 32.63 | Forward PE 47.85 | 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 168624992 | Shares Floating 107621266 |
Shares Outstanding 168624992 | Shares Floating 107621266 | ||
Percent Insiders 42.81 | Percent Institutions 37.13 |
Analyst Ratings
Rating - | Target Price 122 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
U-Haul Holding Company
Company Overview
History and Background
U-Haul Holding Company, founded in 1945, pioneered the self-moving industry with its trailer-sharing network. It has grown to become a leading provider of moving and storage solutions, expanding into truck rentals, self-storage units, and moving supplies. A significant milestone was its expansion into self-storage in the 1970s. Over time, it has focused on building a large network of locations across North America.
Core Business Areas
- Moving and Storage: Provides truck and trailer rentals for self-moving, as well as self-storage units for personal and business use.
- Retail Sales: Offers a range of moving supplies, boxes, and related products through its retail locations.
- Property and Casualty Insurance: Provides P&C insurance mainly for the trucks and rental equipment they offer in the other segments.
Leadership and Structure
The company's leadership team includes Joe Shoen (CEO). The organizational structure is based on a decentralized network of company-owned and independent dealerships.
Top Products and Market Share
Key Offerings
- Market Share (%): 45
- Truck Rentals: Rental trucks for self-moving, ranging in size from pickup trucks to large moving vans. U-Haul holds a significant share of the self-moving truck rental market, with estimates ranging from 40% to 50%. Competitors include Penske and Budget Truck Rental.
- Market Share (%): 8
- Self-Storage: Self-storage units of various sizes, offered at U-Haul locations and standalone self-storage facilities. The self-storage industry is fragmented, but U-Haul is a major player. Competitors include Public Storage, Extra Space Storage, and Life Storage.
- Market Share (%): 15
- Moving Supplies: Boxes, tape, furniture pads, and other supplies needed for packing and moving. U-Haul's market share in moving supplies is significant due to its large retail network. Competitors include Amazon and Home Depot.
Market Dynamics
Industry Overview
The self-moving and storage industry is driven by factors such as population migration, housing market trends, and economic growth. The industry is competitive, with increasing demand for convenient and affordable moving solutions.
Positioning
U-Haul is a well-established brand known for its extensive network and affordable pricing. Its competitive advantages include its brand recognition, large fleet of trucks and trailers, and widespread network of locations.
Total Addressable Market (TAM)
The TAM for the self-moving and storage industry is estimated to be over $40 billion annually. U-Haul is well-positioned to capture a significant portion of this market with its established brand and expansive network.
Upturn SWOT Analysis
Strengths
- Large and established network
- Strong brand recognition
- Diverse range of services
- High brand recognition
- Decentralized dealership model
Weaknesses
- High capital expenditure for maintaining fleet
- Seasonality of demand
- Customer service inconsistencies
- Reliance on independent dealers
- Exposure to fuel price fluctuations
Opportunities
- Expansion into new markets
- Growth in self-storage demand
- Technological advancements in logistics
- Partnerships with real estate companies
- Increased demand for moving supplies online
Threats
- Economic downturns
- Increased competition
- Rising fuel costs
- Changes in regulations
- Negative reviews
Competitors and Market Share
Key Competitors
- Penske Automotive Group (PAG)
- Budget Truck Rental (CAR)
- Public Storage (PSA)
Competitive Landscape
U-Haul's advantages include its extensive network and brand recognition, while its disadvantages include customer service concerns and competition from national storage operators.
Major Acquisitions
Oxford Life Insurance Company
- Year: 2014
- Acquisition Price (USD millions): 130
- Strategic Rationale: Strengthen U-Haul's insurance offerings and expand its presence in the insurance market.
Growth Trajectory and Initiatives
Historical Growth: U-Haul has experienced steady growth over the past decade, driven by expansion of its network and increased demand for its services.
Future Projections: Analysts project continued growth for U-Haul, driven by the growing self-storage market and increasing migration trends.
Recent Initiatives: Recent initiatives include expansion of its self-storage portfolio, investments in technology, and partnerships with real estate companies.
Summary
U-Haul Holding Company is a well-established player in the moving and storage industry with a strong brand and extensive network. The company's financial performance is solid, driven by increased demand for its services. Challenges include competition and capital expenditure. Future opportunities lie in expanding self-storage and online services. U-Haul needs to look out for economic downturns and increased competition.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K reports)
- Industry reports
- Market research reports
- Analyst estimates
Disclaimers:
The data provided is based on available information and may be subject to change. This analysis is for informational purposes only and should not be considered financial advice.
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 2022-11-10 | 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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