U-Haul Holding Co (UHAL)
NYSEIndustrialsRental & Leasing ServicesSnapshot 2026-09-14
$63.16-0.52%
Close 2026-09-15 · 1-day change
NYSEIndustrialsRental & Leasing ServicesSnapshot 2026-09-14
Research Workspace
Put UHAL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Trading Companies & Distributors: fringe margins under pressure (4q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Halt revenue decline and achieve growth: rev +3.2% vs 4.0% target.
View ThesisRevenue growth is slowing — up about 2% over the past year and decelerating.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 27%, softest on free-cash-flow margins.
View QualityManagement screens weak on earnings delivery, margins, the balance sheet.
View ManagementExpectations look high — the market is pricing in about 100% growth a year, above the roughly 6% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskUHAL must restore profitability and achieve revenue growth to justify its current price. Revenue grew 3.2% year over year, but the latest quarter missed expectations. It trades at 2.1× price-to-sales, above the 1.0× peer median, indicating that the market expects more growth than we forecast. The primary risk is the elevated probability of a miss in the next quarter, currently at 64%. Peer multiples imply a price about 100% below where it trades. This read is provisional.
Trailing returns as of 2026-09-15. UHAL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 2 analysts currently covering UHAL (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare UHAL with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| UHAL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 1 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Trading Companies & Distributors — fair value, gap to price, and forward P/E.
Compare the value case
Put UHAL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Legal issues could harm reputation and profitability.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Restore profitability and operating income
Fleet investment decrease pressures profitability and operating income.
Advances: Maintain strong cash flow from operations
Earnings call confirms strong cash flow from operations.
Advances: Restore profitability and operating income
Earnings beat indicates potential for restored profitability.
Threatens: Restore profitability and operating income
Earnings test indicates uncertainty in profitability turnaround.
Advances: Maintain strong cash flow from operations
Share buyback enhances cash flow and signals confidence.
Advances: Maintain strong cash flow from operations
Share buyback plan enhances cash flow from operations.
Advances: Maintain strong cash flow from operations
Buyback supports strong cash flow and shareholder value.