U Haul Holding Stock Performance
| UHAL-B Stock | 66.41 0.92 1.40% |
U-Haul Holding has a performance score of 8 on a scale of 0 to 100. The firm has a beta of 0.66, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, U-Haul Holding's returns are expected to increase less than the market. However, during the bear market, the loss of holding U-Haul Holding is expected to be smaller as well. U Haul Holding today has a risk of 1.6%. Please validate U-Haul Holding total risk alpha, treynor ratio, and the relationship between the jensen alpha and sortino ratio , to decide if U-Haul Holding will be following its existing price patterns.
Risk-Adjusted Performance
OK
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in U Haul Holding are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Despite somewhat fragile basic indicators, U-Haul Holding may actually be approaching a critical reversion point that can send shares even higher in March 2025. ...more
| Begin Period Cash Flow | 2.1 B |
U-Haul |
U-Haul Holding Relative Risk vs. Return Landscape
If you would invest 6,032 in U Haul Holding on November 20, 2024 and sell it today you would earn a total of 609.00 from holding U Haul Holding or generate 10.1% return on investment over 90 days. U Haul Holding is generating 0.1758% of daily returns assuming 1.6022% volatility of returns over the 90 days investment horizon. Simply put, 14% of all stocks have less volatile historical return distribution than U-Haul Holding, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
U-Haul Holding Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for U-Haul Holding's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as U Haul Holding, and traders can use it to determine the average amount a U-Haul Holding's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1097
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | UHAL-B | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.6 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average U-Haul Holding is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of U-Haul Holding by adding it to a well-diversified portfolio.
U-Haul Holding Fundamentals Growth
U-Haul Stock prices reflect investors' perceptions of the future prospects and financial health of U-Haul Holding, and U-Haul Holding fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on U-Haul Stock performance.
| Return On Equity | 0.0609 | ||||
| Return On Asset | 0.0231 | ||||
| Profit Margin | 0.08 % | ||||
| Operating Margin | 0.11 % | ||||
| Current Valuation | 17.88 B | ||||
| Shares Outstanding | 168.69 M | ||||
| Price To Book | 1.64 X | ||||
| Price To Sales | 2.22 X | ||||
| Revenue | 5.63 B | ||||
| EBITDA | 1.92 B | ||||
| Total Debt | 6.33 B | ||||
| Book Value Per Share | 39.70 X | ||||
| Cash Flow From Operations | 1.45 B | ||||
| Earnings Per Share | 2.11 X | ||||
| Total Asset | 19.06 B | ||||
| Retained Earnings | 7.6 B | ||||
About U-Haul Holding Performance
By analyzing U-Haul Holding's fundamental ratios, stakeholders can gain valuable insights into U-Haul Holding's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if U-Haul Holding has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if U-Haul Holding has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about U Haul Holding performance evaluation
Checking the ongoing alerts about U-Haul Holding for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for U Haul Holding help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 43.0% of the company outstanding shares are owned by insiders |
- Analyzing U-Haul Holding's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether U-Haul Holding's stock is overvalued or undervalued compared to its peers.
- Examining U-Haul Holding's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating U-Haul Holding's management team can have a significant impact on its success or failure. Reviewing the track record and experience of U-Haul Holding's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of U-Haul Holding's stock. These opinions can provide insight into U-Haul Holding's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for U-Haul Stock analysis
When running U-Haul Holding's price analysis, check to measure U-Haul Holding's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy U-Haul Holding is operating at the current time. Most of U-Haul Holding's value examination focuses on studying past and present price action to predict the probability of U-Haul Holding's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move U-Haul Holding's price. Additionally, you may evaluate how the addition of U-Haul Holding to your portfolios can decrease your overall portfolio volatility.
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |