U Haul Holding Stock Analysis

UHAL Stock  USD 62.46  1.27  1.99%   
U Haul Holding is undervalued with Real Value of 72.21 and Target Price of 98.55. The main objective of U Haul stock analysis is to determine its intrinsic value, which is an estimate of what U Haul Holding is worth, separate from its market price. There are two main types of U Haul's stock analysis: fundamental analysis and technical analysis.
The U Haul stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in U Haul Holding. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation.

UHAL Stock Analysis Notes

About 61.0% of the company outstanding shares are owned by insiders. The company has Price to Book (P/B) ratio of 1.54. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. U Haul Holding last dividend was issued on the 18th of September 2023. The entity had 10:1 split on the 10th of November 2022. AMERCO operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. The companys Life Insurance segment provides life and health insurance products primarily to the senior market through the direct writing and reinsuring of life insurance, medicare supplement, and annuity policies. A M operates under Rental Leasing Services classification in the United States and is traded on NASDAQ Exchange. It employs 16368 people. For more information please call the company at 775 688 6300 or visit https://investors.uhaul.com.

U Haul Quarterly Total Revenue

1.39 Billion

U Haul Holding Investment Alerts

U Haul Holding generated a negative expected return over the last 90 days
U Haul Holding has a strong financial position based on the latest SEC filings
About 61.0% of the company outstanding shares are owned by insiders
Latest headline from finance.yahoo.com: U-Haul Holding sheds 6.8 percent this week, as yearly returns fall more in line with earnings growth

U Haul Holding Upcoming and Recent Events

7th of February 2024
Upcoming Quarterly Report
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4th of June 2024
Next Financial Report
View
31st of December 2023
Next Fiscal Quarter End
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4th of June 2024
Next Fiscal Year End
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30th of September 2023
Last Quarter Report
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31st of March 2023
Last Financial Announcement
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UHAL Largest EPS Surprises

Earnings surprises can significantly impact U Haul's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2019-05-29
2019-03-310.110.04-0.0763 
2000-06-28
2000-03-31-0.68-0.570.1116 
1998-06-29
1998-03-31-0.77-0.660.1114 
View All Earnings Estimates

U Haul Environmental, Social, and Governance (ESG) Scores

U Haul's ESG score is a quantitative measure that evaluates U Haul's performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of U Haul's operations that may have significant financial implications and affect U Haul's stock price as well as guide investors towards more socially responsible investments.

U Haul Thematic Classifications

In addition to having U Haul stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Rentals Idea
Rentals
Rental and leasing services

UHAL Stock Institutional Investors

Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Geode Capital Management, Llc2024-12-31
160.7 K
Old West Investment Management, Llc2024-12-31
133.5 K
Parkwood Llc2024-12-31
130.7 K
Two Sigma Advisers, Llc2024-12-31
117.8 K
Two Sigma Investments Llc2024-12-31
113 K
Envestnet Asset Management Inc2024-12-31
105.4 K
Aqr Capital Management Llc2024-12-31
101.2 K
Morgan Stanley - Brokerage Accounts2024-12-31
93.7 K
Voloridge Investment Management, Llc2024-12-31
86.3 K
Vanguard Group Inc2024-12-31
835.3 K
Southpoint Capital Advisors Lp2024-12-31
700 K
Note, although U Haul's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

UHAL Market Capitalization

The company currently falls under 'Large-Cap' category with a current market capitalization of 10.94 B.

UHAL Profitablity

The company has Profit Margin (PM) of 0.08 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.11 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.11.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.03  0.02 
Return On Capital Employed 0.05  0.09 
Return On Assets 0.03  0.02 
Return On Equity 0.08  0.09 

Management Efficiency

U Haul Holding has return on total asset (ROA) of 0.0231 % which means that it generated a profit of $0.0231 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0609 %, meaning that it created $0.0609 on every $100 dollars invested by stockholders. U Haul's management efficiency ratios could be used to measure how well U Haul manages its routine affairs as well as how well it operates its assets and liabilities. At this time, U Haul's Return On Capital Employed is quite stable compared to the past year. Return On Equity is expected to rise to 0.09 this year, although the value of Return On Tangible Assets will most likely fall to 0.02. At this time, U Haul's Debt To Assets are quite stable compared to the past year. Asset Turnover is expected to rise to 0.52 this year, although the value of Total Current Assets will most likely fall to about 1.4 B.
Last ReportedProjected for Next Year
Book Value Per Share 32.92  34.57 
Tangible Book Value Per Share 32.92  34.57 
Enterprise Value Over EBITDA 8.50  5.80 
Price Book Value Ratio 1.67  1.36 
Enterprise Value Multiple 8.50  5.80 
Price Fair Value 1.67  1.36 
Enterprise Value16.3 B17.1 B
Evaluating the management effectiveness of U Haul allows investors to assess its financial health and operational efficiency. Coupled with an analysis of its growth prospects and the current market dynamics, we evaluate the stock's true value and future potential. Key indicators such as revenue, earnings or debt levels are examined alongside external factors like economic trends and regulatory changes. The UHAL Stock analysis seeks to determine whether the stock is undervalued, appropriately priced, or overvalued, thereby guiding your investment decisions.
Operating Margin
0.1107
Profit Margin
0.0788
Beta
1.072
Return On Assets
0.0231
Return On Equity
0.0609

Technical Drivers

As of the 23rd of March, U Haul has the Standard Deviation of 1.71, risk adjusted performance of (0.11), and Market Risk Adjusted Performance of (0.28). In respect to fundamental indicators, the technical analysis model makes it possible for you to check timely technical drivers of U Haul Holding, as well as the relationship between them. Please validate U Haul Holding variance and value at risk to decide if U Haul is priced fairly, providing market reflects its prevalent price of 62.46 per share. Given that U Haul Holding has information ratio of (0.1), we advise you to double-check U Haul Holding's current market performance to make sure the company can sustain itself sooner or later.

U Haul Holding Price Movement Analysis

Execute Study
The output start index for this execution was twenty-three with a total number of output elements of thirty-eight. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. U Haul middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for U Haul Holding. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

U Haul Holding Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific U Haul insiders, such as employees or executives, is commonly permitted as long as it does not rely on U Haul's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases U Haul insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

U Haul Outstanding Bonds

U Haul issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. U Haul Holding uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most UHAL bonds can be classified according to their maturity, which is the date when U Haul Holding has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

U Haul Predictive Daily Indicators

U Haul intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of U Haul stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

U Haul Corporate Filings

F4
28th of February 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
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F4
24th of February 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
19th of February 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
10Q
5th of February 2025
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify
10Q
6th of November 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify
8K
22nd of August 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
19th of August 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
15th of August 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

U Haul Forecast Models

U Haul's time-series forecasting models are one of many U Haul's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary U Haul's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About UHAL Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how U Haul prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling UHAL shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as U Haul. By using and applying UHAL Stock analysis, traders can create a robust methodology for identifying UHAL entry and exit points for their positions.
Last ReportedProjected for Next Year
Pretax Profit Margin 0.13  0.08 
Operating Profit Margin 0.16  0.12 
Net Profit Margin 0.10  0.06 
Gross Profit Margin 0.26  0.40 

Current UHAL Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. UHAL analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. UHAL analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
98.55Hold1Odds
U Haul Holding current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most UHAL analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand UHAL stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of U Haul Holding, talking to its executives and customers, or listening to UHAL conference calls.
UHAL Analyst Advice Details

UHAL Stock Analysis Indicators

U Haul Holding stock analysis indicators help investors evaluate how U Haul stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading U Haul shares will generate the highest return on investment. By understating and applying U Haul stock analysis, traders can identify U Haul position entry and exit signals to maximize returns.
Begin Period Cash Flow2.1 B
Long Term Debt4.4 B
Common Stock Shares Outstanding196.1 M
Total Stockholder Equity7.2 B
Tax Provision211.5 M
Quarterly Earnings Growth Y O Y-0.323
Property Plant And Equipment Net13.5 B
Cash And Short Term Investments1.5 B
Cash1.5 B
Accounts Payable754.3 M
Net Debt4.8 B
50 Day M A69.8284
Total Current Liabilities1.7 B
Other Operating Expenses4.6 B
Non Current Assets Total16.7 B
Forward Price Earnings46.2963
Non Currrent Assets Other121.2 M
Stock Based Compensation23.9 M
When determining whether U Haul Holding is a strong investment it is important to analyze U Haul's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact U Haul's future performance. For an informed investment choice regarding UHAL Stock, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in U Haul Holding. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation.
You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
Is Cargo Ground Transportation space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of U Haul. If investors know UHAL will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about U Haul listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.32)
Earnings Share
2.11
Revenue Per Share
29.025
Quarterly Revenue Growth
0.037
Return On Assets
0.0231
The market value of U Haul Holding is measured differently than its book value, which is the value of UHAL that is recorded on the company's balance sheet. Investors also form their own opinion of U Haul's value that differs from its market value or its book value, called intrinsic value, which is U Haul's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because U Haul's market value can be influenced by many factors that don't directly affect U Haul's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between U Haul's value and its price as these two are different measures arrived at by different means. Investors typically determine if U Haul is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, U Haul's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.