U Haul Holding Stock Beta
| UHAL Stock | USD 64.92 2.87 4.63% |
Fundamental analysis of U Haul allows traders to better anticipate movements in U Haul's stock price by examining its financial health and performance throughout various phases of its business cycle.
UHAL | Beta | Build AI portfolio with UHAL Stock |
U Haul Holding Company Beta Analysis
U Haul's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current U Haul Beta | 1.1 |
Most of U Haul's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, U Haul Holding is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
UHAL Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for U Haul is extremely important. It helps to project a fair market value of UHAL Stock properly, considering its historical fundamentals such as Beta. Since U Haul's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of U Haul's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of U Haul's interrelated accounts and indicators.
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In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, U Haul Holding has a Beta of 1.103. This is 19.49% lower than that of the Ground Transportation sector and 27.91% lower than that of the Industrials industry. The beta for all United States stocks is notably lower than that of the firm.
UHAL Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses U Haul's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of U Haul could also be used in its relative valuation, which is a method of valuing U Haul by comparing valuation metrics of similar companies.U Haul is currently under evaluation in beta category among its peers.
U Haul Current Valuation Drivers
We derive many important indicators used in calculating different scores of U Haul from analyzing U Haul's financial statements. These drivers represent accounts that assess U Haul's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of U Haul's important valuation drivers and their relationship over time.
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Market Cap | 5.7B | 12.0B | 11.7B | 13.3B | 12.0B | 12.6B | |
| Enterprise Value | 9.9B | 15.6B | 15.1B | 18.1B | 16.3B | 17.1B |
U Haul ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, U Haul's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to U Haul's managers, analysts, and investors.Environmental | Governance | Social |
U Haul Institutional Holders
Institutional Holdings refers to the ownership stake in U Haul that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of U Haul's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing U Haul's value.| Shares | Geode Capital Management, Llc | 2024-12-31 | 160.7 K | Old West Investment Management, Llc | 2024-12-31 | 133.5 K | Parkwood Llc | 2024-12-31 | 130.7 K | Two Sigma Advisers, Llc | 2024-12-31 | 117.8 K | Two Sigma Investments Llc | 2024-12-31 | 113 K | Envestnet Asset Management Inc | 2024-12-31 | 105.4 K | Aqr Capital Management Llc | 2024-12-31 | 101.2 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 93.7 K | Voloridge Investment Management, Llc | 2024-12-31 | 86.3 K | Vanguard Group Inc | 2024-12-31 | 835.3 K | Southpoint Capital Advisors Lp | 2024-12-31 | 700 K |
U Haul returns are very sensitive to returns on the market. As the market goes up or down, U Haul is expected to follow.
UHAL Fundamentals
| Return On Equity | 0.0609 | ||||
| Return On Asset | 0.0231 | ||||
| Profit Margin | 0.08 % | ||||
| Operating Margin | 0.11 % | ||||
| Current Valuation | 18.51 B | ||||
| Shares Outstanding | 19.61 M | ||||
| Shares Owned By Insiders | 60.90 % | ||||
| Shares Owned By Institutions | 39.22 % | ||||
| Number Of Shares Shorted | 1.11 M | ||||
| Price To Earning | 1.75 X | ||||
| Price To Book | 1.50 X | ||||
| Price To Sales | 1.83 X | ||||
| Revenue | 5.63 B | ||||
| Gross Profit | 1.62 B | ||||
| EBITDA | 1.92 B | ||||
| Net Income | 628.71 M | ||||
| Cash And Equivalents | 3.13 B | ||||
| Cash Per Share | 159.79 X | ||||
| Total Debt | 6.33 B | ||||
| Debt To Equity | 1.04 % | ||||
| Current Ratio | 3.09 X | ||||
| Book Value Per Share | 39.70 X | ||||
| Cash Flow From Operations | 1.45 B | ||||
| Short Ratio | 10.48 X | ||||
| Earnings Per Share | 2.11 X | ||||
| Target Price | 92.28 | ||||
| Number Of Employees | 17.84 K | ||||
| Beta | 1.1 | ||||
| Market Capitalization | 11.15 B | ||||
| Total Asset | 19.06 B | ||||
| Retained Earnings | 7.6 B | ||||
| Working Capital | 566.83 M | ||||
| Current Asset | 1.02 B | ||||
| Current Liabilities | 502.61 M | ||||
| Net Asset | 19.06 B |
About U Haul Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze U Haul Holding's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of U Haul using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of U Haul Holding based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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 | Quarterly Revenue Growth 0.037 | Return On Assets |
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.