U Haul Holding Stock Performance
| UHAL Stock | USD 63.00 0.12 0.19% |
The firm has a beta of 1.65, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, U Haul will likely underperform. U Haul Holding has an expected return of -0.0893%. Please make sure to validate U Haul value at risk, as well as the relationship between the accumulation distribution and day typical price , to decide if U Haul Holding performance from the past will be repeated sooner or later.
Risk-Adjusted Performance
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Over the last 90 days U Haul Holding has generated negative risk-adjusted returns adding no value to investors with long positions. Despite quite persistent basic indicators, U Haul is not utilizing all of its potentials. The latest stock price mess, may contribute to short-term losses for the institutional investors. ...more
Actual Historical Performance (%)
One Day Return 0.19 | Five Day Return (2.46) | Year To Date Return (11.40) | Ten Year Return 153.07 | All Time Return 3.5 K |
Last Split Factor 10:1 | Dividend Date 2022-09-20 | Ex Dividend Date 2023-09-18 | Last Split Date 2022-11-10 |
1 | Purchase by Willow Grove Holdings Lp of 27029 shares of U Haul | 01/25/2024 |
2 | U-Haul Holding Co Director John Brogan Sells 3,000 Shares | 02/23/2024 |
3 | Groundbreaking Event U-Haul Prepares for New Manheim Facility | 03/06/2024 |
4 | Acquisition by Shoen Mark V of 775 shares of U Haul at 53.36 subject to Rule 16b-3 | 03/07/2024 |
5 | Looking for the Outsiders | 03/12/2024 |
6 | U-Haul Acquires 2 Existing Self-Storage Facilities in Pueblo County | 03/15/2024 |
7 | Disposition of 132500 shares by Edward Shoen of U Haul subject to Rule 16b-3 | 03/18/2024 |
8 | 15 Worst Places in Texas for a Couple to Live on Only a Social Security | 03/19/2024 |
9 | U-Haul Holdings investors will be pleased with their notable 85 percent return over the last five years | 03/22/2024 |
10 | 12 Best Places to Retire in Idaho | 04/01/2024 |
11 | U-Haul Extends Disaster Relief after Tornado Hits Georgia | 04/03/2024 |
12 | Coming to Junction City U-Haul to Complete New Store by 2026 | 04/09/2024 |
13 | U-Haul Offers 30 Days Free Storage at 10 Stores in Southern Louisiana | 04/10/2024 |
14 | 3 Transportation Stocks to Buy Now Q2 Edition | 04/18/2024 |
| Begin Period Cash Flow | 2.7 B | |
| Total Cashflows From Investing Activities | -2.4 B |
UHAL |
U Haul Relative Risk vs. Return Landscape
If you would invest 6,730 in U Haul Holding on January 20, 2024 and sell it today you would lose (430.00) from holding U Haul Holding or give up 6.39% of portfolio value over 90 days. U Haul Holding is currently does not generate positive expected returns and assumes 1.7634% risk (volatility on return distribution) over the 90 days horizon. In different words, 15% of stocks are less volatile than UHAL, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
U Haul Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for U Haul'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'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 = -0.0506
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | UHAL |
Estimated Market Risk
| 1.76 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average U Haul is not performing at its full potential. However, 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 by adding U Haul to a well-diversified portfolio.
U Haul Fundamentals Growth
UHAL Stock prices reflect investors' perceptions of the future prospects and financial health of U Haul, and U Haul 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 UHAL Stock performance.
| Return On Equity | 0.0986 | ||||
| Return On Asset | 0.0382 | ||||
| Profit Margin | 0.12 % | ||||
| Operating Margin | 0.15 % | ||||
| Current Valuation | 16.79 B | ||||
| Shares Outstanding | 19.61 M | ||||
| Price To Earning | 1.75 X | ||||
| Price To Book | 1.77 X | ||||
| Price To Sales | 2.14 X | ||||
| Revenue | 5.86 B | ||||
| Gross Profit | 2.12 B | ||||
| EBITDA | 1.94 B | ||||
| Net Income | 923 M | ||||
| Cash And Equivalents | 3.13 B | ||||
| Cash Per Share | 159.79 X | ||||
| Total Debt | 6.17 B | ||||
| Debt To Equity | 1.04 % | ||||
| Current Ratio | 3.09 X | ||||
| Book Value Per Share | 36.92 X | ||||
| Cash Flow From Operations | 1.73 B | ||||
| Earnings Per Share | 3.24 X | ||||
| Market Capitalization | 12.06 B | ||||
| Total Asset | 18.12 B | ||||
| Retained Earnings | 7.01 B | ||||
| Working Capital | 1 B | ||||
| Current Asset | 1.02 B | ||||
| Current Liabilities | 502.61 M | ||||
About U Haul Performance
To evaluate U Haul Holding Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when U Haul generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare UHAL Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand U Haul Holding market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents UHAL's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 58.89 | 68.93 | |
| Return On Tangible Assets | 0.05 | 0.02 | |
| Return On Capital Employed | 0.08 | 0.09 | |
| Return On Assets | 0.05 | 0.02 | |
| Return On Equity | 0.13 | 0.1 |
Things to note about U Haul Holding performance evaluation
Checking the ongoing alerts about U Haul 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.| U Haul Holding generated a negative expected return over the last 90 days | |
| About 61.0% of the company outstanding shares are owned by insiders | |
| Latest headline from investorplace.com: 3 Transportation Stocks to Buy Now Q2 Edition |
- Analyzing U Haul'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's stock is overvalued or undervalued compared to its peers.
- Examining U Haul'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's management team can have a significant impact on its success or failure. Reviewing the track record and experience of U Haul's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of U Haul's stock. These opinions can provide insight into U Haul's potential for growth and whether the stock is currently undervalued or overvalued.
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 tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the U Haul Holding information on this page should be used as a complementary analysis to other U Haul's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
Complementary Tools for UHAL Stock analysis
When running U Haul's price analysis, check to measure U Haul'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 is operating at the current time. Most of U Haul's value examination focuses on studying past and present price action to predict the probability of U Haul'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's price. Additionally, you may evaluate how the addition of U Haul to your portfolios can decrease your overall portfolio volatility.
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Is U Haul's industry 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 (0.50) | Earnings Share 3.24 | Revenue Per Share 29.164 | Quarterly Revenue Growth (0.03) | Return On Assets 0.0382 |
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.