U Haul Holding Stock Performance

UHAL Stock  USD 65.49  0.36  0.55%   
On a scale of 0 to 100, U Haul holds a performance score of 8. The firm has a beta of 1.87, 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. By examining U-Haul Holding technical indicators, you can at this moment evaluate if the expected return of 0.21% will be sustainable into the future. Please operates U Haul sortino ratio, skewness, period momentum indicator, as well as the relationship between the potential upside and rate of daily change to make a quick decision on whether U-Haul Holding existing price patterns will revert.

Risk-Adjusted Performance

8 of 100

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 quite conflicting basic indicators, U Haul disclosed solid returns over the last few months and may actually be approaching a breakup point. ...more
Last Split Factor
Dividend Date
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Financial Statements
Grand Opening U-Haul at Automall to Unveil New U-Box Facility on Dec. 14
U-Haul Holding Company Announces Appointment of Former Arizona Governor Doug Ducey as an Advisory Board Member
Purchase by Willow Grove Holdings Lp of 27029 shares of U Haul
U-Haul Holding Company most popular amongst private companies who own 44 percent of the shares, institutions hold 37
U-Haul GAAP EPS of 0.51 misses by 0.31, revenue of 1.34B in-line
U-Haul Downgraded to Sell at StockNews.com
Unclassified Event
We Think That There Are More Issues For U-Haul Holding Than Just Sluggish Earnings
U-Haul Holding Co Director John Brogan Sells 3,000 Shares
13 Florida Cities That Are Getting Too Expensive for Retirees
U-Haul Holding Company to Participate in the Wolfe Research Virtual Real Estate Conference
Texas Panhandle Wildfires U-Haul Offering 30 Days Free Storage
Begin Period Cash Flow2.7 B
Total Cashflows From Investing Activities-2.4 B

U Haul Relative Risk vs. Return Landscape

If you would invest  5,810  in U Haul Holding on December 5, 2023 and sell it today you would earn a total of  739.00  from holding U Haul Holding or generate 12.72% return on investment over 90 days. U Haul Holding is currently generating 0.2134% in daily expected returns and assumes 2.0141% risk (volatility on return distribution) over the 90 days horizon. In different words, 17% of stocks are less volatile than UHAL, and 96% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
Given the investment horizon of 90 days U Haul is expected to generate 3.22 times more return on investment than the market. However, the company is 3.22 times more volatile than its market benchmark. It trades about 0.11 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.25 per unit of 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 = 0.1059

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Estimated Market Risk

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83% of assets are more volatile

Expected Return

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96% of assets have higher returns

Risk-Adjusted Return

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92% of assets perform better
Based on monthly moving average U Haul 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 by adding it 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.

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 ReportedProjected for 2024
Effect of Exchange Rate Changes on Cash-13.4 M-13.7 M
Return on Investment 17.61  17.31 
Return on Average Assets 0.05  0.05 
Return on Average Equity 0.13  0.14 
Return on Invested Capital 0.06  0.06 
Return on Sales 0.28  0.27 

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 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 prnewswire.com: Texas Panhandle Wildfires U-Haul Offering 30 Days Free Storage
Evaluating U Haul's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate U Haul's stock performance include:
  • 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.
It's essential to remember that evaluating U Haul's stock performance is not an exact science, and many factors can impact U Haul's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
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 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 Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.

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.
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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.