Is U Haul Stock a Good Investment?
U Haul Investment Advice | UHAL |
- Examine U Haul's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research U Haul's leadership team and their track record. Good management can help U Haul navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Cargo Ground Transportation space and any emerging trends that could impact U Haul's business and its evolving consumer preferences.
- Compare U Haul's performance and market position to its competitors. Analyze how U Haul is positioned in terms of product offerings, innovation, and market share.
- Check if U Haul pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about U Haul's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in U Haul Holding stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if U Haul Holding is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine U Haul Stock
Researching U Haul's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 61.0% of the company outstanding shares are owned by insiders. The company has Price to Book (P/B) ratio of 1.69. 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.
To determine if U Haul is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding U Haul's research are outlined below:
| 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 gurufocus.com: U-Haul Self-Storage Facility Opens on Old Hwy. 67 in Biloxi |
U Haul Quarterly Liabilities And Stockholders Equity |
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U Haul uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in U Haul Holding. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to U Haul's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 7th of February 2024 Upcoming Quarterly Report | View | |
| 4th of June 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 4th of June 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of March 2023 Last Financial Announcement | View |
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. Below are the table of largest EPS Surprises U Haul's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2019-05-29 | 2019-03-31 | 0.11 | 0.04 | -0.07 | 63 | ||
2000-06-28 | 2000-03-31 | -0.68 | -0.57 | 0.11 | 16 | ||
1998-06-29 | 1998-03-31 | -0.77 | -0.66 | 0.11 | 14 | ||
2009-08-05 | 2009-06-30 | 1.15 | 1.01 | -0.14 | 12 | ||
2024-05-29 | 2024-03-31 | 0.11 | -0.05 | -0.16 | 145 | ||
1998-02-12 | 1997-12-31 | -0.32 | -0.49 | -0.17 | 53 | ||
2008-02-06 | 2007-12-31 | -0.9 | -0.69 | 0.21 | 23 | ||
2000-08-11 | 2000-06-30 | 1.79 | 1.58 | -0.21 | 11 |
Know U Haul's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as U Haul is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading U Haul Holding backward and forwards among themselves. U Haul's institutional investor refers to the entity that pools money to purchase U Haul's securities or originate loans. 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, Llc | 2024-06-30 | 157.5 K | Old West Investment Management, Llc | 2024-09-30 | 125.9 K | Arrowmark Colorado Holdings, Llc (arrowmark Partners) | 2024-06-30 | 120.8 K | Parkwood Llc | 2024-06-30 | 108.4 K | Jacobs Levy Equity Management, Inc. | 2024-06-30 | 107.6 K | Aqr Capital Management Llc | 2024-06-30 | 103.1 K | Envestnet Asset Management Inc | 2024-06-30 | 88.8 K | Marshall Wace Asset Management Ltd | 2024-06-30 | 82.2 K | Voloridge Investment Management, Llc | 2024-06-30 | 76.8 K | Vanguard Group Inc | 2024-09-30 | 854.6 K | Scharf Investments | 2024-09-30 | 704 K |
U Haul's market capitalization trends
The company currently falls under 'Large-Cap' category with a current market capitalization of 11.5 B.Market Cap |
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U Haul's profitablity analysis
| Last Reported | Projected 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 | 0.09 | 0.09 |
Determining U Haul's profitability involves analyzing its financial statements and using various financial metrics to determine if U Haul is a good buy. For example, gross profit margin measures U Haul's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of U Haul's profitability and make more informed investment decisions.
U Haul's Earnings Breakdown by Geography
Evaluate U Haul's management efficiency
U Haul Holding has return on total asset (ROA) of 0.0247 % which means that it generated a profit of $0.0247 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0661 %, meaning that it created $0.0661 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 Asset Turnover is quite stable compared to the past year.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 36.58 | 38.41 | |
| Tangible Book Value Per Share | 36.58 | 38.41 | |
| Enterprise Value Over EBITDA | 10.06 | 5.82 | |
| Price Book Value Ratio | 1.86 | 1.36 | |
| Enterprise Value Multiple | 10.06 | 5.82 | |
| Price Fair Value | 1.86 | 1.36 | |
| Enterprise Value | 16.3 B | 17.1 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.
Beta 1.101 |
Basic technical analysis of UHAL Stock
As of the 21st of November, U Haul has the Standard Deviation of 1.38, market risk adjusted performance of (0.06), and Risk Adjusted Performance of (0.01). 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 69.3 per share. Given that U Haul Holding has information ratio of (0.09), 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's 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.
Shoen Edward J over a week ago Acquisition by Shoen Edward J of 48418 shares of U Haul at 55.105 subject to Rule 16b-3 | ||
Willow Grove Holdings Lp over two months ago Acquisition by Willow Grove Holdings Lp of 63063 shares of U Haul at 52.71 subject to Rule 16b-3 | ||
Shoen Mark V over two months ago Acquisition by Shoen Mark V of 47087 shares of U Haul at 52.748 subject to Rule 16b-3 | ||
Shoen Mark V over three months ago Acquisition by Shoen Mark V of 680000 shares of U Haul subject to Rule 16b-3 | ||
Edward Shoen over six months ago Disposition of 132500 shares by Edward Shoen of U Haul subject to Rule 16b-3 | ||
Shoen Mark V over six months ago Acquisition by Shoen Mark V of 775 shares of U Haul at 53.36 subject to Rule 16b-3 | ||
Willow Grove Holdings Lp over six months ago Purchase by Willow Grove Holdings Lp of 27029 shares of U Haul | ||
Willow Grove Holdings Lp over a year ago Acquisition or disposition of U Haul securities by Willow Grove Holdings Lp |
U Haul's Outstanding Corporate 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.
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Understand U Haul's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing U Haul's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | (0.06) | |||
| Mean Deviation | 1.06 | |||
| Coefficient Of Variation | (3,990) | |||
| Standard Deviation | 1.38 | |||
| Variance | 1.9 | |||
| Information Ratio | (0.09) | |||
| Jensen Alpha | (0.1) | |||
| Total Risk Alpha | (0.20) | |||
| Treynor Ratio | (0.07) | |||
| Maximum Drawdown | 6.88 | |||
| Value At Risk | (2.22) | |||
| Potential Upside | 2.28 | |||
| Skewness | (0.0002) | |||
| Kurtosis | 0.4613 |
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | (0.06) | |||
| Mean Deviation | 1.06 | |||
| Coefficient Of Variation | (3,990) | |||
| Standard Deviation | 1.38 | |||
| Variance | 1.9 | |||
| Information Ratio | (0.09) | |||
| Jensen Alpha | (0.1) | |||
| Total Risk Alpha | (0.20) | |||
| Treynor Ratio | (0.07) | |||
| Maximum Drawdown | 6.88 | |||
| Value At Risk | (2.22) | |||
| Potential Upside | 2.28 | |||
| Skewness | (0.0002) | |||
| Kurtosis | 0.4613 |
Consider U Haul's intraday 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
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 |
10K | 30th of May 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
UHAL Stock media impact
Far too much social signal, news, headlines, and media speculation about U Haul that are available to investors today. That information is available publicly through UHAL media outlets and privately through word of mouth or via UHAL internal channels. However, regardless of the origin, that massive amount of UHAL data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of U Haul news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of U Haul relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to U Haul's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive U Haul alpha.
U Haul Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards U Haul can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
U Haul Holding Historical Investor Sentiment
Investor biases related to U Haul's public news can be used to forecast risks associated with an investment in UHAL. The trend in average sentiment can be used to explain how an investor holding UHAL can time the market purely based on public headlines and social activities around U Haul Holding. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
U Haul's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for U Haul and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average U Haul news discussions. The higher the estimate score, the more favorable the investor's outlook on U Haul.
U Haul Corporate Management
| Kristine Campbell | General Counsel | Profile | |
| Jason Berg | Principal Financial Officer and Chief Accounting Officer | Profile | |
| Maria Bell | Chief Accounting Officer | Profile | |
| Jennifer Settles | Secretary | Profile |
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 Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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 2.25 | Revenue Per Share 28.775 | Quarterly Revenue Growth 0.005 | Return On Assets 0.0247 |
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.
In summary, please note that there is a difference between U Haul's value and its price, as these two are different measures arrived at by various 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.