U-Haul Holding Co (UHAL)
NYSEIndustrialsRental & Leasing ServicesSnapshot 2026-11-05
$58.88-3.16%
Close 2026-11-05 · 1-day change
NYSEIndustrialsRental & Leasing ServicesSnapshot 2026-11-05
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Put UHAL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Trading Companies & Distributors: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Halt revenue decline and achieve growth: Revenue growth: 0%.
View ThesisRevenue growth is slowing — up about 2% over the past year and decelerating.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 30%, softest on free-cash-flow margins.
View QualityManagement screens weak on earnings delivery, margins, the balance sheet.
View ManagementExpectations look high — the market is pricing in about 800% growth a year, above the roughly 6% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskUHAL's self-storage expansion has to keep compounding to justify the price. Revenue grew 3.2% year over year in the latest quarter. The company missed its earnings target by 25.9%. It trades at 1.8 times sales versus a 1.2 peer median. The market is pricing in more growth than we forecast. Our model puts the next-quarter miss probability near 65%. The primary pillar is under pressure from slowing revenue growth. Peer multiples imply a price about 58% below where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-05. UHAL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 1 analyst currently covering UHAL (as of Nov 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| UHAL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 3 valuation methods, at three horizons. As of 2026-11-05. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Trading Companies & Distributors — fair value, gap to price, and forward P/E.
Compare the value case
Put UHAL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand self-storage portfolio and improve occupancy
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-05. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Moderating storage pipeline aligns with capital discipline and occupancy focus.
Advances: Expand self-storage portfolio and improve occupancy
Enhances occupancy and brand reputation during crisis.
Legal issues could harm reputation and profitability.
Threatens: Restore profitability and operating income
Fleet investment decrease pressures profitability and operating income.
Advances: Maintain strong cash flow from operations
Earnings call confirms strong cash flow from operations.
Advances: Restore profitability and operating income
Earnings beat indicates potential for restored profitability.
Threatens: Restore profitability and operating income
Earnings test indicates uncertainty in profitability turnaround.
Advances: Maintain strong cash flow from operations
Share buyback enhances cash flow and signals confidence.