U-Haul (UHAL)
Industrials · Moving and self-storage services
U-Haul operates North America's largest self-moving equipment rental network alongside a rapidly expanding self-storage business.
What U-Haul does
U-Haul Holding Company provides self-moving equipment rental services (trucks and trailers), self-storage facilities, and ancillary moving and storage products through a nationwide network of company-operated and independent dealer locations. The company also operates property and casualty insurance, life insurance, and investment operations supporting its core business. As of the most recent filings, self-moving equipment rental revenues represent the largest revenue stream, followed by self-storage revenues.
Themes: ["Moving equipment rental / self-moving services","Self-storage facilities","Consumer mobility and relocation","Portable moving containers","Real estate expansion and development","Insurance and risk management"]
Fundamentals
- Price$65.16 as of 2026-07-09 close
- Market cap$11.5B as of 2026-07-09
- 1-year return+5.7% as of 2026-07-09 close
- P/E138.07 as of 2026-07-09
- Net margin+1.4% as of 2026-07-09
- Gross margin+36.2% as of 2026-07-09
- ROE+1.1% as of 2026-07-09
- Debt / equity1.06 as of 2026-07-09
- Revenue growth (YoY)+3.6% as of 2026-07-09
- Revenue CAGR (3y)+1.0% SEC XBRL
- Beta1.09 as of 2026-07-09
Dividend: yield +0.3%; 1-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Economic sensitivity: Demand for moving and storage services is heavily dependent on consumer confidence, employment, and economic conditions; a recession or downturn would reduce transaction volume and pricing power.","Competitive and margin pressure: Inflationary pressures, tariffs, labor costs, and vehicle acquisition costs may constrain operating margins; alternative vehicle manufacturers and supply chain disruptions could impact fleet availability and composition.","Technology and cybersecurity threats: Dependence on IT infrastructure and digital platforms (uhaul.com, eMove) exposes the company to data breaches, ransomware, and service disruptions that could harm operations and generate compliance/litigation costs."]
Competitors & peers
- Penske Truck Rental (Penske Companies / Leaseway)
- Budget Truck Rental (Avis Budget Group)
- Home Depot (equipment rental)
- Public Storage
- CubeSmart
- Extra Space Storage
- Life Storage
Fundamentals: Finnhub, as of 2026-07-09. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.