Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.106
Buy
RSI(14)
49.452
Neutral
STOCH(KDJ)(9,3,3)
37.306
Sell
ATR(14)
1.409
High Vlolatility
CCI(14)
-68.045
Neutral
Williams %R
65.558
Sell
TRIX(12,20)
0.119
Sell
StochRSI(14)
3.871
Oversold
U-Haul Holding Co
UHALb48.355USD
+0.035+0.07%
Close 12/18, 16:00（ET）Quotes delayed by 15 min
9.48BMarket Cap
40.74P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of U-Haul Holding Co
Currency: USD Updated: 2025-12-18Key Insights
U-Haul Holding Co's fundamentals are relatively healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 31/74 in the Freight & Logistics Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 79.03.In the medium term, the stock price is expected to remain stable.The company has been performing well in the stock market over the past month, which is supported by its strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
U-Haul Holding Co's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
3
analysts
Hold
Current Rating
79.028
Target Price
+62.67%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
U-Haul Holding Co Highlights
StrengthsRisks
U-Haul Holding Company is a do-it-yourself moving and storage operator through its subsidiary U-Haul International, Inc. (U-Haul). Its primary focus is to provide its customers with a selection of moving rental equipment, convenient self-storage rental facilities and portable moving and storage units and related moving and self-storage products and services. Its segments include Moving and Storage, Property and Casualty Insurance, and Life Insurance. The Moving and Storage segment consists of the rental of trucks and trailers, portable moving and storage units, specialty rental items and self-storage spaces primarily to the household mover, as well as sales of moving supplies, towing accessories and propane. Its Property and Casualty Insurance segment provides loss adjusting and claims handling for U-Haul through regional offices in the United States and Canada. The Life Insurance segment provides life and health insurance products primarily for the senior market.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 9.61%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 9.61%.
Undervalued
The company’s latest PB is 1.20, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 65.39M shares, decreasing 4.98% quarter-over-quarter.
Held by PRFDX
Star Investor PRFDX holds 10.00 shares of this stock.
Financial Health
Currency: USD Updated: 2025-12-18The current financial score of U-Haul Holding Co is 8.21, ranking 20/74 in the Freight & Logistics Services industry. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 1.72B, representing a year-over-year increase of 3.73%, while its net profit experienced a year-over-year increase of 43.50%.
Score
Financials
6.31
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
10.00
Operational Efficiency
9.02
Growth Potential
10.00
Shareholder Returns
5.74
U-Haul Holding Co's Company Valuation
Currency: USD Updated: 2025-12-18The current valuation score of U-Haul Holding Co is 6.94, ranking 53/74 in the Freight & Logistics Services industry. Its current P/E ratio is 40.71, which is 4.39% below the recent high of 42.49 and 103.63% above the recent low of -1.48.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 38/74
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-18The current earnings forecast score of U-Haul Holding Co is 6.67, ranking 46/74 in the Freight & Logistics Services industry. The average price target for U-Haul Holding Co is 77.61, with a high of 98.00 and a low of 62.90.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
3
analysts
Hold
Current Rating
79.028
Target Price
+62.67%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
27
Total
17
Median
15
Average
Company name
Ratings
Analysts
U-Haul Holding Co
UHALb
3
Canadian National Railway Co
CNI
28
Union Pacific Corp
UNP
27
CH Robinson Worldwide Inc
CHRW
26
CSX Corp
CSX
26
Old Dominion Freight Line Inc
ODFL
26
1
2
3
...
6
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-12-18The current price momentum score of U-Haul Holding Co is 8.73, ranking 36/74 in the Freight & Logistics Services industry. Currently, the stock price is trading between the resistance level at 51.49 and the support level at 44.77, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
48.682
Sell
MA10
48.838
Sell
MA20
48.199
Buy
MA50
48.625
Sell
MA100
50.306
Sell
MA200
53.353
Sell
Institutional Confidence
Currency: USD Updated: 2025-12-18The current institutional shareholding score of U-Haul Holding Co is 3.00, ranking 35/74 in the Freight & Logistics Services industry. The latest institutional shareholding proportion is 37.05%, representing a quarter-over-quarter decrease of 53.41%. The largest institutional shareholder is The Vanguard, holding a total of 8.96M shares, representing 5.08% of shares outstanding, with 1.32% decrease in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
Willow Grove Holdings, L.P.
BlackRock Institutional Trust Company, N.A.
Fidelity Management & Research Company LLC
Dimensional Fund Advisors, L.P.
State Street Investment Management (US)
1
2
Risk Assessment
Currency: USD Updated: 2025-12-18The current risk assessment score of U-Haul Holding Co is 8.64, ranking 11/74 in the Freight & Logistics Services industry. The company's beta value is 0.00. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
--
VaR
--
240-Day Maximum Drawdown
+33.38%
240-Day Volatility
+30.77%
Return
Best Daily Return
60 days
+7.09%
120 days
+7.09%
5 years
--
Worst Daily Return
60 days
-4.66%
120 days
-4.71%
5 years
--
Sharpe Ratio
60 days
-0.78
120 days
-0.90
5 years
--
Risk Assessment
Maximum Drawdown
240 days
+33.38%
3 years
+38.83%
5 years
--
Return-to-Drawdown Ratio
240 days
-0.74
3 years
-0.18
5 years
--
Skewness
240 days
+0.41
3 years
-0.60
5 years
--
Volatility
Realised Volatility
240 days
+30.77%
5 years
--
Standardised True Range
240 days
+3.09%
5 years
--
Downside Risk-Adjusted Return
120 days
-144.04%
240 days
-144.04%
Maximum Daily Upside Volatility
60 days
+17.96%
Maximum Daily Downside Volatility
60 days
+15.30%
Liquidity
Average Turnover Rate
60 days
+0.17%
120 days
+0.15%
5 years
--
Turnover Deviation
20 days
+52.93%
60 days
+36.09%
120 days
+22.08%
Peer Comparison
Freight & Logistics Services
U-Haul Holding Co
UHALb
7.06 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Matson Inc
MATX
8.61 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Kirby Corp
KEX
8.18 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Union Pacific Corp
UNP
8.15 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ryder System Inc
R
8.14 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
GXO Logistics Inc
GXO
8.13 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of U-Haul Holding Co?
The TradingKey Stock Score provides a comprehensive assessment of U-Haul Holding Co based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of U-Haul Holding Co’s performance and outlook.
How do we generate the financial health score of U-Haul Holding Co?
To generate the financial health score of U-Haul Holding Co, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects U-Haul Holding Co's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of U-Haul Holding Co.
How do we generate the company valuation score of U-Haul Holding Co?
To generate the company valuation score of U-Haul Holding Co, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare U-Haul Holding Co’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of U-Haul Holding Co’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of U-Haul Holding Co.
How do we generate the earnings forecast score of U-Haul Holding Co?
To calculate the earnings forecast score of U-Haul Holding Co, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on U-Haul Holding Co’s future.
How do we generate the price momentum score of U-Haul Holding Co?
When generating the price momentum score for U-Haul Holding Co, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of U-Haul Holding Co’s prices. A higher score indicates a more stable short-term price trend for U-Haul Holding Co.
How do we generate the institutional confidence score of U-Haul Holding Co?
To generate the institutional confidence score of U-Haul Holding Co, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about U-Haul Holding Co’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of U-Haul Holding Co.
How do we generate the risk management score of U-Haul Holding Co?
To assess the risk management score of U-Haul Holding Co, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of U-Haul Holding Co’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of U-Haul Holding Co.
