Added to YB: 2025-05-29
Pitch date: 2025-04-12
UHAL-B [bullish]
U-Haul Holding Company
-13.5%
current return
Author Info
No bio for this author
Company Info
U-Haul Holding Company operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada.
Market Cap
$9.6B
Pitch Price
$61.76
Price Target
97.00 (+82%)
Dividend
N/A
EV/EBITDA
9.43
P/E
44.61
EV/Sales
2.69
Sector
Ground Transportation
Category
growth
U-Haul Holding Company - $UHAL-B
UHAL-B: Storage business growing 10% YoY w/ hybrid facility strategy driving 17% IRRs vs 12% standalone. 50% of storage customers also rent trucks. Current valuation near 10yr median w/ potential 80% upside if multiple expands. Aligned mgmt (Shoen family owns $2.6B). Catalyst: improving FCF conversion as maintenance CapEx declines.
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