Added to YB: 2026-03-31
Pitch date: 2026-02-07
UHAL-B [bullish]
U-Haul Holding Company
-6.9%
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
$8.5B
Pitch Price
$49.70
Price Target
92.00 (+101%)
Dividend
N/A
EV/EBITDA
19.27
P/E
69.65
EV/Sales
2.56
Sector
Ground Transportation
Category
value
U-Haul Holding Company - $UHAL-B
UHAL-B: Moving at trough but inflecting: Jan positive momentum as existing home sales rise, Budget/Penske cutting fleets (share gains). Capex cut 20-40% moving/storage. $4.20-$5 normalized economic EPS (9-11x) vs $0.90 today driven by: $1.70-$2.45 from moving recovery to 5-7% ROA, $0.70 from eliminating losses/excess depreciation (van prices -20%), $0.90 from storage stabilization to 90% occupancy. SOTP $68-$92 target (15-17x EPS+$7/sh pipeline). Downside protected 1.15x BV; storage covers 90-100% EV. Mgmt pivoting to returns/cash flow, $100M insurance dividend. Shoen family 50% voting, 43% non-voting. Risks: moving recovery timing, storage occupancy.
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