COMP <GO>
UHAL vs AMZN // ALTMAN Z-SCORE & DEBT/EQUITY
U-Haul Holding Company (NYSE) VS. Amazon.com, Inc. (NASDAQ) • 15-METRIC TALLY: UHAL 1
— AMZN 7
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: AMZN
LAST: $56.80 (+2.99%) • MKT CAP: $11.04B
balance-sheet
1.10
LAST: $243.79 (-4.25%) • MKT CAP: $2.63T
balance-sheet
3.32
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UHAL VS. AMZN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UHAL | AMZN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 67.60% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.10% | 17.61% | -12.51 | AMZN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.2x | 15.8x | -12.55 | UHAL | /valuation <GO> |
| Free Cash Flow Yield | -12.31% | -1.81% | -10.50 | AMZN | /fcf-yield <GO> |
| Operating Margin | 56.80% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 10.90% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 3.60% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 1.10 | 3.32 | -2.22 | AMZN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 6/9 | -2.00 | AMZN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 6.73% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.1 | 47.2 | -1.09 | AMZN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.46 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 123.5x | 22.8x | +100.75 | AMZN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.04B | $2.63T | -$2.62T | AMZN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UHAL REV | AMZN REV | UHAL GROSS % | AMZN GROSS % | UHAL FCF | AMZN FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $0 | — | — | — | -$46.89B |
| FY 2025 | $761.5M | $0 | 67.6% | — | -$1.36B | $10.56B |
| FY 2024 | $735.0M | $0 | — | — | -$2.00B | $42.95B |
| FY 2023 | $714.4M | $0 | — | — | $1.45B | $16.92B |
| FY 2022 | — | $0 | — | — | — | -$26.32B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UHAL // BETA —
AMZN // BETA 1.46