COMP <GO>
UHAL vs CAR // EV/EBITDA & P/E VALUATION
U-Haul Holding Company (NYSE) VS. Avis Budget Group Inc. (NASDAQ) • 15-METRIC TALLY: UHAL 3
— CAR 1
■ METRIC PARITY
LAST: $56.80 (+2.99%) • MKT CAP: $11.04B
valuation
3.2x
LAST: $108.16 (+6.31%) • MKT CAP: $3.82B
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UHAL VS. CAR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UHAL | CAR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 67.60% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.10% | — | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 3.2x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -12.31% | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | 56.80% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 10.90% | -7.60% | +18.50 | UHAL | /net-margins <GO> |
| Revenue Growth (YoY) | 3.60% | -1.20% | +4.80 | UHAL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.10 | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 4/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.1 | 49.9 | -3.76 | CAR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 123.5x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.04B | $3.82B | $7.22B | UHAL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UHAL REV | CAR REV | UHAL GROSS % | CAR GROSS % | UHAL FCF | CAR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $761.5M | $11.65B | 67.6% | — | -$1.36B | $3.30B |
| FY 2024 | $735.0M | $11.79B | — | — | -$2.00B | $3.52B |
| FY 2023 | $714.4M | $12.01B | — | — | $1.45B | $3.83B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UHAL // BETA —
CAR // BETA —