Market Cap
US$9.3b
Last Updated
2021/01/16 23:26 UTC
Data Sources
Company Financials +
Executive Summary
AMERCO operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. More Details
Rewards
Risk Analysis
Snowflake Analysis
Proven track record and fair value.
Similar Companies
Share Price & News
How has AMERCO's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: UHAL is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 4% a week.
Volatility Over Time: UHAL's weekly volatility (4%) has been stable over the past year.
Market Performance
7 Day Return
0.07%
UHAL
0.2%
US Transportation
-0.9%
US Market
1 Year Return
24.3%
UHAL
26.9%
US Transportation
19.6%
US Market
Return vs Industry: UHAL underperformed the US Transportation industry which returned 26.9% over the past year.
Return vs Market: UHAL exceeded the US Market which returned 19.6% over the past year.
Shareholder returns
| UHAL | Industry | Market | |
|---|---|---|---|
| 7 Day | 0.07% | 0.2% | -0.9% |
| 30 Day | 5.5% | 8.2% | 3.0% |
| 90 Day | 31.9% | 19.4% | 11.5% |
| 1 Year | 25.0%24.3% | 28.7%26.9% | 22.3%19.6% |
| 3 Year | 29.3%27.3% | 60.1%52.0% | 45.3%35.7% |
| 5 Year | 36.1%32.4% | 245.1%215.8% | 124.8%99.9% |
Long-Term Price Volatility Vs. Market
How volatile is AMERCO's share price compared to the market and industry in the last 5 years?
Simply Wall St News
2 weeks ago | Simply Wall St
Should AMERCO (NASDAQ:UHAL) Be Disappointed With Their 23% Profit?4 weeks ago | Simply Wall St
Do Its Financials Have Any Role To Play In Driving AMERCO's (NASDAQ:UHAL) Stock Up Recently?1 month ago | Simply Wall St
Need To Know: AMERCO (NASDAQ:UHAL) Insiders Have Been Buying SharesValuation
Is AMERCO undervalued compared to its fair value and its price relative to the market?
18.29x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: UHAL ($473.17) is trading above our estimate of fair value ($46.41)
Significantly Below Fair Value: UHAL is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: UHAL is good value based on its PE Ratio (18.3x) compared to the US Transportation industry average (29x).
PE vs Market: UHAL is good value based on its PE Ratio (18.3x) compared to the US market (21x).
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate UHAL's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: UHAL is good value based on its PB Ratio (2x) compared to the US Transportation industry average (2.6x).
Next Steps
Future Growth
How is AMERCO forecast to perform in the next 1 to 3 years based on estimates from 1 analyst?
24.4%
Forecasted Transportation industry annual growth in earnings
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: Insufficient data to determine if UHAL's forecast earnings growth is above the savings rate (2%).
Earnings vs Market: Insufficient data to determine if UHAL's earnings are forecast to grow faster than the US market
High Growth Earnings: Insufficient data to determine if earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: Insufficient data to determine if UHAL's revenue is forecast to grow faster than the US market.
High Growth Revenue: Insufficient data to determine if UHAL's revenue is forecast to grow faster than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if UHAL's Return on Equity is forecast to be high in 3 years time
Next Steps
Past Performance
How has AMERCO performed over the past 5 years?
-1.1%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: UHAL has high quality earnings.
Growing Profit Margin: UHAL's current net profit margins (12.5%) are higher than last year (9.5%).
Past Earnings Growth Analysis
Earnings Trend: UHAL's earnings have declined by 1.1% per year over the past 5 years.
Accelerating Growth: UHAL's earnings growth over the past year (38%) exceeds its 5-year average (-1.1% per year).
Earnings vs Industry: UHAL earnings growth over the past year (38%) exceeded the Transportation industry -11.5%.
Return on Equity
High ROE: UHAL's Return on Equity (11%) is considered low.
Next Steps
Financial Health
How is AMERCO's financial position?
Financial Position Analysis
Short Term Liabilities: UHAL's short term assets ($2.0B) exceed its short term liabilities ($1.2B).
Long Term Liabilities: UHAL's short term assets ($2.0B) do not cover its long term liabilities ($8.3B).
Debt to Equity History and Analysis
Debt Level: UHAL's debt to equity ratio (88.9%) is considered high.
Reducing Debt: UHAL's debt to equity ratio has increased from 87.7% to 88.9% over the past 5 years.
Debt Coverage: UHAL's debt is well covered by operating cash flow (32.7%).
Interest Coverage: UHAL's interest payments on its debt are well covered by EBIT (3.9x coverage).
Balance Sheet
Next Steps
Dividend
What is AMERCO current dividend yield, its reliability and sustainability?
0.53%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: UHAL's dividend (0.53%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.39%).
High Dividend: UHAL's dividend (0.53%) is low compared to the top 25% of dividend payers in the US market (3.85%).
Stability and Growth of Payments
Stable Dividend: UHAL is not paying a notable dividend for the US market, therefore no need to check if payments are stable.
Growing Dividend: UHAL is not paying a notable dividend for the US market, therefore no need to check if payments are increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of UHAL's dividend in 3 years as they are not forecast to pay a notable one for the US market.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
3.3yrs
Average management tenure
CEO
Joe Shoen (71 yo)
no data
Tenure
US$799,673
Compensation
Mr. Edward Joseph Shoen, also known as Joe, has been the President of AMERCO since 1987 and serves as its Chief Executive Officer. Mr. Shoen has been the Chairman of AMERCO since 1986 and serves as its Dir...
CEO Compensation Analysis
Compensation vs Market: Joe's total compensation ($USD799.67K) is below average for companies of similar size in the US market ($USD6.20M).
Compensation vs Earnings: Joe's compensation has been consistent with company performance over the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman of the Board | no data | US$799.67k | 0.13% $ 11.9m | |
| Vice Chairman of the Board & U-Box Project Manager | 2.83yrs | US$329.43k | 0.017% $ 1.6m | |
| Chief Financial Officer | 4.58yrs | US$433.57k | 0.0052% $ 482.4k | |
| General Counsel | 15.25yrs | US$354.74k | 0.0045% $ 417.5k | |
| Chief Accounting Officer | 1.42yrs | no data | 0.0021% $ 196.7k | |
| Director of Investor Relations | no data | no data | no data | |
| Secretary | no data | no data | no data | |
| President of Amerco Real Estate Company | 2yrs | no data | no data | |
| Vice President of Storage Operations and Property Management for U-Haul | no data | no data | no data | |
| U-Haul Truck Share 24/7 Program Manager of U-Haul International | no data | no data | no data |
3.3yrs
Average Tenure
54.5yo
Average Age
Experienced Management: UHAL's management team is considered experienced (3.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman of the Board | no data | US$799.67k | 0.13% $ 11.9m | |
| Vice Chairman of the Board & U-Box Project Manager | 2.83yrs | US$329.43k | 0.017% $ 1.6m | |
| Independent Director | 8yrs | US$147.50k | no data | |
| Independent Director | 23yrs | US$200.00k | 0.030% $ 2.7m | |
| Independent Director | 5yrs | US$95.00k | 0.00051% $ 47.3k | |
| Independent Director | 3.25yrs | US$82.50k | no data | |
| Independent Director | 1.08yrs | US$80.63k | no data | |
| Independent Director | 4.42yrs | US$122.50k | 0.012% $ 1.1m |
4.7yrs
Average Tenure
66yo
Average Age
Experienced Board: UHAL's board of directors are considered experienced (4.7 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
AMERCO's company bio, employee growth, exchange listings and data sources
Key Information
- Name: AMERCO
- Ticker: UHAL
- Exchange: NasdaqGS
- Founded: 1945
- Industry: Trucking
- Sector: Transportation
- Market Cap: US$9.278b
- Shares outstanding: 19.61m
- Website: https://www.amerco.com
Number of Employees
Location
- AMERCO
- 5555 Kietzke Lane
- Suite 100
- Reno
- Nevada
- 89511
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| UHAL | NasdaqGS (Nasdaq Global Select) | Yes | Common Stock | US | USD | Nov 1994 |
| AUK | DB (Deutsche Boerse AG) | Yes | Common Stock | DE | EUR | Nov 1994 |
Biography
AMERCO operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. The company’s Moving and Storage segment rents trucks, trailers, portable...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/01/16 23:26 |
| End of Day Share Price | 2021/01/15 00:00 |
| Earnings | 2020/09/30 |
| Annual Earnings | 2020/03/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.