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UHAL

66.84USD+0.11(+0.16%)Delayed

Amerco

Market Summary

USD66.84+0.11Delayed
0.16%

UHAL Stock Price

RSI Chart

Valuation

Market Cap

11.5B

Price/Earnings

10.3

Price/Sales

1.95

Price/Cashflow

6.35

MarketCap/EBT

7.84

Price/Sales

Profitability

EBT Margin

24.93%

Return on Equity

18.31%

Return on Assets

6.24%

Fundamentals

Revenue

Revenue (TTM)

5.9B

Revenue Y/Y

2.32%

Revenue Q/Q

6.57%

Earnings

Earnings (TTM)

1.1B

Earnings Y/Y

-14.12%

Earnings Q/Q

5.39%

Price Action

52 Week Range

731.57
(Low)(High)

Last 7 days

13.3%

Last 30 days

-87.8%

Last 90 days

-87.2%

Trailing 12 Months

-90.8%

Financial Health

Investor Care

Dividend Yield

0.23%

Dividend/Share (TTM)

1.33

Peers (Alternatives to Amerco)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
54.4B
29.0B
-0.21% -24.58%
-5.41
2.13
95.71% -275.27%
30.2B
6.0B
16.31% -15.10%
24.37
5.06
30.53% 44.23%
17.6B
14.7B
9.36% -2.94%
18.74
1.26
28.51% 50.20%
11.7B
11.8B
-0.87% -18.96%
4.95
1.04
45.60% 234.93%
11.5B
5.9B
-87.77% -90.76%
10.3
1.95
9.99% 4.19%
MID-CAP
7.7B
7.5B
19.92% 0.51%
8.62
1.06
37.42% 39.00%
5.6B
7.7B
13.76% 4.65%
12.32
0.72
30.23% 35.30%
5.1B
3.9B
-20.71% -73.03%
-5.32
1.38
38.52% -3.43%
5.1B
2.8B
19.20% -25.54%
14.84
1.92
28.18% 64.00%
4.1B
11.5B
13.46% 16.95%
4.88
0.36
24.23% 131.58%
SMALL-CAP
1.9B
5.3B
11.00% -21.56%
6.3
0.38
45.80% 89.80%
1.2B
761.3M
13.44% -
8.52
1.84
23.81% 80.69%
382.9M
1.8B
5.75% -39.09%
6.52
0.22
17.44% -8.36%
61.3M
196.7M
11.71% 153.11%
18.82
0.29
86.44% 1311.83%
16.7M
39.9M
-18.81% -88.03%
-0.87
0.42
20.10% 34.81%

Financials for Amerco

Income Statement (Last 12 Months)
(In Millions)
Description(%) Q/Q2022Q32022Q22022Q12021Q42021Q3
Revenue0.7%5,9035,8655,7405,6015,367
Operating Expenses4.1%2,9112,7952,6772,5502,432
Earnings Before Taxes-5.1%1,3871,4621,4751,4551,325
Net Income-5.2%1,0541,1121,1231,1101,012
Balance Sheet
(In Millions)
Description(%) Q/Q2022Q32022Q22022Q12021Q42021Q3
Assets1.7%18,14317,83217,30016,58816,337
    Cash Equivalents-1.1%3,0653,0982,7042,3272,430
  Inventory0.9%166165159167143
  Net PPE4.5%10,46910,0219,6269,2838,891
Liabilities0.6%11,83011,75811,41410,77310,783
Shareholder's Equity3.9%6,3136,0745,8855,8155,555
  Retained Earnings5.4%6,7196,3766,0525,9655,694
  Additional Paid-In Capital0%454454454454454
Accumulated Depreciation3.9%4,0413,8913,7333,5453,386
Shares Outstanding0%202020--
Float-6,376----
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2022Q32022Q22022Q12021Q42021Q3
Cashflow From Operations-10.4%1,6151,8031,9461,9482,052
Cashflow From Investing-7.6%-1,959.69-1,822.03-1,867.18-1,922.99-1,781.94
Cashflow From Financing-38.2%9901,6021,433909947
  Dividend Payments-25.0%2939292959

Risks

What is the probability of a big loss on UHAL?

38.1%


Probability that Amerco stock will be more than 20% underwater in next one year

29.6%


Probability that Amerco stock will be more than 30% underwater in next one year.

13.5%


Probability that Amerco stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does UHAL drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Amerco was unfortunately bought at previous high price.

Returns

Cumulative Returns on UHAL

-5.2%


10-Year Cumulative Returns

-22.3%


7-Year Cumulative Returns

-29.0%


5-Year Cumulative Returns

-42.5%


3-Year Cumulative Returns

What are the long-term rolling returns for UHAL?

FIve years rolling returns for Amerco.

Which funds bought or sold UHAL recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2022-11-22
CVA Family Office, LLC
-
-
3,000
51,000
0.01%
2022-11-22
B. Riley Wealth Advisors, Inc.
REDUCED
-1.04
99,000
1,935,000
0.06%
2022-11-22
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
NEW
-
5,419,000
5,419,000
0.06%
2022-11-21
FourThought Financial, LLC
-
-
-9,000
7,000
-%
2022-11-21
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
-
-
430,000
8,221,000
0.01%
2022-11-17
M&T Bank Corp
-
-
-200,000
452,000
-%
2022-11-16
CAPTRUST FINANCIAL ADVISORS
SOLD OFF
-100
-110,000
-
-%
2022-11-15
JACOBS LEVY EQUITY MANAGEMENT, INC
SOLD OFF
-100
-319,000
-
-%
2022-11-15
Meiji Yasuda Asset Management Co Ltd.
UNCHANGED
-
44,000
719,000
0.04%
2022-11-15
BURNEY CO/
UNCHANGED
-
13,000
214,000
0.01%

1–10 of 47

Latest Funds Activity

Are funds buying UHAL calls or puts?
Are funds bullish or bearish(Calls - Puts)?
No. of funds that own UHAL

Amerco News

InvestorsObserver

Where Will AMERCO (UHAL) Stock Go Next After It Has Risen 13.97% in a Week?.45 hours ago

Yahoo Finance

UHAL Fair Value

Recent SEC filings of Amerco

View All Filings
Date Filed Form Type Document
Nov 30, 2022
4
Insider Trading
Nov 30, 2022
4
Insider Trading
Nov 30, 2022
4
Insider Trading
Nov 28, 2022
4
Insider Trading
Nov 21, 2022
SC 13D/A
13D - Major Acquisition
Nov 18, 2022
4
Insider Trading
Nov 18, 2022
4
Insider Trading
Nov 18, 2022
4
Insider Trading
Nov 18, 2022
3
Insider Trading
Nov 16, 2022
8-K
Current Report

Latest Insider Trading transactions for UHAL

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2022-06-10
Schmidt Karl A.
BOUGHT
94,300
471.5
200
-
2021-12-16
SHOEN EDWARD J
ACQUIRED
6,160,970
720.75
8,548
Chairman/President
2021-12-16
SHOEN EDWARD J
BOUGHT
10,631,100
720.75
14,750
Chairman, President
2021-12-16
SHOEN MARK V
SOLD
-6,160,970
720.75
-8,548
-
2021-12-16
Willow Grove Holdings LP
ACQUIRED
6,160,970
720.75
8,548
-
2021-12-16
SHOEN EDWARD J
SOLD
-6,160,970
720.75
-8,548
Chairman/President
2021-12-16
SHOEN MARK V
ACQUIRED
16,792,000
720.75
23,298
-
2021-12-16
SHOEN MARK V
ACQUIRED
6,160,970
720.75
8,548
-

1–10 of 50

Edward J. Shoen
29800
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 moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towing accessories, and propane. It also provides uhaul.com, an online marketplace that connects consumers to independent Moving Help service providers and independent self-storage affiliates; auto transport and tow dolly options to transport vehicles; and specialty boxes for dishes, computers, and sensitive electronic equipment, as well as tapes, security locks, and packing supplies. This segment rents its products and services through a network of approximately 2,065 company operated retail moving stores and 20,100 independent U-Haul dealers. As of March 31, 2020, it had a rental fleet of approximately 176,000 trucks, 127,000 trailers, and 41,000 towing devices; and 1,745 self-storage locations with approximately 774,000 rentable storage units. The company's Property and Casualty Insurance segment offers loss adjusting and claims handling services. It also provides moving and storage protection packages, such as Safemove and Safetow packages, which offer moving and towing customers with a damage waiver, cargo protection, and medical and life insurance coverage; Safestor that protects storage customers from loss on their goods in storage; Safestor Mobile, which protects customers stored belongings; and Safemove Plus, which provides rental customers with a layer of primary liability protection. The company's Life Insurance segment provides life and health insurance products primarily to the senior market through the direct writing and reinsuring of life insurance, medicare supplement, and annuity policies. AMERCO was founded in 1945 and is based in Reno, Nevada.

UHAL Income Statement

2022-09-30
Condensed Consolidated Statements of Operations - USD ($)
$ in Thousands
3 Months Ended6 Months Ended
Sep. 30, 2022
Sep. 30, 2021
Sep. 30, 2022
Sep. 30, 2021
Revenues:    
Self-moving equipment rentals$ 1,162,025$ 1,179,061$ 2,252,800$ 2,214,438
Self-storage revenues185,586153,485358,763290,878
Self moving and self-storage products and service sales96,86492,191206,215197,076
Property management fees9,2778,74718,41617,196
Life insurance premiums25,45628,91351,23757,618
Property and casualty insurance premiums25,71822,49945,69039,368
Net investment and Interest income30,50936,78064,08271,779
Other revenue167,429142,578303,501248,757
Total revenues1,702,8641,664,2543,300,7043,137,110
Costs and expenses:    
Operating expenses811,594696,0741,544,7611,310,603
Commission expenses125,341127,896243,834241,045
Cost of sales72,62566,491152,296136,406
Benefits and losses37,36344,63081,46391,928
Amortization of deferred policy acquisition costs6,9726,75014,64415,573
Lease expense7,6847,44115,15915,088
Depreciation, net of (gains) losses on disposals117,318135,748231,114257,465
Net (gains) losses on disposal of real estate1,8725234,179(3,907)
Total costs and expenses1,180,7691,085,5532,287,4502,064,201
Earnings from operations522,095578,7011,013,2541,072,909
Other components of net periodic benefit costs(304)(280)(608)(560)
Interest expense(57,193)(39,545)(106,992)(78,723)
Fees and amortization on early extinguishment of debt(959)0(959)0
Pretax earnings463,639538,876904,695993,626
Income tax expense(111,624)(128,978)(218,678)(238,553)
Earnings available to common stockholders$ 352,015$ 409,898$ 686,017$ 755,073
Basic and diluted earnings per common share$ 17.95$ 20.90$ 34.99$ 38.51
Weighted average common shares outstanding: basic and diluted19,607,78819,607,78819,607,78819,607,788

UHAL Balance Sheet

2022-09-30
Condensed Consolidated Balance Sheets - USD ($)
$ in Thousands
Sep. 30, 2022
Mar. 31, 2022
ASSETS:  
Cash and cash equivalents$ 3,065,115$ 2,704,137
Reinsurance recoverables and trade receivables, net203,202229,343
Inventories, net166,136158,888
Prepaid expenses236,035236,915
Investments, fixed maturities and marketable equities2,615,7582,893,399
Investments, other548,198543,755
Deferred policy acquisition costs, net146,778103,828
Other assets47,90060,409
Right of use Assets - Financing529,000620,824
Right of use Assets - Operating68,20874,382
Related party assets48,33747,851
Subtotal assets7,674,6677,673,731
Property, plant and equipment, at cost:  
Land1,427,7811,283,142
Buildings and improvements6,390,3175,974,639
Furniture and equipment876,515846,132
Property, plant and equipment (gross)14,509,80113,358,406
Less: Accumulated depreciation(4,041,125)(3,732,556)
Total property, plant and equipment10,468,6769,625,850
Total assets18,143,34317,299,581
Liabilities:  
Accounts payable and accrued expenses706,402677,785
Notes, loans and leases payable6,298,8316,022,497
Operating lease liability67,85874,197
Policy benefits and losses, claims and loss expenses payable990,233978,254
Liabilities from investment contracts2,390,0282,336,238
Other policyholders' funds and liabilities12,12610,812
Deferred income56,87149,157
Deferred income taxes, net1,307,8071,265,358
Total liabilities11,830,15611,414,298
Commitments and contingencies (notes 4, 8 and 9)
Stockholders' equity:  
Additional paid-in capital453,819453,819
Accumulated other comprehensive loss(192,121)46,384
Retained earnings6,718,6426,052,233
Total stockholders' equity6,313,1875,885,283
Total liabilities and stockholders' equity18,143,34317,299,581
Series A Preferred Stock [Member]  
Stockholders' equity:  
Preferred stock, value, issued00
Series B Preferred Stock [Member]  
Stockholders' equity:  
Preferred stock, value, issued00
Serial Common Stock [Member]  
Stockholders' equity:  
Common stock, value, issued00
Amerco Common Stock [Member]  
Stockholders' equity:  
Common stock, value, issued10,49710,497
Common Stock in Treasury [Member]  
Stockholders' equity:  
Treasury stock, value(525,653)(525,653)
Preferred Stock in Treasury [Member]  
Stockholders' equity:  
Treasury stock, value(151,997)(151,997)
Rental Trailers and Other Rental Equipment [Member]  
Property, plant and equipment, at cost:  
Property subject to or available for operating lease, gross727,953615,679
Rental Trucks [Member]  
Property, plant and equipment, at cost:  
Property subject to or available for operating lease, gross$ 5,087,235$ 4,638,814