UHAL RSI Chart
Last 7 days
3.1%
Last 30 days
-0.5%
Last 90 days
-3.0%
Trailing 12 Months
10.9%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 5.9B | 5.8B | 5.8B | 5.7B |
2022 | 5.7B | 5.9B | 5.9B | 5.9B |
2021 | 4.5B | 5.0B | 5.4B | 5.6B |
2020 | 4.0B | 3.9B | 4.1B | 4.3B |
2019 | 3.8B | 3.8B | 3.9B | 3.9B |
2018 | 3.6B | 3.7B | 3.7B | 3.8B |
2017 | 3.4B | 3.5B | 3.5B | 3.6B |
2016 | 3.3B | 3.3B | 3.3B | 3.4B |
2015 | 3.1B | 3.1B | 3.2B | 3.2B |
2014 | 2.8B | 2.9B | 3.0B | 3.0B |
2013 | 2.6B | 2.6B | 2.7B | 2.8B |
2012 | 2.5B | 2.5B | 2.6B | 2.5B |
2011 | 2.3B | 2.3B | 2.4B | 2.5B |
2010 | 2.0B | 2.1B | 2.1B | 2.2B |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Jun 10, 2022 | schmidt karl a. | bought | 94,300 | 471 | 200 | - |
Dec 16, 2021 | shoen edward j | sold | -6,160,970 | 720 | -8,548 | chairman/president |
Dec 16, 2021 | shoen mark v | sold | -6,160,970 | 720 | -8,548 | - |
Dec 16, 2021 | shoen mark v | acquired | 6,160,970 | 720 | 8,548 | - |
Dec 16, 2021 | shoen mark v | acquired | 16,792,000 | 720 | 23,298 | - |
Dec 16, 2021 | willow grove holdings lp | acquired | 6,160,970 | 720 | 8,548 | - |
Dec 16, 2021 | shoen edward j | acquired | 6,160,970 | 720 | 8,548 | chairman/president |
Dec 16, 2021 | shoen edward j | bought | 10,631,100 | 720 | 14,750 | chairman, president |
Which funds bought or sold UHAL recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Apr 24, 2024 | Cambridge Investment Research Advisors, Inc. | added | 11.85 | 15,000 | 296,000 | -% |
Apr 24, 2024 | Spire Wealth Management | sold off | -100 | -25,778 | - | -% |
Apr 24, 2024 | Robeco Institutional Asset Management B.V. | added | 242 | 2,348,360 | 3,395,880 | 0.01% |
Apr 24, 2024 | DekaBank Deutsche Girozentrale | reduced | -34.11 | -438,000 | 695,000 | -% |
Apr 23, 2024 | Global Retirement Partners, LLC | unchanged | - | 68.00 | 1,734 | -% |
Apr 23, 2024 | AMALGAMATED BANK | reduced | -42.87 | -637,000 | 751,000 | 0.01% |
Apr 23, 2024 | BSW Wealth Partners | sold off | -100 | -223,577 | - | -% |
Apr 23, 2024 | AMALGAMATED BANK | added | 18.23 | 11,000 | 115,000 | -% |
Apr 23, 2024 | FIFTH THIRD BANCORP | unchanged | - | -373 | 6,601 | -% |
Apr 22, 2024 | RAYMOND JAMES & ASSOCIATES | added | 82.25 | 143,865 | 345,264 | -% |
Unveiling AMERCO's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to AMERCO)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
ADP | 101.2B | 18.6B | 28.45 | 5.45 | ||||
CTAS | 67.5B | 9.4B | 44.88 | 7.17 | ||||
CPRT | 53.1B | 4.1B | 39.17 | 13.09 | ||||
EFX | 28.0B | 5.4B | 50.15 | 5.23 | ||||
BAH | 18.9B | 10.3B | 46.13 | 1.83 | ||||
ALLE | 10.9B | 3.6B | 20.25 | 3.02 | ||||
MID-CAP | ||||||||
RHI | 7.4B | 6.4B | 18.07 | 1.16 | ||||
AL | 5.7B | 2.7B | 9.32 | 2.13 | ||||
SRCL | 4.6B | 2.6B | -237.52 | 1.75 | ||||
ABM | 2.8B | 8.2B | 10.9 | 0.34 | ||||
SMALL-CAP | ||||||||
AZZ | 1.9B | 2.7B | 21.53 | 0.69 | ||||
ALTG | 375.6M | 1.9B | 42.2 | 0.2 | ||||
ARC | 117.2M | 281.2M | 14.23 | 0.42 | ||||
AQMS | 56.0M | 1.1M | -2.34 | 49.78 | ||||
AWX | 8.6M | 80.5M | -4.77 | 0.11 |
AMERCO News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | -18.8% | 1,340 | 1,650 | 1,540 | 1,189 | 1,375 | 1,703 | 1,598 | 1,198 | 1,404 | 1,664 | 1,473 | 1,060 | 1,170 | 1,325 | 987 | 822 | 928 | 1,150 | 1,079 | 726 | 919 |
Costs and Expenses | -7.0% | 1,142 | 1,228 | 1,141 | 1,080 | 1,055 | 1,183 | 1,102 | 1,043 | 988 | 1,086 | 979 | 929 | 886 | 933 | 833 | 821 | 847 | 905 | 865 | 698 | 781 |
Operating Expenses | -7.8% | 770 | 835 | 763 | 746 | 733 | 812 | 733 | 708 | 658 | 696 | 615 | 581 | 540 | 574 | 493 | 500 | 517 | 565 | 534 | 477 | 478 |
EBITDA Margin | -4.2% | 0.34* | 0.35* | 0.36* | 0.37* | 0.35* | 0.36* | 0.37* | 0.38* | 0.41* | 0.40* | 0.39* | 0.36* | 0.35* | 0.32* | 0.30* | 0.30* | - | - | - | - | - |
Interest Expenses | 5.5% | 67.00 | 64.00 | 61.00 | 58.00 | 59.00 | 57.00 | 50.00 | -122 | 44.00 | 40.00 | 39.00 | 41.00 | 42.00 | 41.00 | 40.00 | 43.00 | 40.00 | 39.00 | 39.00 | 73.00 | -0.29 |
Income Taxes | -63.9% | 31.00 | 85.00 | 82.00 | 14.00 | 62.00 | 112 | 107 | 24.00 | 90.00 | 129 | 110 | 16.00 | 59.00 | 85.00 | 27.00 | -164 | 9.00 | 49.00 | 42.00 | 1.00 | - |
Earnings Before Taxes | -63.8% | 130 | 358 | 339 | 50.00 | 261 | 461 | 445 | 110 | 371 | 539 | 455 | 90.00 | 242 | 351 | 114 | -42.27 | 40.00 | 205 | 175 | -10.35 | 103 |
EBT Margin | -12.4% | 0.15* | 0.18* | 0.19* | 0.21* | 0.22* | 0.24* | 0.25* | 0.26* | 0.26* | 0.25* | 0.23* | 0.18* | 0.15* | 0.11* | 0.08* | 0.10* | - | - | - | - | - |
Net Income | -63.7% | 99.00 | 274 | 257 | 36.00 | 199 | 350 | 338 | 87.00 | 281 | 410 | 345 | 74.00 | 183 | 266 | 88.00 | 122 | 31.00 | 156 | 132 | 1.00 | 79.00 |
Net Income Margin | -12.5% | 0.12* | 0.13* | 0.15* | 0.16* | 0.17* | 0.18* | 0.19* | 0.20* | 0.20* | 0.19* | 0.17* | 0.13* | 0.15* | 0.12* | 0.10* | 0.11* | - | - | - | - | - |
Free Cashflow | -3.5% | -433 | -419 | -307 | -433 | -413 | -152 | 5.00 | -326 | -343 | 194 | 286 | -320 | 74.00 | 260 | 80.00 | -269 | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | -0.1% | 19,003 | 19,021 | 18,614 | 18,101 | 18,090 | 18,143 | 17,794 | 17,300 | 16,588 | 16,337 | 15,115 | 14,652 | 14,447 | 14,123 | 13,712 | 13,438 | 12,994 | 12,856 | 12,475 | 11,892 | 11,646 |
Cash Equivalents | -15.8% | 1,806 | 2,145 | 2,377 | 2,061 | 2,511 | 3,065 | 3,098 | 2,704 | 2,327 | 2,430 | 1,520 | 1,194 | 1,399 | 1,216 | 825 | 494 | 632 | 525 | 520 | 674 | 984 |
Inventory | -3.9% | 155 | 162 | 165 | 151 | 150 | 166 | 165 | 159 | 167 | 143 | 118 | 106 | 104 | 101 | 101 | 101 | 103 | 102 | 101 | 104 | 96.00 |
Net PPE | 3.2% | 12,796 | 12,397 | 11,836 | 11,350 | 10,916 | 10,469 | 10,021 | 9,626 | 9,283 | 8,891 | 8,569 | 8,331 | 8,025 | 7,957 | 7,873 | 7,843 | 7,600 | 7,590 | 7,174 | 7,934 | 7,473 |
Liabilities | -0.6% | 11,915 | 11,991 | 11,836 | 11,597 | 11,703 | 11,830 | 11,758 | 11,347 | 10,773 | 10,783 | 10,003 | 9,800 | 9,690 | 9,518 | 9,455 | 9,217 | 8,891 | 8,798 | 8,606 | 8,199 | 7,954 |
Long Term Debt | 0.6% | 6,437 | 6,401 | 6,287 | 6,108 | 6,200 | 6,299 | 6,233 | 6,022 | 5,398 | 5,335 | 4,673 | 4,669 | 4,678 | 4,701 | 4,778 | 4,621 | 4,549 | 4,498 | 4,344 | 4,163 | 3,976 |
Shareholder's Equity | 0.8% | 7,088 | 7,030 | 6,778 | 6,504 | 6,456 | 6,324 | 6,087 | 5,894 | 5,815 | 5,555 | 5,112 | 4,919 | 130 | 4,606 | 4,257 | 4,288 | 4,103 | 4,058 | 3,869 | 3,692 | 3,692 |
Retained Earnings | 1.2% | 7,610 | 7,519 | 7,253 | 7,003 | 6,911 | 6,719 | 6,376 | 6,119 | 5,965 | 5,694 | 5,294 | 5,025 | 4,885 | 4,741 | 4,484 | 4,399 | 4,277 | 4,256 | 4,109 | 3,977 | 3,986 |
Additional Paid-In Capital | 0% | 454 | 454 | 454 | 454 | 454 | 454 | 454 | 454 | 454 | 454 | 454 | 454 | 454 | 454 | 454 | 454 | 454 | 454 | 454 | 453 | 453 |
Accumulated Depreciation | 4.8% | 4,890 | 4,666 | 4,487 | 4,310 | 4,167 | 4,041 | 3,891 | 3,733 | 3,545 | 3,386 | 3,236 | 3,083 | 2,992 | 2,903 | 2,812 | 2,713 | 2,641 | 2,571 | 2,478 | 3,088 | 2,980 |
Shares Outstanding | - | - | - | - | - | - | 196 | 196 | 196 | 196 | 196 | 196 | 196 | 196 | 196 | 196 | 196 | 196 | 196 | 196 | - | - |
Float | - | - | - | - | - | - | 5,021 | - | - | - | 6,376 | - | - | - | 3,207 | - | - | - | 3,494 | - | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | -35.9% | 302,612 | 471,734 | 465,697 | 213,930 | 327,516 | 536,793 | 651,371 | 157,084 | 270,031 | 724,907 | 794,213 | 158,842 | 374,211 | 672,257 | 330,085 | 122,532 | 215,217 | 356,838 | 380,926 | 96,888 | 176,018 |
Cashflow From Investing | 21.8% | -623,567 | -797,658 | -288,668 | -549,615 | -766,963 | -626,795 | -478,012 | -420,216 | -434,667 | -489,135 | -523,158 | -476,035 | -293,617 | -164,685 | -195,192 | -346,322 | -168,438 | -519,650 | -732,239 | -568,953 | -134,472 |
Cashflow From Financing | -123.2% | -22,470 | 96,963 | 136,741 | -115,483 | -116,125 | 66,507 | 224,896 | 636,850 | 62,124 | 677,736 | 56,445 | 112,801 | 99,787 | -120,298 | 195,063 | 91,938 | 59,011 | 168,692 | 192,679 | 156,662 | 298,051 |
Dividend Payments | -100.0% | - | 14,118 | - | - | - | 9,804 | 9,804 | - | 9,804 | 19,608 | - | - | 39,215 | 9,804 | - | 9,804 | - | 9,804 | 9,796 | 9,794 | - |
Condensed Consolidated Statements of Operations - USD ($) $ in Thousands | 3 Months Ended | 9 Months Ended | ||
---|---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2023 | Dec. 31, 2022 | |
Revenues: | ||||
Self-moving equipment rentals | $ 839,801 | $ 898,819 | $ 2,908,412 | $ 3,151,619 |
Self-storage revenues | 210,517 | 190,483 | 618,368 | 549,246 |
Self moving and self-storage products and service sales | 70,344 | 74,851 | 262,787 | 281,066 |
Property management fees | 10,138 | 10,080 | 28,582 | 28,496 |
Life insurance premiums | 22,574 | 24,399 | 68,203 | 75,636 |
Property and casualty insurance premiums | 26,490 | 26,852 | 72,383 | 72,542 |
Net investment and Interest income | 57,457 | 52,294 | 186,787 | 116,376 |
Other revenue | 102,193 | 97,558 | 384,160 | 401,059 |
Total revenues | 1,339,514 | 1,375,336 | 4,529,682 | 4,676,040 |
Costs and expenses: | ||||
Operating expenses | 770,405 | 733,469 | 2,368,904 | 2,278,230 |
Commission expenses | 87,955 | 95,980 | 306,843 | 339,814 |
Cost of sales | 51,536 | 54,616 | 188,831 | 206,912 |
Benefits and losses | 42,495 | 41,764 | 130,392 | 121,033 |
Amortization of deferred policy acquisition costs | 4,155 | 6,979 | 19,026 | 21,623 |
Lease expense | 9,148 | 7,792 | 25,181 | 22,951 |
Depreciation, net of (gains) losses on disposals | 173,648 | 113,866 | 465,584 | 344,980 |
Net (gains) losses on disposal of real estate | 2,584 | 859 | 5,320 | 5,038 |
Total costs and expenses | 1,141,926 | 1,055,325 | 3,510,081 | 3,340,581 |
Earnings from operations | 197,588 | 320,011 | 1,019,601 | 1,335,459 |
Other components of net periodic benefit costs | (365) | (304) | (1,094) | (912) |
Interest expense | (67,450) | (59,041) | (191,991) | (166,033) |
Fees and amortization on early extinguishment of debt | 0 | (50) | 0 | (1,009) |
Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest, Total | 129,773 | 260,616 | 826,516 | 1,167,505 |
Income tax expense | (30,549) | (61,764) | (196,946) | (280,442) |
Earnings available to common stockholders | 99,224 | 198,852 | 629,570 | 887,063 |
Common Stock [Member] | ||||
Costs and expenses: | ||||
Earnings available to common stockholders | $ 0 | $ 0 | $ 0 | $ 0 |
Basic and diluted earnings per common share | $ 0.46 | $ 0.98 | $ 3.09 | $ 5.39 |
Weighted average common shares outstanding: basic and diluted | 19,607,788 | 19,607,788 | 19,607,788 | 19,607,788 |
Nonvoting Common Stock [Member] | ||||
Costs and expenses: | ||||
Earnings available to common stockholders | $ 629,570 | $ 887,063 | ||
Basic and diluted earnings per common share | $ 0.51 | $ 1.02 | $ 3.22 | $ 4.43 |
Weighted average common shares outstanding: basic and diluted | 176,470,092 | 176,470,092 | 176,470,092 | 176,470,092 |
Nonvoting Common Stock [Member] | Common Stock [Member] | ||||
Costs and expenses: | ||||
Earnings available to common stockholders | $ 0 | $ 0 | $ 0 | $ 0 |
Weighted average common shares outstanding: basic and diluted | 196,077,880 | 196,077,880 | 196,077,880 | 196,077,880 |
Condensed Consolidated Balance Sheets - USD ($) $ in Thousands | Dec. 31, 2023 | Mar. 31, 2023 |
---|---|---|
ASSETS: | ||
Cash and cash equivalents | $ 1,805,976 | $ 2,060,524 |
Reinsurance recoverables and trade receivables, net | 195,930 | 189,498 |
Prepaid Expense | 240,525 | 241,711 |
Inventories, net | 155,161 | 151,474 |
Investments, fixed maturities and marketable equities | 2,474,624 | 2,709,037 |
Equity securities, at estimated fair value | 59,675 | 61,357 |
Investments, other | 660,253 | 575,540 |
Deferred policy acquisition costs, net | 120,834 | 128,463 |
Other assets | 52,807 | 51,052 |
Right of use Assets - Financing | 326,244 | 474,765 |
Right of use Assets - Operating | 65,361 | 58,917 |
Related Parties Amounts Due | 48,766 | 48,308 |
Subtotal assets | 6,206,156 | 6,750,646 |
Property, plant and equipment, at cost: | ||
Land | 1,649,346 | 1,537,206 |
Buildings and improvements | 7,943,232 | 7,088,810 |
Furniture and equipment | 983,683 | 928,241 |
Property, plant and equipment (gross) | 17,686,592 | 15,660,293 |
Less: Accumulated depreciation | (4,890,172) | (4,310,205) |
Total property, plant and equipment | 12,796,420 | 11,350,088 |
Total assets | 19,002,576 | 18,100,734 |
Liabilities: | ||
Accounts payable and accrued expenses | 729,344 | 761,039 |
Notes, loans and leases payable | 6,437,309 | 6,108,042 |
Operating lease liability | 64,542 | 58,373 |
Policy benefits and losses, claims and loss expenses payable | 838,945 | 880,202 |
Liabilities from investment contracts | 2,363,143 | 2,398,884 |
Other policyholders' funds and liabilities | 8,012 | 8,232 |
Deferred income | 45,711 | 52,282 |
Deferred Income Tax Liabilities, Net | 1,427,769 | 1,329,489 |
Total liabilities | 11,914,775 | 11,596,543 |
Commitments and contingencies (notes 4 and 9) | ||
Stockholders' equity: | ||
Additional paid-in capital | 453,643 | 453,643 |
Accumulated other comprehensive loss | (308,642) | (285,623) |
Retained earnings | 7,609,777 | 7,003,148 |
Total stockholders' equity | 7,087,801 | 6,504,191 |
Total liabilities and stockholders' equity | 19,002,576 | 18,100,734 |
Series A Preferred Stock [Member] | ||
Stockholders' equity: | ||
Preferred stock, value, issued | 0 | 0 |
Series B Preferred Stock [Member] | ||
Stockholders' equity: | ||
Preferred stock, value, issued | 0 | 0 |
Serial Common Stock [Member] | ||
Stockholders' equity: | ||
Common stock, value, issued | 0 | 0 |
Amerco Common Stock [Member] | ||
Stockholders' equity: | ||
Common stock, value, issued | 10,497 | 10,497 |
Nonvoting Common Stock [Member] | ||
Stockholders' equity: | ||
Common stock, value, issued | 176 | 176 |
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, gross | 927,038 | 827,696 |
Rental Trucks [Member] | ||
Property, plant and equipment, at cost: | ||
Property subject to or available for operating lease, gross | $ 6,183,293 | $ 5,278,340 |