GATX Corporation (GATX) vs U-Haul Holding Company (UHAL)

GATX Corporation and U-Haul Holding Company are both Rental & Leasing Services companies. U-Haul Holding Company is the larger, with a market value of $10.2B against $6.5B — 1.6× the size. GATX Corporation trades at the lower P/E: 17.4× against 416×. GATX Corporation grew revenue faster over the last twelve months: 29.7% against 2.84%. GATX Corporation has the higher net margin (17.4% vs 0.97%) and the higher return on invested capital (2.74% vs 1.98%). Across the 21 metrics below, GATX Corporation leads on 13 and U-Haul Holding Company on 8.

Valuation

Metric GATX UHAL Rental & Leasing Services median
P/E 17.35 415.64 20.11
P/S 2.99 1.86 1.11
P/B 1.87 1.46 2.44
Price to free cash flow n/m n/m 11.04
EV/EBITDA 14.08 11.21 8.70
EV/Sales 8.26 3.03 2.87
Earnings yield 5.76% 0.24% 3.40%
Free cash flow yield (67.15%) (4.01%) 0.63%

Profitability

Metric GATX UHAL Rental & Leasing Services median
Gross margin 74.16% 0.00% 48.46%
Operating margin 29.92% 7.71% 8.37%
Net margin 17.41% 0.97% 1.97%
Free cash flow margin (200.95%) (7.44%) 2.91%
Return on equity 12.31% 0.00% 12.31%
Return on assets 2.52% 0.28% 0.88%
Return on invested capital 2.74% 1.98% 2.86%

Growth

Metric GATX UHAL Rental & Leasing Services median
Revenue growth (TTM) 29.67% 2.84% 4.47%
EPS growth (last fiscal year) 17.22% (85.80%) 1.04%
Revenue growth, 5-year CAGR 7.55% 5.86% 11.45%
Net income growth, 5-year CAGR 16.72% (38.90%) 0.00%

Health

Metric GATX UHAL Rental & Leasing Services median
Debt to equity 3.37 1.07 1.28
Current ratio 2.38 0.00 1.01
Net debt to EBITDA 7.65 4.22 4.19

Dividend

Metric GATX UHAL Rental & Leasing Services median
Dividend yield 1.38% — 1.38%
Payout ratio 0.24 — 0.24

Size

Metric GATX UHAL Rental & Leasing Services median
Market cap 6.51b 10.24b 3.37b

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