Herc Holdings Inc. (HRI) vs U-Haul Holding Company (UHAL)

Herc Holdings Inc. 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 $5.0B — 2.0× the size. Herc Holdings Inc. trades at the lower P/E: 40.8× against 416×. Herc Holdings Inc. grew revenue faster over the last twelve months: 19.4% against 2.84%. Herc Holdings Inc. has the higher net margin (2.50% vs 0.97%) and the higher return on invested capital (4.21% vs 1.98%). Across the 21 metrics below, Herc Holdings Inc. leads on 16 and U-Haul Holding Company on 5.

Valuation

Metric HRI UHAL Rental & Leasing Services median
P/E 40.81 415.64 20.11
P/S 1.02 1.86 1.11
P/B 2.53 1.46 2.44
Price to free cash flow 16.79 n/m 11.04
EV/EBITDA 6.65 11.21 8.70
EV/Sales 2.66 3.03 2.87
Earnings yield 2.45% 0.24% 3.40%
Free cash flow yield 5.95% (4.01%) 0.63%

Profitability

Metric HRI UHAL Rental & Leasing Services median
Gross margin 52.64% 0.00% 48.46%
Operating margin 13.75% 7.71% 8.37%
Net margin 2.50% 0.97% 1.97%
Free cash flow margin 6.08% (7.44%) 2.91%
Return on equity 6.29% 0.00% 12.31%
Return on assets 0.88% 0.28% 0.88%
Return on invested capital 4.21% 1.98% 2.86%

Growth

Metric HRI UHAL Rental & Leasing Services median
Revenue growth (TTM) 19.38% 2.84% 4.47%
EPS growth (last fiscal year) (99.59%) (85.80%) 1.04%
Revenue growth, 5-year CAGR 19.69% 5.86% 11.45%
Net income growth, 5-year CAGR (57.68%) (38.90%) 0.00%

Health

Metric HRI UHAL Rental & Leasing Services median
Debt to equity 4.10 1.07 1.28
Current ratio 1.08 0.00 1.01
Net debt to EBITDA 4.61 4.22 4.19

Dividend

Metric HRI UHAL Rental & Leasing Services median
Dividend yield 1.86% — 1.38%
Payout ratio 0.76 — 0.24

Size

Metric HRI UHAL Rental & Leasing Services median
Market cap 5.01b 10.24b 3.37b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack