Sunbelt Rentals Holdings, Inc. (SUNB) vs U-Haul Holding Company (UHAL)

Sunbelt Rentals Holdings, Inc. and U-Haul Holding Company are both Rental & Leasing Services companies. Sunbelt Rentals Holdings, Inc. is the larger, with a market value of $31.2B against $10.2B — 3.0× the size. Sunbelt Rentals Holdings, Inc. trades at the lower P/E: 22.6× against 416×. Sunbelt Rentals Holdings, Inc. has the higher net margin (12.8% vs 0.97%) and the higher return on invested capital (9.04% vs 1.98%). Across the 17 metrics below, Sunbelt Rentals Holdings, Inc. leads on 12 and U-Haul Holding Company on 5.

Valuation

Metric SUNB UHAL Rental & Leasing Services median
P/E 22.62 415.64 20.11
P/S 2.82 1.86 1.11
P/B 4.21 1.46 2.44
Price to free cash flow 11.04 n/m 11.04
EV/EBITDA 11.50 11.21 8.70
EV/Sales 3.59 3.03 2.87
Earnings yield 4.42% 0.24% 3.40%
Free cash flow yield 9.06% (4.01%) 0.63%

Profitability

Metric SUNB UHAL Rental & Leasing Services median
Gross margin 39.08% 0.00% 48.46%
Operating margin 20.78% 7.71% 8.37%
Net margin 12.82% 0.97% 1.97%
Free cash flow margin 25.55% (7.44%) 2.91%
Return on equity 0.00% 0.00% 12.31%
Return on assets 12.08% 0.28% 0.88%
Return on invested capital 9.04% 1.98% 2.86%

Growth

Metric SUNB UHAL Rental & Leasing Services median
Revenue growth (TTM) — 2.84% 4.47%
EPS growth (last fiscal year) (11.37%) (85.80%) 1.04%
Revenue growth, 5-year CAGR — 5.86% 11.45%
Net income growth, 5-year CAGR — (38.90%) 0.00%

Health

Metric SUNB UHAL Rental & Leasing Services median
Debt to equity 1.15 1.07 1.28
Current ratio 0.94 0.00 1.01
Net debt to EBITDA 1.68 4.22 4.19

Dividend

Metric SUNB UHAL Rental & Leasing Services median
Dividend yield 1.37% — 1.38%
Payout ratio 0.31 — 0.24

Size

Metric SUNB UHAL Rental & Leasing Services median
Market cap 31.20b 10.24b 3.37b

Compare with another peer

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