U-Haul Holding (UHAL) just posted first quarter 2026 results, reporting higher sales and revenue but lower net income, while continuing to expand its independent dealer and storage network and repurchase stock.
See our latest analysis for U-Haul Holding.
At a share price of $75.27, U-Haul Holding has had strong recent momentum, with a 30 day share price return of 15.69% and a 90 day share price return of 42.50%, while the 1 year total shareholder return of 32.15% points to solid longer term gains.
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The share price has sprinted ahead while analyst value estimates sit higher still, leaving a visible gap between US$75.27 and the roughly US$88 target. So where might fair value for U-Haul Holding really sit now?
Preferred Price to Sales Multiple of 2.4x: Is it justified?
For U-Haul Holding, the current share price of $75.27 lines up with a P/S ratio of 2.4x, which screens as expensive against both peers and the wider US Transportation industry.
The price to sales multiple compares the total value the market places on the company to its annual revenue. For a business like U-Haul Holding, which operates trucks, trailers, storage and insurance, this measure helps you see how much investors are paying for each dollar of sales when earnings are harder to interpret because margins move around.
Here the signals lean one way. U-Haul Holding trades on a P/S of 2.4x, while the US Transportation industry average sits at 1.1x and the peer group average at 2.0x. On top of that, the estimated fair P/S ratio is 1.6x, which is meaningfully lower than where the stock trades today and could be a level the market moves toward if sentiment cools.
Explore the SWS fair ratio for U-Haul Holding
Result: Price-to-Sales of 2.4x (OVERVALUED)
However, investors in U-Haul Holding still need to weigh softer net income and a zero value score, which could pressure sentiment if growth expectations cool.
Find out about the key risks to this U-Haul Holding narrative.
Next Steps
Given the mixed tone around U-Haul Holding's valuation and earnings softness, it may be useful to review the details yourself and act according to your own assessment while sentiment is still forming. Start by reviewing the 3 important warning signs.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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