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Stock Comparison · Industry comparison · Rental & Leasing Services

U-Haul Holding Company vs United Rentals: Which Stock Looks Stronger in 2026?

United Rentals holds the cleaner structural position, with the lead spread across profitability and valuation. U-Haul Company does not offset that deficit through any equally strong structural edge elsewhere. On the market side, United Rentals is in better shape — its trend is intact while U-Haul Company's trend has broken down. That puts structure and market broadly in agreement — United Rentals's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-05-17

This is not just a one-metric split: both profitability and valuation materially support the lead. The overall score gap is 51 points in favour of United Rentals, Inc..

INDUSTRY COMPARISON

Both operate in: Rental & Leasing Services

This comparison is based on industry proximity, not on functional trajectory similarity. UHAL and URI share the same industry classification.

For a similarity-based comparison, see how U-Haul Company and United Rentals each position within their functional peer groups in AssetNext.

Peer-Relative Score
UHAL
U-Haul Holding Company
9
Peer-Score
Signal qualityMedium
Peer basis: Russell 1000
vs
URI
United Rentals, Inc.
60
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: UHAL vs URI Profitability 0 73 Stability 20 34 Valuation 15 74 Growth 5 45 UHAL URI
Gap Ranking
#1 Profitability +73
#2 Valuation +59
#3 Growth +40
#4 Stability +14
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for UHAL and URI Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer UHALURI Relative valuation Structural strength

United Rentals, Inc. looks stronger on relative valuation, while the broader price setup remains mixed.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where UHAL and URI each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY UHAL Lower · above norm 0th 50th 100th 90 pct gap URI Elevated · above norm 0th 50th 100th 8th 98th
Today UHAL sits in the lower portion of its own 5-year history (8th percentile), while URI sits higher in its own history (98th). Within each stock's own 5-year context, UHAL is at a historically more favourable entry position than URI. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
United Rentals, Inc. ranks near the top of the group on profitability; U-Haul Holding Company sits in the weaker half.
Valuation
On valuation, the gap still runs the same way: United Rentals, Inc. sits near the top of the group, while U-Haul Holding Company remains in the weaker half.
Profitability — Dominant Gap
UHAL
0
URI
73
Gap+73in favour of URI

The profitability lead is mainly driven by a 20.5-point operating margin advantage.

What keeps the gap from being one-sided

U-Haul Holding Company still carries lower volatility exposure — that difference is real enough to prevent the comparison from becoming one-sided.

What this means for the comparison

The lead is built on both profitability and valuation, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

Break down the UHAL vs URI comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar profitability-and-valuation comparisons

Explore how UHAL and URI each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.