UHAL
U-HaulBNYSE / Transportation
Last Price
At close
2026-07-18
Current thesis
The constructive case is that FY2026 captured unusually heavy fleet depreciation, disposal losses, liability-cost growth, and storage lease-up drag, with management explicitly pointing to lower truck CapEx and moderating depreciation pressure into FY2027. [#SEC-8K-2026-05-27]
Posture
Constructive
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite, 7D delta -2.0.
What can break
Built-but-not-rented self-storage capacity remains a margin drag if occupancy recovery lags new supply.
Momentum
86
Value
47
Sentiment
52
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $78.00 · Bull $88.00 · Bear $58.00
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-07-11 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $88.28
Why
Momentum86 · Δ7d -2.0
Value47 · Δ7d -0.7
Sentiment52 · Δ7d -10.2
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
86
26% active weight
Current posture
7d trendFlat
Δ7d
-2.0
Δ21d
-4.5
Value
47
39% active weight
Current posture
7d trendFlat
Δ7d
-0.7
Δ21d
-0.8
Sentiment
52
34% active weight
Current posture
7d trendSoftening
Δ7d
-10.2
Δ21d
+50.8
Why this grade
Composite grade B. Momentum 86.2 / Value 47.0 / Sentiment 51.7
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$12.43B
Beta
1.13
Shares Out
195.91M
P/E (TTM)
44.7
P/S (TTM)
1.62
P/FCF (TTM) · Derived
-8.92
Rev YoY
+3.1%
EPS YoY
+49.9%
Gross Margin
+9.3%
Op Margin
+9.8%
Net Debt
$7B
Current Ratio
1.92
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology

