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DCI vs UHAL

Comparison between Donaldson Co. Inc (DCI, Company) and U-Haul Holding Company (UHAL, Company).

Both DCI and UHAL are from the Industrials sector.

5-Year PerformanceDCI has outperformed UHAL, delivering a return of +7.3% compared to -4.4%

DCI vs UHAL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
DCI
$9.70B
Winner
UHAL
$9.72B
Max Drawdown
Winner
DCI
57.32%
UHAL
94.44%
Sharpe Ratio
Winner
DCI
0.73
UHAL
-0.94
5Y Beta
DCI
0.86
Winner
UHAL
0.86
Industry
DCI
Specialty Industrial Machinery
UHAL
Rental & Leasing Services
P/E Ratio
Winner
DCI
27.33
UHAL
104.10
Forward P/E
Winner
DCI
19.76
UHAL
68.49
Dividend Yield
DCI
1.41%
UHAL
N/A
5Y Dividends CAGR
DCI
6.96%
Winner
UHAL
197.11%
5Y EPS CAGR
Winner
DCI
7.24%
UHAL
-32.37%
Debt to Equity
Winner
DCI
0.00%
UHAL
104.07%
Free Cash Flow Yield
Winner
DCI
3.60%
UHAL
-29.12%

DCI vs UHAL - Historical Returns

Returns include dividend reinvestment.

1M
DCI
-6.07%
Winner
UHAL
-4.19%
3M
DCI
-23.42%
Winner
UHAL
-0.04%
6M
Winner
DCI
-1.46%
UHAL
-3.61%
1Y
Winner
DCI
+21.88%
UHAL
-23.99%
5Y(CAGR)
Winner
DCI
+7.25%
UHAL
-4.40%
10Y(CAGR)
Winner
DCI
+11.75%
UHAL
+3.52%
Max(CAGR)
Winner
DCI
+11.99%
UHAL
+11.87%

DCI vs UHAL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDCIUHAL
2026-6.54%-1.74%
2025+33.81%-26.95%
2024+5.51%-2.84%
2023+12.54%+20.53%
2022+2.04%-16.71%
2021+9.42%+63.69%
2020-2.02%+19.47%
2019+36.15%+14.78%
2018-9.97%-13.20%
2017+17.64%+3.30%
2016+50.95%-2.61%
2015-24.00%+37.04%
2014-8.89%+19.04%
2013+29.09%+80.41%
2012-3.03%+43.09%
2011+16.59%-8.56%
2010+37.40%+90.03%
2009+26.50%+45.93%
2008-25.30%-45.28%
2007+35.04%-24.52%
2006+7.98%+16.57%
2005+0.48%+60.43%
2004+12.05%+110.43%
2003+63.44%+388.64%
2002-5.56%-76.43%
2001+47.64%-2.94%
2000+20.45%-20.73%
1999+2.71%-11.10%

DCI vs UHAL Drawdown Comparison

The maximum drawdown for DCI was -56.91%, occurring on Mar 9, 2009. Recovery took 610 trading sessions.

The maximum drawdown for UHAL was -93.78%, occurring on Oct 23, 2002. Recovery took 1213 trading sessions.

The current DCI drawdown is -23.99%. The current UHAL drawdown is -36.65%.

RankDCIUHAL
#1-56.91%
Jun 5, 2008 - Nov 4, 2010
-93.78%
Nov 3, 1999 - Sep 2, 2004
#2-42.72%
Dec 23, 2019 - Jan 6, 2021
-78.85%
Apr 21, 2006 - Dec 3, 2010
#3-37.77%
Dec 26, 2013 - Dec 1, 2016
-46.19%
Oct 2, 2024 - Mar 20, 2026
#4-32.20%
Aug 30, 2021 - Feb 2, 2024
-44.09%
Dec 3, 2010 - Feb 9, 2012
#5-31.35%
Apr 16, 2002 - Jun 12, 2003
-43.46%
Nov 23, 2015 - Dec 4, 2020
#6-30.94%
Sep 21, 2018 - Dec 20, 2019
-40.46%
Nov 5, 2021 - Sep 24, 2024
#7-25.50%
Jul 7, 2011 - Oct 24, 2011
-31.17%
Feb 9, 2012 - Oct 16, 2012
#8-25.08%
Feb 11, 2026 - Mar 30, 2026
-18.77%
Jun 6, 2014 - Jan 26, 2015
#9-23.82%
Nov 25, 2024 - Aug 27, 2025
-16.69%
May 10, 2021 - Aug 9, 2021
#10-22.42%
Dec 9, 1999 - Nov 29, 2000
-14.72%
Mar 20, 2013 - Aug 8, 2013
#11-22.17%
Dec 6, 2007 - May 28, 2008
-12.84%
Jan 23, 2014 - Apr 15, 2014
#12-18.46%
Feb 14, 2012 - May 14, 2013
-11.15%
Sep 9, 2005 - Nov 17, 2005
#13-18.07%
Jul 13, 2001 - Nov 6, 2001
-9.46%
Feb 4, 2005 - May 13, 2005
#14-17.12%
Dec 11, 2003 - Nov 2, 2004
-9.19%
Jan 3, 2006 - Jan 25, 2006
#15-16.15%
Dec 19, 2001 - Mar 6, 2002
-9.04%
Aug 9, 2013 - Sep 17, 2013

Correlation

Correlation between DCI and UHAL is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

DCI vs UHAL dividend yield comparison.

YearDCIUHAL
20260.36%0.00%
20251.32%0.00%
20241.57%0.00%
20231.50%0.00%
20221.55%769.35%
20211.47%0.21%
20201.50%0.55%
20191.42%0.40%
20181.73%0.46%
20171.45%0.66%
20161.65%0.54%
20152.36%1.28%
20141.64%0.35%
20131.15%0.00%
20121.07%3.94%
20110.85%1.13%
20100.85%0.00%
20091.08%0.00%
20081.32%0.00%
20070.82%0.00%
20060.98%0.00%
20050.88%0.74%
20040.69%0.00%
20030.63%0.00%
20020.92%0.00%
20010.77%0.00%
20001.03%0.00%
19990.29%0.00%

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