UHAL-B vs ADC

Comparison between U-Haul Holding Company - Series N (UHAL-B, Company) and Agree Realty Corp (ADC, Company).

UHAL-B is from the Industrials sector, while ADC is from the Real Estate sector.

UHAL-B vs ADC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UHAL-B(COMPANY)	ADC(COMPANY)
Market Cap	$9.01B	$9.03B
Max Drawdown	45.49%	74.32%
Sharpe Ratio	-0.78	0.32
5Y Beta	0.95	0.05
Industry	Rental & Leasing Services	Reit - Retail
P/E Ratio	96.56	39.89
Forward P/E	62.89	39.84
PEG Ratio	N/A	11.49
Dividend Yield	N/A	4.06%
5Y Dividends CAGR	N/A	4.89%
5Y EPS CAGR	-32.37%	1.89%
Debt to Equity	104.07%	0.00%
Free Cash Flow Yield	-31.39%	5.79%
P/S Ratio	1.47	12.07
P/B Ratio	1.19	1.51

Market Cap

UHAL-B

$9.01B

Winner

ADC

$9.03B

Max Drawdown

Winner

UHAL-B

45.49%

ADC

74.32%

Sharpe Ratio

UHAL-B

-0.78

Winner

ADC

0.32

5Y Beta

UHAL-B

0.95

Winner

ADC

0.05

Industry

UHAL-B

Rental & Leasing Services

ADC

Reit - Retail

P/E Ratio

UHAL-B

96.56

Winner

ADC

39.89

Forward P/E

UHAL-B

62.89

Winner

ADC

39.84

PEG Ratio

UHAL-B

N/A

ADC

11.49

Dividend Yield

UHAL-B

N/A

ADC

4.06%

5Y Dividends CAGR

UHAL-B

N/A

ADC

4.89%

5Y EPS CAGR

UHAL-B

-32.37%

Winner

ADC

1.89%

Debt to Equity

UHAL-B

104.07%

Winner

ADC

0.00%

Free Cash Flow Yield

UHAL-B

-31.39%

Winner

ADC

5.79%

P/S Ratio

Winner

UHAL-B

1.47

ADC

12.07

P/B Ratio

Winner

UHAL-B

1.19

ADC

1.51

UHAL-B vs ADC - Historical Returns

Returns include dividend reinvestment.

Period	UHAL-B	ADC
1 month	-4.15%	-2.89%
3 months	-0.66%	-2.59%
6 months	-2.98%	+4.20%
1 year	-21.28%	+8.43%
5 years(CAGR)	N/A	+6.00%
10 years(CAGR)	N/A	+10.24%
Max(CAGR)	-3.31%	+13.22%

UHAL-B

-4.15%

Winner

ADC

-2.89%

Winner

UHAL-B

-0.66%

ADC

-2.59%

UHAL-B

-2.98%

Winner

ADC

+4.20%

UHAL-B

-21.28%

Winner

ADC

+8.43%

5Y(CAGR)

UHAL-B

N/A

ADC

+6.00%

10Y(CAGR)

UHAL-B

N/A

ADC

+10.24%

Max(CAGR)

UHAL-B

-3.31%

Winner

ADC

+13.22%

UHAL-B vs ADC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UHAL-B	ADC
2026	-2.26%	+5.85%
2025	-26.22%	+7.68%
2024	-7.50%	+16.15%
2023	+28.47%	-6.63%
2022	+5.69%	+4.34%
2021	N/A	+14.07%
2020	N/A	+2.16%
2019	N/A	+25.89%
2018	N/A	+19.74%
2017	N/A	+16.00%
2016	N/A	+44.17%
2015	N/A	+14.62%
2014	N/A	+14.30%
2013	N/A	+13.75%
2012	N/A	+14.48%
2011	N/A	+0.30%
2010	N/A	+19.76%
2009	N/A	+48.70%
2008	N/A	-32.07%
2007	N/A	-7.08%
2006	N/A	+21.68%
2005	N/A	-1.16%
2004	N/A	+20.12%
2003	N/A	+79.81%
2002	N/A	+5.48%
2001	N/A	+44.67%
2000	N/A	+11.50%
1999	N/A	-3.44%

UHAL-B vs ADC Drawdown Comparison

The maximum drawdown for UHAL-B was -45.17%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The maximum drawdown for ADC was -70.27%, occurring on Nov 20, 2008. Recovery took 920 trading sessions.

The current UHAL-B drawdown is -37.21%. The current ADC drawdown is -7.45%.

Rank	UHAL-B	ADC
#1	-45.17% Sep 25, 2024 - Mar 20, 2026	-70.27% Jan 31, 2007 - Sep 24, 2010
#2	-32.08% Dec 1, 2022 - Dec 21, 2023	-39.00% Feb 21, 2020 - Jul 27, 2021
#3	-19.54% Dec 27, 2023 - Sep 19, 2024	-30.13% Mar 22, 2004 - Dec 17, 2004
#4	-8.68% Nov 15, 2022 - Nov 21, 2022	-29.52% Aug 15, 2022 - Aug 28, 2024
#5	-5.73% Nov 21, 2022 - Nov 30, 2022	-26.00% Dec 6, 2010 - Sep 11, 2012
#6	-0.53% Sep 19, 2024 - Sep 24, 2024	-25.96% Aug 15, 2001 - Jun 6, 2002
#7	N/A	-19.69% May 21, 2013 - Nov 3, 2014
#8	N/A	-19.24% Jan 23, 2015 - Dec 16, 2015
#9	N/A	-16.75% Jul 8, 2002 - Aug 20, 2002
#10	N/A	-16.59% Jul 12, 2000 - Jan 30, 2001
#11	N/A	-16.00% Dec 22, 2004 - Jul 28, 2005
#12	N/A	-15.78% Aug 22, 2002 - Mar 17, 2003
#13	N/A	-15.66% Aug 1, 2016 - Feb 24, 2017
#14	N/A	-15.64% Aug 5, 2021 - Jun 24, 2022
#15	N/A	-15.14% Dec 18, 2017 - May 25, 2018

Correlation

Correlation between UHAL-B and ADC is -0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.22

-101

Dividend Comparison (1999 - 2026)

UHAL-B vs ADC dividend yield comparison.

Year	UHAL-B	ADC
2026	0.11%	1.40%
2025	0.43%	4.28%
2024	0.31%	4.26%
2023	0.24%	4.64%
2022	0.07%	3.95%
2021	0.00%	3.65%
2020	0.00%	3.61%
2019	0.00%	3.25%
2018	0.00%	3.65%
2017	0.00%	3.94%
2016	0.00%	4.17%
2015	0.00%	5.43%
2014	0.00%	5.60%
2013	0.00%	5.65%
2012	0.00%	5.97%
2011	0.00%	6.56%
2010	0.00%	7.79%
2009	0.00%	8.67%
2008	0.00%	11.03%
2007	0.00%	6.54%
2006	0.00%	5.70%
2005	0.00%	6.78%
2004	0.00%	6.15%
2003	0.00%	6.84%
2002	0.00%	10.89%
2001	0.00%	9.95%
2000	0.00%	13.38%
1999	0.00%	3.23%