UHAL-B vs BF-A

Comparison between U-Haul Holding Company - Series N (UHAL-B, Company) and Brown-Forman Corp - Class A (BF-A, Company).

UHAL-B is from the Industrials sector, while BF-A is from the Consumer Defensive sector.

UHAL-B vs BF-A - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UHAL-B(COMPANY)	BF-A(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	45.49%	71.55%
Sharpe Ratio	0.40	-0.04
5Y Beta	0.91	0.36
Industry	Rental & Leasing Services	Beverages - Wineries & Distilleries
P/E Ratio	143.53	16.69
Forward P/E	62.89	15.11
PEG Ratio	N/A	4.09
Dividend Yield	N/A	3.47%
5Y Dividends CAGR	N/A	5.22%
5Y EPS CAGR	N/A	-5.00%
Debt to Equity	106.74%	60.55%
Free Cash Flow Yield	-11.40%	7.51%
P/S Ratio	1.97	3.08
P/B Ratio	1.54	2.91

Market Cap

Winner

UHAL-B

$12B

BF-A

$12B

Max Drawdown

Winner

UHAL-B

45.49%

BF-A

71.55%

Sharpe Ratio

Winner

UHAL-B

0.40

BF-A

-0.04

5Y Beta

UHAL-B

0.91

Winner

BF-A

0.36

Industry

UHAL-B

Rental & Leasing Services

BF-A

Beverages - Wineries & Distilleries

P/E Ratio

UHAL-B

143.53

Winner

BF-A

16.69

Forward P/E

UHAL-B

62.89

Winner

BF-A

15.11

PEG Ratio

UHAL-B

N/A

BF-A

4.09

Dividend Yield

UHAL-B

N/A

BF-A

3.47%

5Y Dividends CAGR

UHAL-B

N/A

BF-A

5.22%

5Y EPS CAGR

UHAL-B

N/A

BF-A

-5.00%

Debt to Equity

UHAL-B

106.74%

Winner

BF-A

60.55%

Free Cash Flow Yield

UHAL-B

-11.40%

Winner

BF-A

7.51%

P/S Ratio

Winner

UHAL-B

1.97

BF-A

3.08

P/B Ratio

Winner

UHAL-B

1.54

BF-A

2.91

UHAL-B vs BF-A - Historical Returns

Returns include dividend reinvestment.

Period	UHAL-B	BF-A
1 month	+13.18%	+1.13%
3 months	+25.63%	-8.97%
6 months	+20.80%	-0.19%
1 year	+12.78%	-2.32%
5 years(CAGR)	N/A	-15.19%
10 years(CAGR)	N/A	-2.59%
Max(CAGR)	+5.24%	+7.67%

Winner

UHAL-B

+13.18%

BF-A

+1.13%

Winner

UHAL-B

+25.63%

BF-A

-8.97%

Winner

UHAL-B

+20.80%

BF-A

-0.19%

Winner

UHAL-B

+12.78%

BF-A

-2.32%

5Y(CAGR)

UHAL-B

N/A

BF-A

-15.19%

10Y(CAGR)

UHAL-B

N/A

BF-A

-2.59%

Max(CAGR)

UHAL-B

+5.24%

Winner

BF-A

+7.67%

UHAL-B vs BF-A - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UHAL-B	BF-A
2026	+32.85%	+4.57%
2025	-26.22%	-26.36%
2024	-7.50%	-35.13%
2023	+28.47%	-7.30%
2022	+5.69%	-0.29%
2021	N/A	-4.25%
2020	N/A	+18.08%
2019	N/A	+35.86%
2018	N/A	-9.71%
2017	N/A	+46.63%
2016	N/A	-12.48%
2015	N/A	+27.43%
2014	N/A	+20.96%
2013	N/A	+18.50%
2012	N/A	+25.82%
2011	N/A	+16.85%
2010	N/A	+26.72%
2009	N/A	+9.96%
2008	N/A	-12.20%
2007	N/A	+14.28%
2006	N/A	-5.66%
2005	N/A	+43.70%
2004	N/A	+7.42%
2003	N/A	+44.98%
2002	N/A	+7.24%
2001	N/A	-1.06%
2000	N/A	+27.78%
1999	N/A	-14.26%

UHAL-B vs BF-A 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 BF-A was -68.32%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The current UHAL-B drawdown is -14.66%. The current BF-A drawdown is -62.89%.

Rank	UHAL-B	BF-A
#1	-45.17% Sep 25, 2024 - Mar 20, 2026	-68.32% Dec 15, 2020 - Mar 24, 2026
#2	-32.08% Dec 1, 2022 - Dec 21, 2023	-41.16% Jun 5, 2008 - Mar 22, 2010
#3	-19.54% Dec 27, 2023 - Sep 19, 2024	-36.98% Feb 20, 2020 - Sep 2, 2020
#4	-8.68% Nov 15, 2022 - Nov 21, 2022	-33.54% Nov 8, 1999 - Nov 10, 2000
#5	-5.73% Nov 21, 2022 - Nov 30, 2022	-24.74% May 1, 2002 - Apr 2, 2003
#6	-0.53% Sep 19, 2024 - Sep 24, 2024	-23.94% Aug 5, 2015 - Nov 27, 2017
#7	N/A	-20.22% May 21, 2018 - Jun 13, 2019
#8	N/A	-19.48% Mar 17, 2006 - Jun 5, 2008
#9	N/A	-17.31% Jul 5, 2011 - Oct 18, 2011
#10	N/A	-15.01% Feb 13, 2001 - Jul 25, 2001
#11	N/A	-14.29% Sep 9, 2020 - Nov 16, 2020
#12	N/A	-13.45% Jun 20, 2014 - Nov 28, 2014
#13	N/A	-13.29% Mar 5, 2004 - Dec 13, 2004
#14	N/A	-12.66% Apr 5, 2010 - Jul 23, 2010
#15	N/A	-12.30% Jul 25, 2001 - Feb 22, 2002

Correlation

Correlation between UHAL-B and BF-A is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

0.20

-101

Dividend Comparison (1999 - 2026)

UHAL-B vs BF-A dividend yield comparison.

Year	UHAL-B	BF-A
2026	0.16%	1.71%
2025	0.43%	3.46%
2024	0.31%	2.33%
2023	0.24%	1.40%
2022	0.07%	1.17%
2021	0.00%	2.55%
2020	0.00%	0.96%
2019	0.00%	1.07%
2018	0.00%	3.11%
2017	0.00%	1.11%
2016	0.00%	1.50%
2015	0.00%	1.17%
2014	0.00%	1.35%
2013	0.00%	1.43%
2012	0.00%	8.06%
2011	0.00%	1.65%
2010	0.00%	3.20%
2009	0.00%	2.08%
2008	0.00%	2.21%
2007	0.00%	3.86%
2006	0.00%	1.69%
2005	0.00%	1.44%
2004	0.00%	1.74%
2003	0.00%	1.60%
2002	0.00%	2.13%
2001	0.00%	2.09%
2000	0.00%	1.89%
1999	0.00%	0.58%