UHAL-B vs BF-B

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

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

UHAL-B vs BF-B - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UHAL-B(COMPANY)	BF-B(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	45.49%	72.13%
Sharpe Ratio	0.38	-0.27
5Y Beta	0.90	0.39
Industry	Rental & Leasing Services	Beverages - Wineries & Distilleries
P/E Ratio	148.06	17.28
Forward P/E	63.29	14.86
PEG Ratio	N/A	4.22
Dividend Yield	N/A	3.56%
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	-11.05%	7.25%
P/S Ratio	2.03	3.08
P/B Ratio	1.59	3.00

Market Cap

UHAL-B

$12B

Winner

BF-B

$12B

Max Drawdown

Winner

UHAL-B

45.49%

BF-B

72.13%

Sharpe Ratio

Winner

UHAL-B

0.38

BF-B

-0.27

5Y Beta

UHAL-B

0.90

Winner

BF-B

0.39

Industry

UHAL-B

Rental & Leasing Services

BF-B

Beverages - Wineries & Distilleries

P/E Ratio

UHAL-B

148.06

Winner

BF-B

17.28

Forward P/E

UHAL-B

63.29

Winner

BF-B

14.86

PEG Ratio

UHAL-B

N/A

BF-B

4.22

Dividend Yield

UHAL-B

N/A

BF-B

3.56%

5Y Dividends CAGR

UHAL-B

N/A

BF-B

5.22%

5Y EPS CAGR

UHAL-B

N/A

BF-B

-5.00%

Debt to Equity

UHAL-B

106.74%

Winner

BF-B

60.55%

Free Cash Flow Yield

UHAL-B

-11.05%

Winner

BF-B

7.25%

P/S Ratio

Winner

UHAL-B

2.03

BF-B

3.08

P/B Ratio

Winner

UHAL-B

1.59

BF-B

3.00

UHAL-B vs BF-B - Historical Returns

Returns include dividend reinvestment.

Period	UHAL-B	BF-B
1 month	+10.98%	-6.22%
3 months	+28.11%	-7.11%
6 months	+17.89%	-3.73%
1 year	+11.54%	-13.46%
5 years(CAGR)	N/A	-16.57%
10 years(CAGR)	N/A	-2.28%
Max(CAGR)	+5.45%	+7.26%

Winner

UHAL-B

+10.98%

BF-B

-6.22%

Winner

UHAL-B

+28.11%

BF-B

-7.11%

Winner

UHAL-B

+17.89%

BF-B

-3.73%

Winner

UHAL-B

+11.54%

BF-B

-13.46%

5Y(CAGR)

UHAL-B

N/A

BF-B

-16.57%

10Y(CAGR)

UHAL-B

N/A

BF-B

-2.28%

Max(CAGR)

UHAL-B

+5.45%

Winner

BF-B

+7.26%

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

Returns include dividend reinvestment.

Year	UHAL-B	BF-B
2026	+33.88%	+1.53%
2025	-26.22%	-27.79%
2024	-7.50%	-31.93%
2023	+28.47%	-10.99%
2022	+5.69%	-7.24%
2021	N/A	-4.36%
2020	N/A	+19.62%
2019	N/A	+48.46%
2018	N/A	-9.76%
2017	N/A	+54.41%
2016	N/A	-6.24%
2015	N/A	+14.02%
2014	N/A	+19.19%
2013	N/A	+20.04%
2012	N/A	+26.85%
2011	N/A	+18.34%
2010	N/A	+33.99%
2009	N/A	+4.06%
2008	N/A	-8.38%
2007	N/A	+16.68%
2006	N/A	-5.66%
2005	N/A	+46.75%
2004	N/A	+6.49%
2003	N/A	+42.63%
2002	N/A	+6.38%
2001	N/A	-2.01%
2000	N/A	+18.91%
1999	N/A	-15.55%

UHAL-B vs BF-B 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-B was -68.95%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The current UHAL-B drawdown is -14.00%. The current BF-B drawdown is -64.19%.

Rank	UHAL-B	BF-B
#1	-45.17% Sep 25, 2024 - Mar 20, 2026	-68.95% Nov 24, 2020 - Mar 20, 2026
#2	-32.08% Dec 1, 2022 - Dec 21, 2023	-39.98% Jun 5, 2008 - Jun 15, 2010
#3	-19.54% Dec 27, 2023 - Sep 19, 2024	-37.33% Nov 8, 1999 - Nov 21, 2000
#4	-8.68% Nov 15, 2022 - Nov 21, 2022	-35.17% Jan 23, 2020 - Aug 17, 2020
#5	-5.73% Nov 21, 2022 - Nov 30, 2022	-25.58% May 2, 2002 - Apr 2, 2003
#6	-0.53% Sep 19, 2024 - Sep 24, 2024	-22.98% May 18, 2018 - Aug 26, 2019
#7	N/A	-20.76% Mar 17, 2006 - Jun 5, 2008
#8	N/A	-18.98% Aug 6, 2015 - May 22, 2017
#9	N/A	-18.65% Jul 7, 2011 - Oct 21, 2011
#10	N/A	-16.67% May 22, 2017 - Oct 31, 2017
#11	N/A	-15.91% Feb 13, 2001 - Feb 22, 2002
#12	N/A	-14.20% Sep 9, 2020 - Nov 16, 2020
#13	N/A	-13.22% Jun 19, 2014 - Nov 28, 2014
#14	N/A	-12.77% Dec 19, 2000 - Feb 8, 2001
#15	N/A	-12.77% Sep 7, 2004 - Dec 13, 2004

Correlation

Correlation between UHAL-B and BF-B is 0.21 which considered as a very weak or no correlation - the stocks move independently of each other.

0.21

-101

Dividend Comparison (1999 - 2026)

UHAL-B vs BF-B dividend yield comparison.

Year	UHAL-B	BF-B
2026	0.16%	1.77%
2025	0.43%	3.49%
2024	0.31%	2.32%
2023	0.24%	1.46%
2022	0.07%	1.17%
2021	0.00%	2.37%
2020	0.00%	0.88%
2019	0.00%	0.99%
2018	0.00%	3.10%
2017	0.00%	1.09%
2016	0.00%	1.54%
2015	0.00%	1.29%
2014	0.00%	1.35%
2013	0.00%	1.40%
2012	0.00%	7.83%
2011	0.00%	1.63%
2010	0.00%	3.19%
2009	0.00%	2.17%
2008	0.00%	2.14%
2007	0.00%	3.92%
2006	0.00%	1.72%
2005	0.00%	1.46%
2004	0.00%	1.81%
2003	0.00%	1.66%
2002	0.00%	2.18%
2001	0.00%	2.14%
2000	0.00%	2.36%
1999	0.00%	0.54%