UHAL-B vs PEN

Comparison between U-Haul Holding Company - Series N (UHAL-B, Company) and Penumbra Inc (PEN, Company).

UHAL-B is from the Industrials sector, while PEN is from the Healthcare sector.

UHAL-B vs PEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UHAL-B(COMPANY)	PEN(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	45.49%	62.64%
Sharpe Ratio	0.83	1.01
5Y Beta	0.89	0.56
Industry	Rental & Leasing Services	Medical Devices
P/E Ratio	153.11	79.74
Forward P/E	65.36	63.69
PEG Ratio	N/A	0.12
5Y EPS CAGR	N/A	48.32%
Debt to Equity	106.36%	0.00%
Free Cash Flow Yield	-9.70%	1.70%
P/S Ratio	2.12	8.46
P/B Ratio	1.66	8.26

Market Cap

UHAL-B

$13B

Winner

PEN

$13B

Max Drawdown

Winner

UHAL-B

45.49%

PEN

62.64%

Sharpe Ratio

UHAL-B

0.83

Winner

PEN

1.01

5Y Beta

UHAL-B

0.89

Winner

PEN

0.56

Industry

UHAL-B

Rental & Leasing Services

PEN

Medical Devices

P/E Ratio

UHAL-B

153.11

Winner

PEN

79.74

Forward P/E

UHAL-B

65.36

Winner

PEN

63.69

PEG Ratio

UHAL-B

N/A

PEN

0.12

5Y EPS CAGR

UHAL-B

N/A

PEN

48.32%

Debt to Equity

UHAL-B

106.36%

Winner

PEN

0.00%

Free Cash Flow Yield

UHAL-B

-9.70%

Winner

PEN

1.70%

P/S Ratio

Winner

UHAL-B

2.12

PEN

8.46

P/B Ratio

Winner

UHAL-B

1.66

PEN

8.26

UHAL-B vs PEN - Historical Returns

Returns include dividend reinvestment.

Period	UHAL-B	PEN
1 month	+11.59%	+2.08%
3 months	+36.24%	+0.21%
6 months	+43.39%	-4.74%
1 year	+27.24%	+35.36%
5 years(CAGR)	N/A	+4.24%
10 years(CAGR)	N/A	+17.15%
Max(CAGR)	+6.64%	+20.87%

Winner

UHAL-B

+11.59%

PEN

+2.08%

Winner

UHAL-B

+36.24%

PEN

+0.21%

Winner

UHAL-B

+43.39%

PEN

-4.74%

UHAL-B

+27.24%

Winner

PEN

+35.36%

5Y(CAGR)

UHAL-B

N/A

PEN

+4.24%

10Y(CAGR)

UHAL-B

N/A

PEN

+17.15%

Max(CAGR)

UHAL-B

+6.64%

Winner

PEN

+20.87%

UHAL-B vs PEN - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	UHAL-B	PEN
2026	+39.87%	+4.99%
2025	-26.22%	+29.55%
2024	-7.50%	-2.98%
2023	+28.47%	+13.72%
2022	+5.69%	-21.66%
2021	N/A	+63.62%
2020	N/A	+6.84%
2019	N/A	+33.48%
2018	N/A	+35.25%
2017	N/A	+46.92%
2016	N/A	+14.52%
2015	N/A	+30.29%

UHAL-B vs PEN 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 PEN was -62.64%, occurring on Jun 16, 2022. Recovery took 511 trading sessions.

The current UHAL-B drawdown is -10.15%. The current PEN drawdown is -9.61%.

Rank	UHAL-B	PEN
#1	-45.17% Sep 25, 2024 - Mar 20, 2026	-62.64% Apr 28, 2021 - May 9, 2023
#2	-32.08% Dec 1, 2022 - Dec 21, 2023	-52.44% Jun 30, 2023 - Jan 15, 2026
#3	-19.54% Dec 27, 2023 - Sep 19, 2024	-35.86% Nov 12, 2020 - Feb 9, 2021
#4	-8.68% Nov 15, 2022 - Nov 21, 2022	-35.83% Feb 19, 2020 - Jul 8, 2020
#5	-5.73% Nov 21, 2022 - Nov 30, 2022	-31.65% Jun 6, 2018 - Jun 14, 2019
#6	-0.53% Sep 19, 2024 - Sep 24, 2024	-28.12% Jul 24, 2019 - Feb 11, 2020
#7	N/A	-26.97% Nov 9, 2017 - Mar 6, 2018
#8	N/A	-26.12% Sep 22, 2016 - Feb 21, 2017
#9	N/A	-24.61% Jan 4, 2016 - Jun 6, 2016
#10	N/A	-21.70% Aug 13, 2020 - Oct 27, 2020
#11	N/A	-13.42% Dec 1, 2015 - Dec 11, 2015
#12	N/A	-12.79% Mar 1, 2021 - Apr 23, 2021
#13	N/A	-12.45% Oct 8, 2015 - Nov 13, 2015
#14	N/A	-12.23% Jan 27, 2026 - Jun 29, 2026
#15	N/A	-11.94% Jun 23, 2017 - Oct 2, 2017

Correlation

Correlation between UHAL-B and PEN is -0.47 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.47

-101