UHAL-B vs WSO

Comparison between U-Haul Holding Company - Series N (UHAL-B, Company) and Watsco Inc - Class A (WSO, Company).

Both UHAL-B and WSO are from the Industrials sector.

UHAL-B vs WSO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UHAL-B(COMPANY)	WSO(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	45.49%	57.62%
Sharpe Ratio	0.83	-0.67
5Y Beta	0.89	0.90
Industry	Rental & Leasing Services	Industrial Distribution
P/E Ratio	153.11	25.57
Forward P/E	65.36	25.91
PEG Ratio	N/A	1.53
Dividend Yield	N/A	3.67%
5Y Dividends CAGR	N/A	15.93%
5Y EPS CAGR	N/A	19.70%
Debt to Equity	106.36%	0.00%
Free Cash Flow Yield	-9.70%	5.50%
P/S Ratio	2.12	1.88
P/B Ratio	1.66	4.61

Market Cap

Winner

UHAL-B

$13B

WSO

$13B

Max Drawdown

Winner

UHAL-B

45.49%

WSO

57.62%

Sharpe Ratio

Winner

UHAL-B

0.83

WSO

-0.67

5Y Beta

Winner

UHAL-B

0.89

WSO

0.90

Industry

UHAL-B

Rental & Leasing Services

WSO

Industrial Distribution

P/E Ratio

UHAL-B

153.11

Winner

WSO

25.57

Forward P/E

UHAL-B

65.36

Winner

WSO

25.91

PEG Ratio

UHAL-B

N/A

WSO

1.53

Dividend Yield

UHAL-B

N/A

WSO

3.67%

5Y Dividends CAGR

UHAL-B

N/A

WSO

15.93%

5Y EPS CAGR

UHAL-B

N/A

WSO

19.70%

Debt to Equity

UHAL-B

106.36%

Winner

WSO

0.00%

Free Cash Flow Yield

UHAL-B

-9.70%

Winner

WSO

5.50%

P/S Ratio

UHAL-B

2.12

Winner

WSO

1.88

P/B Ratio

Winner

UHAL-B

1.66

WSO

4.61

UHAL-B vs WSO - Historical Returns

Returns include dividend reinvestment.

Period	UHAL-B	WSO
1 month	+11.59%	-18.87%
3 months	+36.24%	-25.06%
6 months	+43.39%	-22.29%
1 year	+27.24%	-20.69%
5 years(CAGR)	N/A	+5.97%
10 years(CAGR)	N/A	+11.86%
Max(CAGR)	+6.64%	+17.03%

Winner

UHAL-B

+11.59%

WSO

-18.87%

Winner

UHAL-B

+36.24%

WSO

-25.06%

Winner

UHAL-B

+43.39%

WSO

-22.29%

Winner

UHAL-B

+27.24%

WSO

-20.69%

5Y(CAGR)

UHAL-B

N/A

WSO

+5.97%

10Y(CAGR)

UHAL-B

N/A

WSO

+11.86%

Max(CAGR)

UHAL-B

+6.64%

Winner

WSO

+17.03%

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

Returns include dividend reinvestment.

Year	UHAL-B	WSO
2026	+39.87%	-5.32%
2025	-26.22%	-26.25%
2024	-7.50%	+15.59%
2023	+28.47%	+72.85%
2022	+5.69%	-15.46%
2021	N/A	+42.70%
2020	N/A	+31.13%
2019	N/A	+34.90%
2018	N/A	-15.44%
2017	N/A	+17.80%
2016	N/A	+31.98%
2015	N/A	+12.90%
2014	N/A	+15.03%
2013	N/A	+26.23%
2012	N/A	+25.50%
2011	N/A	+5.92%
2010	N/A	+31.75%
2009	N/A	+27.70%
2008	N/A	+12.47%
2007	N/A	-20.57%
2006	N/A	-24.16%
2005	N/A	+75.41%
2004	N/A	+55.09%
2003	N/A	+39.42%
2002	N/A	+16.77%
2001	N/A	+24.98%
2000	N/A	+2.27%
1999	N/A	+13.44%

UHAL-B vs WSO 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 WSO was -54.14%, occurring on Jan 18, 2008. Recovery took 1046 trading sessions.

The current UHAL-B drawdown is -10.15%. The current WSO drawdown is -40.67%.

Rank	UHAL-B	WSO
#1	-45.17% Sep 25, 2024 - Mar 20, 2026	-54.14% Feb 24, 2006 - Apr 22, 2010
#2	-32.08% Dec 1, 2022 - Dec 21, 2023	-43.26% May 23, 2000 - Mar 7, 2002
#3	-19.54% Dec 27, 2023 - Sep 19, 2024	-42.84% Nov 25, 2024 - Jul 31, 2026
#4	-8.68% Nov 15, 2022 - Nov 21, 2022	-35.08% Nov 15, 1999 - Apr 20, 2000
#5	-5.73% Nov 21, 2022 - Nov 30, 2022	-33.03% May 3, 2002 - Sep 2, 2003
#6	-0.53% Sep 19, 2024 - Sep 24, 2024	-29.53% Jun 12, 2018 - Dec 6, 2019
#7	N/A	-28.58% Apr 6, 2011 - Feb 1, 2012
#8	N/A	-27.17% Dec 15, 2021 - Feb 2, 2023
#9	N/A	-24.30% Mar 9, 2020 - Jun 9, 2020
#10	N/A	-17.92% Apr 22, 2014 - Dec 3, 2014
#11	N/A	-17.41% Oct 23, 2015 - Mar 18, 2016
#12	N/A	-17.17% Apr 22, 2010 - Dec 2, 2010
#13	N/A	-17.14% Apr 25, 2000 - May 22, 2000
#14	N/A	-16.18% Jul 19, 2012 - Oct 4, 2012
#15	N/A	-15.96% Apr 22, 2004 - Sep 21, 2004

Correlation

Correlation between UHAL-B and WSO is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36

-101

Dividend Comparison (2000 - 2026)

UHAL-B vs WSO dividend yield comparison.

Year	UHAL-B	WSO
2026	0.15%	2.99%
2025	0.43%	3.47%
2024	0.31%	2.23%
2023	0.24%	2.29%
2022	0.07%	3.43%
2021	0.00%	2.44%
2020	0.00%	3.06%
2019	0.00%	3.55%
2018	0.00%	4.02%
2017	0.00%	2.71%
2016	0.00%	2.43%
2015	0.00%	2.39%
2014	0.00%	1.87%
2013	0.00%	1.20%
2012	0.00%	9.99%
2011	0.00%	3.40%
2010	0.00%	3.23%
2009	0.00%	3.86%
2008	0.00%	4.56%
2007	0.00%	3.56%
2006	0.00%	2.01%
2005	0.00%	1.04%
2004	0.00%	1.08%
2003	0.00%	0.88%
2002	0.00%	0.70%
2001	0.00%	0.70%
2000	0.00%	1.04%