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UHAL vs AEG

Comparison between U-Haul Holding Company (UHAL, Company) and Aegon Ltd (AEG, Company).

UHAL is from the Industrials sector, while AEG is from the Financial Services sector.

5-Year PerformanceAEG has outperformed UHAL, delivering a return of +20.8% compared to +3.1%

UHAL vs AEG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
UHAL
$13B
Winner
AEG
$13B
Max Drawdown
Winner
UHAL
94.44%
AEG
96.01%
Sharpe Ratio
UHAL
0.28
Winner
AEG
0.96
5Y Beta
Winner
UHAL
0.83
AEG
0.89
Industry
UHAL
Rental & Leasing Services
AEG
Insurance - Diversified
P/E Ratio
UHAL
151.17
Winner
AEG
5.95
Forward P/E
UHAL
64.94
Winner
AEG
9.67
PEG Ratio
Winner
UHAL
2.35
AEG
14.09
Dividend Yield
UHAL
N/A
AEG
4.68%
5Y Dividends CAGR
Winner
UHAL
197.11%
AEG
36.52%
5Y EPS CAGR
UHAL
N/A
AEG
14.56%
Debt to Equity
UHAL
106.74%
Winner
AEG
74.42%
Free Cash Flow Yield
UHAL
-10.82%
Winner
AEG
-5.74%
P/S Ratio
UHAL
2.02
Winner
AEG
1.03
P/B Ratio
UHAL
1.60
Winner
AEG
1.17

UHAL vs AEG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UHAL
+31.21%
AEG
-1.05%
3M
Winner
UHAL
+47.30%
AEG
+23.41%
6M
Winner
UHAL
+30.55%
AEG
+12.19%
1Y
UHAL
+9.77%
Winner
AEG
+26.67%
5Y(CAGR)
UHAL
+3.05%
Winner
AEG
+20.82%
10Y(CAGR)
UHAL
+6.56%
Winner
AEG
+13.44%
Max(CAGR)
Winner
UHAL
+13.08%
AEG
-2.23%

UHAL vs AEG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUHALAEG
2026+32.64%+11.32%
2025-26.95%+39.17%
2024-2.84%+8.78%
2023+20.53%+20.84%
2022-16.71%+5.13%
2021+63.69%+31.82%
2020+19.47%-11.82%
2019+14.78%+6.23%
2018-13.20%-22.83%
2017+3.30%+17.94%
2016-2.61%+6.18%
2015+37.04%-20.99%
2014+19.04%-17.10%
2013+80.41%+51.63%
2012+43.09%+61.75%
2011-8.56%-35.27%
2010+90.03%-10.25%
2009+45.93%-1.38%
2008-45.28%-62.99%
2007-24.52%-4.61%
2006+16.57%+16.78%
2005+60.43%+24.34%
2004+110.43%-3.45%
2003+388.64%+13.18%
2002-76.43%-50.21%
2001-2.94%-33.63%
2000-20.73%-15.08%
1999-11.10%+6.18%

UHAL vs AEG Drawdown Comparison

The maximum drawdown for UHAL was -93.78%, occurring on Oct 23, 2002. Recovery took 1213 trading sessions.

The maximum drawdown for AEG was -93.29%, occurring on Mar 9, 2009. This drawdown has not yet recovered.

The current UHAL drawdown is -14.48%. The current AEG drawdown is -49.78%.

RankUHALAEG
#1-93.78%
Nov 3, 1999 - Sep 2, 2004
-93.29%
Jan 3, 2000 - Mar 9, 2009
#2-78.85%
Apr 21, 2006 - Dec 3, 2010
-3.71%
Dec 8, 1999 - Dec 20, 1999
#3-46.19%
Oct 2, 2024 - Mar 20, 2026
-2.97%
Nov 26, 1999 - Dec 7, 1999
#4-44.09%
Dec 3, 2010 - Feb 9, 2012
-1.99%
Nov 8, 1999 - Nov 16, 1999
#5-43.46%
Nov 23, 2015 - Dec 4, 2020
-1.94%
Dec 27, 1999 - Jan 3, 2000
#6-40.46%
Nov 5, 2021 - Sep 24, 2024
-1.44%
Nov 17, 1999 - Nov 24, 1999
#7-31.17%
Feb 9, 2012 - Oct 16, 2012
-0.93%
Dec 20, 1999 - Dec 22, 1999
#8-18.77%
Jun 6, 2014 - Jan 26, 2015
-0.08%
Nov 3, 1999 - Nov 5, 1999
#9-16.69%
May 10, 2021 - Aug 9, 2021
N/A
#10-14.72%
Mar 20, 2013 - Aug 8, 2013
N/A
#11-12.84%
Jan 23, 2014 - Apr 15, 2014
N/A
#12-11.15%
Sep 9, 2005 - Nov 17, 2005
N/A
#13-9.46%
Feb 4, 2005 - May 13, 2005
N/A
#14-9.19%
Jan 3, 2006 - Jan 25, 2006
N/A
#15-9.04%
Aug 9, 2013 - Sep 17, 2013
N/A

Correlation

Correlation between UHAL and AEG is -0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.26
-101

Dividend Comparison (2000 - 2026)

UHAL vs AEG dividend yield comparison.

YearUHALAEG
20260.00%2.88%
20250.00%5.72%
20240.00%5.93%
20230.00%4.89%
2022769.35%4.08%
20210.21%3.37%
20200.55%1.80%
20190.40%7.37%
20180.46%7.02%
20170.66%4.74%
20160.54%5.30%
20151.28%4.72%
20140.35%3.95%
20130.00%3.03%
20123.94%3.58%
20111.13%0.00%
20080.00%15.81%
20070.00%4.74%
20060.00%3.13%
20050.74%3.36%
20040.00%3.60%
20030.00%1.53%
20020.00%5.99%
20010.00%2.70%
20000.00%0.66%

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