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UHAL vs DCI

Comparison between U-Haul Holding Company (UHAL, Company) and Donaldson Co. Inc (DCI, Company).

Both UHAL and DCI are from the Industrials sector.

5-Year PerformanceDCI has outperformed UHAL, delivering a return of +7.3% compared to -4.4%

UHAL vs DCI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
UHAL
$9.72B
DCI
$9.70B
Max Drawdown
UHAL
94.44%
Winner
DCI
57.32%
Sharpe Ratio
UHAL
-0.94
Winner
DCI
0.73
5Y Beta
Winner
UHAL
0.86
DCI
0.86
Industry
UHAL
Rental & Leasing Services
DCI
Specialty Industrial Machinery
P/E Ratio
UHAL
104.10
Winner
DCI
27.33
Forward P/E
UHAL
68.49
Winner
DCI
19.76
Dividend Yield
UHAL
N/A
DCI
1.41%
5Y Dividends CAGR
Winner
UHAL
197.11%
DCI
6.96%
5Y EPS CAGR
UHAL
-32.37%
Winner
DCI
7.24%
Debt to Equity
UHAL
104.07%
Winner
DCI
0.00%
Free Cash Flow Yield
UHAL
-29.12%
Winner
DCI
3.60%

UHAL vs DCI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UHAL
-4.19%
DCI
-6.07%
3M
Winner
UHAL
-0.04%
DCI
-23.42%
6M
UHAL
-3.61%
Winner
DCI
-1.46%
1Y
UHAL
-23.99%
Winner
DCI
+21.88%
5Y(CAGR)
UHAL
-4.40%
Winner
DCI
+7.25%
10Y(CAGR)
UHAL
+3.52%
Winner
DCI
+11.75%
Max(CAGR)
UHAL
+11.87%
Winner
DCI
+11.99%

UHAL vs DCI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUHALDCI
2026-1.74%-6.54%
2025-26.95%+33.81%
2024-2.84%+5.51%
2023+20.53%+12.54%
2022-16.71%+2.04%
2021+63.69%+9.42%
2020+19.47%-2.02%
2019+14.78%+36.15%
2018-13.20%-9.97%
2017+3.30%+17.64%
2016-2.61%+50.95%
2015+37.04%-24.00%
2014+19.04%-8.89%
2013+80.41%+29.09%
2012+43.09%-3.03%
2011-8.56%+16.59%
2010+90.03%+37.40%
2009+45.93%+26.50%
2008-45.28%-25.30%
2007-24.52%+35.04%
2006+16.57%+7.98%
2005+60.43%+0.48%
2004+110.43%+12.05%
2003+388.64%+63.44%
2002-76.43%-5.56%
2001-2.94%+47.64%
2000-20.73%+20.45%
1999-11.10%+2.71%

UHAL vs DCI Drawdown Comparison

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

The maximum drawdown for DCI was -56.91%, occurring on Mar 9, 2009. Recovery took 610 trading sessions.

The current UHAL drawdown is -36.65%. The current DCI drawdown is -23.99%.

RankUHALDCI
#1-93.78%
Nov 3, 1999 - Sep 2, 2004
-56.91%
Jun 5, 2008 - Nov 4, 2010
#2-78.85%
Apr 21, 2006 - Dec 3, 2010
-42.72%
Dec 23, 2019 - Jan 6, 2021
#3-46.19%
Oct 2, 2024 - Mar 20, 2026
-37.77%
Dec 26, 2013 - Dec 1, 2016
#4-44.09%
Dec 3, 2010 - Feb 9, 2012
-32.20%
Aug 30, 2021 - Feb 2, 2024
#5-43.46%
Nov 23, 2015 - Dec 4, 2020
-31.35%
Apr 16, 2002 - Jun 12, 2003
#6-40.46%
Nov 5, 2021 - Sep 24, 2024
-30.94%
Sep 21, 2018 - Dec 20, 2019
#7-31.17%
Feb 9, 2012 - Oct 16, 2012
-25.50%
Jul 7, 2011 - Oct 24, 2011
#8-18.77%
Jun 6, 2014 - Jan 26, 2015
-25.08%
Feb 11, 2026 - Mar 30, 2026
#9-16.69%
May 10, 2021 - Aug 9, 2021
-23.82%
Nov 25, 2024 - Aug 27, 2025
#10-14.72%
Mar 20, 2013 - Aug 8, 2013
-22.42%
Dec 9, 1999 - Nov 29, 2000
#11-12.84%
Jan 23, 2014 - Apr 15, 2014
-22.17%
Dec 6, 2007 - May 28, 2008
#12-11.15%
Sep 9, 2005 - Nov 17, 2005
-18.46%
Feb 14, 2012 - May 14, 2013
#13-9.46%
Feb 4, 2005 - May 13, 2005
-18.07%
Jul 13, 2001 - Nov 6, 2001
#14-9.19%
Jan 3, 2006 - Jan 25, 2006
-17.12%
Dec 11, 2003 - Nov 2, 2004
#15-9.04%
Aug 9, 2013 - Sep 17, 2013
-16.15%
Dec 19, 2001 - Mar 6, 2002

Correlation

Correlation between UHAL and DCI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

UHAL vs DCI dividend yield comparison.

YearUHALDCI
20260.00%0.36%
20250.00%1.32%
20240.00%1.57%
20230.00%1.50%
2022769.35%1.55%
20210.21%1.47%
20200.55%1.50%
20190.40%1.42%
20180.46%1.73%
20170.66%1.45%
20160.54%1.65%
20151.28%2.36%
20140.35%1.64%
20130.00%1.15%
20123.94%1.07%
20111.13%0.85%
20100.00%0.85%
20090.00%1.08%
20080.00%1.32%
20070.00%0.82%
20060.00%0.98%
20050.74%0.88%
20040.00%0.69%
20030.00%0.63%
20020.00%0.92%
20010.00%0.77%
20000.00%1.03%
19990.00%0.29%

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