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UHAL vs PAG

Comparison between U-Haul Holding Company (UHAL, Company) and Penske Automotive Group Inc (PAG, Company).

UHAL is from the Industrials sector, while PAG is from the Consumer Cyclical sector.

5-Year PerformancePAG has outperformed UHAL, delivering a return of +20.6% compared to +2.2%

UHAL vs PAG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
UHAL
$12B
PAG
$12B
Max Drawdown
UHAL
94.44%
Winner
PAG
80.18%
Sharpe Ratio
UHAL
-0.05
Winner
PAG
0.36
5Y Beta
UHAL
0.84
Winner
PAG
0.75
Industry
UHAL
Rental & Leasing Services
PAG
Auto & Truck Dealerships
P/E Ratio
UHAL
144.24
Winner
PAG
12.87
Forward P/E
UHAL
62.50
Winner
PAG
12.76
PEG Ratio
UHAL
2.35
Winner
PAG
2.16
Dividend Yield
UHAL
N/A
PAG
2.30%
5Y Dividends CAGR
Winner
UHAL
197.11%
PAG
39.36%
5Y EPS CAGR
UHAL
N/A
PAG
10.56%
Debt to Equity
UHAL
106.74%
Winner
PAG
46.56%
Free Cash Flow Yield
UHAL
-11.34%
Winner
PAG
7.75%
P/S Ratio
UHAL
1.94
Winner
PAG
0.36
P/B Ratio
Winner
UHAL
1.54
PAG
1.99

UHAL vs PAG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UHAL
+23.04%
PAG
+7.97%
3M
Winner
UHAL
+37.04%
PAG
+23.99%
6M
Winner
UHAL
+16.77%
PAG
+9.83%
1Y
UHAL
-1.45%
Winner
PAG
+11.95%
5Y(CAGR)
UHAL
+2.22%
Winner
PAG
+20.56%
10Y(CAGR)
UHAL
+5.60%
Winner
PAG
+20.71%
Max(CAGR)
UHAL
+12.80%
Winner
PAG
+15.93%

UHAL vs PAG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUHALPAG
2026+23.40%+16.40%
2025-26.95%+8.72%
2024-2.84%-2.55%
2023+20.53%+43.84%
2022-16.71%+11.63%
2021+63.69%+90.52%
2020+19.47%+20.28%
2019+14.78%+26.72%
2018-13.20%-13.20%
2017+3.30%-5.95%
2016-2.61%+31.01%
2015+37.04%-12.14%
2014+19.04%+6.74%
2013+80.41%+57.09%
2012+43.09%+56.62%
2011-8.56%+13.96%
2010+90.03%+13.93%
2009+45.93%+78.17%
2008-45.28%-54.56%
2007-24.52%-25.04%
2006+16.57%+24.36%
2005+60.43%+33.58%
2004+110.43%-2.19%
2003+388.64%+140.06%
2002-76.43%-50.32%
2001-2.94%+323.85%
2000-20.73%-21.29%
1999-11.10%-25.13%

UHAL vs PAG Drawdown Comparison

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

The maximum drawdown for PAG was -79.36%, occurring on Mar 9, 2009. Recovery took 1111 trading sessions.

The current UHAL drawdown is -20.43%. The current PAG drawdown is -1.39%.

RankUHALPAG
#1-93.78%
Nov 3, 1999 - Sep 2, 2004
-79.36%
Feb 8, 2007 - Jul 7, 2011
#2-78.85%
Apr 21, 2006 - Dec 3, 2010
-68.26%
May 9, 2002 - Dec 30, 2003
#3-46.19%
Oct 2, 2024 - Mar 20, 2026
-59.98%
Dec 12, 2019 - Oct 6, 2020
#4-44.09%
Dec 3, 2010 - Feb 9, 2012
-51.04%
Nov 2, 1999 - Apr 24, 2001
#5-43.46%
Nov 23, 2015 - Dec 4, 2020
-50.46%
Aug 14, 2001 - Dec 18, 2001
#6-40.46%
Nov 5, 2021 - Sep 24, 2024
-44.20%
Aug 5, 2015 - Dec 5, 2016
#7-31.17%
Feb 9, 2012 - Oct 16, 2012
-36.86%
Jul 26, 2011 - Feb 3, 2012
#8-18.77%
Jun 6, 2014 - Jan 26, 2015
-28.81%
Dec 8, 2016 - Jan 26, 2018
#9-16.69%
May 10, 2021 - Aug 9, 2021
-28.17%
Jun 24, 2004 - Jun 14, 2005
#10-14.72%
Mar 20, 2013 - Aug 8, 2013
-27.09%
Aug 28, 2018 - Nov 4, 2019
#11-12.84%
Jan 23, 2014 - Apr 15, 2014
-26.37%
Jul 3, 2014 - Feb 3, 2015
#12-11.15%
Sep 9, 2005 - Nov 17, 2005
-24.03%
Aug 27, 2025 - Mar 20, 2026
#13-9.46%
Feb 4, 2005 - May 13, 2005
-22.92%
May 2, 2012 - Sep 4, 2012
#14-9.19%
Jan 3, 2006 - Jan 25, 2006
-22.69%
Jan 24, 2002 - May 1, 2002
#15-9.04%
Aug 9, 2013 - Sep 17, 2013
-22.62%
Aug 16, 2022 - Nov 10, 2022

Correlation

Correlation between UHAL and PAG is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2001 - 2026)

UHAL vs PAG dividend yield comparison.

YearUHALPAG
20260.00%1.56%
20250.00%3.27%
20240.00%2.68%
20230.00%1.73%
2022769.35%1.80%
20210.21%1.66%
20200.55%1.41%
20190.40%3.15%
20180.46%3.52%
20170.66%2.63%
20160.54%2.12%
20151.28%2.22%
20140.35%1.59%
20130.00%1.31%
20123.94%1.53%
20111.13%1.25%
20080.00%4.69%
20070.00%1.72%
20060.00%1.00%
20050.74%1.18%
20040.00%1.39%
20030.00%0.32%
20010.00%4.46%

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