GATX Corp vs U-Haul Holding Company

GATX Corp (GATX) is fairly valued and U-Haul Holding Company (UHAL) is overvalued.

Against our estimates of intrinsic value, GATX trades at the wider discount: a margin of safety of +2%, against -893% for UHAL.

Values as of the 22 Sept 2026 close.

GATX Corp (GATX)

Discounting its cash flows at 7.1% values the shares at $187.40; the price of $183.01 is 2% below that value, and 83% of that value comes from beyond year five.

Leak Score 0/100 on 3 of 12 signals

U-Haul Holding Company (UHAL)

Discounting its cash flows at 8.2% (average of 2 methods) values the shares at $6.25; the price of $62.07 is 893% above that value, and 79% of that value comes from beyond year five.

Leak Score 0/100 on 3 of 12 signals

MetricGATXUHAL
VerdictFairly valuedOvervalued
Price$183.01$62.07
Intrinsic value$187.40$6.25
Margin of safety+2%-893%
Leak Score0/100 (3/12)0/100 (3/12)
Market cap$6.5B$10.7B
Revenue growth, 5 years7.5%5.8%
Operating margin29.0%8.5%
Net margin17.6%0.5%
Return on equity13.3%0.4%
Debt to equity4.481.06
P/E18.1x426.0x
Forward P/E16.2x29.0x
P/B2.3x1.6x
Dividend yield1.4%0.3%

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