Herc Holdings Inc (HRI) is overvalued and U-Haul Holding Company (UHAL) is overvalued.
Both trade above our estimate of their intrinsic value. HRI is the closer of the two: -68%, against -893% for UHAL.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 8.1% (average of 3 methods) values the shares at $85.55; the price of $144.07 is 68% above that value, and 80% of that value comes from beyond year five.
Leak Score 0/100 on 2 of 12 signals
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
| Metric | HRI | UHAL |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $144.07 | $62.07 |
| Intrinsic value | $85.55 | $6.25 |
| Margin of safety | -68% | -893% |
| Leak Score | 0/100 (2/12) | 0/100 (3/12) |
| Market cap | $4.8B | $10.7B |
| Revenue growth, 5 years | 19.7% | 5.8% |
| Operating margin | 13.1% | 8.5% |
| Net margin | 1.0% | 0.5% |
| Return on equity | 2.6% | 0.4% |
| Debt to equity | 5.06 | 1.06 |
| P/E | 98.1x | 426.0x |
| Forward P/E | 13.1x | 29.0x |
| P/B | 2.5x | 1.6x |
| Dividend yield | 2.0% | 0.3% |