Amerco (NASDAQ: UHAL) and Textainer Group Holdings Limited (NYSE:TGH) are both transportation companies, but which is the superior business? We will contrast the two businesses based on the strength of their dividends, earnings, analyst recommendations, institutional ownership, risk, profitabiliy and valuation.
This table compares Amerco and Textainer Group Holdings Limited’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|Textainer Group Holdings Limited||-11.27%||-6.01%||-1.67%|
This is a summary of recent ratings and price targets for Amerco and Textainer Group Holdings Limited, as reported by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|Textainer Group Holdings Limited||0||1||2||0||2.67|
Amerco presently has a consensus price target of $405.00, indicating a potential upside of 18.31%. Textainer Group Holdings Limited has a consensus price target of $18.50, indicating a potential upside of 38.58%. Given Textainer Group Holdings Limited’s higher possible upside, analysts plainly believe Textainer Group Holdings Limited is more favorable than Amerco.
Textainer Group Holdings Limited pays an annual dividend of $0.03 per share and has a dividend yield of 0.2%. Amerco does not pay a dividend. Textainer Group Holdings Limited pays out -3.1% of its earnings in the form of a dividend.
Volatility and Risk
Amerco has a beta of 1.1, indicating that its share price is 10% more volatile than the S&P 500. Comparatively, Textainer Group Holdings Limited has a beta of 2.38, indicating that its share price is 138% more volatile than the S&P 500.
Earnings & Valuation
This table compares Amerco and Textainer Group Holdings Limited’s revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||EBITDA||Earnings Per Share||Price/Earnings Ratio|
|Amerco||$3.42 billion||1.96||$1.20 billion||$20.34||16.83|
|Textainer Group Holdings Limited||$486.26 million||1.56||$286.69 million||($0.97)||-13.76|
Amerco has higher revenue and earnings than Textainer Group Holdings Limited. Textainer Group Holdings Limited is trading at a lower price-to-earnings ratio than Amerco, indicating that it is currently the more affordable of the two stocks.
Institutional & Insider Ownership
29.2% of Amerco shares are held by institutional investors. Comparatively, 21.6% of Textainer Group Holdings Limited shares are held by institutional investors. 52.0% of Amerco shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.
Amerco beats Textainer Group Holdings Limited on 10 of the 15 factors compared between the two stocks.
AMERCO is a do-it-yourself moving and storage operator through its subsidiary, U-Haul International, Inc. (U-Haul). The Company supplies its products and services to help people move and store their household and commercial goods through U-Haul. It sells U-Haul brand boxes, tape, and other moving and self-storage products and services to do-it-yourself moving and storage customers at its distribution outlets and through uhaul.com and eMove Websites. The Company operates through three segments: Moving and Storage; Property and Casualty Insurance, and Life Insurance. The Moving and Storage segment includes the operations of AMERCO, U-Haul and Amerco Real Estate Company, and the subsidiaries of U-Haul and Real Estate. The Property and Casualty Insurance segment consists of the operations of Repwest Insurance Company and its subsidiaries, and ARCOA Risk Retention Group. The Life Insurance segment consists of the operations of Oxford Life Insurance Company and its subsidiaries.
About Textainer Group Holdings Limited
Textainer Group Holdings Limited is a holding company. The Company is involved in the purchase, ownership, management, leasing and disposal of a fleet of intermodal containers. The Company operates in three segments: Container Ownership, which owns containers; Container Management, which manages containers on behalf of affiliated and unaffiliated container investors, and provides acquisition, management and disposal services, and total managed containers, and Container Resale, which sells containers from its fleet when they reach the end of their useful lives in marine service, and also purchases and leases or resells containers from shipping line customers, container traders and other sellers of containers. The Company is a lessor of intermodal containers based on fleet size. The Company is also a seller of used containers. The Company’s subsidiaries include Textainer Equipment Management Limited (TEML) and Textainer Limited (TL).
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