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← U-Haul Holding

The business behind the dividend

MeasureUHALMedianFormula
Return on equity14.2%11.7%Net income ÷ shareholders’ equity
Return on capital employed11.4%10.1%Operating income ÷ (equity + total debt)
Owner earnings$-1.07bn$632.00mNet income + depreciation & amortisation − capital expenditure
Free cash flow$-994.29m$746.10mOperating cash flow − capital expenditure
Operating marginOperating income ÷ revenue
Net marginNet income ÷ revenue
Debt to equity0.94x0.79xTotal debt ÷ shareholders’ equity
Interest cover6.45x4.43xOperating income ÷ interest expense
Current ratioCurrent assets ÷ current liabilities
Long-term debt to working capitalLong-term debt ÷ (current assets − current liabilities)
Cash conversion1.87x1.78xOperating cash flow ÷ net income

Not computed here: Current ratio — why a blank is not a zero.

Ten years of it

The same measures, for every year the filings support. One year is a fact; a row is a business.

Measure2026202520242023202220212020201920182017Median
Return on equity1.1%4.9%8.8%14.2%18.9%12.4%9.1%10.0%23.2%15.2%10.0%
Return on capital employed2.7%4.9%7.3%11.4%13.7%10.0%5.7%7.9%11.0%7.9%
Operating margin56.8%97.4%56.8%
Net margin10.9%49.9%88.0%49.9%
Debt to equity1.07x0.96x0.88x0.94x1.02x0.96x0.96x1.14x1.04x0.96x
Cash conversion21.59x3.96x2.31x1.87x1.73x2.51x2.43x2.63x1.19x2.66x2.43x