UHAL vs REXR

For growth investors, Rexford Industrial Realty, Inc.

(REXR) is the stronger pick with 7. 1% revenue growth year-over-year, versus 3. 6% for U-Haul Holding Company (UHAL). U-Haul Holding Company (UHAL) offers the better valuation at 30. 8x trailing P/E (136. 8x forward), making it the more compelling value choice. Analysts rate U-Haul Holding Company (UHAL) a "Buy" — based on 2 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, U-Haul Holding Company (UHAL) is the cheapest at 30.

8x versus Rexford Industrial Realty, Inc. at 42. 1x. On forward P/E, Rexford Industrial Realty, Inc. is actually cheaper at 31. 0x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, U-Haul Holding Company (UHAL) delivered a total return of -14.

5%, compared to -20. 2% for Rexford Industrial Realty, Inc. (REXR). Over 10 years, the gap is even starker: REXR returned +138. 8% versus UHAL's +48. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Rexford Industrial Realty, Inc.

(REXR) is the lower-risk stock at 0. 88β versus U-Haul Holding Company's 1. 04β — meaning UHAL is approximately 18% more volatile than REXR relative to the S&P 500. On balance sheet safety, Rexford Industrial Realty, Inc. (REXR) carries a lower debt/equity ratio of 40% versus 97% for U-Haul Holding Company — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Rexford Industrial Realty, Inc.

(REXR) is pulling ahead at 7. 1% versus 3. 6% for U-Haul Holding Company (UHAL). On earnings-per-share growth, the picture is similar: Rexford Industrial Realty, Inc. grew EPS -28. 3% year-over-year, compared to -44. 5% for U-Haul Holding Company. Over a 3-year CAGR, REXR leads at 16. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Rexford Industrial Realty, Inc.

(REXR) is the more profitable company, earning 21. 1% net margin versus 5. 7% for U-Haul Holding Company — meaning it keeps 21. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: REXR leads at 37. 9% versus 12. 3% for UHAL. At the gross margin level — before operating expenses — UHAL leads at 85. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Rexford Industrial Realty, Inc.

(REXR) trades at 31. 0x forward P/E versus 136. 8x for U-Haul Holding Company — 105. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for UHAL: 53. 6% to $80. 00.

All stocks in this comparison pay dividends.

Rexford Industrial Realty, Inc. (REXR) offers the highest yield at 4. 9%, versus 0. 3% for U-Haul Holding Company (UHAL).

For long-horizon retirement investors, Rexford Industrial Realty, Inc.

(REXR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 88), 4. 9% yield, +138. 8% 10Y return). Both have compounded well over 10 years (REXR: +138. 8%, UHAL: +48. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (UHAL (Industrials) and REXR (Real Estate)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: UHAL is a small-cap quality compounder stock; REXR is a small-cap income-oriented stock. REXR pays a dividend while UHAL does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.