Financial Analysis: U-Haul (NYSE:UHAL.B) and FTAI Infrastructure (NASDAQ:FIP)

FTAI Infrastructure (NASDAQ:FIP) and U-Haul (NYSE:UHAL.B) are both industrials companies, but which is the superior business? We will contrast the two companies based on the strength of their analyst recommendations, risk, profitability, earnings, institutional ownership, valuation and dividends.

Profitability

This table compares FTAI Infrastructure and U-Haul’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
FTAI Infrastructure	-74.10%	-147.01%	-8.63%
U-Haul	N/A	N/A	N/A

Insider and Institutional Ownership

87.4% of FTAI Infrastructure shares are held by institutional investors. 2.6% of FTAI Infrastructure shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Valuation & Earnings

This table compares FTAI Infrastructure and U-Haul”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
FTAI Infrastructure	$659.21 million	0.68	-$107.17 million	($5.19)	-0.74
U-Haul	N/A	N/A	N/A	N/A	N/A

U-Haul has lower revenue, but higher earnings than FTAI Infrastructure.

Analyst Recommendations

This is a breakdown of recent ratings and target prices for FTAI Infrastructure and U-Haul, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
FTAI Infrastructure	1	0	3	0	2.50
U-Haul	0	0	0	0	0.00

FTAI Infrastructure currently has a consensus price target of $9.94, suggesting a potential upside of 160.14%. Given FTAI Infrastructure’s stronger consensus rating and higher probable upside, research analysts plainly believe FTAI Infrastructure is more favorable than U-Haul.

Summary

FTAI Infrastructure beats U-Haul on 6 of the 9 factors compared between the two stocks.

About FTAI Infrastructure

FTAI Infrastructure Inc. focuses on acquiring, developing, and operating assets and businesses that represent infrastructure for customers in the transportation, energy, and industrial products industries in North America. The company operates through five segments: Railroad, Jefferson Terminal, Repauno, Power and Gas, and Sustainability and Energy Transition. It operates a multi-modal crude oil and refined products terminal, and other related assets. The company also has a 1,630-acre deep-water port located along the Delaware River with an underground storage cavern, a multipurpose dock, a rail-to-ship transloading system, and multiple industrial development opportunities; and a 1,660-acre multi-modal port located along the Ohio River with rail, dock, and multiple industrial development opportunities, including a power plant under construction. In addition, it operates six freight railroads and one switching facility. FTAI Infrastructure Inc. was incorporated in 2021 and is headquartered in New York, New York.

About U-Haul

U-Haul Holding Company operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. The company’s Moving and Storage segment rents trucks, trailers, portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towing accessories, and propane. It also provides uhaul.com, an online marketplace that connects consumers to independent Moving Help service providers and independent self-storage affiliates; auto transport and tow dolly options to transport vehicles; and specialty boxes for dishes, computers, flat screen television, and sensitive electronic equipment, as well as tapes, security locks, and packing supplies. This segment rents its products and services through a network of approximately 2,300 company operated retail moving stores and 21,000 independent U-Haul dealers. It also has a rental fleet of approximately 188,700 trucks, 139,400 trailers, and 43,700 towing devices; and 1,962 self-storage locations with approximately 1,004,000 rentable storage units. The company’s Property and Casualty Insurance segment offers loss adjusting and claims handling services. It also provides moving and storage protection packages, such as Safemove and Safetow packages, which offer moving and towing customers with a damage waiver, cargo protection, and medical and life insurance coverage; Safestor that protects storage customers from loss on their goods in storage; Safestor Mobile, which protects customers stored belongings; and Safemove Plus, which provides rental customers with a layer of primary liability protection. Its Life Insurance segment provides life and health insurance products primarily to the senior market through the direct writing and reinsuring of life insurance, Medicare supplement, and annuity policies. The company was formerly known as AMERCO. The company was founded in 1945 and is based in Reno, Nevada.