U-Haul (NASDAQ:UHALB) versus Kuehne & Nagel International (OTCMKTS:KHNGY) Critical Contrast

Kuehne & Nagel International (OTCMKTS:KHNGY) and U-Haul (NASDAQ:UHALB) are both large-cap transportation companies, but which is the superior business? We will contrast the two companies based on the strength of their risk, dividends, profitability, valuation, institutional ownership, earnings and analyst recommendations.

Institutional and Insider Ownership

35.7% of U-Haul shares are owned by institutional investors. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Earnings and Valuation

This table compares Kuehne & Nagel International and U-Haul”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Kuehne & Nagel International	$29.53 billion	1.04	$1.06 billion	$1.76	28.83
U-Haul	$6.04 billion	1.67	$83.13 million	$0.24	237.62

Kuehne & Nagel International has higher revenue and earnings than U-Haul. Kuehne & Nagel International is trading at a lower price-to-earnings ratio than U-Haul, indicating that it is currently the more affordable of the two stocks.

Analyst Recommendations

This is a breakdown of current recommendations and price targets for Kuehne & Nagel International and U-Haul, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Kuehne & Nagel International	2	3	2	0	2.00
U-Haul	0	0	0	0	0.00

Profitability

This table compares Kuehne & Nagel International and U-Haul’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Kuehne & Nagel International	3.52%	38.37%	7.12%
U-Haul	1.38%	1.06%	0.39%

Risk and Volatility

Kuehne & Nagel International has a beta of 0.75, suggesting that its stock price is 25% less volatile than the S&P 500. Comparatively, U-Haul has a beta of 0.95, suggesting that its stock price is 5% less volatile than the S&P 500.

Dividends

Kuehne & Nagel International pays an annual dividend of $0.93 per share and has a dividend yield of 1.8%. U-Haul pays an annual dividend of $0.20 per share and has a dividend yield of 0.4%. Kuehne & Nagel International pays out 52.8% of its earnings in the form of a dividend. U-Haul pays out 83.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Kuehne & Nagel International is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Kuehne & Nagel International beats U-Haul on 10 of the 14 factors compared between the two stocks.

About Kuehne & Nagel International

Kuehne + Nagel International AG, together with its subsidiaries, provides integrated logistics services worldwide. The company operates through four segments: Sea Logistics, Air Logistics, Road Logistics, and Contract Logistics. It offers less-than-container load, reefer and project logistics, and flexible container shipping solutions. The company also provides time-critical solutions, sea-air and time-defined products, airside and air charter services, cargo insurance, and customs clearance services. In addition, it offers spare parts logistics, production, and e-commerce logistics, distribution, packaging, and process solutions. Further, the company provides supply chain consulting and order management services. It serves aerospace, automotive, mobility, consumer, healthcare, high-tech and semicon, industrial, and perishables industries. The company was founded in 1890 and is based in Schindellegi, Switzerland. Kuehne + Nagel International AG is a subsidiary of Kuehne Holding AG.

About U-Haul

AMERCO 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 2,100 company operated retail moving stores and 21,100 independent U-Haul dealers. As of March 31, 2022, it had a rental fleet of approximately 186,000 trucks, 128,000 trailers, and 46,000 towing devices; and 1,844 self-storage locations with approximately 876,000 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. The company's 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. AMERCO was founded in 1945 and is based in Reno, Nevada.