Hub Group (NASDAQ: HUBG) and Amerco (NASDAQ:UHAL) are both transportation companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, analyst recommendations, earnings, profitabiliy, institutional ownership, dividends and risk.
Volatility and Risk
Hub Group has a beta of 1.4, suggesting that its share price is 40% more volatile than the S&P 500. Comparatively, Amerco has a beta of 1.1, suggesting that its share price is 10% more volatile than the S&P 500.
Valuation and Earnings
This table compares Hub Group and Amerco’s gross revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | EBITDA | Earnings Per Share | Price/Earnings Ratio | |
| Hub Group | $3.73 billion | 0.31 | $146.62 million | $1.69 | 20.12 |
| Amerco | $3.42 billion | 2.26 | $1.20 billion | $20.34 | 19.34 |
Amerco has higher revenue, but lower earnings than Hub Group. Amerco is trading at a lower price-to-earnings ratio than Hub Group, indicating that it is currently the more affordable of the two stocks.
Profitability
This table compares Hub Group and Amerco’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Hub Group | 1.50% | 9.49% | 4.46% |
| Amerco | 11.64% | 14.02% | 4.23% |
Institutional & Insider Ownership
94.4% of Hub Group shares are owned by institutional investors. Comparatively, 29.8% of Amerco shares are owned by institutional investors. 5.4% of Hub Group shares are owned by insiders. Comparatively, 42.6% of Amerco shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.
Analyst Recommendations
This is a summary of current recommendations and price targets for Hub Group and Amerco, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Hub Group | 1 | 3 | 3 | 0 | 2.29 |
| Amerco | 0 | 0 | 0 | 0 | N/A |
Hub Group presently has a consensus price target of $40.40, indicating a potential upside of 18.82%. Given Hub Group’s higher probable upside, analysts clearly believe Hub Group is more favorable than Amerco.
Summary
Amerco beats Hub Group on 7 of the 13 factors compared between the two stocks.
Hub Group Company Profile
Hub Group, Inc. is an asset-light freight transportation management company. The Company offers intermodal, truck brokerage and logistics services. It operates through two business segments: Mode and Hub. The Mode segment markets and operates its freight transportation services, consisting of intermodal, truck brokerage and logistics, primarily through agents entering into contractual arrangements with Mode Transportation, LLC (Mode LLC). The Mode segment also operates a temperature protected services division. The Hub segment provides intermodal, truck brokerage and logistics services through a network of operating centers throughout the United States, Canada and Mexico. The Hub segment services customers in a range of industries, including consumer products, retail and durable goods. It operates through a network of operating centers and independent business owners. The Company also provides drayage services with its own drayage operations.
Amerco Company Profile
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.
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