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LUV vs. UHAL: Southwest Airlines vs. U-Haul Stock Comparison

How do Southwest Airlines (LUV) and U-Haul (UHAL) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Southwest Airlines (LUV) and U-Haul (UHAL) both fall under the Transportation industry group, but LUV is classified in Passenger Airlines while UHAL is classified in Ground Transportation.

Company profile comparison for Southwest Airlines (LUV) and U-Haul (UHAL)
Profile ItemLUVUHAL
NameSouthwest Airlines Co.U-Haul Holding Company
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupTransportationTransportation
GICS IndustryPassenger AirlinesGround Transportation
GICS Sub-IndustryPassenger AirlinesCargo Ground Transportation
Market Capitalization21.76 billion USD11.01 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJanuary 2, 1980November 4, 1994
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

LUV
UHAL
GSPC
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Southwest Airlines (LUV) vs. U-Haul (UHAL), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Southwest Airlines (LUV) and U-Haul (UHAL). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Southwest Airlines (LUV) and U-Haul (UHAL). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Southwest Airlines (LUV) and U-Haul (UHAL)
MetricLUVUHAL
Total Return (1Y)44.35%7.10%
Total Return (3Y, Annualized)28.08%2.77%
Total Return (5Y, Annualized)-0.31%-5.22%

Risk Profile

Drawdown History

LUV
UHAL
GSPC
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Southwest Airlines (LUV) vs. U-Haul (UHAL), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Southwest Airlines (LUV) and U-Haul (UHAL). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Southwest Airlines (LUV) and U-Haul (UHAL)
MetricLUVUHAL
Volatility (1Y, Annualized)44.46%34.63%
Beta (5Y)1.191.06
Max Drawdown (5Y)-55.39%-46.19%
Avg. Volume (3M)5.76M147.08K

Risk-Adjusted Performance

Risk-Return Positioning

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LUV and UHAL are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Southwest Airlines (LUV) and U-Haul (UHAL)
MetricLUVUHAL
Sharpe Ratio (1Y)0.900.08
Sortino Ratio (1Y)1.510.12

Profitability

ROE (TTM)

Southwest Airlines (LUV) at 13.94% is around its peer norm for ROE, while U-Haul (UHAL) at 1.23% drops into the bottom quartile, signaling weaker returns on shareholders’ equity.

LUV

Transportation industry group

13.94%

Max
45.08%
Q3
22.02%
LUV
13.94%
Median
13.94%
Q1
2.89%
Min
-10.45%

UHAL

Transportation industry group

1.23%

Max
45.08%
Q3
22.02%
Median
13.94%
Q1
2.89%
UHAL
1.23%
Min
-10.45%
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Southwest Airlines (LUV) vs. U-Haul (UHAL): A comparison of their ROE against the Transportation industry group benchmark.

Net Margin (TTM)

Southwest Airlines (LUV) at 3.34% keeps about the industry-typical share of revenue as profit, while U-Haul (UHAL) at 1.54% retains only a bottom-quartile share.

LUV

Transportation industry group

3.34%

Max
50.36%
Q3
21.18%
Median
5.58%
LUV
3.34%
Q1
1.55%
Min
-11.37%

UHAL

Transportation industry group

1.54%

Max
50.36%
Q3
21.18%
Median
5.58%
Q1
1.55%
UHAL
1.54%
Min
-11.37%
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Southwest Airlines (LUV) vs. U-Haul (UHAL): A comparison of their net margin against the Transportation industry group benchmark.

Operating Margin (TTM)

U-Haul (UHAL) at 14.92% runs core operations around its industry’s norm, while Southwest Airlines (LUV) at 4.49% operates in the bottom quartile.

LUV

Transportation industry group

4.49%

Max
59.18%
Q3
29.30%
Median
11.50%
Q1
4.62%
LUV
4.49%
Min
-8.91%

UHAL

Transportation industry group

14.92%

Max
59.18%
Q3
29.30%
UHAL
14.92%
Median
11.50%
Q1
4.62%
Min
-8.91%
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Southwest Airlines (LUV) vs. U-Haul (UHAL): A comparison of their operating margin against the Transportation industry group benchmark.

Profitability Metrics

Profitability metrics for Southwest Airlines (LUV) and U-Haul (UHAL)
MetricLUVUHAL
ROE (TTM)13.94%1.23%
ROA (TTM)3.05%1.39%
Net Margin (TTM)3.34%1.54%
Operating Margin (TTM)4.49%14.92%
Gross Margin (TTM)22.14%28.43%

Growth

Revenue Growth

Both Southwest Airlines (LUV) at 2.11% and U-Haul (UHAL) at 3.59% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Southwest Airlines (LUV) vs. U-Haul (UHAL): A comparison of their Revenue Growth across different time periods.

EPS Growth

Southwest Airlines (LUV) at 3.95% is around its peer norm for EPS growth, while U-Haul (UHAL) at -85.80% drops into the bottom quartile, signaling weaker earnings momentum.

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Southwest Airlines (LUV) vs. U-Haul (UHAL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Southwest Airlines (LUV) and U-Haul (UHAL)
MetricLUVUHAL
Revenue Growth (YoY)2.11%3.59%
Revenue Growth (3Y CAGR)5.63%0.97%
EPS Growth (YoY)3.95%-85.80%
EPS Growth (3Y CAGR)-3.16%-64.88%

Financial Strength

Current Ratio (MRQ)

U-Haul (UHAL) at 1.02 keeps current ratio within its industry’s typical mid-range, while Southwest Airlines (LUV) at 0.47 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for LUV.

LUV

Transportation industry group

0.47

Max
2.58
Q3
1.62
Median
1.16
Q1
0.78
LUV
0.47
Min
0.22

UHAL

Transportation industry group

1.02

Max
2.58
Q3
1.62
Median
1.16
UHAL
1.02
Q1
0.78
Min
0.22
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Southwest Airlines (LUV) vs. U-Haul (UHAL): A comparison of their current ratio against the Transportation industry group benchmark.

Debt / Equity (MRQ)

Both Southwest Airlines (LUV) at 0.94 and U-Haul (UHAL) at 1.07 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

LUV

Transportation industry group

0.94

Max
2.75
Q3
1.37
LUV
0.94
Median
0.78
Q1
0.35
Min
0.00

UHAL

Transportation industry group

1.07

Max
2.75
Q3
1.37
UHAL
1.07
Median
0.78
Q1
0.35
Min
0.00
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Southwest Airlines (LUV) vs. U-Haul (UHAL): A comparison of their debt-to-equity ratio against the Transportation industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Southwest Airlines (LUV) and U-Haul (UHAL)
MetricLUVUHAL
Current Ratio (MRQ)0.471.02
Debt / Equity (MRQ)0.941.07
Net Debt / EBITDA1.219.16

Dividends

Dividend Yield (TTM)

U-Haul (UHAL) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Southwest Airlines (LUV) reports a yield of 1.62%, ranking against industry peers normally.

LUV

Transportation industry group

1.62%

Max
4.68%
Q3
1.99%
LUV
1.62%
Median
0.74%
Q1
0.00%
Min
0.00%

UHAL

Transportation industry group

0.00%

Max
4.68%
Q3
1.99%
Median
0.74%
UHAL
0.00%
Q1
0.00%
Min
0.00%
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Southwest Airlines (LUV) vs. U-Haul (UHAL): A comparison of their dividend yield against the Transportation industry group benchmark.

Dividend Payout Ratio (TTM)

U-Haul (UHAL) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Southwest Airlines (LUV) reports a payout of 35.12%, ranking against industry peers normally.

LUV

Transportation industry group

35.12%

Max
100.89%
Q3
41.68%
LUV
35.12%
Median
20.43%
Q1
0.00%
Min
0.00%

UHAL

Transportation industry group

0.00%

Max
100.89%
Q3
41.68%
Median
20.43%
UHAL
0.00%
Q1
0.00%
Min
0.00%
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Southwest Airlines (LUV) vs. U-Haul (UHAL): A comparison of their payout ratio against the Transportation industry group benchmark.

Dividend Metrics

Dividend metrics for Southwest Airlines (LUV) and U-Haul (UHAL)
MetricLUVUHAL
Dividend Yield (TTM)1.62%0.00%
Dividend Payout Ratio (TTM)35.12%0.00%

Valuation

P/E Ratio (TTM)

Southwest Airlines (LUV) at 21.68 is near its industry’s usual P/E ratio, while U-Haul (UHAL) at 183.03 sits above its peer range — an unusually expensive price for UHAL’s trailing earnings.

LUV

Transportation industry group

21.68

Max
46.76
Q3
30.87
LUV
21.68
Median
20.58
Q1
10.44
Min
0.00

UHAL

Transportation industry group

183.03

UHAL
183.03
Max
46.76
Q3
30.87
Median
20.58
Q1
10.44
Min
0.00
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Southwest Airlines (LUV) vs. U-Haul (UHAL): A comparison of their P/E ratio against the Transportation industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Southwest Airlines (LUV) at 0.69 and U-Haul (UHAL) at 1.79 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

LUV

Transportation industry group

0.69

Max
4.35
Q3
2.07
Median
0.93
LUV
0.69
Q1
0.53
Min
0.04

UHAL

Transportation industry group

1.79

Max
4.35
Q3
2.07
UHAL
1.79
Median
0.93
Q1
0.53
Min
0.04
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Southwest Airlines (LUV) vs. U-Haul (UHAL): A comparison of their P/S ratio against the Transportation industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Southwest Airlines (LUV) at 2.97 and U-Haul (UHAL) at 1.40 are valued close to their industries’ norm against book — neither stands out from peers.

LUV

Transportation industry group

2.97

Max
6.29
Q3
3.39
LUV
2.97
Median
1.90
Q1
1.03
Min
-2.07

UHAL

Transportation industry group

1.40

Max
6.29
Q3
3.39
Median
1.90
UHAL
1.40
Q1
1.03
Min
-2.07
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Southwest Airlines (LUV) vs. U-Haul (UHAL): A comparison of their P/B ratio against the Transportation industry group benchmark.

Valuation Metrics

Valuation metrics for Southwest Airlines (LUV) and U-Haul (UHAL)
MetricLUVUHAL
P/E Ratio (TTM)21.68183.03
P/S Ratio (TTM)0.691.79
P/B Ratio (MRQ)2.971.40
Free Cash Flow Yield (TTM)-2.82%-13.85%