Stonepath Group (OTCMKTS:SGRZ) versus U-Haul (NYSE:UHAL) Critical Review

Stonepath Group (OTCMKTS:SGRZ) and U-Haul (NYSE:UHAL) are both transportation companies, but which is the superior business? We will compare the two businesses based on the strength of their profitability, analyst recommendations, dividends, risk, earnings, valuation and institutional ownership.

Insider & Institutional Ownership

3.6% of U-Haul shares are held by institutional investors. 13.6% of Stonepath Group shares are held by company insiders. Comparatively, 43.6% of U-Haul shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Analyst Ratings

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

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Stonepath Group	0	0	0	0	0.00
U-Haul	1	0	0	1	2.50

Given Stonepath Group’s higher probable upside, equities research analysts clearly believe Stonepath Group is more favorable than U-Haul.

Valuation & Earnings

This table compares Stonepath Group and U-Haul”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Stonepath Group	N/A	N/A	N/A	N/A	N/A
U-Haul	$5.83 billion	N/A	$367.09 million	$1.01	56.53

U-Haul has higher revenue and earnings than Stonepath Group.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
Stonepath Group	N/A	N/A	N/A
U-Haul	3.90%	2.99%	1.12%

Summary

U-Haul beats Stonepath Group on 8 of the 9 factors compared between the two stocks.

About Stonepath Group

Stonepath Group Inc., a third-party logistics company, provides transportation and logistics services worldwide. The company offers various supply chain solutions to a diverse client base, including manufacturers, distributors, and retail chains. Its transportation services include air and ocean freight forwarding, distribution, customs brokerage, consulting services, shipment tracking between pickup and delivery, and other customized management services. Stonepath Group co-ordinates the movement of raw materials, supplies, components, and finished goods for its customers throughout North America and internationally. The company also provides warehousing and distribution services in North America, and offers customs clearance and bonded warehousing services in the international markets. In addition, it provides contract logistics, global project management, order fulfillment, and inventory control services. As of March 31, 2006, the company operated a network of offices in 21 major metropolitan areas in North America, 17 locations in the Asia Pacific region, 3 locations in Brazil, and 1 location in Europe, as well as a network of independent agents and service partners worldwide. The company was formerly known as Net Value Holdings and changed its name to Stonepath Group Inc. in October 2000. The company was incorporated in 1998 and is based in Seattle, Washington. On May 8, 2007, an involuntary petition for bankruptcy protection was filed by Spherion Corporation, Custom Transfer Incorporated, and Overbye Transport Incorporated against Stonepath Group Inc. under Chapter 7 liquidation with the U.S. Bankruptcy Court for the District of Delaware.

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, 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 2,065 company operated retail moving stores and 20,100 independent U-Haul dealers. As of March 31, 2020, it had a rental fleet of approximately 176,000 trucks, 127,000 trailers, and 41,000 towing devices; and 1,745 self-storage locations with approximately 774,000 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.