EBITDA Metrics Evaluated: Watsco, Inc. vs U-Haul Holding Company

A Tale of Two Companies: Watsco, Inc. vs U-Haul Holding Company

In the ever-evolving landscape of American business, Watsco, Inc. and U-Haul Holding Company stand as intriguing case studies in financial resilience and growth. From 2014 to 2023, U-Haul's EBITDA surged by approximately 135%, peaking in 2022, while Watsco's EBITDA grew by around 156% over the same period. This remarkable growth underscores the adaptability and strategic prowess of these companies in navigating economic challenges.

U-Haul, a stalwart in the moving and storage industry, saw its EBITDA rise consistently, reflecting its robust market position and operational efficiency. Meanwhile, Watsco, a leader in HVAC distribution, demonstrated impressive growth, particularly in the post-pandemic era, with a notable 54% increase in EBITDA from 2020 to 2022.

As we look to the future, the absence of 2024 data for Watsco invites speculation on its continued trajectory. Will it maintain its upward momentum, or will market dynamics shift the balance?