U-HAUL

Charter #15847 | AZ

<100M (2596 CUs) Micro
12 <100M in AZ

U-HAUL has 5 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 1.12% above tier average
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + First Mortgage Concentration (%): Top 0.0% in tier
  • + Share Certificate Concentration (%): Top 0.0% in tier
  • + Members Per Employee (MPE): Top 1.3% in tier

Key Concerns

Areas that may need attention

  • - ROA 0.53% below tier average
  • - Efficiency ratio 8.50% above tier (higher cost structure)
  • - Average Member Relationship (AMR): Bottom 3.5% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 4.8% in tier
  • - Loan Growth Rate: Bottom 7.1% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (AZ) National Avg Tier Percentile
Members 3,723
-0.3% YoY-0.3% QoQ
+1.1K 2,625
-2.2% YoY
60,829
+5.9% YoY
33,089
+6.1% YoY
Top 24.0% in tier
Assets $6.7M
-2.7% YoY-3.0% QoQ
$-23.2M $29.9M
+1.1% YoY
$1.0B
+8.7% YoY
$547.7M
+7.8% YoY
Bottom 24.4% in tier
Loans $2.7M
-18.8% YoY-3.6% QoQ
$-13.0M $15.8M
-2.4% YoY
$651.1M
+13.2% YoY
$388.7M
+8.6% YoY
Bottom 22.1% in tier
Deposits $6.0M
-2.3% YoY-3.8% QoQ
$-19.5M $25.5M
+0.4% YoY
$883.8M
+10.9% YoY
$464.6M
+9.3% YoY
26th in tier
ROA 0.2%
-103.4% YoY-149.8% QoQ
-0.5% 0.7%
-731.4% YoY
0.8%
+38.7% YoY
0.7%
+273.4% YoY
Bottom 21.8% in tier
NIM 5.1%
+11.7% YoY+3.3% QoQ
+1.1% 3.9%
+3.8% YoY
4.0%
+6.6% YoY
3.7%
+5.0% YoY
Top 13.3% in tier
Efficiency Ratio 89.9%
-31.0% YoY-4.0% QoQ
+8.5% 81.4%
-2.4% YoY
75.3%
-3.3% YoY
79.1%
-3.3% YoY
Top 23.7% in tier
Delinquency Rate 1.5%
-52.6% YoY-31.9% QoQ
-0.0 1.5%
-2.0% YoY
0.9%
+2.1% YoY
1.2%
-0.9% YoY
72nd in tier
Loan To Share 45.8%
-16.9% YoY+0.1% QoQ
-15.4% 61.2%
-3.0% YoY
71.1%
-3.6% YoY
68.0%
-1.7% YoY
27th in tier
AMR $2,335
-7.9% YoY-3.5% QoQ
$-12K $14,627
-2.7% YoY
$19,058
+3.8% YoY
$19,418
+1.3% YoY
Bottom 3.4% in tier
CD Concentration 0.0% -24.4% 24.4%
+4.2% YoY
16.8%
+14.1% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 0.0% -14.0% 14.0%
-5.8% YoY
23.2%
-8.0% YoY
7.9%
-2.9% YoY
50th in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (0)

No concerns identified

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) | Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 2596 peers in tier

Top Strengths (6 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 2.84%
#1 of 2596 Top 0.0% in <100M tier
1
First Mortgage Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 14.49%
#1 of 2596 Top 0.0% in <100M tier
1
Share Certificate Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 15.37%
#1 of 2596 Top 0.0% in <100M tier
36
Members Per Employee (MPE)
engagement
Value: 930.750
Peer Avg: 365.701
#36 of 2596 Top 1.3% in <100M tier
344
Net Interest Margin (NIM)
profitability
Value: 5.05%
Peer Avg: 3.93%
#344 of 2596 Top 13.2% in <100M tier
623
Total Members
engagement
Value: 3,723
Peer Avg: 2,626
#623 of 2596 Top 24.0% in <100M tier

Top Weaknesses (11 metrics)

2507
Average Member Relationship (AMR)
engagement
Value: $2,335
Peer Avg: $14,627
#2507 of 2596 Bottom 3.5% in <100M tier
2473
Loan-to-Member Ratio (LMR)
engagement
Value: $733.61
Peer Avg: $5,488
#2473 of 2596 Bottom 4.8% in <100M tier
2413
Loan Growth Rate
growth
Value: -18.82%
Peer Avg: 59.01%
#2413 of 2596 Bottom 7.1% in <100M tier
2314
AMR Growth Rate
growth
Value: -7.88%
Peer Avg: 4.67%
#2314 of 2596 Bottom 10.9% in <100M tier
2274
Net Worth Ratio
risk
Value: 9.44%
Peer Avg: 16.43%
#2274 of 2596 Bottom 12.4% in <100M tier
2031
Return on Assets (ROA)
profitability
Value: 0.15%
Peer Avg: 0.68%
#2031 of 2596 Bottom 21.8% in <100M tier
2021
Total Loans
balance_sheet
Value: $2.73M
Peer Avg: $15.77M
#2021 of 2596 Bottom 22.2% in <100M tier
2008
Asset Growth Rate
growth
Value: -2.75%
Peer Avg: 1.82%
#2008 of 2596 Bottom 22.7% in <100M tier
2006
Net Charge-Off Rate
risk
Value: 0.68%
Peer Avg: 0.57%
#2006 of 2596 Bottom 22.8% in <100M tier
1982
Efficiency Ratio
profitability
Value: 89.90%
Peer Avg: 81.39%
#1982 of 2596 Bottom 23.7% in <100M tier