ULH:NGS-Universal Logistics Holdings Inc. (USD)

EQUITY | Trucking | Nasdaq Global Select

Last Closing

USD 47.15

Change

+1.59 (+3.49)%

Market Cap

USD 0.40B

Volume

0.03M

Analyst Target

USD 26.33
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Universal Logistics Holdings Inc is a provider of customized transportation & logistics solutions in United States, Mexico, Canada & Colombia. Its transportation services include dry van, flatbed, heavy haul, refrigerated, shuttle & switching operations.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Trucking

Symbol Name Price(Change) Market Cap
ODFL Old Dominion Freight Line Inc

N/A

USD 43.22B
SAIA Saia Inc

N/A

USD 14.06B
ARCB ArcBest Corp

N/A

USD 2.51B
WERN Werner Enterprises Inc

N/A

USD 2.48B
MRTN Marten Transport Ltd

N/A

USD 1.41B
HTLD Heartland Express Inc

N/A

USD 0.94B
CVLG Covenant Logistics Group, Inc.

N/A

USD 0.75B
PAMT PAMT CORP

N/A

USD 0.38B
YGMZ Mingzhu Logistics Holdings Lt..

N/A

USD 7.95M

ETFs Containing ULH

DOZR 1.85 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Trucking) Market Performance vs. Exchange (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 68.27% 100% F 90% A-
Dividend Return 1.50% 100% F 28% F
Total Return 69.77% 100% F 90% A-
Trailing 12 Months  
Capital Gain 65.55% 100% F 89% A-
Dividend Return 1.47% 100% F 27% F
Total Return 67.03% 100% F 89% A-
Trailing 5 Years  
Capital Gain 145.32% 57% F 90% A-
Dividend Return 9.83% 83% B 35% F
Total Return 155.15% 57% F 90% A-
Average Annual (5 Year Horizon)  
Capital Gain 29.28% 67% D+ 80% B-
Dividend Return 30.88% 67% D+ 80% B-
Total Return 1.60% 86% B+ 41% F
Risk Return Profile  
Volatility (Standard Deviation) 43.64% 44% F 43% F
Risk Adjusted Return 70.75% 67% D+ 88% B+
Market Capitalization 0.40B 50% F 74% C

Key Financial Ratios

  Ratio vs. Industry/Classification (Trucking) Ratio vs. Market (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 12.90 100% 75%
Price/Book Ratio 2.02 30% 49%
Price / Cash Flow Ratio 6.07 60% 39%
Price/Free Cash Flow Ratio 6.05 100% 45%
Management Effectiveness  
Return on Equity 22.99% 90% 92%
Return on Invested Capital 12.64% 80% 81%
Return on Assets 9.80% 80% 95%
Debt to Equity Ratio 58.48% 25% 38%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.