Critical Contrast: Universal Logistics (ULH) versus Its Rivals

Universal Logistics (NASDAQ: ULH) is one of 15 publicly-traded companies in the “Freight Trucking” industry, but how does it contrast to its peers? We will compare Universal Logistics to similar businesses based on the strength of its earnings, valuation, profitability, dividends, institutional ownership, analyst recommendations and risk.

Earnings & Valuation

This table compares Universal Logistics and its peers top-line revenue, earnings per share and valuation.

Gross Revenue Net Income Price/Earnings Ratio
Universal Logistics $1.07 billion $24.24 million 104.35
Universal Logistics Competitors $1.88 billion $99.34 million 37.91

Universal Logistics’ peers have higher revenue and earnings than Universal Logistics. Universal Logistics is trading at a higher price-to-earnings ratio than its peers, indicating that it is currently more expensive than other companies in its industry.

Risk and Volatility

Universal Logistics has a beta of 1.57, suggesting that its share price is 57% more volatile than the S&P 500. Comparatively, Universal Logistics’ peers have a beta of 1.14, suggesting that their average share price is 14% more volatile than the S&P 500.

Profitability

This table compares Universal Logistics and its peers’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Universal Logistics 0.55% 11.59% 2.94%
Universal Logistics Competitors 9.30% 9.18% 4.91%

Analyst Ratings

This is a breakdown of recent ratings and price targets for Universal Logistics and its peers, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Universal Logistics 0 2 1 0 2.33
Universal Logistics Competitors 94 631 594 26 2.41

Universal Logistics currently has a consensus price target of $23.00, suggesting a potential downside of 4.17%. As a group, “Freight Trucking” companies have a potential downside of 2.60%. Given Universal Logistics’ peers stronger consensus rating and higher possible upside, analysts clearly believe Universal Logistics has less favorable growth aspects than its peers.

Dividends

Universal Logistics pays an annual dividend of $0.28 per share and has a dividend yield of 1.2%. Universal Logistics pays out 121.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. As a group, “Freight Trucking” companies pay a dividend yield of 0.5% and pay out 17.1% of their earnings in the form of a dividend.

Insider & Institutional Ownership

27.8% of Universal Logistics shares are held by institutional investors. Comparatively, 61.6% of shares of all “Freight Trucking” companies are held by institutional investors. 71.0% of Universal Logistics shares are held by insiders. Comparatively, 30.0% of shares of all “Freight Trucking” companies are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Summary

Universal Logistics peers beat Universal Logistics on 10 of the 15 factors compared.

About Universal Logistics

Universal Logistics Holdings, Inc., formerly Universal Truckload Services, Inc., is an asset-light provider of customized transportation and logistics solutions across the United States, Mexico, Canada and Colombia. The Company operates through two segments: the transportation segment and the logistics segment. The Company’s operations aggregated in the transportation segment are associated with individual freight shipments coordinated by its agents, company-managed terminals and specialized services operations. The Company’s operations aggregated in the logistics segment deliver value-added services and transportation services to specific customers. Its other operating segments consist of the Company’s subsidiaries that provide support services to other subsidiaries and to owner-operators, including shop maintenance and equipment leasing. The Company groups its services into three service categories: transportation, value-added and intermodal support.

Receive News & Ratings for Universal Logistics Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Universal Logistics and related companies with MarketBeat.com's FREE daily email newsletter.

Latest News

Leave a Reply