Universal Logistics Holdings Stock Buy Hold or Sell Recommendation

ULH Stock  USD 26.12  0.16  0.62%   
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Universal Logistics Holdings is 'Hold'. The recommendation algorithm takes into account all of Universal Logistics' available fundamental, technical, and predictive indicators you will find on this site.
  
Check out Universal Logistics Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual companies such as Universal and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Universal Logistics Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.

Execute Universal Logistics Buy or Sell Advice

The Universal recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Universal Logistics Holdings. Macroaxis does not own or have any residual interests in Universal Logistics Holdings or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Universal Logistics' advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Universal LogisticsBuy Universal Logistics
Hold

Market Performance

Very WeakDetails

Volatility

Not too volatileDetails

Hype Condition

Over hypedDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

Very LowDetails

Economic Sensitivity

Responds to the marketDetails

Investor Sentiment

AlarmedDetails

Analyst Consensus

Not AvailableDetails

Financial Strenth (F Score)

Very StrongDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon Universal Logistics Holdings has a Risk Adjusted Performance of (0.20), Jensen Alpha of (0.77), Total Risk Alpha of (0.46) and Treynor Ratio of (0.63)
Our trade recommendation module complements current analysts and expert consensus on Universal Logistics. It analyzes the company potential to grow using all fundamental, technical, and market related data available at the time. To make sure Universal Logistics is not overpriced, please validate all Universal Logistics fundamentals, including its current ratio, total asset, and the relationship between the net income and price to earnings to growth . Given that Universal Logistics has a price to earning of 17.83 X, we advise you to double-check Universal Logistics Holdings market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your current risk tolerance and investing horizon.

Universal Logistics Trading Alerts and Improvement Suggestions

Universal Logistics generated a negative expected return over the last 90 days
Universal Logistics has high historical volatility and very poor performance
Universal Logistics has a very strong financial position based on the latest SEC filings
About 74.0% of the company outstanding shares are owned by insiders

Universal Logistics Returns Distribution Density

The distribution of Universal Logistics' historical returns is an attempt to chart the uncertainty of Universal Logistics' future price movements. The chart of the probability distribution of Universal Logistics daily returns describes the distribution of returns around its average expected value. We use Universal Logistics Holdings price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Universal Logistics returns is essential to provide solid investment advice for Universal Logistics.
Mean Return
-0.93
Value At Risk
-5.35
Potential Upside
3.50
Standard Deviation
3.83
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Universal Logistics historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Universal Logistics Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Universal Logistics or Ground Transportation sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Universal Logistics' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Universal stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
-0.77
β
Beta against Dow Jones1.48
σ
Overall volatility
3.83
Ir
Information ratio -0.22

Universal Logistics Volatility Alert

Universal Logistics Holdings exhibits very low volatility with skewness of -2.45 and kurtosis of 10.49. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Universal Logistics' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Universal Logistics' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Universal Logistics Fundamentals Vs Peers

Comparing Universal Logistics' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Universal Logistics' direct or indirect competition across all of the common fundamentals between Universal Logistics and the related equities. This way, we can detect undervalued stocks with similar characteristics as Universal Logistics or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Universal Logistics' fundamental indicators could also be used in its relative valuation, which is a method of valuing Universal Logistics by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Universal Logistics to competition
FundamentalsUniversal LogisticsPeer Average
Return On Equity0.22-0.31
Return On Asset0.085-0.14
Profit Margin0.07 %(1.27) %
Operating Margin0.08 %(5.51) %
Current Valuation1.41 B16.62 B
Shares Outstanding26.32 M571.82 M
Shares Owned By Insiders74.37 %10.09 %
Shares Owned By Institutions27.96 %39.21 %
Number Of Shares Shorted192.82 K4.71 M
Price To Earning17.83 X28.72 X
Price To Book1.06 X9.51 X
Price To Sales0.37 X11.42 X
Revenue1.66 B9.43 B
Gross Profit440.07 M27.38 B
EBITDA225.54 M3.9 B
Net Income92.9 M570.98 M
Cash And Equivalents22.92 M2.7 B
Cash Per Share0.87 X5.01 X
Total Debt475.54 M5.32 B
Debt To Equity1.44 %48.70 %
Current Ratio1.57 X2.16 X
Book Value Per Share24.59 X1.93 K
Cash Flow From Operations210.25 M971.22 M
Short Ratio2.91 X4.00 X
Earnings Per Share4.93 X3.12 X
Price To Earnings To Growth6.88 X4.89 X
Target Price37.0
Number Of Employees418.84 K
Beta0.96-0.15
Market Capitalization683.21 M19.03 B
Total Asset1.25 B29.47 B
Retained Earnings595.45 M9.33 B
Working Capital100.67 M1.48 B
Note: Disposition of 3200000 shares by Moroun Matthew T of Universal Logistics at 24.6153 subject to Rule 16b-3 [view details]

Universal Logistics Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Universal . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Universal Logistics Buy or Sell Advice

When is the right time to buy or sell Universal Logistics Holdings? Buying financial instruments such as Universal Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Universal Logistics in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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High Yield ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The High Yield ETFs theme has 111 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize High Yield ETFs Theme or any other thematic opportunities.
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When determining whether Universal Logistics offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Universal Logistics' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Universal Logistics Holdings Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Universal Logistics Holdings Stock:
Check out Universal Logistics Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.
Is Cargo Ground Transportation space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Universal Logistics. If investors know Universal will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Universal Logistics listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Universal Logistics is measured differently than its book value, which is the value of Universal that is recorded on the company's balance sheet. Investors also form their own opinion of Universal Logistics' value that differs from its market value or its book value, called intrinsic value, which is Universal Logistics' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Universal Logistics' market value can be influenced by many factors that don't directly affect Universal Logistics' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Universal Logistics' value and its price as these two are different measures arrived at by different means. Investors typically determine if Universal Logistics is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Universal Logistics' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.