Universal Logistics Holdings Stock Buy Hold or Sell Recommendation
| ULH Stock | USD 26.47 0.22 0.82% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Universal Logistics Holdings is 'Cautious 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.
Universal |
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
30 Days |
Risk Tolerance
I am an educated risk taker |
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Hold | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
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 is unlikely to experience financial distress in the next 2 years | |
| About 74.0% of the company outstanding shares are owned by insiders | |
| Latest headline from finance.yahoo.com: Universal Logistics Holdings Full Year 2024 Earnings Revenues Beat Expectations, EPS Lags |
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 | -0.83 |
| Value At Risk | -5.35 |
| Potential Upside | 3.82 |
| Standard Deviation | 3.73 |
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 Stock Institutional Investors
| Shares | |||
| First Trust Advisors L.p. | 2024-12-31 | 96.6 K | |
| Amvescap Plc. | 2024-12-31 | 96.1 K | |
| Bank Of New York Mellon Corp | 2024-12-31 | 93.9 K | |
| Denali Advisors Llc | 2024-12-31 | 92.2 K | |
| Northern Trust Corp | 2024-12-31 | 89.3 K | |
| Morgan Stanley - Brokerage Accounts | 2024-12-31 | 80.8 K | |
| Oberweis Asset Management Inc | 2024-12-31 | 70.5 K | |
| Charles Schwab Investment Management Inc | 2024-12-31 | 58.2 K | |
| Brandywine Global Investment Mgmt Llc | 2024-12-31 | 45.3 K | |
| Fmr Inc | 2024-12-31 | 2.9 M | |
| Dimensional Fund Advisors, Inc. | 2024-12-31 | 855.2 K |
Universal Logistics Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change In Cash | 1.0M | 5.2M | 33.2M | (34.7M) | 6.8M | 7.2M | |
| Free Cash Flow | 8.6M | 44.4M | 96.3M | (30.3M) | (139.2M) | (132.3M) | |
| Depreciation | 74.1M | 67.5M | 76.7M | 77.0M | 124.2M | 130.4M | |
| Other Non Cash Items | 7.8M | 5.5M | 5.8M | 32.3M | (172.8M) | (164.2M) | |
| Capital Expenditures | 90.7M | 38.8M | 117.1M | 240.6M | 251.6M | 264.2M | |
| Net Income | 48.1M | 73.7M | 168.6M | 92.9M | 129.9M | 136.4M | |
| End Period Cash Flow | 8.8M | 13.9M | 47.2M | 12.5M | 19.4M | 9.7M | |
| Dividends Paid | 5.7M | 11.3M | 13.9M | 11.0M | 11.1M | 14.1M | |
| Investments | 1.3M | 3K | (925K) | (216.0M) | (462.9M) | (439.8M) | |
| Change Receivables | 22.4M | (55.4M) | (91.8M) | (13.6M) | (12.3M) | (12.9M) | |
| Change To Netincome | 7.6M | 30.7M | 578K | 12.3M | 14.2M | 7.3M | |
| Net Borrowings | 57.1M | 2.0M | (33.3M) | (50.0M) | (45.0M) | (42.7M) |
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 | -0.73 | |
β | Beta against Dow Jones | 1.63 | |
σ | Overall volatility | 3.81 | |
Ir | Information ratio | -0.21 |
Universal Logistics Volatility Alert
Universal Logistics Holdings exhibits very low volatility with skewness of -2.45 and kurtosis of 10.93. 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 |
| Fundamentals | Universal Logistics | Peer Average |
| Return On Equity | 0.22 | -0.31 |
| Return On Asset | 0.085 | -0.14 |
| Profit Margin | 0.07 % | (1.27) % |
| Operating Margin | 0.04 % | (5.51) % |
| Current Valuation | 1.51 B | 16.62 B |
| Shares Outstanding | 26.32 M | 571.82 M |
| Shares Owned By Insiders | 74.37 % | 10.09 % |
| Shares Owned By Institutions | 27.96 % | 39.21 % |
| Number Of Shares Shorted | 192.82 K | 4.71 M |
| Price To Earning | 17.83 X | 28.72 X |
| Price To Book | 1.08 X | 9.51 X |
| Price To Sales | 0.38 X | 11.42 X |
| Revenue | 1.85 B | 9.43 B |
| Gross Profit | 440.07 M | 27.38 B |
| EBITDA | 332.4 M | 3.9 B |
| Net Income | 129.91 M | 570.98 M |
| Cash And Equivalents | 22.92 M | 2.7 B |
| Cash Per Share | 0.87 X | 5.01 X |
| Total Debt | 838.44 M | 5.32 B |
| Debt To Equity | 1.44 % | 48.70 % |
| Current Ratio | 1.57 X | 2.16 X |
| Book Value Per Share | 24.59 X | 1.93 K |
| Cash Flow From Operations | 112.37 M | 971.22 M |
| Short Ratio | 2.91 X | 4.00 X |
| Earnings Per Share | 4.93 X | 3.12 X |
| Price To Earnings To Growth | 6.88 X | 4.89 X |
| Target Price | 37.0 | |
| Number Of Employees | 10.82 K | 18.84 K |
| Beta | 0.96 | -0.15 |
| Market Capitalization | 696.62 M | 19.03 B |
| Total Asset | 1.79 B | 29.47 B |
| Retained Earnings | 623.02 M | 9.33 B |
| Working Capital | 105.25 M | 1.48 B |
Note: Acquisition by Moroun Matthew T of 1471521 shares of Universal Logistics at 19.4477 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.Did You Try This Idea?
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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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
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.
Quarterly Earnings Growth (0.06) | Dividend Share 0.42 | Earnings Share 4.93 | Revenue Per Share | Quarterly Revenue Growth 0.19 |
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.