Is Universal Logistics Stock a Good Investment?
Universal Logistics Investment Advice | ULH |
- Examine Universal Logistics' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Universal Logistics' leadership team and their track record. Good management can help Universal Logistics navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Cargo Ground Transportation space and any emerging trends that could impact Universal Logistics' business and its evolving consumer preferences.
- Compare Universal Logistics' performance and market position to its competitors. Analyze how Universal Logistics is positioned in terms of product offerings, innovation, and market share.
- Check if Universal Logistics pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Universal Logistics' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Universal Logistics Holdings stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Universal Logistics Holdings is a good investment.
Sell | Buy |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Universal Logistics Stock
Researching Universal Logistics' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 74.0% of the company outstanding shares are owned by insiders. The company has Price to Book (P/B) ratio of 1.13. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Universal Logistics last dividend was issued on the 3rd of March 2025. The entity had 1:50 split on the May 2, 2014.
To determine if Universal Logistics is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Universal Logistics' research are outlined below:
| 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 Quarterly Accounts Payable |
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Universal Logistics uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Universal Logistics Holdings. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Universal Logistics' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 15th of February 2024 Upcoming Quarterly Report | View | |
| 25th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 15th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Universal Logistics' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Universal Logistics' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2017-07-27 | 2017-06-30 | 0.09 | 0.1 | 0.01 | 11 | ||
2010-07-29 | 2010-06-30 | 0.14 | 0.16 | 0.02 | 14 | ||
2009-07-23 | 2009-06-30 | 0.07 | 0.09 | 0.02 | 28 | ||
2020-02-06 | 2019-12-31 | 0.29 | 0.32 | 0.03 | 10 | ||
2017-04-27 | 2017-03-31 | 0.12 | 0.15 | 0.03 | 25 | ||
2012-04-25 | 2012-03-31 | 0.2 | 0.23 | 0.03 | 15 | ||
2009-02-26 | 2008-12-31 | 0.23 | 0.2 | -0.03 | 13 | ||
2015-02-19 | 2014-12-31 | 0.39 | 0.35 | -0.04 | 10 |
Know Universal Logistics' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Universal Logistics is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Universal Logistics Holdings backward and forwards among themselves. Universal Logistics' institutional investor refers to the entity that pools money to purchase Universal Logistics' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| 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' market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 730.83 M.Market Cap |
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Universal Logistics' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.09 | 0.11 | |
| Return On Capital Employed | 0.14 | 0.14 | |
| Return On Assets | 0.07 | 0.09 | |
| Return On Equity | 0.20 | 0.15 |
Determining Universal Logistics' profitability involves analyzing its financial statements and using various financial metrics to determine if Universal Logistics is a good buy. For example, gross profit margin measures Universal Logistics' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Universal Logistics' profitability and make more informed investment decisions.
Evaluate Universal Logistics' management efficiency
Universal Logistics has Return on Asset of 0.0903 % which means that on every $100 spent on assets, it made $0.0903 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.2203 %, implying that it generated $0.2203 on every 100 dollars invested. Universal Logistics' management efficiency ratios could be used to measure how well Universal Logistics manages its routine affairs as well as how well it operates its assets and liabilities. As of now, Universal Logistics' Return On Tangible Assets are decreasing as compared to previous years. The Universal Logistics' current Return On Capital Employed is estimated to increase to 0.14, while Return On Equity is projected to decrease to 0.15. As of now, Universal Logistics' Intangible Assets are increasing as compared to previous years. The Universal Logistics' current Net Tangible Assets is estimated to increase to about 244.2 M, while Other Assets are forecasted to increase to (1.3 B).| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 24.59 | 25.82 | |
| Tangible Book Value Per Share | 11.00 | 11.55 | |
| Enterprise Value Over EBITDA | 6.16 | 7.98 | |
| Price Book Value Ratio | 1.87 | 3.70 | |
| Enterprise Value Multiple | 6.16 | 7.98 | |
| Price Fair Value | 1.87 | 3.70 |
The decision-making processes within Universal Logistics are key to its success in a competitive market. By evaluating these processes, we assess the stock's potential for future gains.
Basic technical analysis of Universal Stock
As of the 28th of March, Universal Logistics has the Risk Adjusted Performance of (0.14), coefficient of variation of (555.57), and Variance of 14.06. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Universal Logistics, as well as the relationship between them.Universal Logistics' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Universal Logistics insiders, such as employees or executives, is commonly permitted as long as it does not rely on Universal Logistics' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Universal Logistics insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Universal Logistics' Outstanding Corporate Bonds
Universal Logistics issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Universal Logistics uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Universal bonds can be classified according to their maturity, which is the date when Universal Logistics Holdings has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand Universal Logistics' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Universal Logistics' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.14) | |||
| Market Risk Adjusted Performance | (0.35) | |||
| Mean Deviation | 2.32 | |||
| Coefficient Of Variation | (555.57) | |||
| Standard Deviation | 3.75 | |||
| Variance | 14.06 | |||
| Information Ratio | (0.18) | |||
| Jensen Alpha | (0.64) | |||
| Total Risk Alpha | (0.57) | |||
| Treynor Ratio | (0.36) | |||
| Maximum Drawdown | 23.09 | |||
| Value At Risk | (4.76) | |||
| Potential Upside | 3.82 | |||
| Skewness | (2.46) | |||
| Kurtosis | 11.02 |
| Risk Adjusted Performance | (0.14) | |||
| Market Risk Adjusted Performance | (0.35) | |||
| Mean Deviation | 2.32 | |||
| Coefficient Of Variation | (555.57) | |||
| Standard Deviation | 3.75 | |||
| Variance | 14.06 | |||
| Information Ratio | (0.18) | |||
| Jensen Alpha | (0.64) | |||
| Total Risk Alpha | (0.57) | |||
| Treynor Ratio | (0.36) | |||
| Maximum Drawdown | 23.09 | |||
| Value At Risk | (4.76) | |||
| Potential Upside | 3.82 | |||
| Skewness | (2.46) | |||
| Kurtosis | 11.02 |
Consider Universal Logistics' intraday indicators
Universal Logistics intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Universal Logistics stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 0.95 | |||
| Day Median Price | 26.26 | |||
| Day Typical Price | 26.26 | |||
| Price Action Indicator | (0.75) | |||
| Period Momentum Indicator | (1.51) | |||
| Relative Strength Index | 37.29 |
Universal Logistics Corporate Filings
| 20th of March 2025 Other Reports | ViewVerify | |
10K | 17th of March 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
F4 | 11th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 6th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Universal Stock media impact
Far too much social signal, news, headlines, and media speculation about Universal Logistics that are available to investors today. That information is available publicly through Universal media outlets and privately through word of mouth or via Universal internal channels. However, regardless of the origin, that massive amount of Universal data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Universal Logistics news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Universal Logistics relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Universal Logistics' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Universal Logistics alpha.
Universal Logistics Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Universal Logistics can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Universal Logistics Corporate Executives
Elected by the shareholders, the Universal Logistics' board of directors comprises two types of representatives: Universal Logistics inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Universal. The board's role is to monitor Universal Logistics' management team and ensure that shareholders' interests are well served. Universal Logistics' inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Universal Logistics' outside directors are responsible for providing unbiased perspectives on the board's policies.
| Jude Beres | CFO Treasurer | Profile |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in 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. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
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.
In summary, please note that there is a difference between Universal Logistics' value and its price, as these two are different measures arrived at by various 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.