Universal Logistics Holdings Stock Performance
| ULH Stock | USD 43.85 0.27 0.61% |
Universal Logistics has a performance score of 2 on a scale of 0 to 100. The entity has a beta of 0.93, which indicates possible diversification benefits within a given portfolio. Universal Logistics returns are very sensitive to returns on the market. As the market goes up or down, Universal Logistics is expected to follow. Universal Logistics right now has a risk of 3.24%. Please validate Universal Logistics semi variance, and the relationship between the treynor ratio and daily balance of power , to decide if Universal Logistics will be following its existing price patterns.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Universal Logistics Holdings are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite fairly inconsistent essential indicators, Universal Logistics may actually be approaching a critical reversion point that can send shares even higher in February 2025. ...more
Actual Historical Performance (%)
One Day Return (0.61) | Five Day Return (0.72) | Year To Date Return 0.23 | Ten Year Return 83.55 | All Time Return 94.89 |
Forward Dividend Yield 0.0096 | Payout Ratio | Forward Dividend Rate 0.42 | Dividend Date 2025-01-02 | Ex Dividend Date 2024-12-02 |
1 | Universal Logistics Holdings Reports Third Quarter 2024 Financial Results Declares Dividend | 10/24/2024 |
2 | Universal Logistics Holdings Inc Stock Price Down 10. percent on Oct 25 | 10/25/2024 |
3 | Universal Logistics Holdings Inc Trading 3.43 percent Higher on Oct 29 | 10/29/2024 |
4 | Ground Transportation Stocks Q3 Highlights Avis Budget Group | 11/22/2024 |
5 | Disposition of 3200000 shares by Moroun Matthew T of Universal Logistics at 24.6153 subject to Rule 16b-3 | 11/29/2024 |
6 | Universal Logistics Holdings Inc Stock Price Down 3.55 percent on Dec 5 | 12/05/2024 |
7 | One of Cincinnatis largest logistics companies sold to Universal Logistics Holding for 194M | 12/16/2024 |
| Universal Logistics dividend paid on 2nd of January 2025 | 01/02/2025 |
8 | Universal Logistics Holdings investors will be pleased with their stellar 150 percent return over the last three years | 01/15/2025 |
| Begin Period Cash Flow | 47.2 M |
Universal |
Universal Logistics Relative Risk vs. Return Landscape
If you would invest 4,228 in Universal Logistics Holdings on October 23, 2024 and sell it today you would earn a total of 157.00 from holding Universal Logistics Holdings or generate 3.71% return on investment over 90 days. Universal Logistics Holdings is generating 0.1117% of daily returns assuming volatility of 3.2354% on return distribution over 90 days investment horizon. In other words, 28% of stocks are less volatile than Universal, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Universal Logistics Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Universal Logistics' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Universal Logistics Holdings, and traders can use it to determine the average amount a Universal Logistics' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0345
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| Cash | Small Risk | ULH | High Risk | Huge Risk |
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Estimated Market Risk
| 3.24 actual daily | 28 72% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Universal Logistics is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Universal Logistics by adding it to a well-diversified portfolio.
Universal Logistics Fundamentals Growth
Universal Stock prices reflect investors' perceptions of the future prospects and financial health of Universal Logistics, and Universal Logistics fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Universal Stock performance.
| Return On Equity | 0.23 | ||||
| Return On Asset | 0.098 | ||||
| Profit Margin | 0.07 % | ||||
| Operating Margin | 0.11 % | ||||
| Current Valuation | 1.76 B | ||||
| Shares Outstanding | 26.32 M | ||||
| Price To Earning | 17.83 X | ||||
| Price To Book | 1.83 X | ||||
| Price To Sales | 0.65 X | ||||
| Revenue | 1.66 B | ||||
| Gross Profit | 421.32 M | ||||
| EBITDA | 225.54 M | ||||
| Net Income | 92.9 M | ||||
| Cash And Equivalents | 22.92 M | ||||
| Cash Per Share | 0.87 X | ||||
| Total Debt | 475.54 M | ||||
| Debt To Equity | 1.44 % | ||||
| Current Ratio | 1.57 X | ||||
| Book Value Per Share | 23.98 X | ||||
| Cash Flow From Operations | 210.25 M | ||||
| Earnings Per Share | 4.98 X | ||||
| Market Capitalization | 1.15 B | ||||
| Total Asset | 1.25 B | ||||
| Retained Earnings | 595.45 M | ||||
| Working Capital | 100.67 M | ||||
| Current Asset | 201.96 M | ||||
| Current Liabilities | 148.76 M | ||||
About Universal Logistics Performance
By evaluating Universal Logistics' fundamental ratios, stakeholders can gain valuable insights into Universal Logistics' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Universal Logistics has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Universal Logistics has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 2.90 | 1.98 | |
| Return On Tangible Assets | 0.10 | 0.11 | |
| Return On Capital Employed | 0.17 | 0.14 | |
| Return On Assets | 0.09 | 0.10 | |
| Return On Equity | 0.16 | 0.15 |
Things to note about Universal Logistics performance evaluation
Checking the ongoing alerts about Universal Logistics for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Universal Logistics help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Universal Logistics had very high historical volatility over the last 90 days | |
| 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 | |
| On 2nd of January 2025 Universal Logistics paid $ 0.105 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Universal Logistics Holdings investors will be pleased with their stellar 150 percent return over the last three years |
- Analyzing Universal Logistics' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Universal Logistics' stock is overvalued or undervalued compared to its peers.
- Examining Universal Logistics' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Universal Logistics' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Universal Logistics' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Universal Logistics' stock. These opinions can provide insight into Universal Logistics' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Universal Stock analysis
When running Universal Logistics' price analysis, check to measure Universal Logistics' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Universal Logistics is operating at the current time. Most of Universal Logistics' value examination focuses on studying past and present price action to predict the probability of Universal Logistics' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Universal Logistics' price. Additionally, you may evaluate how the addition of Universal Logistics to your portfolios can decrease your overall portfolio volatility.
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