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Universal Logistics Holdings, Inc. (ULH)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS91388P1057
CUSIP91388P105
SectorIndustrials
IndustryTrucking

Highlights

Market Cap$881.36M
EPS$3.53
PE Ratio9.49
PEG Ratio6.88
Revenue (TTM)$1.66B
Gross Profit (TTM)$426.66M
EBITDA (TTM)$222.48M
Year Range$20.70 - $38.50
Target Price$36.00
Short %1.65%
Short Ratio3.25

Share Price Chart


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Universal Logistics Holdings, Inc.

Popular comparisons: ULH vs. VTI

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Universal Logistics Holdings, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%20.00%40.00%60.00%NovemberDecember2024FebruaryMarchApril
52.37%
21.11%
ULH (Universal Logistics Holdings, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Universal Logistics Holdings, Inc. had a return of 23.62% year-to-date (YTD) and 20.91% in the last 12 months. Over the past 10 years, Universal Logistics Holdings, Inc. had an annualized return of 3.91%, while the S&P 500 had an annualized return of 10.55%, indicating that Universal Logistics Holdings, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date23.62%6.30%
1 month-3.87%-3.13%
6 months49.84%19.37%
1 year20.91%22.56%
5 years (annualized)11.25%11.65%
10 years (annualized)3.91%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20248.92%10.85%9.33%
2023-7.15%-11.12%10.55%13.74%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ULH is 66, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of ULH is 6666
Universal Logistics Holdings, Inc.(ULH)
The Sharpe Ratio Rank of ULH is 6969Sharpe Ratio Rank
The Sortino Ratio Rank of ULH is 6464Sortino Ratio Rank
The Omega Ratio Rank of ULH is 6262Omega Ratio Rank
The Calmar Ratio Rank of ULH is 6868Calmar Ratio Rank
The Martin Ratio Rank of ULH is 6565Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Universal Logistics Holdings, Inc. (ULH) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ULH
Sharpe ratio
The chart of Sharpe ratio for ULH, currently valued at 0.59, compared to the broader market-2.00-1.000.001.002.003.000.59
Sortino ratio
The chart of Sortino ratio for ULH, currently valued at 1.07, compared to the broader market-4.00-2.000.002.004.006.001.07
Omega ratio
The chart of Omega ratio for ULH, currently valued at 1.13, compared to the broader market0.501.001.501.13
Calmar ratio
The chart of Calmar ratio for ULH, currently valued at 0.42, compared to the broader market0.001.002.003.004.005.000.42
Martin ratio
The chart of Martin ratio for ULH, currently valued at 1.38, compared to the broader market0.0010.0020.0030.001.38
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.92, compared to the broader market-2.00-1.000.001.002.003.001.92
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market-4.00-2.000.002.004.006.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.47, compared to the broader market0.001.002.003.004.005.001.47
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.64, compared to the broader market0.0010.0020.0030.007.64

Sharpe Ratio

The current Universal Logistics Holdings, Inc. Sharpe ratio is 0.59. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
0.59
1.92
ULH (Universal Logistics Holdings, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Universal Logistics Holdings, Inc. granted a 1.22% dividend yield in the last twelve months. The annual payout for that period amounted to $0.42 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.42$0.42$0.42$0.42$0.21$0.64$0.38$0.28$0.28$0.28$0.28$0.14

Dividend yield

1.22%1.50%1.26%2.23%1.02%3.35%2.12%1.17%1.71%1.99%0.98%0.46%

Monthly Dividends

The table displays the monthly dividend distributions for Universal Logistics Holdings, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.11
2023$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.11$0.00$0.00$0.00$0.11
2022$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11
2021$0.00$0.11$0.00$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11
2020$0.00$0.11$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.11
2019$0.00$0.00$0.22$0.00$0.11$0.00$0.00$0.21$0.00$0.00$0.11$0.00
2018$0.00$0.00$0.07$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00
2017$0.00$0.00$0.07$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00
2016$0.00$0.00$0.07$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00
2015$0.00$0.07$0.00$0.00$0.07$0.00$0.07$0.00$0.00$0.07$0.00$0.00
2014$0.00$0.07$0.00$0.00$0.07$0.00$0.07$0.00$0.00$0.07$0.00$0.00
2013$0.07$0.00$0.07$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.2%
Universal Logistics Holdings, Inc. has a dividend yield of 1.22%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%11.9%
Universal Logistics Holdings, Inc. has a payout ratio of 11.86%, which is below the market average. This means Universal Logistics Holdings, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-19.82%
-3.50%
ULH (Universal Logistics Holdings, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Universal Logistics Holdings, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Universal Logistics Holdings, Inc. was 69.32%, occurring on Feb 23, 2009. Recovery took 1199 trading sessions.

The current Universal Logistics Holdings, Inc. drawdown is 19.82%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.32%Jul 5, 2006664Feb 23, 20091199Nov 25, 20131863
-67.57%Oct 1, 2018370Mar 20, 2020597Aug 3, 2022967
-63.6%Jan 24, 2014500Jan 19, 2016637Jul 30, 20181137
-51.18%Feb 8, 2023182Oct 27, 2023
-42.26%Mar 3, 200578Jun 22, 2005107Nov 22, 2005185

Volatility

Volatility Chart

The current Universal Logistics Holdings, Inc. volatility is 10.27%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2024FebruaryMarchApril
10.27%
3.58%
ULH (Universal Logistics Holdings, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Universal Logistics Holdings, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

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Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items