- ISIN
- US91388P1057
- CUSIP
- 91388P105
- Sector
- Industrials
- Industry
- Trucking
- IPO Date
- Feb 11, 2005
Highlights
- Market Cap
- $428.76M
- Enterprise Value
- $814.09M
- EPS (TTM)
- -$4.15
- Total Revenue (TTM)
- $1.54B
- Gross Profit (TTM)
- $122.73M
- EBITDA (TTM)
- $172.94M
- Year Range
- $11.73 - $30.76
- Target Price
- $17.00
- ROA (TTM)
- -6.34%
- ROE (TTM)
- -20.31%
Share Price Chart
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Performance
ULH Performance Chart
Universal Logistics Holdings, Inc. (ULH) is up 8.5% since the beginning of the year. At $16 per share, ULH is trading 47.1% below its 52-week high of $31. Investors who bought $1,000 worth of ULH shares 5 years ago would now be looking at an investment worth $702.
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Returns By Period
Universal Logistics Holdings, Inc. (ULH) has returned 8.47% so far this year and -33.61% over the past 12 months. Over the last ten years, ULH has returned 3.10% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.
Universal Logistics Holdings, Inc.
- 1D
- -2.16%
- 1M
- 1.54%
- YTD
- 8.47%
- 6M
- 1.02%
- 1Y
- -33.61%
- 3Y*
- -15.92%
- 5Y*
- -6.82%
- 10Y*
- 3.10%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
ULH Monthly Returns History
Based on dividend-adjusted daily data since May 2, 2016, ULH's average daily return is +0.06%, while the average monthly return is +1.12%. At this rate, an investment would double in approximately 5.2 years.
Historically, 53% of months were positive and 47% were negative. The best month was May 2022 with a return of +37.5%, while the worst month was Feb 2025 at -38.5%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.
On a daily basis, ULH closed higher 50% of trading days. The best single day was Apr 26, 2024 with a return of +39.4%, while the worst single day was May 4, 2026 at -28.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.40% | 3.87% | 27.88% | 13.91% | -33.93% | 2.94% | 8.47% | ||||||
| 2025 | -3.74% | -38.49% | -3.16% | -17.15% | 10.67% | 5.95% | -5.71% | 8.83% | -9.64% | -30.97% | -7.17% | 1.84% | -66.29% |
| 2024 | 8.92% | 10.85% | 9.33% | 21.18% | -2.08% | -7.00% | 6.01% | -1.52% | 1.99% | -2.48% | 23.95% | -11.66% | 65.61% |
| 2023 | 7.42% | -17.32% | -1.51% | -12.18% | 3.71% | 8.93% | 7.91% | -12.44% | -7.15% | -11.12% | 10.55% | 13.74% | -14.91% |
| 2022 | -9.70% | 12.33% | 5.92% | 0.65% | 37.52% | -1.73% | 10.03% | 21.50% | -12.87% | 0.88% | 18.66% | -11.69% | 79.93% |
| 2021 | 2.96% | 10.91% | 12.39% | -4.94% | -0.04% | -6.41% | -1.07% | -5.12% | -7.75% | 4.98% | -11.81% | 2.02% | -6.65% |
Benchmark Metrics
Universal Logistics Holdings, Inc. has an annualized alpha of -0.38%, beta of 1.10, and R2 of 0.16 versus S&P 500 Index. Calculated based on daily prices since May 03, 2016.
- This stock participated in 143.98% of S&P 500 Index downside but only 101.14% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.16 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -0.38%
- Beta
- 1.10
- R²
- 0.16
- Upside Capture
- 101.14%
- Downside Capture
- 143.98%
Return for Risk
Risk / Return Rank
ULH ranks 25 for risk / return — below 25% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Universal Logistics Holdings, Inc. (ULH) and compare them to S&P 500 Index.
| ULH | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.67 | ||
| Sortino ratioReturn per unit of downside risk | -3.22 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.41 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.57 | 2.93 | -3.50 |
| Martin ratioReturn relative to average drawdown | -0.93 | 13.52 | -14.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Universal Logistics Holdings, Inc. provided a 2.58% dividend yield over the last twelve months, with an annual payout of $0.42 per share. The company has been increasing its dividends for 5 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.42 | $0.42 | $0.42 | $0.42 | $0.42 | $0.42 | $0.21 | $0.53 | $0.39 | $0.28 | $0.21 |
Dividend yield | 2.58% | 2.76% | 0.91% | 1.50% | 1.26% | 2.23% | 1.02% | 2.77% | 2.13% | 1.18% | 1.28% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.21 | ||||||
| 2025 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.11 | $0.42 |
| 2024 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.11 | $0.42 |
| 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 | $0.42 |
| 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 | $0.42 |
| 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 | $0.42 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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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 76.06%, occurring on May 12, 2026. The portfolio has not yet recovered.
The current Universal Logistics Holdings, Inc. drawdown is 67.81%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -76.06%May 2026 | 1y 6mo | — | 1y 6moNov 2024 - now |
COVID crash2020 | -67.73%Mar 2020 | 1y 5mo | 2y 4mo | 3y 10moOct 2018 - Aug 2022 |
2023 bear market2023 | -51.18%Oct 2023 | 8mo 21d | 6mo 2d | 1y 2moFeb 2023 - Apr 2024 |
2017 bear market2017 | -31.65%Apr 2017 | 4mo 2d | 4mo 26d | 8mo 28dDec 2016 - Sep 2017 |
Bear market2022 | -23.69%Sep 2022 | 1mo 5d | 4mo 17d | 5mo 22dAug 2022 - Feb 2023 |
Drawdown Indicators
| ULH | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.06% | -56.78% | -19.28% |
Max Drawdown (1Y)Largest decline over 1 year | -58.86% | -9.10% | -49.76% |
Max Drawdown (3Y)Largest decline over 3 years | -76.06% | -18.90% | -57.16% |
Max Drawdown (5Y)Largest decline over 5 years | -76.06% | -25.43% | -50.63% |
Max Drawdown (10Y)Largest decline over 10 years | -76.06% | -33.92% | -42.14% |
Current DrawdownCurrent decline from peak | -67.81% | -0.74% | -67.07% |
Average DrawdownAverage peak-to-trough decline | -30.77% | -10.72% | -20.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 36.06% | 1.97% | +34.09% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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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.
Valuation
The Valuation section provides an overview of how Universal Logistics Holdings, Inc. is priced in the market compared to other companies in the Trucking industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for ULH relative to other companies in the Trucking industry. Currently, ULH has a P/S ratio of 0.3. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for ULH in comparison with other companies in the Trucking industry. Currently, ULH has a P/B value of 0.8. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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