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Universal Logistics Holdings, Inc. (ULH)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US91388P1057
CUSIP
91388P105
Industry
Trucking
IPO Date
Feb 11, 2005

Highlights

Market Cap
$556.81M
Enterprise Value
$936.45M
EPS (TTM)
-$3.79
Total Revenue (TTM)
$1.56B
Gross Profit (TTM)
$119.38M
EBITDA (TTM)
$117.09M
Year Range
$12.78 - $30.76
Target Price
$17.00
ROA (TTM)
-5.64%
ROE (TTM)
-18.48%

Share Price Chart


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Often compared with ULH:
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.


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S&P 500 Index

Returns By Period

Universal Logistics Holdings, Inc. (ULH) has returned 40.00% so far this year and -17.70% over the past 12 months.


Universal Logistics Holdings, Inc.

1D
3.22%
1M
27.88%
YTD
40.00%
6M
-8.63%
1Y
-17.70%
3Y*
-8.73%
5Y*
-2.94%
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since May 2, 2016, ULH's average daily return is +0.07%, while the average monthly return is +1.29%. At this rate, your investment would double in approximately 4.5 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 Feb 10, 2023 at -21.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.40%3.87%27.88%40.00%
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%
20248.92%10.85%9.33%21.18%-2.08%-7.00%6.01%-1.52%1.99%-2.48%23.95%-11.66%65.61%
20237.42%-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%
20212.96%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 2.71%, beta of 1.10, and R² of 0.17 versus S&P 500 Index. Calculated based on daily prices since May 03, 2016.

  • This stock participated in 144.88% of S&P 500 Index downside but only 121.70% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.17 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
2.71%
Beta
1.10
0.17
Upside Capture
121.70%
Downside Capture
144.88%

Return for Risk

Risk / Return Rank

ULH ranks 30 for risk / return — below 30% 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.


ULH Risk / Return Rank: 3030
Overall Rank
ULH Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
ULH Sortino Ratio Rank: 3131
Sortino Ratio Rank
ULH Omega Ratio Rank: 3131
Omega Ratio Rank
ULH Calmar Ratio Rank: 2929
Calmar Ratio Rank
ULH Martin Ratio Rank: 3030
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Universal Logistics Holdings, Inc. (ULH) and compare them to a chosen benchmark (S&P 500 Index).


ULHBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.25

0.90

-1.15

Sortino ratio

Return per unit of downside risk

0.10

1.39

-1.29

Omega ratio

Gain probability vs. loss probability

1.01

1.21

-0.20

Calmar ratio

Return relative to maximum drawdown

-0.37

1.40

-1.77

Martin ratio

Return relative to average drawdown

-0.65

6.61

-7.26

Explore ULH risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Universal Logistics Holdings, Inc. provided a 1.99% 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.


1.00%1.50%2.00%2.50%$0.00$0.10$0.20$0.30$0.40$0.502016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019201820172016
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

1.99%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.11$0.11
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 74.85%, occurring on Nov 20, 2025. The portfolio has not yet recovered.

The current Universal Logistics Holdings, Inc. drawdown is 58.45%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-74.85%Nov 7, 2024260Nov 20, 2025
-67.73%Oct 1, 2018370Mar 20, 2020597Aug 3, 2022967
-51.18%Feb 8, 2023182Oct 27, 2023124Apr 26, 2024306
-31.65%Dec 12, 201685Apr 13, 2017100Sep 6, 2017185
-23.69%Aug 19, 202225Sep 23, 202293Feb 7, 2023118

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.


Annual
Quarterly

0.0

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 0.4. 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 1.0. 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

Values in undefined except per share items