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ISIN
US91388P1057
CUSIP
91388P105
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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Often compared with ULH:
ULH vs. VTIULH vs. JBHT

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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S&P 500 Index

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.40%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%
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 -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
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.


ULH Risk / Return Rank: 2525
Overall Rank
ULH Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
ULH Sortino Ratio Rank: 2727
Sortino Ratio Rank
ULH Omega Ratio Rank: 2727
Omega Ratio Rank
ULH Calmar Ratio Rank: 2222
Calmar Ratio Rank
ULH Martin Ratio Rank: 2323
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 S&P 500 Index.


ULHBenchmarkDifference
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

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.


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

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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 5mo2y 4mo
3y 10moOct 2018 - Aug 2022
2023 bear market2023
-51.18%Oct 2023
8mo 21d6mo 2d
1y 2moFeb 2023 - Apr 2024
2017 bear market2017
-31.65%Apr 2017
4mo 2d4mo 26d
8mo 28dDec 2016 - Sep 2017
Bear market2022
-23.69%Sep 2022
1mo 5d4mo 17d
5mo 22dAug 2022 - Feb 2023

Drawdown Indicators


ULHBenchmarkDifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

-67.81%

-0.74%

-67.07%

Average Drawdown

Average peak-to-trough decline

-30.77%

-10.72%

-20.05%

Ulcer Index

Depth 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.


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 0.3. 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

Values in undefined except per share items
Portfolio Analyzer

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