ULH vs. JBHT
ULH (Universal Logistics Holdings, Inc.) and JBHT (J.B. Hunt Transport Services, Inc.) are both stocks. Both are in the Industrials sector — ULH in Trucking, JBHT in Integrated Freight & Logistics. Over the past 10 years, ULH returned 3.10%/yr vs 14.12%/yr for JBHT. At a 0.49 correlation, their price movements are largely independent.
Performance
ULH vs. JBHT - Performance Comparison
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Returns By Period
In the year-to-date period, ULH achieves a 8.47% return, which is significantly lower than JBHT's 44.66% return. Over the past 10 years, ULH has underperformed JBHT with an annualized return of 3.10%, while JBHT has yielded a comparatively higher 14.12% annualized return.
ULH
- 1D
- -2.16%
- 1M
- 1.54%
- YTD
- 8.47%
- 6M
- 1.02%
- 1Y
- -33.61%
- 3Y*
- -15.92%
- 5Y*
- -6.82%
- 10Y*
- 3.10%
JBHT
- 1D
- 1.62%
- 1M
- 17.72%
- YTD
- 44.66%
- 6M
- 49.60%
- 1Y
- 101.06%
- 3Y*
- 18.66%
- 5Y*
- 11.91%
- 10Y*
- 14.12%
ULH vs. JBHT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ULH Universal Logistics Holdings, Inc. | 8.47% | -66.29% | 65.61% | -14.91% | 79.93% | -6.65% | 9.85% | 7.47% | -22.69% | 47.88% |
JBHT J.B. Hunt Transport Services, Inc. | 44.66% | 15.20% | -13.75% | 15.59% | -13.92% | 50.64% | 18.11% | 26.77% | -18.41% | 19.60% |
Correlation
The correlation between ULH and JBHT is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since May 3, 2016 | 0.49 |
The correlation between ULH and JBHT has been stable across timeframes, ranging from 0.49 to 0.55 - a consistent structural relationship.
Fundamentals
ULH:
$428.76M
JBHT:
$26.66B
ULH:
-$4.15
JBHT:
$6.41
ULH:
0.28
JBHT:
2.24
ULH:
0.80
JBHT:
7.42
ULH:
$1.54B
JBHT:
$12.13B
ULH:
$122.73M
JBHT:
$2.10B
ULH:
$172.94M
JBHT:
$1.57B
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Return for Risk
ULH vs. JBHT — Risk / Return Rank
ULH
JBHT
ULH vs. JBHT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Universal Logistics Holdings, Inc. (ULH) and J.B. Hunt Transport Services, Inc. (JBHT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ULH | JBHT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.11 | ||
| Sortino ratioReturn per unit of downside risk | -4.15 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.48 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | -0.57 | 6.40 | -6.98 |
| Martin ratioReturn relative to average drawdown | -0.93 | 16.77 | -17.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ULH | JBHT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.42 | 2.69 | -3.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | 0.37 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.06 | 0.47 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.37 | -0.30 |
Drawdowns
ULH vs. JBHT - Drawdown Comparison
The maximum ULH drawdown since its inception was -76.06%, which is greater than JBHT's maximum drawdown of -71.55%. Use the drawdown chart below to compare losses from any high point for ULH and JBHT.
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Drawdown Indicators
| ULH | JBHT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.06% | -71.55% | -4.51% |
Max Drawdown (1Y)Largest decline over 1 year | -58.86% | -15.87% | -42.99% |
Max Drawdown (3Y)Largest decline over 3 years | -76.06% | -42.41% | -33.65% |
Max Drawdown (5Y)Largest decline over 5 years | -76.06% | -42.41% | -33.65% |
Max Drawdown (10Y)Largest decline over 10 years | -76.06% | -42.41% | -33.65% |
Current DrawdownCurrent decline from peak | -67.81% | 0.00% | -67.81% |
Average DrawdownAverage peak-to-trough decline | -30.77% | -18.56% | -12.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 36.06% | 6.05% | +30.01% |
Volatility
ULH vs. JBHT - Volatility Comparison
Universal Logistics Holdings, Inc. (ULH) has a higher volatility of 36.08% compared to J.B. Hunt Transport Services, Inc. (JBHT) at 9.83%. This indicates that ULH's price experiences larger fluctuations and is considered to be riskier than JBHT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ULH | JBHT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 36.08% | 9.83% | +26.25% |
Volatility (6M)Calculated over the trailing 6-month period | 68.65% | 22.70% | +45.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 79.62% | 37.91% | +41.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 56.44% | 32.04% | +24.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.48% | 29.87% | +19.61% |
Dividends
ULH vs. JBHT - Dividend Comparison
ULH's dividend yield for the trailing twelve months is around 2.58%, more than JBHT's 0.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JBHT J.B. Hunt Transport Services, Inc. | 0.64% | 0.91% | 1.01% | 0.84% | 0.92% | 0.58% | 0.79% | 0.89% | 1.03% | 0.80% | 0.91% | 1.15% |
ULH Universal Logistics Holdings, Inc. | 2.58% | 2.76% | 0.91% | 1.50% | 1.26% | 2.23% | 1.02% | 2.77% | 2.13% | 1.18% | 1.28% | 0.00% |
Financials
ULH vs. JBHT - Financials Comparison
This section allows you to compare key financial metrics between Universal Logistics Holdings, Inc. and J.B. Hunt Transport Services, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
ULH vs. JBHT - Profitability Comparison
ULH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Universal Logistics Holdings, Inc. reported a gross profit of 0.00 and revenue of 367.58M. Therefore, the gross margin over that period was 0.0%.
JBHT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, J.B. Hunt Transport Services, Inc. reported a gross profit of 866.00M and revenue of 3.06B. Therefore, the gross margin over that period was 28.3%.
ULH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Universal Logistics Holdings, Inc. reported an operating income of 4.78M and revenue of 367.58M, resulting in an operating margin of 1.3%.
JBHT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, J.B. Hunt Transport Services, Inc. reported an operating income of 207.05M and revenue of 3.06B, resulting in an operating margin of 6.8%.
ULH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Universal Logistics Holdings, Inc. reported a net income of -3.51M and revenue of 367.58M, resulting in a net margin of -1.0%.
JBHT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, J.B. Hunt Transport Services, Inc. reported a net income of 141.55M and revenue of 3.06B, resulting in a net margin of 4.6%.
Frequently Asked Questions
ULH and JBHT have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ULH has higher volatility (36.08%) compared to JBHT (9.83%). In terms of maximum drawdown, ULH dropped -76.06% vs JBHT's -71.55%.
JBHT currently has the higher Sharpe Ratio (2.69 vs -0.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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