UTI vs. LMB
UTI (Universal Technical Institute, Inc.) and LMB (Limbach Holdings, Inc.) are both stocks. UTI operates in Education & Training Services (Consumer Defensive), while LMB operates in Engineering & Construction (Industrials). Over the past 10 years, UTI returned 30.83%/yr vs 23.37%/yr for LMB. At a 0.14 correlation, their price movements are largely independent.
Performance
UTI vs. LMB - Performance Comparison
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Returns By Period
In the year-to-date period, UTI achieves a 70.42% return, which is significantly higher than LMB's 4.69% return. Over the past 10 years, UTI has outperformed LMB with an annualized return of 30.83%, while LMB has yielded a comparatively lower 23.37% annualized return.
UTI
- 1D
- 6.89%
- 1M
- 20.12%
- YTD
- 70.42%
- 6M
- 78.05%
- 1Y
- 25.79%
- 3Y*
- 89.54%
- 5Y*
- 49.26%
- 10Y*
- 30.83%
LMB
- 1D
- 1.67%
- 1M
- -20.32%
- YTD
- 4.69%
- 6M
- 12.88%
- 1Y
- -39.62%
- 3Y*
- 55.90%
- 5Y*
- 54.29%
- 10Y*
- 23.37%
UTI vs. LMB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UTI Universal Technical Institute, Inc. | 70.42% | 1.63% | 105.35% | 86.31% | -14.07% | 21.05% | -16.21% | 111.23% | 52.08% | -17.53% |
LMB Limbach Holdings, Inc. | 4.69% | -8.99% | 88.12% | 336.79% | 15.67% | -27.01% | 226.19% | 2.72% | -73.39% | -1.91% |
Correlation
The correlation between UTI and LMB is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Jan 22, 2016 | 0.14 |
The correlation between UTI and LMB shifts across timeframes, from 0.14 (all time) to 0.27 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
UTI:
$2.48B
LMB:
$983.51M
UTI:
$0.77
LMB:
$2.75
UTI:
58.13
LMB:
29.67
UTI:
0.38
LMB:
0.41
UTI:
2.85
LMB:
1.51
UTI:
7.30
LMB:
5.01
UTI:
$868.99M
LMB:
$652.56M
UTI:
$208.88M
LMB:
$163.77M
UTI:
$76.70M
LMB:
$58.72M
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Return for Risk
UTI vs. LMB — Risk / Return Rank
UTI
LMB
UTI vs. LMB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Universal Technical Institute, Inc. (UTI) and Limbach Holdings, Inc. (LMB). 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.
| UTI | LMB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.08 | ||
| Sortino ratioReturn per unit of downside risk | +1.47 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 0.93 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.67 | -0.71 | +1.38 |
| Martin ratioReturn relative to average drawdown | 1.49 | -1.04 | +2.53 |
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
| UTI | LMB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | -0.61 | +1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.03 | 0.87 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.37 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.37 | -0.30 |
Drawdowns
UTI vs. LMB - Drawdown Comparison
The maximum UTI drawdown since its inception was -96.06%, which is greater than LMB's maximum drawdown of -84.10%. Use the drawdown chart below to compare losses from any high point for UTI and LMB.
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Drawdown Indicators
| UTI | LMB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.06% | -84.10% | -11.96% |
Max Drawdown (1Y)Largest decline over 1 year | -38.90% | -55.92% | +17.02% |
Max Drawdown (3Y)Largest decline over 3 years | -39.36% | -55.92% | +16.56% |
Max Drawdown (5Y)Largest decline over 5 years | -51.19% | -55.92% | +4.73% |
Max Drawdown (10Y)Largest decline over 10 years | -61.88% | -84.10% | +22.22% |
Current DrawdownCurrent decline from peak | 0.00% | -45.50% | +45.50% |
Average DrawdownAverage peak-to-trough decline | -65.69% | -31.60% | -34.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.31% | 38.22% | -20.91% |
Volatility
UTI vs. LMB - Volatility Comparison
The current volatility for Universal Technical Institute, Inc. (UTI) is 21.61%, while Limbach Holdings, Inc. (LMB) has a volatility of 44.90%. This indicates that UTI experiences smaller price fluctuations and is considered to be less risky than LMB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UTI | LMB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.61% | 44.90% | -23.29% |
Volatility (6M)Calculated over the trailing 6-month period | 38.26% | 56.24% | -17.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 55.28% | 65.52% | -10.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 48.03% | 62.59% | -14.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 53.47% | 63.21% | -9.74% |
Dividends
UTI vs. LMB - Dividend Comparison
Neither UTI nor LMB has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMB Limbach Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UTI Universal Technical Institute, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.69% | 5.15% |
Financials
UTI vs. LMB - Financials Comparison
This section allows you to compare key financial metrics between Universal Technical Institute, Inc. and Limbach Holdings, 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
UTI vs. LMB - Profitability Comparison
UTI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Universal Technical Institute, Inc. reported a gross profit of -109.80M and revenue of 221.40M. Therefore, the gross margin over that period was -49.6%.
LMB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Limbach Holdings, Inc. reported a gross profit of 31.17M and revenue of 138.86M. Therefore, the gross margin over that period was 22.5%.
UTI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Universal Technical Institute, Inc. reported an operating income of 339.00K and revenue of 221.40M, resulting in an operating margin of 0.2%.
LMB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Limbach Holdings, Inc. reported an operating income of 1.13M and revenue of 138.86M, resulting in an operating margin of 0.8%.
UTI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Universal Technical Institute, Inc. reported a net income of 433.00K and revenue of 221.40M, resulting in a net margin of 0.2%.
LMB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Limbach Holdings, Inc. reported a net income of 4.38M and revenue of 138.86M, resulting in a net margin of 3.2%.
Frequently Asked Questions
UTI and LMB have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LMB has higher volatility (44.90%) compared to UTI (21.61%). In terms of maximum drawdown, UTI dropped -96.06% vs LMB's -84.10%.
UTI currently has the higher Sharpe Ratio (0.47 vs -0.61), 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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