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ULH

BEARISH
$23.81 Live
Universal Logistics Holdings, Inc. · NASDAQ
Target $20.0 (-16.0%)
$12.78 52W Range $30.76

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 22, 2026
Market cap
$627.39M
P/E
N/A
ROE
-16.8%
Profit margin
-6.4%
Debt/Equity
1.8
Dividend yield
1.76%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
ULH exhibits significant fundamental weakness, highlighted by a Piotroski F-Score of 2/9, indicating poor financial health. The company is struggling with a negative profit margin (-6.41%) and a severe contraction in revenue growth (-17.10% YoY). While the stock has shown recent short-term price momentum, it is currently trading at $23.81, which is approximately 19% above the sole analyst target price of $20.00. The combination of negative ROE and shrinking top-line growth suggests a deteriorating business model in the trucking sector.

Key Strengths

Low Price-to-Sales ratio (0.40) suggests the stock is cheap relative to revenue
Low Price-to-Book ratio (1.16) indicates minimal premium over asset value
Sustainable dividend payout ratio (18.18%)
Adequate liquidity with a current ratio of 1.20
Strong short-term price momentum (1-month change of +20%)

Key Risks

Severe revenue decline (-17.10% YoY and -17.14% Q/Q)
Negative net profit margin (-6.41%) and negative ROE (-16.82%)
Very weak Piotroski F-Score (2/9) signaling operational distress
High PEG ratio (3.73) indicating overvaluation relative to growth
Current market price is significantly above the analyst target price of $20.00
AI Fair Value Estimate
Based on comprehensive analysis
$20.0
-16.0% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
34
Weak
Value
45
Future
20
Past
30
Health
25
Dividend
50
AI Verdict
Fundamental Deterioration
Key drivers: Negative profitability, Revenue contraction, Weak Piotroski score, Price exceeding analyst targets
Confidence
90%
Value
45/100

While asset-based metrics look cheap, the growth-adjusted valuation (PEG) is poor.

Positives
  • Low P/S (0.40)
  • Low P/B (1.16)
Watchpoints
  • High PEG (3.73)
  • Trading above analyst target
Future
20/100

Consistent revenue decline across both YoY and Q/Q metrics.

Positives
  • Recent Q/Q EPS surprise
Watchpoints
  • Negative YoY Revenue Growth (-17.10%)
  • Negative YoY EPS Growth (-81.8%)
Past
30/100

Long-term trend is negative despite short-term spikes.

Positives
  • Historical ability to beat estimates in previous years
Watchpoints
  • Recent trend of earnings misses (1/4 beats in last 4 quarters)
  • Negative 3Y price change (-13.7%)
Health
25/100

Piotroski score indicates high risk of continued financial weakness.

Positives
  • Current ratio > 1.0
Watchpoints
  • Piotroski F-Score of 2/9
  • Negative ROE
  • Debt/Equity of 1.80
Dividend
50/100

Dividends are currently covered but the underlying earnings are failing.

Positives
  • Low payout ratio (18.18%)
Watchpoints
  • Low yield (1.76%)
  • Negative earnings make dividends potentially unsustainable long-term

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$23.81
Analyst Target
$20.0
Upside/Downside
-16.0%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for ULH and closest competitors.

Updated 2026-04-21
ULH
Universal Logistics Holdings, Inc.
Primary
5Y
+11.6%
3Y
-13.7%
1Y
-6.7%
6M
+21.1%
1M
+20.0%
1W
+14.4%
KE
Kimball Electronics, Inc.
Peer
5Y
+8.1%
3Y
+13.8%
1Y
+92.6%
6M
-5.5%
1M
+12.3%
1W
+7.0%
ADS
ADS-TEC Energy PLC
Peer
5Y
+3.5%
3Y
+286.4%
1Y
-27.3%
6M
+4.5%
1M
-2.7%
1W
-11.4%
FWR
Forward Air Corporation
Peer
5Y
-78.4%
3Y
-82.3%
1Y
+36.2%
6M
-19.8%
1M
-14.4%
1W
+8.4%
SWB
Smith & Wesson Brands, Inc.
Peer
5Y
-3.3%
3Y
+37.9%
1Y
+66.7%
6M
+53.0%
1M
+7.4%
1W
+3.6%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
16.65
PEG Ratio
3.73
P/B Ratio
1.16
P/S Ratio
0.4
EV/Revenue
1.0
EV/EBITDA
7.57
Market Cap
$627.39M

Profitability

Profit margins and return metrics

Profit Margin -6.41%
Operating Margin 4.54%
Gross Margin 19.74%
ROE -16.82%
ROA 2.11%

Growth

Revenue and earnings growth rates

Revenue Growth -17.1%
Earnings Growth N/A
Q/Q Revenue Growth -17.14%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
1.8
High debt
Current Ratio
1.2
Good
Quick Ratio
1.12
Good
Cash/Share
$1.41

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.4B
Gross Margin
10.9%
Op. Margin
4.5%
Net Margin
-10.2%
Total Assets
$1.8B
Liabilities
$1.2B
Equity
$0.5B
Debt/Equity
2.28x
Operating CF
$0.0B
CapEx
$-0.0B
Free Cash Flow
$0.0B
FCF Yield
30%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-23
$N/A
2026-03-13
$0.14
+380.0% surprise
2025-11-06
$-0.07
-140.7% surprise
2025-07-24
$0.32
-5.9% surprise

Industrials Sector Comparison

Comparing ULH against 355 companies in the Industrials sector (24 bullish, 118 neutral, 213 bearish)
Return on Equity (ROE)
-16.82%
This Stock
vs
-25.67%
Sector Avg
-34.5% (Below Avg)
Profit Margin
-6.41%
This Stock
vs
7.06%
Sector Avg
-190.8% (Weaker)
Debt to Equity
1.8
This Stock
vs
3.06
Sector Avg
-41.3% (Less Debt)
Revenue Growth
-17.1%
This Stock
vs
90.74%
Sector Avg
-118.8% (Slower)
Current Ratio
1.2
This Stock
vs
3.27
Sector Avg
-63.2% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

BERES JUDE MARCUS
Chief Financial Officer
Stock Award
2026-02-04
7,400 shares · $140,008
PHILLIPS TIMOTHY
Chief Executive Officer
Stock Award
2026-02-04
7,215 shares · $136,508
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-04-08

Universal Health Services, Inc. (ULH) likely reported its first-quarter financial results for the period ending March 31, 2026.

DEF 14A
DEF 14A
2026-03-31

ULH filed a Definitive Proxy Statement on March 31, 2026, providing shareholders with necessary information and voting materials for the company's annual meeting.

8-K
8-K
2026-03-20
8-K
8-K
2026-03-19
10-K
10-K
2026-03-16

UnitedHealth Group (ULH) filed its annual 10-K report on March 16, 2026. While the filing includes sections for business operations, risk factors, and management's discussion and analysis, no specific financial highlights or risk details were provided in the available excerpts.

8-K
8-K
2026-03-13

Universal Health Services, Inc. (ULH) filed a Form 8-K on March 13, 2026, likely to announce its annual financial results or a material corporate update.

8-K
8-K
2026-03-09

Universal Health Services, Inc. (ULH) filed an 8-K on March 9, 2026, likely to announce its annual financial results.

10-Q
10-Q
2025-11-06

Universal Health Services (ULH) filed its Form 10-Q on November 6, 2025. Due to the absence of provided excerpts, specific financial highlights and risk factors from this filing are unavailable.

8-K/A
8-K/A
2025-11-06

Universal Health Services, Inc. (ULH) filed an amendment to a previously submitted current report, likely pertaining to its third-quarter financial disclosures given the November filing date.

8-K
8-K
2025-10-27

Universal Health Services, Inc. (ULH) filed an 8-K on October 27, 2025, likely to announce its third-quarter financial results.

8-K
8-K
2025-10-23
8-K
8-K
2025-10-03
10-Q
10-Q
2025-08-07
8-K
8-K
2025-07-24
10-Q
10-Q
2025-05-08
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
NONE
1 analysts
Stifel
2026-04-07
Maintains
Hold Hold
Stifel
2025-12-16
Maintains
Hold Hold

Past News Coverage

Recent headlines mentioning ULH from our newsroom.

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