Universal Stock Performance

ULH
 Stock
  

USD 37.77  1.20  3.08%   

Universal Logistics has a performance score of 4 on a scale of 0 to 100. The entity has a beta of 1.1197, which indicates a somewhat significant risk relative to the market. Let's try to break down what Universal's beta means in this case. Universal Logistics returns are very sensitive to returns on the market. As the market goes up or down, Universal Logistics is expected to follow. Although it is important to respect Universal Logistics current price movements, it is better to be realistic regarding the information on the equity's historical returns. The philosophy towards measuring future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By inspecting Universal Logistics technical indicators, you can presently evaluate if the expected return of 0.17% will be sustainable into the future. Universal Logistics right now has a risk of 2.81%. Please validate Universal Logistics semi variance, and the relationship between the treynor ratio and daily balance of power to decide if Universal Logistics will be following its existing price patterns.
  
Universal Performance
4 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Universal Logistics Holdings are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite nearly uncertain essential indicators, Universal Logistics may actually be approaching a critical reversion point that can send shares even higher in January 2023. ...more

Structure and Payout Changes

Forward Annual Dividend Yield
0.0117
Payout Ratio
0.0738
Forward Annual Dividend Rate
0.42
Dividend Date
2023-01-03
Ex Dividend Date
2022-12-02

Universal Price Channel

Begin Period Cash Flow8763000.00
DescriptionUniversal Logistics Holdings, Inc. provides transportation and logistics solutions in the United States, Mexico, Canada, and Colombia. It offers truckload services, which include dry van, flatbed, heavy-haul, and refrigerated operations domestic and inter
Total Cashflows From Investing Activities-33233000.00

Universal Logistics Relative Risk vs. Return Landscape

If you would invest  3,466  in Universal Logistics Holdings on September 5, 2022 and sell it today you would earn a total of  311.00  from holding Universal Logistics Holdings or generate 8.97% return on investment over 90 days. Universal Logistics Holdings is generating 0.1731% of daily returns assuming volatility of 2.8066% on return distribution over 90 days investment horizon. In other words, 24% of stocks are less volatile than Universal, and above 97% of all equities are expected to generate higher returns over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Considering the 90-day investment horizon Universal Logistics is expected to generate 0.22 times more return on investment than the market. However, the company is 4.46 times less risky than the market. It trades about 0.06 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.11 per unit of risk.

Universal Logistics Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Universal Logistics' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Universal Logistics Holdings, and traders can use it to determine the average amount a Universal Logistics' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0617

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Estimated Market Risk
 2.81
  actual daily
 
 24 %
of total potential
 
2424
Expected Return
 0.17
  actual daily
 
 3 %
of total potential
 
33
Risk-Adjusted Return
 0.06
  actual daily
 
 4 %
of total potential
 
44
Based on monthly moving average Universal Logistics is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Universal Logistics by adding it to a well-diversified portfolio.

About Universal Logistics Performance

To evaluate Universal Logistics Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Universal Logistics generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Universal Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Universal Logistics market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Universal's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Return on Investment 14.41  17.53 
Return on Average Assets 6.70  7.93 
Return on Average Equity 27.22  29.77 

Things to note about Universal Logistics

Checking the ongoing alerts about Universal Logistics for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Universal Logistics help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Universal Logistics Alerts

Equity Alerts and Improvement Suggestions

About 73.0% of the company outstanding shares are owned by insiders
Latest headline from news.google.com: Should You Investigate Universal Logistics Holdings, Inc. At US38.33 - Simply Wall St
Also, please take a look at World Market Map. You can also try Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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When running Universal Logistics price analysis, check to measure Universal Logistics' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Universal Logistics is operating at the current time. Most of Universal Logistics' value examination focuses on studying past and present price action to predict the probability of Universal Logistics' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Universal Logistics' price. Additionally, you may evaluate how the addition of Universal Logistics to your portfolios can decrease your overall portfolio volatility.
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Is Universal Logistics' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Universal Logistics. If investors know Universal will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Universal Logistics listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
3.84
Market Capitalization
992.5 M
Quarterly Revenue Growth YOY
0.14
Return On Assets
0.12
Return On Equity
0.43
The market value of Universal Logistics is measured differently than its book value, which is the value of Universal that is recorded on the company's balance sheet. Investors also form their own opinion of Universal Logistics' value that differs from its market value or its book value, called intrinsic value, which is Universal Logistics' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Universal Logistics' market value can be influenced by many factors that don't directly affect Universal Logistics' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Universal Logistics' value and its price as these two are different measures arrived at by different means. Investors typically determine Universal Logistics value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Universal Logistics' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.