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Upturn AI Summary - About
Universal Logistics Holdings Inc(ULH)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ULH
10/09/2026: ULH (1-star) is currently NOT-A-BUY. Pass it for now.
Universal Logistics Holdings is a diversified North American transportation and logistics provider that operates through truckload, intermodal, and brokerage services. Its main strength lies in a balanced, hybrid asset model that enables it to service specialized industrial customers across complex supply chains. The primary growth opportunity for the company stems from the continued trend of firms outsourcing logistics to experienced third-party providers. However, risks include the cyclical nature of manufacturing demand, sensitivity to fuel costs, and potential regulatory shifts in labor. The stock may best suit value-oriented or dividend-focused investors, and monitoring industrial production levels and fuel price trends is essential for tracking performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is largely cyclical and tied to industrial production rather than secular technology-driven expansion. |
| Momentum investor | Mixed fit | The stock can experience momentum during upswings in freight demand but is sensitive to broader economic trends. |
| Value investor | Strong fit | The company often trades at valuation multiples that reflect its position as an established, dividend-paying logistics player. |
| Dividend investor | Strong fit | Consistent dividend payments make this an attractive option for income-oriented investors in the industrial sector. |
| Low-risk investor | Weak fit | Logistics and transportation stocks carry inherent risks related to fuel volatility, economic sensitivity, and operational intensity. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Freight rates and fuel prices can cause significant swings in quarterly earnings. |
| Valuation risk | Medium | Market sentiment toward industrial stocks can shift rapidly, impacting price-to-earnings multiples. |
| Competition risk (Logistics/Freight) | High | The sector faces intense price competition from both large national players and nimble digital brokers. |
| Business quality | Medium | The company is a solid operator but faces constraints due to the commoditized nature of general freight. |
| Dividend income | Medium | While consistent, dividends are subject to board approval and the company's capital allocation needs. |
| Execution risk | Medium | Integrating acquisitions and managing a large, distributed fleet requires consistent operational discipline. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit -53.35% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 457.75M USD | Price to earnings Ratio - | 1Y Target Price 16 |
Price to earnings Ratio - | 1Y Target Price 16 | ||
Volume (30-day avg) 61.5K shares | Beta 0.74 | 52 Weeks Range 11.59 - 25.49 | Updated Date 10/09/2026 |
52 Weeks Range 11.59 - 25.49 | Updated Date 10/09/2026 | ||
Dividends yield (FY) 2.46% | Basic EPS (TTM) -3.47 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Transportation Services | Truckload and dedicated freight revenue derived from hauling industrial goods. | The company makes money by charging for the movement of goods for manufacturing and retail customers. |
| Intermodal/Drayage | Port and rail container movement fees. | This is a specialized service connecting global shipping lanes to local distribution points. |
| Brokerage | Fees from managing freight matches for customers using third-party carriers. | An asset-light service that generates revenue without the need to own the trucks. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE - | Forward PE 11.17 | Enterprise Value 1.25B | Price to Sales(TTM) 0.3 |
Enterprise Value 1.25B | Price to Sales(TTM) 0.3 | ||
Enterprise Value to Revenue 0.82 | Enterprise Value to EBITDA 11.84 | Shares Outstanding 26.37M | Shares Floating 6.70M |
Shares Outstanding 26.37M | Shares Floating 6.70M | ||
Percent Insiders 73.52 | Percent Institutions 28.93 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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