Added to YB: 2026-03-31
Pitch date: 2026-03-28
ULH [bullish]
Universal Logistics Holdings, Inc.
-38.33%
current return
Author Info
Company Info
Universal Logistics Holdings, Inc. provides customized transportation and logistics solutions in the United States, Mexico, Canada, and Colombia.
Market Cap
$323.6M
Pitch Price
$19.75
Price Target
53.00 (+335%)
Dividend
3.42%
EV/EBITDA
5.37
P/E
-2.96
EV/Sales
0.68
Sector
Ground Transportation
Category
value
Small Stocks, Big Trucks Part I: Universal Logistics Holdings $ULH
ULH: Flatbed trucking in tightest market since Covid (rejection rates spiking), yet trades 0.97x P/B vs historical 2.0-2.5x, 0.34x P/S vs 0.70x peak. LTM $124M non-cash writedowns obscure profitability. Industrial renaissance driving demand (reshoring, tariffs, illegal CDL crackdown). PT $37-$53 (0.50-0.70x P/S on $2B+ rev by 2028)
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