Heartland Express vs Universal Logistics
HTLD and ULH side by side, both in trucking and courier services, except air. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How HTLD and ULH compare
Heartland Express and Universal Logistics are about the same size, with market caps of $801M and $783M.
Universal Logistics grew revenue faster over the last twelve months (−6.8% versus −17.2% for Heartland Express).
Universal Logistics keeps more of each dollar of sales as profit, with a net margin of 2.9% compared with −1.8% at Heartland Express.
Both pay dividends: Heartland Express yields 0.77% and Universal Logistics 1.4%.
Universal Logistics scores higher on the StockData Score (12 against 7 for Heartland Express), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | HTLD | ULH |
|---|---|---|
| Size and price | ||
| Market cap | $801M | $783M |
| Share price | $10.36 | $29.71 |
| Change, 1 year | 34.5% | 107% |
| Change, 5 years | −40.4% | 48.1% |
| Beta (5Y) | 0.76 | 1.13 |
| Employees | 6,040 | 11K |
| StockData Score | ||
| Total score | 7 | 12 (better) |
| Valuation score | 3 | 4 (better) |
| Growth score | 0 | 0 |
| Performance score | 0 | 2 (better) |
| Health score | 3 | 3 |
| Dividend score | 1 | 3 (better) |
| Valuation | ||
| P/E | – | 17.6× |
| P/S | 1.1× | 0.5× (better) |
| P/B | 1.1× (better) | 1.4× |
| EV/EBITDA | 6.6× | 6.0× (better) |
| P/FCF | – | 10.8× |
| FCF yield | −10.1% | 9.3% (better) |
| Fair value | $14.28 | $39.36 |
| Margin of safety | 27.4% (better) | 24.5% |
| Growth | ||
| Revenue growth (TTM) | −17.2% | −6.8% (better) |
| Revenue growth, 5Y average | 4.5% (better) | 2.3% |
| Profitability | ||
| Operating margin | −1.0% | 6.6% (better) |
| Net margin | −1.8% | 2.9% (better) |
| FCF margin | −11.3% | 4.7% (better) |
| Return on equity | −1.7% | 8.0% (better) |
| Return on invested capital | −0.66% | 5.7% (better) |
| Financial health | ||
| Debt / equity | 0.13 (better) | 1.18 |
| Net debt / EBITDA | 0.40 (better) | 2.76 |
| Interest coverage | −0.9× | 2.0× (better) |
| Current ratio | 0.77 | 1.25 (better) |
| Altman Z-score | 3.08 (better) | 2.03 |
| Piotroski F-score | 4 (better) | 3 |
| Dividends and buybacks | ||
| Dividend yield | 0.77% | 1.4% (better) |
| Payout ratio | – | 24.8% |
| Years of dividend growth | 0 | 0 |
| Dividend growth, 5Y average | 0.00% | 32.0% (better) |
| Shareholder yield | 0.77% | 1.4% (better) |
| Ownership | ||
| Held by institutions | 49.1% | 28.0% |
| Held by insiders | 41.5% | 74.6% |
| Insider net buying, 12 months | −$461K | – |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 7.5% | 4.5% |
Go deeper
- HTLD stock overview
- HTLD income statement
- HTLD valuation and score
- ULH stock overview
- ULH income statement
- ULH valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.