WallStSmart

Space Exploration Technologies Corp. Class A Common Stock (SPCX)vsUniversal Logistics Holdings Inc (ULH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Space Exploration Technologies Corp. Class A Common Stock generates 1150% more annual revenue ($19.30B vs $1.54B). ULH leads profitability with a -7.1% profit margin vs -45.0%. ULH earns a higher WallStSmart Score of 35/100 (F).

SPCX

Avoid

23

out of 100

Grade: F

Growth: 7.3Profit: 2.5Value: 5.0Quality: 4.5
Piotroski: 4/9Altman Z: 0.17

ULH

Avoid

35

out of 100

Grade: F

Growth: 2.0Profit: 3.0Value: 4.3Quality: 4.5
Piotroski: 2/9Altman Z: 1.70
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for SPCX.

ULHUndervalued (+5.2%)

Margin of Safety

+5.2%

Fair Value

$16.79

Current Price

$17.21

$0.42 discount

UndervaluedFair: $16.79Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SPCX2 strengths · Avg: 9.0/10
Market CapQuality
$1.77T10/10

Mega-cap, among the largest globally

Revenue GrowthGrowth
15.4%8/10

15.4% revenue growth

ULH1 strengths · Avg: 10.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Areas to Watch

SPCX4 concerns · Avg: 2.5/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Price/BookValuation
27.0x2/10

Trading at 27.0x book value

Return on EquityProfitability
-11.9%2/10

ROE of -11.9% — below average capital efficiency

Free Cash FlowQuality
$-9.06B2/10

Negative free cash flow — burning cash

ULH4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.704/10

Distress zone — elevated risk

Market CapQuality
$476.90M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
1.3%3/10

Operating margin of 1.3%

Debt/EquityHealth
1.733/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : SPCX

The strongest argument for SPCX centers on Market Cap, Revenue Growth. Revenue growth of 15.4% demonstrates continued momentum.

Bull Case : ULH

The strongest argument for ULH centers on Price/Book.

Bear Case : SPCX

The primary concerns for SPCX are EPS Growth, Price/Book, Return on Equity.

Bear Case : ULH

The primary concerns for ULH are Altman Z-Score, Market Cap, Operating Margin. Debt-to-equity of 1.73 is elevated, increasing financial risk.

Key Dynamics to Monitor

SPCX profiles as a growth stock while ULH is a turnaround play — different risk/reward profiles.

SPCX is growing revenue faster at 15.4% — sustainability is the question.

ULH generates stronger free cash flow (24M), providing more financial flexibility.

Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ULH scores higher overall (35/100 vs 23/100). Both earn "Avoid" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Space Exploration Technologies Corp. Class A Common Stock

INDUSTRIALS · AEROSPACE & DEFENSE · USA

Space Exploration Technologies Corp. The company is headquartered in Starbase, Texas.

Universal Logistics Holdings Inc

INDUSTRIALS · TRUCKING · USA

Universal Logistics Holdings, Inc. offers transportation and logistics solutions in the United States, Mexico, Canada and Colombia. The company is headquartered in Warren, Michigan.

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