Universal Logistics Holdings Inc (ULH)vsXPO Logistics Inc (XPO)
ULH
Universal Logistics Holdings Inc
$21.11
+7.76%
INDUSTRIALS · Cap: $516.20M
XPO
XPO Logistics Inc
$192.86
+3.50%
INDUSTRIALS · Cap: $21.87B
Smart Verdict
WallStSmart Research — data-driven comparison
XPO Logistics Inc generates 423% more annual revenue ($8.16B vs $1.56B). XPO leads profitability with a 3.9% profit margin vs -6.4%. XPO appears more attractively valued with a PEG of 2.17. XPO earns a higher WallStSmart Score of 41/100 (D).
ULH
Avoid35
out of 100
Grade: F
XPO
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ULH.
Margin of Safety
-1020.0%
Fair Value
$18.02
Current Price
$192.86
$174.84 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
No standout strengths identified
Areas to Watch
Grey zone — moderate risk
Smaller company, higher risk/reward
Operating margin of 4.5%
Elevated debt levels
Expensive relative to growth rate
Trading at 12.1x book value
4.6% revenue growth
3.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : ULH
The strongest argument for ULH centers on Price/Book.
Bull Case : XPO
XPO has a balanced fundamental profile.
Bear Case : ULH
The primary concerns for ULH are Altman Z-Score, Market Cap, Operating Margin. Debt-to-equity of 1.62 is elevated, increasing financial risk.
Bear Case : XPO
The primary concerns for XPO are PEG Ratio, Price/Book, Revenue Growth. A P/E of 70.3x leaves little room for execution misses. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
ULH profiles as a turnaround stock while XPO is a value play — different risk/reward profiles.
XPO carries more volatility with a beta of 1.72 — expect wider price swings.
XPO is growing revenue faster at 4.6% — sustainability is the question.
XPO generates stronger free cash flow (119M), providing more financial flexibility.
Bottom Line
XPO scores higher overall (41/100 vs 35/100). Both earn "Hold" 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.
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.
Visit Website →XPO Logistics Inc
INDUSTRIALS · TRUCKING · USA
XPO Logistics, Inc. provides supply chain solutions in the United States, the rest of North America, France, the United Kingdom, the rest of Europe, and internationally. The company is headquartered in Greenwich, Connecticut.
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