Heartland Express, Inc. (HTLD) vs Universal Logistics Holdings, Inc. (ULH)

Heartland Express, Inc. and Universal Logistics Holdings, Inc. are both Trucking companies. Heartland Express, Inc. is the larger, with a market value of $879.3M against $434.9M — 2.0× the size. Universal Logistics Holdings, Inc. grew revenue faster over the last twelve months: −8.33% against −21.0%. Heartland Express, Inc. has the higher net margin (−2.98% vs −5.99%) and the higher return on invested capital (−1.27% vs −2.53%). Both pay a dividend; Universal Logistics Holdings, Inc. yields more (1.36% vs 0.70%). Across the 21 metrics below, Heartland Express, Inc. leads on 13 and Universal Logistics Holdings, Inc. on 8.

Valuation

Metric HTLD ULH Trucking median
P/E n/m n/m 50.34
P/S 1.19 0.29 1.19
P/B 1.16 0.78 1.48
Price to free cash flow 8.03 4.88 13.51
EV/EBITDA 7.52 11.77 11.77
EV/Sales 1.29 0.73 1.03
Earnings yield (2.48%) (20.85%) 0.21%
Free cash flow yield 12.45% 20.49% 4.56%

Profitability

Metric HTLD ULH Trucking median
Gross margin 29.10% 35.39% 51.20%
Operating margin (2.29%) (3.27%) 0.00%
Net margin (2.98%) (5.99%) 0.35%
Free cash flow margin 14.79% 5.90% 5.45%
Return on equity (2.85%) (15.07%) 0.31%
Return on assets (1.78%) (5.17%) 0.37%
Return on invested capital (1.27%) (2.53%) (0.05%)

Growth

Metric HTLD ULH Trucking median
Revenue growth (TTM) (21.02%) (8.33%) 4.46%
EPS growth (last fiscal year) (76.32%) (176.88%) —
Revenue growth, 5-year CAGR 4.54% 2.30% 6.44%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric HTLD ULH Trucking median
Debt to equity 0.18 1.23 0.17
Current ratio 1.58 1.20 1.52
Net debt to EBITDA 1.33 9.17 1.59

Dividend

Metric HTLD ULH Trucking median
Dividend yield 0.70% 1.36% 1.00%
Payout ratio 0.11 0.08 0.08

Size

Metric HTLD ULH Trucking median
Market cap 879.27m 434.94m 1.53b

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