PAMT Corp. (PAMT) vs Universal Logistics Holdings, Inc. (ULH)

PAMT Corp. and Universal Logistics Holdings, Inc. are both Trucking companies. Universal Logistics Holdings, Inc. is the larger, with a market value of $434.9M against $245.9M — 1.8× the size. Universal Logistics Holdings, Inc. grew revenue faster over the last twelve months: −8.33% against −8.77%. Universal Logistics Holdings, Inc. has the higher net margin (−5.99% vs −7.07%) and the higher return on invested capital (−2.53% vs −7.11%). Across the 20 metrics below, Universal Logistics Holdings, Inc. leads on 15 and PAMT Corp. on 5.

Valuation

Metric PAMT ULH Trucking median
P/E n/m n/m 50.34
P/S 0.41 0.29 1.19
P/B 1.21 0.78 1.48
Price to free cash flow 13.01 4.88 13.51
EV/EBITDA 22.61 11.77 11.77
EV/Sales 0.87 0.73 1.03
Earnings yield (17.28%) (20.85%) 0.21%
Free cash flow yield 7.69% 20.49% 4.56%

Profitability

Metric PAMT ULH Trucking median
Gross margin 59.71% 35.39% 51.20%
Operating margin (9.11%) (3.27%) 0.00%
Net margin (7.07%) (5.99%) 0.35%
Free cash flow margin 3.16% 5.90% 5.45%
Return on equity (18.88%) (15.07%) 0.31%
Return on assets (6.14%) (5.17%) 0.37%
Return on invested capital (7.11%) (2.53%) (0.05%)

Growth

Metric PAMT ULH Trucking median
Revenue growth (TTM) (8.77%) (8.33%) 4.46%
EPS growth (last fiscal year) (71.03%) (176.88%) —
Revenue growth, 5-year CAGR 4.20% 2.30% 6.44%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric PAMT ULH Trucking median
Debt to equity 1.64 1.23 0.17
Current ratio 1.32 1.20 1.52
Net debt to EBITDA 13.00 9.17 1.59

Dividend

Metric PAMT ULH Trucking median
Dividend yield — 1.36% 1.00%
Payout ratio 0.00 0.08 0.08

Size

Metric PAMT ULH Trucking median
Market cap 245.86m 434.94m 1.53b

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