Universal Logistics Holdings, Inc. (ULH) vs Werner Enterprises, Inc. (WERN)

Universal Logistics Holdings, Inc. and Werner Enterprises, Inc. are both Trucking companies. Werner Enterprises, Inc. is the larger, with a market value of $2.0B against $434.9M — 4.6× the size. Werner Enterprises, Inc. grew revenue faster over the last twelve months: 9.64% against −8.33%. Werner Enterprises, Inc. has the higher net margin (−1.42% vs −5.99%) and the higher return on invested capital (−0.82% vs −2.53%). Both pay a dividend; Universal Logistics Holdings, Inc. yields more (1.36% vs 1.33%). Across the 21 metrics below, Werner Enterprises, Inc. leads on 14 and Universal Logistics Holdings, Inc. on 7.

Valuation

Metric ULH WERN Trucking median
P/E n/m n/m 50.34
P/S 0.29 0.61 1.19
P/B 0.78 1.45 1.48
Price to free cash flow 4.88 11.10 13.51
EV/EBITDA 11.77 9.59 11.77
EV/Sales 0.73 0.84 1.03
Earnings yield (20.85%) (2.31%) 0.21%
Free cash flow yield 20.49% 9.01% 4.56%

Profitability

Metric ULH WERN Trucking median
Gross margin 35.39% 52.75% 51.20%
Operating margin (3.27%) (0.86%) 0.00%
Net margin (5.99%) (1.42%) 0.35%
Free cash flow margin 5.90% 5.46% 5.45%
Return on equity (15.07%) (3.33%) 0.31%
Return on assets (5.17%) (1.52%) 0.37%
Return on invested capital (2.53%) (0.82%) (0.05%)

Growth

Metric ULH WERN Trucking median
Revenue growth (TTM) (8.33%) 9.64% 4.46%
EPS growth (last fiscal year) (176.88%) (143.64%) —
Revenue growth, 5-year CAGR 2.30% 4.63% 6.44%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ULH WERN Trucking median
Debt to equity 1.23 0.60 0.17
Current ratio 1.20 1.45 1.52
Net debt to EBITDA 9.17 2.32 1.59

Dividend

Metric ULH WERN Trucking median
Dividend yield 1.36% 1.33% 1.00%
Payout ratio 0.08 0.19 0.08

Size

Metric ULH WERN Trucking median
Market cap 434.94m 2.01b 1.53b

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