Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
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Valued as a loss-making company: Analyst consensus.
ACCE opinionUniversal Logistics Holdings Inc. Common Stock (ULH)
Fair value (2 models)
Not available
ACCE price target
$17.10
Rating
Not rated
Horizon
12 months
ACCE price target published on 15 Oct 2026, 00:00 CEST.
Price used: $16.74 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
38
out of 100
Analysts
0% buy
1 covering
P/E
0.0x
forward 11.2x
1-year return
-14.1%
Dividend yield
2.53%
Universal Logistics Holdings Inc. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Universal Logistics runs a truckload and intermodal trucking network across North America, with its Universal Truckload, Logistics and Intermodal units alongside a shuttle and drayage business serving rail ramps and ports. The case for a closer look is cyclical rather than structural: the freight recession has pushed revenue down 3.7% and squeezed operating margin to 1.0% against a 19.1% gross margin, which tells you how much cost sits between the two. Negative ROE of -15.1% reflects the losses from that downturn, so the earnings base a forward multiple of 11.2x depends on is the thing to test. The near-term catalyst is a turn in truckload pricing and volumes; if spot rates firm and the company's cost actions hold, operating leverage on a recovering top line could move margins quickly. At a roughly $442M market cap and a score of 40/100, the stock needs a clear view on freight-cycle timing before it earns a deeper look.