COMP <GO>
HTLD vs ULH // EV/EBITDA & P/E VALUATION
Heartland Express Inc. (NASDAQ) VS. Universal Logistics Holdings Inc. (NASDAQ) • 15-METRIC TALLY: HTLD 3
— ULH 6
■ METRIC PARITY
LAST: $10.38 (+1.87%) • MKT CAP: $802.7M
valuation
—
LAST: $17.42 (+2.23%) • MKT CAP: $459.3M
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HTLD VS. ULH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HTLD | ULH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -5.10% | -4.20% | -0.90 | ULH | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -8.33% | -8.95% | +0.62 | HTLD | /fcf-yield <GO> |
| Operating Margin | -7.10% | -4.10% | -3.00 | ULH | /operating-margins <GO> |
| Net Profit Margin | -6.50% | -6.40% | -0.10 | ULH | /net-margins <GO> |
| Revenue Growth (YoY) | -23.10% | -15.60% | -7.50 | ULH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.77% | 2.41% | -1.64 | ULH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 3/9 | +1.00 | HTLD | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 35.8 | 76.3 | -40.52 | ULH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $802.7M | $459.3M | $343.4M | HTLD | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HTLD REV | ULH REV | HTLD GROSS % | ULH GROSS % | HTLD FCF | ULH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $805.7M | $1.56B | — | — | -$66.9M | -$41.1M |
| FY 2024 | $1.05B | $1.85B | — | — | $34.8M | -$139.2M |
| FY 2023 | $1.21B | $1.66B | — | — | $165.3M | $210.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HTLD // BETA —
ULH // BETA —