Full Truck Alliance (NYSE:YMM – Get Free Report) and Universal Logistics (NASDAQ:ULH – Get Free Report) are both industrials companies, but which is the superior stock? We will compare the two companies based on the strength of their valuation, earnings, risk, dividends, institutional ownership, analyst recommendations and profitability.
Profitability
This table compares Full Truck Alliance and Universal Logistics’ net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Full Truck Alliance | 33.07% | 10.68% | 9.65% |
| Universal Logistics | -3.16% | 1.99% | 0.62% |
Volatility and Risk
Full Truck Alliance has a beta of 0.22, meaning that its stock price is 78% less volatile than the S&P 500. Comparatively, Universal Logistics has a beta of 0.74, meaning that its stock price is 26% less volatile than the S&P 500.
Institutional & Insider Ownership
Valuation and Earnings
This table compares Full Truck Alliance and Universal Logistics”s top-line revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Full Truck Alliance | $1.79 billion | 4.92 | $630.36 million | $0.59 | 14.28 |
| Universal Logistics | $1.53 billion | 0.30 | -$99.87 million | ($1.84) | -9.58 |
Full Truck Alliance has higher revenue and earnings than Universal Logistics. Universal Logistics is trading at a lower price-to-earnings ratio than Full Truck Alliance, indicating that it is currently the more affordable of the two stocks.
Analyst Ratings
This is a breakdown of current ratings and recommmendations for Full Truck Alliance and Universal Logistics, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Full Truck Alliance | 0 | 3 | 6 | 0 | 2.67 |
| Universal Logistics | 1 | 2 | 0 | 0 | 1.67 |
Full Truck Alliance presently has a consensus target price of $11.30, indicating a potential upside of 34.07%. Universal Logistics has a consensus target price of $15.00, indicating a potential downside of 14.92%. Given Full Truck Alliance’s stronger consensus rating and higher probable upside, equities research analysts clearly believe Full Truck Alliance is more favorable than Universal Logistics.
Dividends
Full Truck Alliance pays an annual dividend of $0.32 per share and has a dividend yield of 3.8%. Universal Logistics pays an annual dividend of $0.42 per share and has a dividend yield of 2.4%. Full Truck Alliance pays out 54.2% of its earnings in the form of a dividend. Universal Logistics pays out -22.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.
Summary
Full Truck Alliance beats Universal Logistics on 13 of the 16 factors compared between the two stocks.
About Full Truck Alliance
Full Truck Alliance Co. Ltd., together with its subsidiaries, operates a digital freight platform that connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types in the People's Republic of China. The company offers freight matching services, such as freight listing and brokerage services; and online transaction services, as well as various value-added services, such as credit solutions, insurance brokerage, software solutions, electronic toll collection, and energy services. It also provides technology development and other services. The company was founded in 2011 and is based in Guiyang, China.
About Universal Logistics
Universal Logistics Holdings, Inc. provides transportation and logistics solutions in the United States, Mexico, Canada, and Colombia. The company offers truckload services, which include dry van, flatbed, heavy-haul, and refrigerated operations; domestic and international freight forwarding, and customs brokerage services. It transports various commodities comprising automotive parts, machinery, building materials, paper, food, consumer goods, furniture, steel, and other metals. The company also provides value-added services for individual customer requirements, including material handling, consolidation, sequencing, sub-assembly, cross-dock, kitting, repacking, warehousing, and returnable container management; and intermodal support services comprising short-to-medium distance delivery of steamship and rail truck containers between the port or railhead, and the customer. It serves automotive, steel, and other metals, retail and consumer goods, energy, and manufacturing industries, as well as other transportation companies who aggregate loads from various shippers. The company was formerly known as Universal Truckload Services, Inc. and changed its name to Universal Logistics Holdings, Inc. in April 2016. Universal Logistics Holdings, Inc. was founded in 1932 and is headquartered in Warren, Michigan.
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