Universal Stock Performance
| UVV Stock | USD 58.16 0.59 1.02% |
Universal has a performance score of 8 on a scale of 0 to 100. The entity has a beta of -0.0584, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Universal are expected to decrease at a much lower rate. During the bear market, Universal is likely to outperform the market. Universal right now has a risk of 1.5%. Please validate Universal total risk alpha, downside variance, daily balance of power, as well as the relationship between the maximum drawdown and skewness , to decide if Universal will be following its existing price patterns.
Risk-Adjusted Performance
OK
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Universal are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak basic indicators, Universal may actually be approaching a critical reversion point that can send shares even higher in May 2025. ...more
Actual Historical Performance (%)
One Day Return 1.13 | Five Day Return 7.48 | Year To Date Return 6.44 | Ten Year Return 23.11 | All Time Return 3.4 K |
Forward Dividend Yield 0.056 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 3.24 | Dividend Date 2025-05-05 |
| Universal dividend paid on 3rd of February 2025 | 02/03/2025 |
1 | A Look Back at Analog Semiconductors Stocks Q4 Earnings Universal Display Vs The Rest Of The Pack - Yahoo Finance | 02/24/2025 |
2 | Principal Financial Group Inc. Grows Position in Universal Co. - Defense World | 03/03/2025 |
3 | Universal Music Stock Drops After Bill Ackmans Hedge Fund Cuts Stake - The Wall Street Journal | 03/14/2025 |
4 | Disposition of tradable shares by Steven Diel of Universal subject to Rule 16b-3 | 03/18/2025 |
5 | Charles Schwab Investment Management Inc. Increases Holdings in Universal Co. - MarketBeat | 03/20/2025 |
6 | Disposition of 3033 shares by Johan Kroner of Universal at 52.02 subject to Rule 16b-3 | 03/31/2025 |
7 | The Tariff Steamroller Has Flattened Some Good Stocks | 04/07/2025 |
8 | Cerity Partners LLC Purchases 37,141 Shares of Universal Co. - MarketBeat | 04/15/2025 |
9 | Heres Why Universal Health Services is a Strong Value Stock - Yahoo Finance | 04/21/2025 |
10 | Why Universal Logistics Stock Is Down Today - Yahoo Finance | 04/25/2025 |
| Begin Period Cash Flow | 64.7 M |
Universal | Build AI portfolio with Universal Stock |
Universal Relative Risk vs. Return Landscape
If you would invest 5,270 in Universal on January 30, 2025 and sell it today you would earn a total of 487.00 from holding Universal or generate 9.24% return on investment over 90 days. Universal is generating 0.1535% of daily returns assuming volatility of 1.4998% on return distribution over 90 days investment horizon. In other words, 13% of stocks are less volatile than Universal, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Universal Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Universal's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Universal, and traders can use it to determine the average amount a Universal's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1024
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | UVV | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.5 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.15 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 8 92% of assets perform better |
Based on monthly moving average Universal is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Universal by adding it to a well-diversified portfolio.
Universal Fundamentals Growth
Universal Stock prices reflect investors' perceptions of the future prospects and financial health of Universal, and Universal fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Universal Stock performance.
| Return On Equity | 0.0983 | ||||
| Return On Asset | 0.0572 | ||||
| Profit Margin | 0.04 % | ||||
| Operating Margin | 0.11 % | ||||
| Current Valuation | 2.4 B | ||||
| Shares Outstanding | 24.72 M | ||||
| Price To Earning | 22.27 X | ||||
| Price To Book | 0.99 X | ||||
| Price To Sales | 0.47 X | ||||
| Revenue | 2.75 B | ||||
| Gross Profit | 595.38 M | ||||
| EBITDA | 288.68 M | ||||
| Net Income | 119.6 M | ||||
| Cash And Equivalents | 64.69 M | ||||
| Cash Per Share | 3.52 X | ||||
| Total Debt | 1.06 B | ||||
| Debt To Equity | 0.74 % | ||||
| Current Ratio | 2.61 X | ||||
| Book Value Per Share | 58.69 X | ||||
| Cash Flow From Operations | (74.63 M) | ||||
| Earnings Per Share | 5.02 X | ||||
| Market Capitalization | 1.42 B | ||||
| Total Asset | 2.94 B | ||||
| Retained Earnings | 1.17 B | ||||
| Working Capital | 1.39 B | ||||
| Current Asset | 1.64 B | ||||
| Current Liabilities | 246.27 M | ||||
About Universal Performance
Evaluating Universal's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Universal has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Universal has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 208.34 | 218.75 | |
| Return On Tangible Assets | 0.05 | 0.06 | |
| Return On Capital Employed | 0.11 | 0.17 | |
| Return On Assets | 0.05 | 0.05 | |
| Return On Equity | 0.10 | 0.13 |
Things to note about Universal performance evaluation
Checking the ongoing alerts about Universal for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Universal help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Universal has about 64.69 M in cash with (74.63 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 3.52. | |
| Universal has a poor financial position based on the latest SEC disclosures | |
| Over 86.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from news.google.com: Why Universal Logistics Stock Is Down Today - Yahoo Finance |
- Analyzing Universal's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Universal's stock is overvalued or undervalued compared to its peers.
- Examining Universal's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Universal's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Universal's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Universal's stock. These opinions can provide insight into Universal's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Universal Stock Analysis
When running Universal's price analysis, check to measure Universal's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Universal is operating at the current time. Most of Universal's value examination focuses on studying past and present price action to predict the probability of Universal's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Universal's price. Additionally, you may evaluate how the addition of Universal to your portfolios can decrease your overall portfolio volatility.