Comparing Universal Logistics (NASDAQ:ULH) & Grupo Aeroportuario del Sureste (NYSE:ASR)

Grupo Aeroportuario del Sureste (NYSE:ASR) and Universal Logistics (NASDAQ:ULH) are both transportation companies, but which is the better investment? We will contrast the two companies based on the strength of their institutional ownership, valuation, earnings, analyst recommendations, profitability, risk and dividends.

Risk & Volatility

Grupo Aeroportuario del Sureste has a beta of 0.59, indicating that its stock price is 41% less volatile than the S&P 500. Comparatively, Universal Logistics has a beta of 0.91, indicating that its stock price is 9% less volatile than the S&P 500.

Profitability

This table compares Grupo Aeroportuario del Sureste and Universal Logistics’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Grupo Aeroportuario del Sureste	31.96%	20.67%	13.44%
Universal Logistics	-2.46%	6.49%	2.26%

Dividends

Grupo Aeroportuario del Sureste pays an annual dividend of $37.81 per share and has a dividend yield of 12.4%. Universal Logistics pays an annual dividend of $0.42 per share and has a dividend yield of 2.5%. Grupo Aeroportuario del Sureste pays out 200.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Universal Logistics pays out -27.6% of its earnings in the form of a dividend.

Valuation & Earnings

This table compares Grupo Aeroportuario del Sureste and Universal Logistics”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Grupo Aeroportuario del Sureste	$1.72 billion	5.30	$743.97 million	$18.86	16.11
Universal Logistics	$1.85 billion	0.24	$129.91 million	($1.52)	-10.88

Grupo Aeroportuario del Sureste has higher earnings, but lower revenue than Universal Logistics. Universal Logistics is trading at a lower price-to-earnings ratio than Grupo Aeroportuario del Sureste, indicating that it is currently the more affordable of the two stocks.

Insider and Institutional Ownership

10.6% of Grupo Aeroportuario del Sureste shares are owned by institutional investors. Comparatively, 25.5% of Universal Logistics shares are owned by institutional investors. 73.6% of Universal Logistics shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Analyst Recommendations

This is a summary of current ratings and recommmendations for Grupo Aeroportuario del Sureste and Universal Logistics, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Grupo Aeroportuario del Sureste	2	3	2	0	2.00
Universal Logistics	2	1	0	0	1.33

Grupo Aeroportuario del Sureste presently has a consensus target price of $305.00, indicating a potential upside of 0.41%. Universal Logistics has a consensus target price of $24.00, indicating a potential upside of 45.19%. Given Universal Logistics’ higher probable upside, analysts clearly believe Universal Logistics is more favorable than Grupo Aeroportuario del Sureste.

Summary

Grupo Aeroportuario del Sureste beats Universal Logistics on 10 of the 16 factors compared between the two stocks.

About Grupo Aeroportuario del Sureste

Grupo Aeroportuario del Sureste, S. A. B. de C. V. holds concessions to operate, maintain, and develop airports in the southeast region of Mexico. The company operates airports that are located in the cities of Cancún, Cozumel, Mérida, Huatulco, Oaxaca, Veracruz, Villahermosa, Tapachula, and Minatitlán. It provides aeronautical services, which include passenger, aircraft landing and parking, passenger walkway, and airport security services. The company also offers non-aeronautical services, such as leasing of space at its airports to retailers, restaurants, airlines, and other commercial tenants; catering, handling, and ground transportation services, as well as engages in the various commercial operations. In addition, it holds concessions to operate the Luis Muñoz Marín International Airport in San Juan, Puerto Rico; and various airports in Colombia, including the Enrique Olaya Herrera Airport in Medellín, the José María Córdova International Airport in Rionegro, the Los Garzones Airport in Montería, the Antonio Roldán Betancourt Airport in Carepa, the El Caraño Airport in Quibdó, and the Las Brujas Airport in Corozal. Grupo Aeroportuario del Sureste, S. A. B. de C. V. was founded in 1996 and is headquartered in Mexico City, Mexico.

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.