Head-To-Head Review: Grupo Aeroportuario del Sureste (NYSE:ASR) vs. Universal Logistics (NASDAQ:ULH)

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

Analyst Ratings

This is a breakdown of recent recommendations and price targets for Universal Logistics and Grupo Aeroportuario del Sureste, as reported by MarketBeat.

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

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

Volatility & Risk

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

Earnings & Valuation

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

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

Grupo Aeroportuario del Sureste has lower revenue, but higher earnings 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.

Institutional and Insider Ownership

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

Dividends

Universal Logistics pays an annual dividend of $0.42 per share and has a dividend yield of 2.5%. Grupo Aeroportuario del Sureste pays an annual dividend of $37.81 per share and has a dividend yield of 12.4%. Universal Logistics pays out -27.6% of its earnings in the form of a dividend. 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.

Profitability

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

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

Summary

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

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.

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.