$13.63 -0.20 (-1.45%)
11/6/2009 4:00 PM

UTi Worldwide, Inc. (UTIW)

CAPS Rating: 3 out of 5

An international, non-asset-based supply chain services and solutions company that provides services through a network of offices and contract logistics centers.

Current Price $13.63 Mkt Cap $1.37B
Open $13.75 P/E Ratio 10.91
Prev. Close $13.83 Div. (Yield) 0.06 (0.40%)
Daily Range $13.59 - $13.99 Volume 512,358
52-Wk Range $7.91 - $15.96 Avg. Daily Vol. 755,000

UTIW News and Commentary

Caps

How do you think UTIW will perform vs the S&P 500?

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All Members

93 Outperform
9 Underperform
 

All-Star Members

30 Outperform
2 Underperform
 

Wall Street

5 Outperform
0 Underperform
 

Top UTIW Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

Somnambulo (97.48)
Submitted March 29, 2007

Unfair punishment. Barely missed earnings, which were way above last year, and everybody bails. It will be up tomorrow.

Top Bear Pitch

There are no pitches that meet the Top Bear criteria. Explain

If this upsets you, start recommending pitches below!

UTIW VS S&P 500 (SPY)

Recent Community Commentary

Read the most recent pitches from members about UTIW.

Recs

0
Member Avatar tekennedy (66.23) Submitted: 11/2/2009 1:52:06 PM : Outperform Start Price: $13.25 UTIW Score: +3.67

I like this company partially due to a number of its "negatives." The company has historically grown through acquisitions which most assuredly has led to a number of inefficiencies. Despite this the company has historically earned spectacular returns on invested capital and has had impressive free cash flow. The company most similar to it is Expiditors Intnl, which has had consistantly higher margins. Although this is partially be due to UTi's contract logistics segment I believe there is room for significant margin expansion. Add this on top of further growth and acquisitions and there is a large potential to increase earnings. The company's growth in the near term will be miniscule as the company has stopped acquisitions to help integrate previously acquired companies but long term growth should be easily above the S&P's. This is an emerging industry which has very favorable economics and I don't anticipate ever selling my shares(at least in the next 2-3 decades). There may be short-term risk caused by difficulties in integration but the current pricing represents a spectacular entry point.

Recs

0
Member Avatar Alex1963 (97.73) Submitted: 4/19/2009 1:31:51 PM : Outperform Start Price: $13.12 UTIW Score: -22.68

3* Caps. Morn 5* pick "freight forwarding and logistics company. It facilitates the transport of goods--typically from Asia to end markets in Europe or the U.S.--within the supply chain from producer to seller. UTi deals with the regulations and permits needed to transport goods from one country to another. Thanks to its relationships with truckers, railroads, and shippers in multiple countries, the company can consolidate shipments for travel, allowing for bulk cost savings. As the global recession has reduced trade, the need for UTi's services has declined. Thus, anything to improve trading conditions should benefit the firm.
UTi issued $200 million of senior notes to finance acquisitions during 2007 but otherwise uses debt sparingly. We are not concerned, as the firm holds $225 million in cash and EBITDA covers interest costs almost 7 times.UTi's 32% annual growth rate during the last five years was aided by acquisitions. In fiscal 2007, acquisitions added 12% to net revenue and internal growth contributed another 15%. We project UTi to increase net revenue 20% in fiscal 2008, then taper down to just above 12% annual internal growth during the next five years.
UTi operates 603 offices and warehouses in 65 countries; in most regions, its global logistics network is largely established.The firm has a diverse list of customers; no client contributes more than 3% of net revenue. Return on invested capital is strong because of the small amount of assets needed to drive the business."
52 wk hH/L $7.91-&24.35, P/E 12.8, P/Book 1.6, P/Sales 0.3. Beta 1.42
Revenue/Employee (TTM) of 222,568.00 vs industry 200,076.00
Largest peer competitors UPS & Fedex

Recs

0
Member Avatar hondo928 (99.74) Submitted: 2/26/2009 10:26:59 PM : Outperform Start Price: $12.06 UTIW Score: -11.90

Good company, for cheap right now, will 3-bag in the next bull market. People need to move goods, personally I think HUBG may be a better pick, but either will do.

Leaderboard

Find the members with the highest scoring picks in UTIW.

Score Leader

Track5Star

Track5Star (73.23) Score: +34.80

The Score Leader is the member with the highest score across all their picks in UTIW.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score Commentary
Track5Star 73.23 12/1/2006 Underperform NS $29.56 -53.89% -19.09% +34.80
KennyG102 96.06 4/2/2007 Underperform 1Y $24.49 -44.34% -20.33% +24.01
UTIagent < 20 1/23/2009 Underperform 5Y $11.29 +20.72% +33.00% +12.28 1 Comment
srjcrown < 20 9/18/2007 Underperform 3Y $20.76 -34.34% -24.45% +9.89 2 Comments
SamWa 70.23 12/19/2007 Underperform 1Y $19.46 -29.95% -23.09% +6.86
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. tekennedy 66.23 10/23/2009 Outperform 5Y $13.25 +2.87% -0.80% +3.67 1 Comment
cashflow123 85.66 3/24/2008 Outperform 3Y $16.05 -15.09% -17.52% +2.43
SanDieguito < 20 12/6/2007 Underperform 1Y $18.77 -27.39% -25.24% +2.15 1 Comment
delasean 73.44 8/13/2009 Outperform 1Y $12.60 +8.22% +6.31% +1.91
Sandygan < 20 8/31/2009 Outperform 5Y $12.75 +6.86% +5.15% +1.71

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackStifel 94.70 2/19/2009 Outperform NS $12.94 +5.30% +36.56% -31.25
TrackMaximGroup < 20 1/15/2009 Outperform NS $12.22 +14.57% +27.18% -12.61 9/25/2009 @ $14.00
TrackJesupLamont < 20 1/6/2009 Outperform NS $13.61 +0.14% +16.42% -16.28
TrackRonBaron < 20 9/30/2007 Outperform NS $22.81 -40.25% -26.44% -13.82 1 Comment
TrackSoros 65.62 9/30/2007 Outperform NS $22.81 -40.25% -26.44% -13.82 1 Comment
TrackJPMorgan 78.71 12/15/2006 Outperform NS $29.01 -56.95% -42.70% -14.25 3/27/2009 @ $12.49
TrackKeyBanc 90.40 9/28/2006 Outperform NS $28.10 -51.50% -15.05% -36.45

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