UTi Worldwide, Inc. (NASDAQ:UTIW)

CAPS Rating: No stars

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

Caps

How do you think UTIW will perform against the market?

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All Players

95 Outperform
11 Underperform
 

All-Star Players

29 Outperform
3 Underperform
 

Wall Street

6 Outperform
0 Underperform
 

Top UTIW Bull/Bear Pitches

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

weiwentg (98.24)
Submitted January 11, 2007

UTIW used to go head to head with Expeditors Intl (EXPD), another of my picks, which was a bad idea. Now, UTIW is a 3-rd party provider of integrated logistics services. They have grown mainly by acquisition, and have so far made pretty good ones.… More

srjcrown (< 20)
Submitted September 18, 2007

Expectations and assumption of UTIs capabilities to provide "state of the art" tracking and tracing are grossly overstated. Systems are sporadically efficient at best. Most of the human capital is spent maintaining these complex systems for their… More

UTIW VS S&P 500 (SPY)

Recent Community Commentary

Read the most recent pitches from players about UTIW.

Recs

0
Member Avatar tekwatchlist (98.78) Submitted: 9/22/2010 3:21:28 PM : Outperform Start Price: $14.34 UTIW Score: -185.66

Added 10/23/09

Recs

0
Member Avatar tekennedy (92.40) Submitted: 11/2/2009 1:52:06 PM : Outperform Start Price: $13.04 UTIW Score: -184.42

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 (27.77) Submitted: 4/19/2009 1:31:51 PM : Outperform Start Price: $12.92 UTIW Score: -249.71

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

Leaderboard

Find the members with the highest scoring picks in UTIW.

Score Leader

UTIagent

UTIagent (< 20) Score: +256.34

The Score Leader is the player 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
Index
Gain
Score Commentary
UTIagent < 20 1/23/2009 Underperform 5Y $11.12 -36.21% +220.13% +256.34 1 Comment
woNroFeybdooG < 20 10/29/2009 Underperform 5Y $12.89 -44.98% +145.14% +190.12 0 Comment
Track5Star 99.00 12/1/2006 Underperform NS $29.10 -75.64% +94.76% +170.39 0 Comment
kakkineni 57.66 1/12/2011 Underperform 5Y $21.52 -67.05% +100.53% +167.58 0 Comment
KennyG102 85.87 4/2/2007 Underperform 1Y $24.11 -70.59% +91.76% +162.35 0 Comment
SamWa 57.83 12/19/2007 Underperform 1Y $19.15 -62.99% +85.11% +148.10 0 Comment
srjcrown < 20 9/18/2007 Underperform 3Y $20.43 -65.30% +81.85% +147.15 2 Comments
SanDieguito 20.72 12/6/2007 Underperform 1Y $18.48 -61.63% +79.94% +141.57 1 Comment
StocksMastermind < 20 4/1/2013 Underperform 5Y $14.42 -50.85% +64.67% +115.52 0 Comment
BEAR2008 99.03 5/8/2013 Underperform 5Y $15.92 -55.46% +58.76% +114.22 0 Comment

Wall Street

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

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackFBRCapitalM 90.33 3/9/2015 Outperform NS $14.12 -49.79% +24.13% -73.91 0 Comment
TrackUltraLong < 20 11/15/2011 Outperform NS $14.69 -51.74% +106.01% -157.75 1 Comment
TrackStifel 93.73 3/25/2011 Outperform NS $19.53 -63.70% +96.48% -160.18 0 Comment
TrackRichAster 99.30 12/31/2009 Outperform NS $14.10 -49.70% +164.32% -214.02 0 Comment
TrackStifel 93.73 2/19/2009 Outperform NS $12.94 +12.18% +37.16% -24.98 12/8/2009 @ $14.52 0 Comment
TrackMaximGroup 62.54 1/15/2009 Outperform NS $12.22 +14.57% +24.96% -10.40 9/25/2009 @ $14.00 0 Comment
TrackJesupLamont 67.70 1/6/2009 Outperform NS $13.61 +15.42% +25.40% -9.97 3/25/2010 @ $15.71 0 Comment
TrackRonBaron 79.11 9/30/2007 Outperform NS $22.46 -68.43% +77.07% -145.49 1 Comment
TrackSoros 87.22 9/30/2007 Outperform NS $22.46 -68.43% +77.07% -145.49 1 Comment
TrackJPMorgan 89.27 12/15/2006 Outperform NS $29.01 -56.95% -42.70% -14.25 3/27/2009 @ $12.49 0 Comment
TrackKeyBanc 96.63 9/28/2006 Outperform NS $27.98 -26.15% -4.71% -21.44 1/6/2011 @ $20.66 0 Comment

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