VALU vs USX

Comparison between Value Line Inc (VALU, Company) and U.S. Xpress Enterprises Inc - Class A (USX, Company).

VALU is from the Financial Services sector, while USX is from the Industrials sector.

5-Year PerformanceUSX has outperformed VALU, delivering a return of +22.1% compared to +4.2%

VALU vs USX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VALU(COMPANY)	USX(COMPANY)
Market Cap	$333M	$332M
Max Drawdown	88.41%	91.73%
Sharpe Ratio	-0.24	1.28
5Y Beta	0.62	N/A
Industry	Financial Data & Stock Exchanges	Trucking
P/E Ratio	14.37	N/A
Forward P/E	21.69	N/A
PEG Ratio	1.30	N/A
Dividend Yield	3.44%	N/A
5Y Dividends CAGR	14.26%	N/A
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	5.81%	N/A
P/S Ratio	9.56	0.05
P/B Ratio	3.08	0.41

Market Cap

Winner

VALU

$333M

USX

$332M

Max Drawdown

Winner

VALU

88.41%

USX

91.73%

Sharpe Ratio

VALU

-0.24

Winner

USX

1.28

5Y Beta

VALU

0.62

USX

N/A

Industry

VALU

Financial Data & Stock Exchanges

USX

Trucking

P/E Ratio

VALU

14.37

USX

N/A

Forward P/E

VALU

21.69

USX

N/A

PEG Ratio

VALU

1.30

USX

N/A

Dividend Yield

VALU

3.44%

USX

N/A

5Y Dividends CAGR

VALU

14.26%

USX

N/A

Debt to Equity

VALU

0.00%

USX

N/A

Free Cash Flow Yield

VALU

5.81%

USX

N/A

P/S Ratio

VALU

9.56

Winner

USX

0.05

P/B Ratio

VALU

3.08

Winner

USX

0.41

VALU vs USX - Historical Returns

Returns include dividend reinvestment.

Period	VALU	USX
1 month	-14.15%	-3.09%
3 months	-1.25%	N/A
6 months	-6.37%	N/A
1 year	-7.15%	N/A
5 years(CAGR)	+4.16%	+22.05%
10 years(CAGR)	+9.99%	+4.39%
Max(CAGR)	+5.42%	+4.39%

VALU

-14.15%

Winner

USX

-3.09%

VALU

-1.25%

USX

N/A

VALU

-6.37%

USX

N/A

VALU

-7.15%

USX

N/A

5Y(CAGR)

VALU

+4.16%

Winner

USX

+22.05%

10Y(CAGR)

Winner

VALU

+9.99%

USX

+4.39%

Max(CAGR)

Winner

VALU

+5.42%

USX

+4.39%

VALU vs USX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VALU	USX
2026	-4.97%	-4.15%
2025	-24.33%	N/A
2024	+15.40%	N/A
2023	+0.77%	+244.94%
2022	+8.48%	-69.63%
2021	+54.08%	-11.33%
2020	+16.86%	+32.82%
2019	+11.62%	-13.57%
2018	+41.00%	-66.37%
2017	+7.53%	N/A
2016	+55.88%	N/A
2015	-10.72%	N/A
2014	+45.44%	N/A
2013	+30.54%	N/A
2012	-7.66%	N/A
2011	-25.14%	N/A
2010	-27.86%	N/A
2009	-26.07%	N/A
2008	-10.06%	N/A
2007	-8.76%	N/A
2006	+33.61%	N/A
2005	-9.22%	N/A
2004	+13.77%	N/A
2003	+16.80%	N/A
2002	-9.27%	N/A
2001	+44.27%	N/A
2000	+0.11%	N/A
1999	+1.41%	N/A

VALU vs USX Drawdown Comparison

The maximum drawdown for VALU was -77.35%, occurring on Jun 24, 2013. Recovery took 3163 trading sessions.

The maximum drawdown for USX was -91.73%, occurring on Feb 22, 2023. Recovery took 1270 trading sessions.

The current VALU drawdown is -61.77%. The current USX drawdown is -4.87%.

Rank	VALU	USX
#1	-77.35% Nov 30, 2006 - Jun 27, 2019	-91.73% Jun 14, 2018 - Jun 3, 2026
#2	-67.14% Aug 26, 2022 - Oct 12, 2023	-7.88% Jun 4, 2026 - Jun 10, 2026
#3	-40.29% Apr 20, 2022 - Aug 1, 2022	N/A
#4	-37.92% Apr 28, 2004 - Oct 17, 2006	N/A
#5	-36.24% Mar 4, 2020 - Aug 19, 2021	N/A
#6	-29.60% Sep 10, 2001 - Jun 5, 2003	N/A
#7	-27.92% Jun 27, 2019 - Dec 12, 2019	N/A
#8	-24.07% Aug 1, 2022 - Aug 26, 2022	N/A
#9	-19.87% Jan 24, 2020 - Mar 4, 2020	N/A
#10	-18.05% Aug 27, 2021 - Nov 5, 2021	N/A
#11	-15.99% Jan 19, 2000 - Mar 6, 2000	N/A
#12	-14.97% Mar 6, 2000 - Jul 31, 2000	N/A
#13	-13.89% Jun 11, 2003 - Apr 8, 2004	N/A
#14	-13.31% Jul 31, 2000 - Feb 6, 2001	N/A
#15	-12.94% Nov 16, 2021 - Dec 21, 2021	N/A

Correlation

Correlation between VALU and USX is -0.37 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.37

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