Mullen Group (MLLGF) versus The Competition Critical Review

Mullen Group (OTCMKTS:MLLGF) is one of 101 public companies in the “Ground Transportation” industry, but how does it weigh in compared to its peers? We will compare Mullen Group to related companies based on the strength of its risk, profitability, earnings, institutional ownership, dividends, analyst recommendations and valuation.

Profitability

This table compares Mullen Group and its peers’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Mullen Group	N/A	N/A	N/A
Mullen Group Competitors	5.39%	9.38%	3.79%

Insider & Institutional Ownership

55.0% of Mullen Group shares are owned by institutional investors. Comparatively, 59.6% of shares of all “Ground Transportation” companies are owned by institutional investors. 15.2% of shares of all “Ground Transportation” companies are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Dividends

Mullen Group pays an annual dividend of $1.20 per share and has a dividend yield of 6.3%. Mullen Group pays out 120.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. As a group, “Ground Transportation” companies pay a dividend yield of 1.4% and pay out 28.0% of their earnings in the form of a dividend.

Analyst Recommendations

This is a breakdown of current recommendations for Mullen Group and its peers, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Mullen Group	0	3	3	0	2.50
Mullen Group Competitors	1322	6330	8426	252	2.47

As a group, “Ground Transportation” companies have a potential upside of 12.71%. Given Mullen Group’s peers higher possible upside, analysts plainly believe Mullen Group has less favorable growth aspects than its peers.

Earnings and Valuation

This table compares Mullen Group and its peers revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Mullen Group	N/A	N/A	19.18
Mullen Group Competitors	$8.87 billion	$920.60 million	51.40

Mullen Group’s peers have higher revenue and earnings than Mullen Group. Mullen Group is trading at a lower price-to-earnings ratio than its peers, indicating that it is currently more affordable than other companies in its industry.

Summary

Mullen Group peers beat Mullen Group on 11 of the 13 factors compared.

Mullen Group Company Profile

Mullen Group Ltd. provides a range of trucking and logistics services in Canada and the United States. The Less-Than-Truckload segment delivers general freight consisting of smaller shipments, packages, and parcels; and pharmaceutical and package products. The Logistics & Warehousing segment offers full truckload, specialized transportation, warehousing, and fulfillment centers that handle e-commerce transactions and transload facilities for intermodal and bulk shipments; technology solutions, including transportation, inventory, and warehouse management systems; and warehousing and distribution services. The Specialized & Industrial Services segment provides specialized equipment and services to the oil and natural gas, environmental, construction, pipeline, utility, telecom, and civil industries; and specialized services comprising water management, environmental services, pipeline and civil construction, Industrial cleaning and turnaround services, fluid management, and municipal development and emergency support services, as well as drilling and drilling related services. The U.S. & International Logistics segment provides logistics services through professional representatives and station agents. This segment also owns SilverExpress, a proprietary integrated transportation management platform. Mullen Group Ltd. was founded in 1949 and is headquartered in Okotoks, Canada.