NASDAQ · STOCK
UL Solutions
$91.78
52W $61.64 – $107.54
55/100
$18.44B
52.7
0.63
Is ULS Bullish or Bearish?
Mixed.
Innellis AI committee rates UL Solutions (ULS) Watch with a composite score of 55/100
, based on 6 analysts with 83% agreement.
Last updated July 31, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +5.49 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -14.51 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
Some positive signals exist — 3 consecutive earnings beats -- consistent execution — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.
Bull & Bear Case
Bull Case
- ROE of 28.8% shows genuine earnings power backing the valuation — Value
- 3 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- P/E of 53.1 is expensive by classic value standards — Value
- Price-to-book of 12.6x prices in significant intangible value — Value
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of July 31, 2026
Overall Committee Score
55/100
Agreement
83%
Analysts
6
Conviction
High
Sector Rank
Top 50%
of 158 Industrials peers
Value Analyst
neutral
49
/ 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 28.8% shows genuine earnings power backing the valuation
− P/E of 53.1 is expensive by classic value standards
Growth Analyst
bullish
60
/ 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ 3 consecutive earnings beats -- consistent execution
Technical Analyst
neutral
58
/ 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Macro Analyst
neutral
58
/ 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst
neutral
58
/ 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
Investment Thesis Evolution
Committee score weakened from 57.6 to 54.5.
- Conviction strengthened -- analysts aligned more closely.
- Committee agreement increased sharply from 57% to 83%.
- New bearish signals: 3 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 1 appeared.
- Bearish pressure eased: 4 signal(s) disappeared.
- Analyst(s) changed stance: Macro Analyst, News Analyst.
- Analyst(s) abstained: Risk Analyst.
Analyst-level changes:
- Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
- News Analyst: stance bullish->neutral; score 74->58 (-16).
- Portfolio Manager: +2 bearish signal(s).
- Risk Analyst abstained (was neutral at 52).
- Value Analyst: +1 bearish signal(s).
Comparing 2026-07-30 to 2026-07-31 (1 day apart).
Technical Analysis
RSI (14)
62.1
Neutral
MACD Histogram
0.901
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$76.24
Resistance
$102.02
Bollinger %B
0.87
Inside Bands
Price vs Moving Averages
EMA 9
$90.20
Above
EMA 21
$90.19
Above
EMA 50
$91.56
Above
EMA 200
$85.19
Above
Fundamental Analysis
Valuation
0
Growth
67
Profitability
1
Financial Health
65
Cash Flow
37
Valuation
P/E Ratio
52.7×
P/B Ratio
13.96×
PEG Ratio
17.80
Dividend Yield
0.01%
52W High
$107.54
52W Low
$61.64
Quality & Growth
ROE
25.8%
ROA
11.1%
Gross Margin
49.6%
Operating Margin
17.8%
Revenue Growth YoY
—
Debt / Equity
0.41
AI Fundamental Assessment
P/E ratio of 52.7 (rich relative to a 15-40x range); Price-to-book of 14.0x; PEG ratio of 17.8 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.3%; Return on assets of 0.1%; Net margin of 0.1%; Gross margin of 0.5%; Current ratio of 1.16 (tight short-term liquidity); Debt-to-equity of 0.41; Free cash flow margin of 0.7% (thin cash generation); Free cash flow per share is positive (2.24); Most recent quarter beat estimates by 20.1%; 3 consecutive earnings beats; EPS growth roughly steady (-5.4% -> -5.7% QoQ); Analyst estimates falling over recent quarters
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