UPS:NYE-United Parcel Service Inc. (USD)

EQUITY | Integrated Freight & Logistics | New York Stock Exchange

Last Closing

USD 147.33

Change

+3.54 (+2.46)%

Market Cap

USD 100.79B

Volume

7.08M

Analyst Target

USD 151.87
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

United Parcel Service Inc (UPS) is a package delivery organization less-than-truckload industry & provider of supply chain management solutions. It operates in three segments; U.S. Domestic Package, International Package and Supply Chain & Freight.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-03-27 )

Largest Industry Peers for Integrated Freight & Logistics

Symbol Name Price(Change) Market Cap
FDX FedEx Corporation

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USD 67.31B
ZTO ZTO Express (Cayman) Inc

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USD 17.00B
GXO GXO Logistics Inc

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USD 5.93B
PBI Pitney Bowes Inc

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USD 0.70B
RLGT Radiant Logistics Inc

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USD 0.23B
CII BlackRock Enhanced Capital and..

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USD 0.12B

ETFs Containing UPS

TPOR Direxion Daily Transporta.. 6.82 % 0.95 %

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USD 0.03B
GCIG 6.03 % 0.00 %

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XAXD:SW Xtrackers MSCI AC Asia ex.. 4.70 % 0.00 %

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USD 0.33B
DIP ETF Series Solutions 4.47 % 0.00 %

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USD 1.15M
BQGE:F Ossiam Lux Barclays Quant.. 4.29 % 0.00 %

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UAV 3.56 % 0.00 %

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ZPW-U:CA BMO US Put Write ETF 3.53 % 0.00 %

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SXLI:SW SPDR S&P U.S. Industrials.. 2.86 % 0.00 %

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IUIS:SW iShares S&P 500 Industria.. 2.85 % 0.00 %

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USD 0.24B
DHS:SW WisdomTree US Equity Inco.. 2.80 % 0.00 %

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DHSA:SW WisdomTree US Equity Inco.. 2.80 % 0.00 %

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USD 0.04B
UNCU:LSE First Trust US Equity Inc.. 2.68 % 0.00 %

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USD 0.29B
XUIN:LSE Xtrackers MSCI USA Indust.. 2.64 % 0.00 %

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USD 0.30B
XUIN:XETRA Xtrackers MSCI USA Indust.. 2.57 % 0.00 %

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USD 0.31B
FIDU Fidelity® MSCI Industria.. 2.12 % 0.08 %

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USD 1.01B
DUSL Direxion Daily Industrial.. 2.11 % 1.05 %

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USD 0.04B
WELH:XETRA Amundi S&P Global Industr.. 1.91 % 0.00 %

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USD 0.27B
WELT:XETRA Amundi S&P Global Industr.. 1.91 % 0.00 %

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USD 0.27B
ZPAY-F:CA BMO Premium Yield ETF 1.43 % 0.00 %

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CAD 0.04B
ZPAY-U:CA BMO Premium Yield ETF 1.43 % 0.00 %

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DHS WisdomTree U.S. High Divi.. 0.00 % 0.38 %

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USD 1.08B
IYJ 0.00 % 0.42 %

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IYT 0.00 % 0.42 %

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JHMI 0.00 % 0.47 %

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JDIV 0.00 % 0.12 %

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JMIN 0.00 % 0.12 %

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FTXR First Trust Nasdaq Transp.. 0.00 % 0.60 %

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USD 0.04B
IIGD Invesco Investment Grade .. 0.00 % 0.12 %

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USD 0.05B
XLTY 0.00 % 0.00 %

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SCHD Schwab U.S. Dividend Equi.. 0.00 % 0.07 %

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USD 53.63B
UXI ProShares Ultra Industria.. 0.00 % 0.95 %

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USD 0.02B
VIS Vanguard Industrials Inde.. 0.00 % 0.10 %

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USD 5.16B
XGI:CA iShares S&P Global Indust.. 0.00 % 0.65 %

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CAD 0.08B
XLI Industrial Select Sector .. 0.00 % 0.13 %

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USD 18.25B
ZPW:CA BMO US Put Write ETF 0.00 % 0.71 %

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CAD 0.06B
DHS:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

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USD 0.03B
DHSA:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

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USD 0.04B
DHSD:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

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USD 0.03B
DHSG:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

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USD 0.75M
DHSP:LSE WisdomTree US Equity Inco.. 0.00 % 0.00 %

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USD 0.04B
GIN:LSE SPDR Morningstar Multi-As.. 0.00 % 0.00 %

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USD 1.18B
IISU:LSE iShares S&P 500 Industria.. 0.00 % 0.00 %

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USD 0.22B
IUIS:LSE iShares S&P 500 Industria.. 0.00 % 0.00 %

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USD 0.22B
MAGI:LSE SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

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USD 1.18B
SXLI:LSE SPDR S&P U.S. Industrials.. 0.00 % 0.00 %

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USD 0.24B
UINC:LSE First Trust US Equity Inc.. 0.00 % 0.00 %

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USD 0.29B
XAXD:LSE Xtrackers - MSCI AC Asia .. 0.00 % 0.00 %

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USD 0.32B
XAXJ:LSE Xtrackers MSCI AC Asia ex.. 0.00 % 0.00 %

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USD 0.32B
INDW:PA Amundi S&P Global Industr.. 0.00 % 0.00 %

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USD 0.27B
F750:F 0.00 % 0.00 %

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WTD9:F WisdomTree US Equity Inco.. 0.00 % 0.00 %

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USD 0.06B
WTDY:F WisdomTree Issuer ICAV - .. 0.00 % 0.00 %

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USD 0.64M
WTEU:F WisdomTree US Equity Inco.. 0.00 % 0.00 %

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USD 0.11B
ZPDI:F SPDR S&P U.S. Industrials.. 0.00 % 0.00 %

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USD 0.24B
ZPRI:F SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

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USD 1.18B
2B7C:XETRA iShares S&P 500 Industria.. 0.00 % 0.00 %

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USD 0.24B
F750:XETRA 0.00 % 0.00 %

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WTD9:XETRA WisdomTree Issuer ICAV - .. 0.00 % 0.00 %

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USD 0.05B
WTDY:XETRA WisdomTree Issuer ICAV - .. 0.00 % 0.00 %

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USD 0.85M
WTEU:XETRA WisdomTree US Equity Inco.. 0.00 % 0.00 %

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USD 0.11B
ZPDI:XETRA SPDR S&P U.S. Industrials.. 0.00 % 0.00 %

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USD 0.24B
ZPRI:XETRA SPDR Morningstar Multi-As.. 0.00 % 0.00 %

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USD 1.18B
ZPAY:CA BMO Premium Yield ETF 0.00 % 0.00 %

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ZWG:CA BMO Global High Dividend .. 0.00 % 0.00 %

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CAD 0.25B
USDY 0.00 % 0.00 %

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Market Performance

  Market Performance vs. Industry/Classification (Integrated Freight & Logistics) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -6.30% 43% F 15% F
Dividend Return 1.04% 50% F 56% F
Total Return -5.26% 43% F 15% F
Trailing 12 Months  
Capital Gain -23.05% 29% F 10% F
Dividend Return 3.39% 60% D- 49% F
Total Return -19.66% 29% F 11% F
Trailing 5 Years  
Capital Gain 31.85% 80% B- 63% D
Dividend Return 23.90% 80% B- 79% B-
Total Return 55.75% 60% D- 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 14.71% 71% C- 80% B-
Dividend Return 18.11% 71% C- 82% B
Total Return 3.40% 60% D- 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 34.11% 43% F 32% F
Risk Adjusted Return 53.11% 86% B+ 80% B-
Market Capitalization 100.79B 100% F 98% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Integrated Freight & Logistics) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 19.64 57% 42%
Price/Book Ratio 7.56 29% 11%
Price / Cash Flow Ratio 12.77 17% 30%
Price/Free Cash Flow Ratio 11.90 29% 34%
Management Effectiveness  
Return on Equity 36.15% 100% 94%
Return on Invested Capital 18.42% 100% 84%
Return on Assets 8.61% 100% 89%
Debt to Equity Ratio 109.30% 20% 32%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.