Morningstar

United Parcel Service Inc Class B UPS

Morningstar Rating
Unlock
Stock XNYS Rating as of
$112.47 +1.73 (1.56%)
View Full Chart
As of Delayed Price Closed

Company Report

View Archive

UPS' Package Margins Still Pressured, but Cost Takeout on Track

Matthew Young

UPS is the giant among global small-parcel delivery companies, and it’s one of three commercial providers that dominate the global landscape; FedEx and UPS are the major US incumbents, while DHL Express leads in Europe. The company divested its less-than-truckload division, UPS Freight, in 2021 as part of CEO Carol Tomé's "better, not bigger" framework. In September 2023, UPS also divested its asset-light truck brokerage unit, Coyote, which it acquired in 2015.

Read Full Report

Price vs Fair Value

View History
UPS is trading at a LOCK|xJGH$z premium.
Price
$112.47
Fair Value
LOCK|Wk
Uncertainty
LOCK|M^
1-Star Price
LOCK|&.?Hg
5-Star Price
LOCK|.^N
Economic Moat
LOCK|jv#
Capital Allocation
LOCK|j^bVQ>

Bulls Say, Bears Say

Bulls

UPS' US ground and express package delivery operations should enjoy positive long-term tailwinds from e-commerce growth.

Bears

Amazon is ramping down the packages it sends via UPS by more than 50% by mid-2026. We believe UPS can rationalize capacity on roughly a 1-for-1 basis with lost Amazon volume (over time), but execution risk remains.

Show More

News

View All

Articles & Videos

Trading Information

Previous Close Price
$110.74
Day Range
$111.11–113.41
52-Week Range
$82.00–122.41
Bid/Ask
$112.16 / $112.53
Shares Outstanding
850.01M
Market Cap
$95.60B
Volume/Avg
3M / 6M

Key Statistics

Price/Earnings (Normalized)
16.61
Price/Sales
1.08
Dividend Yield (Trailing)
5.83%
Dividend Yield (Forward)
5.83%
Total Yield
5.83%

Company Profile

As the world's largest parcel delivery company, UPS manages a massive fleet of more than 500 planes and 100,000 vehicles, along with many hundreds of sorting facilities, to deliver an average of about 22 million packages per day to residences and businesses across the globe. UPS' domestic US package operations generate around 65% of total revenue, while international package makes up 20%. Air and ocean freight forwarding and contract logistics make up the remainder.
Sector
Industrials
Industry
Integrated Freight & Logistics
Stock Style Box
Large Value
Total Number of Employees
460,000
Website
https://www.ups.com

Competitors

Valuation

View More
Metric
UPS
FDX
DHL
Price/Earnings (Normalized)
 16.6115.4841.26
Price/Book Value
 6.042.362.71
Price/Sales
 1.080.790.78
Price/Cash Flow
 10.346.007.48
Price/Earnings
UPS
FDX
DHL

Financial Strength

Metric
UPS
FDX
DHL
Quick Ratio
 1.071.150.90
Current Ratio
 1.211.471.10
Interest Coverage
 7.3812.455.38
Quick Ratio
UPS
FDX
DHL

Profitability

Metric
UPS
FDX
DHL
Return on Assets (Normalized)
 7.46%—4.87%
Return on Equity (Normalized)
 33.51%—15.41%
Return on Invested Capital (Normalized)
 13.91%—8.31%
Return on Assets
UPS
FDX
DHL

Integrated Freight & Logistics Industry Comparables

Screen With Investor
1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
FedEx Corp
FDX
LOCK|<@p^^>LOCK|!cqvD$75B
 Deutsche Post AG ADR
DHLGY
LOCK|Z>b&#txLOCK|$?@&$72B
 JB Hunt Transport Services Inc
JBHT
LOCK|%%x^y>&LOCK|>T&g%$26B
 C.H. Robinson Worldwide Inc
CHRW
LOCK|wRRXk?ZcLOCK|?Vt$23B
 Expeditors International of Washington Inc
EXPD
LOCK|@gryb^<LOCK|x<$22B
 FedEx Freight Holding Co Inc
FDXF
LOCK|^gy>sG<LOCK|^!>$22B
 ZTO Express (Cayman) Inc ADR
ZTO
LOCK|NVwW<??LOCK|k!@$R$18B
 Landstar System Inc
LSTR
LOCK|V?sdz&^GLOCK|>rS$7B
 Hub Group Inc Class A
HUBG
LOCK|@Vy&^#LOCK|!>tbV$3B

Sponsor Center