United Parcel Service Stock Analysis

UPS Stock  USD 147.33  3.54  2.46%   
United Parcel Service is undervalued with Real Value of 163.84 and Target Price of 179.74. The main objective of United Parcel stock analysis is to determine its intrinsic value, which is an estimate of what United Parcel Service is worth, separate from its market price. There are two main types of United Parcel's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect United Parcel's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of United Parcel's stock to identify patterns and trends that may indicate its future price movements.
The United Parcel stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. United Parcel is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. United Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and United Parcel's ongoing operational relationships across important fundamental and technical indicators.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in United Parcel Service. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.

United Stock Analysis Notes

About 72.0% of the company outstanding shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.71. United Parcel Service recorded earning per share (EPS) of 7.79. The entity last dividend was issued on the 16th of February 2024. United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. United Parcel Service, Inc. was founded in 1907 and is headquartered in Atlanta, Georgia. United Parcel operates under Integrated Freight Logistics classification in the United States and is traded on New York Stock Exchange. It employs 500000 people. For more information please call David Abney at 404 828 6000 or visit https://www.ups.com.

United Parcel Quarterly Total Revenue

24.92 Billion

United Parcel Service Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. United Parcel's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding United Parcel Service or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
United Parcel generated a negative expected return over the last 90 days
About 72.0% of the company outstanding shares are owned by institutional investors
On 8th of March 2024 United Parcel paid $ 1.63 per share dividend to its current shareholders
Latest headline from seekingalpha.com: UPS recovers some ground after analysts say sell-off was overdone

United Parcel Service Upcoming and Recent Events

Earnings reports are used by United Parcel to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to United Parcel previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
30th of January 2024
Upcoming Quarterly Report
View
23rd of April 2024
Next Financial Report
View
31st of December 2023
Next Fiscal Quarter End
View
30th of January 2024
Next Fiscal Year End
View
30th of September 2023
Last Quarter Report
View
31st of December 2022
Last Financial Announcement
View

United Largest EPS Surprises

Earnings surprises can significantly impact United Parcel's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2002-01-29
2001-12-310.50.570.0714 
2010-04-27
2010-03-310.580.710.1322 
2016-02-02
2015-12-311.421.570.1510 
View All Earnings Estimates

United Parcel Thematic Classifications

In addition to having United Parcel stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Dividend Beast Idea
Dividend Beast
Solid, dividend-paying stocks and ETFs
Baby Boomer Prospects Idea
Baby Boomer Prospects
Mega stocks, funds and ETFs that tend to appeal to people considering retirement from the work force
Giant Impact Idea
Giant Impact
Public companies with mega capitalization

United Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as United Parcel is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading United Parcel Service backward and forwards among themselves. United Parcel's institutional investor refers to the entity that pools money to purchase United Parcel's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Ameriprise Financial Inc2023-12-31
8.9 M
Viking Global Investors Lp2023-12-31
8.2 M
Northern Trust Corp2023-12-31
7.7 M
Morgan Stanley - Brokerage Accounts2023-12-31
7.3 M
Norges Bank2023-12-31
7.2 M
Wells Fargo & Co2023-12-31
6.9 M
Bank Of New York Mellon Corp2023-12-31
6.7 M
Clearbridge Advisors, Llc2023-12-31
6.3 M
Amvescap Plc.2023-12-31
5.9 M
Vanguard Group Inc2023-12-31
67.2 M
Blackrock Inc2023-12-31
54.3 M
Note, although United Parcel's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

United Market Capitalization

The company currently falls under 'Mega-Cap' category with a total capitalization of 122.67 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate United Parcel's market, we take the total number of its shares issued and multiply it by United Parcel's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

United Profitablity

United Parcel's profitability indicators refer to fundamental financial ratios that showcase United Parcel's ability to generate income relative to its revenue or operating costs. If, let's say, United Parcel is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, United Parcel's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of United Parcel's profitability requires more research than a typical breakdown of United Parcel's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 0.07 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.11 %, which entails that for every 100 dollars of revenue, it generated $0.11 of operating income.
Last ReportedProjected for 2024
Return On Capital Employed 0.17  0.21 
Return On Assets 0.09  0.08 
Return On Equity 0.39  0.37 

Management Efficiency

United Parcel Service has Return on Asset of 0.0861 % which means that on every $100 spent on assets, it made $0.0861 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.3615 %, implying that it generated $0.3615 on every 100 dollars invested. United Parcel's management efficiency ratios could be used to measure how well United Parcel manages its routine affairs as well as how well it operates its assets and liabilities. Return On Capital Employed is likely to gain to 0.21 in 2024, whereas Return On Assets are likely to drop 0.08 in 2024. At this time, United Parcel's Non Currrent Assets Other are comparatively stable compared to the past year. Other Current Assets is likely to gain to about 2.3 B in 2024, whereas Non Current Assets Total are likely to drop slightly above 29.2 B in 2024.
Last ReportedProjected for 2024
Price Book Value Ratio 7.81  7.42 
Enterprise Value Multiple 12.69  13.33 
Price Fair Value 7.81  7.42 
The analysis of United Parcel's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze United Parcel's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of United Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield
0.0453
Forward Dividend Yield
0.0453
Forward Dividend Rate
6.52
Beta
1.049

Technical Drivers

As of the 28th of March, United Parcel has the Variance of 3.55, coefficient of variation of (2,990), and Risk Adjusted Performance of (0.01). In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of United Parcel Service, as well as the relationship between them. In other words, you can use this information to find out if the company will indeed mirror its model of past prices and volume data, or the prices will eventually revert. We were able to interpolate data for thirteen technical drivers for United Parcel Service, which can be compared to its competition. Please validate United Parcel Service variance and skewness to decide if United Parcel is priced more or less accurately, providing market reflects its prevalent price of 147.33 per share. Given that United Parcel Service has information ratio of (0.10), we advise you to double-check United Parcel Service's current market performance to make sure the company can sustain itself at a future point.

United Parcel Service Price Movement Analysis

Execute Study
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. United Parcel middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for United Parcel Service. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

United Parcel Service Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific United Parcel insiders, such as employees or executives, is commonly permitted as long as it does not rely on United Parcel's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases United Parcel insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

United Parcel Outstanding Bonds

United Parcel issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. United Parcel Service uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most United bonds can be classified according to their maturity, which is the date when United Parcel Service has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

United Parcel Predictive Daily Indicators

United Parcel intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of United Parcel stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

United Parcel Corporate Filings

F4
27th of March 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
22nd of March 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
18th of March 2024
Other Reports
ViewVerify
F4
21st of February 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
10K
20th of February 2024
Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
ViewVerify
F4
9th of February 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
5th of February 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
30th of January 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

United Parcel Forecast Models

United Parcel's time-series forecasting models are one of many United Parcel's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary United Parcel's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About United Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how United Parcel prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling United shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as United Parcel. By using and applying United Stock analysis, traders can create a robust methodology for identifying United entry and exit points for their positions.
Last ReportedProjected for 2024
Pretax Profit Margin 0.09  0.11 
Operating Profit Margin 0.10  0.12 
Net Profit Margin 0.07  0.06 
Gross Profit Margin 0.19  0.18 

Current United Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. United analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. United analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
179.74Buy31Odds
United Parcel Service current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most United analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand United stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of United Parcel Service, talking to its executives and customers, or listening to United conference calls.
United Analyst Advice Details

United Stock Analysis Indicators

United Parcel Service stock analysis indicators help investors evaluate how United Parcel stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading United Parcel shares will generate the highest return on investment. By understating and applying United Parcel stock analysis, traders can identify United Parcel position entry and exit signals to maximize returns.
Begin Period Cash Flow5.6 B
Long Term Debt18.9 B
Common Stock Shares Outstanding860 M
Total Stockholder Equity17.3 B
Tax Provision1.9 B
Quarterly Earnings Growth Y O Y-0.527
Property Plant And Equipment Net41.3 B
Cash And Short Term Investments6.1 B
Cash3.2 B
Accounts Payable6.3 B
Net Debt23.5 B
50 Day M A150.925
Total Current Liabilities17.7 B
Other Operating Expenses81.8 B
Non Current Assets Total51.4 B
Forward Price Earnings17.1527
Non Currrent Assets Other1.5 B
Stock Based Compensation220 M
When determining whether United Parcel Service is a strong investment it is important to analyze United Parcel's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact United Parcel's future performance. For an informed investment choice regarding United Stock, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in United Parcel Service. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.
You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.

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When running United Parcel's price analysis, check to measure United Parcel's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy United Parcel is operating at the current time. Most of United Parcel's value examination focuses on studying past and present price action to predict the probability of United Parcel's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move United Parcel's price. Additionally, you may evaluate how the addition of United Parcel to your portfolios can decrease your overall portfolio volatility.
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Is United Parcel's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of United Parcel. If investors know United will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about United Parcel listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.53)
Dividend Share
6.48
Earnings Share
7.79
Revenue Per Share
105.888
Quarterly Revenue Growth
(0.08)
The market value of United Parcel Service is measured differently than its book value, which is the value of United that is recorded on the company's balance sheet. Investors also form their own opinion of United Parcel's value that differs from its market value or its book value, called intrinsic value, which is United Parcel's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because United Parcel's market value can be influenced by many factors that don't directly affect United Parcel's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between United Parcel's value and its price as these two are different measures arrived at by different means. Investors typically determine if United Parcel is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, United Parcel's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.