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United Parcel Service Community
NYSE:UPS Community
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United Parcel Service
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Automation Investments Will Streamline Operations And Improve Service Reliability In US Logistics
Key Takeaways Strategic shifts to focus on higher-yielding volume and invest in automation aim to improve operational efficiency and revenue quality. Reduced reliance on USPS and targeting SMBs, healthcare, and B2B sectors are expected to drive growth and enhance margins.
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US$126.70
FV
23.9% undervalued
intrinsic discount
0.96%
Revenue growth p.a.
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2 days ago
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United Parcel Service
AN
AnalystLowTarget
Consensus Narrative from 32 Analysts
Efficiency Reimagined Initiative Will Unlock $1B Cost Savings
Key Takeaways UPS's shift from Amazon aims to boost margins by focusing on higher-margin businesses, potentially enhancing revenue and long-term profitability. Strategic initiatives like efficiency improvements and healthcare logistics investments are expected to enhance operating margins and drive growth.
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US$107.69
FV
10.5% undervalued
intrinsic discount
-1.03%
Revenue growth p.a.
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2 days ago
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United Parcel Service
AN
AnalystHighTarget
Consensus Narrative from 32 Analysts
Process Improvements And Internal Logistics Will Generate $1B Savings
Key Takeaways Process improvements and internal handling of SurePost deliveries aim for significant cost savings and increased operational efficiency to boost margins. Strategic focus on higher-margin segments and digitization efforts are set to optimize profitability and enhance revenue growth through operational efficiencies.
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US$146.89
FV
34.4% undervalued
intrinsic discount
6.13%
Revenue growth p.a.
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2 days ago
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Your Valuation for
UPS
UPS
United Parcel Service
Your Fair Value
US$
Current Price
US$96.43
30.9% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
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Future
0
100b
2015
2018
2021
2024
2025
2027
2030
Revenue US$98.0b
Earnings US$6.2b
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