Amazon Shipments Will Decline And Automation Will Secure Future Efficiency

Published
06 Aug 24
Updated
06 Aug 25
AnalystConsensusTarget's Fair Value
US$105.73
18.0% undervalued intrinsic discount
06 Aug
US$86.67
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1Y
-30.6%
7D
1.9%

Author's Valuation

US$105.7

18.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Decreased 5.74%

Despite higher consensus revenue growth forecasts, a lower future P/E suggests increased caution around profitability or risk, leading to a reduced fair value estimate for United Parcel Service from $112.17 to $105.73. What's in the News UPS is deploying advanced robotics in warehouse logistics alongside peers (FedEx, Walmart, DHL) to automate tasks like loading/unloading, leveraging AI and sensors to improve efficiency and reduce costs, though challenges with certain package types persist (Wall Street Journal).

Shared on07 May 25
Fair value Decreased 8.92%

Shared on30 Apr 25
Fair value Decreased 3.67%

AnalystConsensusTarget has increased revenue growth from 1.0% to 1.1%.

Shared on23 Apr 25
Fair value Increased 1.04%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on16 Apr 25
Fair value Decreased 2.59%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.79%

AnalystConsensusTarget has decreased revenue growth from 1.3% to 1.0%.

Shared on02 Apr 25
Fair value Decreased 0.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.091%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.64%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 16%

AnalystConsensusTarget has decreased revenue growth from 4.0% to 1.4%.