UPS Share Price Performance
US$108.06
-16.95 (-13.56%)
7.5% overvalued intrinsic discount
US$100.50
Fair Value
Price US$108.06
AnalystConsensusTarget US$100.50
NVF US$95.21
AnalystHighTarget US$122.00
Fair ValueUS$100.50
Share Pricen/a
United Parcel Service, Inc. Stock Price
- 4 Narratives written by author
- 3 Comments on narratives written by author
- 475 Fair Values set on narratives written by author
UPS Community Narratives
AN
Fair Value US$100.5 7.5% overvalued intrinsic discount
Amazon Shipments Will Decline And Automation Will Secure Future Efficiency
0users have liked this narrative
1users have commented on this narrative
190users have followed this narrative
NV
NVF·
Fair Value US$95.21 13.5% overvalued intrinsic discount
Finding The True Value Of A Logistics Powerhouse
10users have liked this narrative
2users have commented on this narrative
40users have followed this narrative
AN
Fair Value US$122 11.4% undervalued intrinsic discount
Omni-channel Retail And Automation Will Unlock Global Efficiency
1users have liked this narrative
0users have commented on this narrative
19users have followed this narrative
Finding The True Value Of A Logistics Powerhouse
Our initial price target for United Parcel Service is set at $95.21. We believe in a cautious approach in our analysis as UPS has been clouded with sustainability issues, higher costs, and internal headwinds.Read more
3.7k
users have viewed this narrative10users have liked this narrative
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40users have followed this narrative
Trade Policy Uncertainty And Cost Pressures Will Lower Margins
Key Takeaways Global trade uncertainty, increased nearshoring, and e-commerce competition threaten to reduce parcel volumes, revenue growth, and pricing power. Rising sustainability, automation, and labor costs are driving higher expenses, squeezing margins and limiting UPS's ability to adapt nimbly to market changes.Read more
121
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
AN
US$79.33
36.2% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
1.61% p.a.
Profit Margin
6.89%
Future PE
12.98x
Price in 2029
US$101
Omni-channel Retail And Automation Will Unlock Global Efficiency
Key Takeaways Rapid automation and cost-cutting efforts are improving margins, product mix, and cash flow, with potential to exceed market expectations for sustainable profitability. Strategic expansion in healthcare logistics and global trade routes, combined with digital investments, is positioning the company for robust, diversified long-term growth.Read more
270
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
19users have followed this narrative
AN
US$122
11.4% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
2.14% p.a.
Profit Margin
8.59%
Future PE
15.76x
Price in 2028
US$155.25
Amazon Shipments Will Decline And Automation Will Secure Future Efficiency
Key Takeaways UPS is reducing low-margin Amazon deliveries to focus on profitable segments, expecting improved net margins and operating profit. Network optimization and automation initiatives aim to enhance margins and capital returns, alongside significant cost reductions and healthcare sector growth.Read more
2.4k
users have viewed this narrative0users have liked this narrative
1users have commented on this narrative
190users have followed this narrative
AN
US$100.5
7.5% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
1.38% p.a.
Profit Margin
7.33%
Future PE
15.26x
Price in 2028
US$126.81
Trending Discussion
Recently Updated Narratives
NV
Finding The True Value Of A Logistics Powerhouse
Fair Value: US$95.21 13.5% overvalued intrinsic discount
40 followersusers have followed this narrative
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
UPS: Rally Risks Ahead As Amazon Volume Decline And Cost Execution Concerns Build
Fair Value: US$79.33 36.2% overvalued intrinsic discount
5 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
UPS: Cost Efficiencies And Yield Improvements Will Support Earnings Recovery Ahead
Fair Value: US$122 11.4% undervalued intrinsic discount
19 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
United Parcel Service, Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
Jan 27, 2026
- 6.49
- 21.69%
- 6.15%
- 152.5%
About UPS
- Founded
- 1907
- Employees
- 372180
- CEO
- WebsiteView website
United Parcel Service, Inc., a package delivery and logistics provider, offers transportation and delivery services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery services for express letters, documents, packages and palletized freight through air and ground services in the United States. The International Package segment provides small package operations in Europe, the Indian sub-continent, the Middle East and Africa, Canada and Latin America, and Asia. The company offers a range of guaranteed day- and time-definite international shipping services; day-definite services; cross-border ground package delivery; contract-only, e-commerce solutions for non-urgent, and cross-border shipments; and international service for urgent and palletized shipments. It also provides international air and ocean freight forwarding, contract logistics, custom brokerage and insurance, mail services, healthcare logistics, distribution, and post-sales services. United Parcel Service, Inc. was founded in 1907 and is headquartered in Atlanta, Georgia.
