UPS logo

United Parcel Service, Inc. Stock Price

NYSE:UPS Community·US$96.0b Market Cap
  • 4 Narratives written by author
  • 4 Comments on narratives written by author
  • 529 Fair Values set on narratives written by author

UPS Share Price Performance

US$105.53
14.69 (16.17%)
US$95.21
Fair Value
US$105.53
14.69 (16.17%)
10.8% overvalued intrinsic discount
US$95.21
Fair Value
Price US$105.53
NVF US$95.21
AnalystConsensusTarget US$112.88
AnalystHighTarget US$135.00

UPS Community Narratives

Fair Value
·
Fair Value US$95.21 10.8% overvalued intrinsic discount

Finding The True Value Of A Logistics Powerhouse

11users have liked this narrative
2users have commented on this narrative
53users have followed this narrative
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Fair Value US$112.88 6.5% undervalued intrinsic discount

Amazon Shipments Will Decline And Automation Will Secure Future Efficiency

1users have liked this narrative
2users have commented on this narrative
206users have followed this narrative
·
Fair Value US$135 21.8% undervalued intrinsic discount

Omni-channel Retail And Automation Will Unlock Global Efficiency

1users have liked this narrative
0users have commented on this narrative
21users have followed this narrative
US$95.21
10.8% overvalued intrinsic discount
Fair Value
Revenue
1.75% p.a.
Profit Margin
7.25%
Future PE
14.5x
Price in 2028
US$120.44
US$135
21.8% undervalued intrinsic discount
Revenue
5.13% p.a.
Profit Margin
7.29%
Future PE
19.66x
Price in 2029
US$171.53
US$82.69
27.6% overvalued intrinsic discount
Revenue
1.7% p.a.
Profit Margin
6.17%
Future PE
15.7x
Price in 2029
US$105.01
US$112.88
6.5% undervalued intrinsic discount
Revenue
3.46% p.a.
Profit Margin
6.95%
Future PE
18.15x
Price in 2029
US$143.96

Updated Narratives

UPS logo

Finding The True Value Of A Logistics Powerhouse

Fair Value: US$95.21 10.8% overvalued intrinsic discount
53 users have set this as their fair value
2 users have commented on this narrative
0 users have liked this narrative
UPS logo

UPS: Transformation Efforts And AI Adoption Will Drive Earnings Recovery

Fair Value: US$135 21.8% undervalued intrinsic discount
21 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
UPS logo

UPS: Margin Headwinds And Facility Closures Will Pressure Earnings Trajectory

Fair Value: US$82.69 27.6% overvalued intrinsic discount
10 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Established dividend payer and good value.

2 Risks
2 Rewards

United Parcel Service, Inc. Key Details

US$89.9b

Revenue

US$71.1b

Cost of Revenue

US$18.8b

Gross Profit

US$14.2b

Other Expenses

US$4.6b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Oct 27, 2026
5.38
20.91%
5.08%
162.2%
View Full Analysis

About UPS

Founded
1907
Employees
350625
CEO
Carol Tome
WebsiteView website
www.ups.com

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. The International Package segment provides small package operations in Europe, the Middle East and Africa, Canada and Latin America, and Asia. The company offers a range of guaranteed day- and time-definite international transportation 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, customs 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.

Recent UPS News & Updates

Seeking Alpha 17h

UPS Q2: Trapped By Its Costs

Summary UPS remains a hold as restructuring and cost-cutting have yet to restore historical margins, despite Q2 top- and bottom-line beats. Q2 saw revenue of $22.8B and adjusted EPS of $1.76, but incremental revenue is not translating into meaningful profit growth. Shedding the Amazon contract and Driver Choice Program are positives, yet cost per piece inflation and weak margin leverage persist. A forward PE of 14x appears justified given the tepid margin outlook; risk remains from oil prices and lack of margin improvement. Read the full article on Seeking Alpha

Recent updates

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