Is United Parcel Stock a Good Investment?
United Parcel Investment Advice | UPS |
- Examine United Parcel's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research United Parcel's leadership team and their track record. Good management can help United Parcel navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Air Freight & Logistics space and any emerging trends that could impact United Parcel's business and its evolving consumer preferences.
- Compare United Parcel's performance and market position to its competitors. Analyze how United Parcel is positioned in terms of product offerings, innovation, and market share.
- Check if United Parcel pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about United Parcel's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in United Parcel Service stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if United Parcel Service is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine United Parcel Stock
Researching United Parcel's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 72.0% of the company outstanding shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.68. United Parcel Service recorded earning per share (EPS) of 6.62. The entity last dividend was issued on the 18th of November 2024.
To determine if United Parcel is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding United Parcel's research are outlined below:
| About 72.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Think UPS Stock Is Expensive These Charts Might Change Your Mind |
United Parcel Quarterly Cash And Short Term Investments |
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United Parcel uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in United Parcel Service. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to United Parcel's 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 |
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. Below are the table of largest EPS Surprises United Parcel's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2002-01-29 | 2001-12-31 | 0.5 | 0.57 | 0.07 | 14 | ||
2010-04-27 | 2010-03-31 | 0.58 | 0.71 | 0.13 | 22 | ||
2024-04-23 | 2024-03-31 | 1.29 | 1.43 | 0.14 | 10 | ||
2016-02-02 | 2015-12-31 | 1.42 | 1.57 | 0.15 | 10 | ||
2024-07-23 | 2024-06-30 | 1.99 | 1.79 | -0.2 | 10 | ||
2020-10-28 | 2020-09-30 | 1.9 | 2.28 | 0.38 | 20 | ||
2022-02-01 | 2021-12-31 | 3.1 | 3.59 | 0.49 | 15 | ||
2021-02-02 | 2020-12-31 | 2.14 | 2.66 | 0.52 | 24 |
Know United Parcel's Top 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 | Franklin Resources Inc | 2024-06-30 | 10.5 M | Norges Bank | 2024-06-30 | 8.2 M | Goldman Sachs Group Inc | 2024-06-30 | 7.1 M | Northern Trust Corp | 2024-09-30 | 6.7 M | Ubs Group Ag | 2024-06-30 | 6.6 M | Bank Of New York Mellon Corp | 2024-06-30 | 6.5 M | Ameriprise Financial Inc | 2024-06-30 | 6.2 M | Wells Fargo & Co | 2024-06-30 | 6.1 M | Amvescap Plc. | 2024-06-30 | 5.9 M | Vanguard Group Inc | 2024-09-30 | 64.8 M | Blackrock Inc | 2024-06-30 | 55.4 M |
United Parcel's market capitalization trends
The company currently falls under 'Mega-Cap' category with a total capitalization of 112.72 B.Market Cap |
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United Parcel's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.11 | 0.08 | |
| Return On Capital Employed | 0.17 | 0.21 | |
| Return On Assets | 0.09 | 0.08 | |
| Return On Equity | 0.39 | 0.37 |
Determining United Parcel's profitability involves analyzing its financial statements and using various financial metrics to determine if United Parcel is a good buy. For example, gross profit margin measures United Parcel's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of United Parcel's profitability and make more informed investment decisions.
United Parcel's Earnings Breakdown by Geography
Please note, the imprecision that can be found in United Parcel's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of United Parcel Service. Check United Parcel's Beneish M Score to see the likelihood of United Parcel's management manipulating its earnings.
Evaluate United Parcel's management efficiency
United Parcel Service has Return on Asset of 0.0763 % which means that on every $100 spent on assets, it made $0.0763 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.3142 %, implying that it generated $0.3142 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 Tangible 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. Intangible Assets is likely to gain to about 3.5 B in 2024, whereas Non Current Assets Total are likely to drop slightly above 29.2 B in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 20.16 | 21.16 | |
| Tangible Book Value Per Share | 10.64 | 5.74 | |
| Enterprise Value Over EBITDA | 12.06 | 8.58 | |
| Price Book Value Ratio | 7.80 | 7.41 | |
| Enterprise Value Multiple | 12.06 | 8.58 | |
| Price Fair Value | 7.80 | 7.41 | |
| Enterprise Value | 77.6 B | 65.5 B |
Effective leadership at United Parcel drives its competitive edge in the market. Our analysis focuses on how this translates to financial performance and stock value.
Dividend Yield 0.0494 | Forward Dividend Yield 0.0494 | Forward Dividend Rate 6.52 | Beta 0.982 |
Basic technical analysis of United Stock
As of the 21st of November, United Parcel has the Semi Deviation of 1.07, risk adjusted performance of 0.0413, and Coefficient Of Variation of 2032.46. 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. Please validate United Parcel Service coefficient of variation, maximum drawdown, as well as the relationship between the Maximum Drawdown and skewness to decide if United Parcel is priced more or less accurately, providing market reflects its prevalent price of 131.37 per share. Given that United Parcel Service has jensen alpha of 0.0228, 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's 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.
Kevin Warsh over a year ago Acquisition by Kevin Warsh of 214 shares of United Parcel subject to Rule 16b-3 | ||
Winestock James F Jr over a year ago Acquisition by Winestock James F Jr of 5198 shares of United Parcel subject to Rule 16b-3 | ||
George Willis over a year ago United Parcel exotic insider transaction detected |
United Parcel's Outstanding Corporate 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.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| US911308AB04 Corp BondUS911308AB04 | View | |
| UNITED PARCEL SVC Corp BondUS911312AN61 | View | |
| UNITED PARCEL SVC Corp BondUS911312AJ59 | View | |
| US911312BS40 Corp BondUS911312BS40 | View | |
| UNITED PARCEL SERVICE Corp BondUS911312BR66 | View | |
| UNITED PARCEL SERVICE Corp BondUS911312BQ83 | View | |
| UNITED PARCEL SVC Corp BondUS911312BN52 | View |
Understand United Parcel's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing United Parcel's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0413 | |||
| Market Risk Adjusted Performance | 0.1574 | |||
| Mean Deviation | 0.949 | |||
| Semi Deviation | 1.07 | |||
| Downside Deviation | 1.18 | |||
| Coefficient Of Variation | 2032.46 | |||
| Standard Deviation | 1.3 | |||
| Variance | 1.7 | |||
| Information Ratio | (0.02) | |||
| Jensen Alpha | 0.0228 | |||
| Total Risk Alpha | (0.09) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | 0.1474 | |||
| Maximum Drawdown | 6.81 | |||
| Value At Risk | (1.72) | |||
| Potential Upside | 1.55 | |||
| Downside Variance | 1.39 | |||
| Semi Variance | 1.14 | |||
| Expected Short fall | (1.11) | |||
| Skewness | 0.6837 | |||
| Kurtosis | 3.31 |
| Risk Adjusted Performance | 0.0413 | |||
| Market Risk Adjusted Performance | 0.1574 | |||
| Mean Deviation | 0.949 | |||
| Semi Deviation | 1.07 | |||
| Downside Deviation | 1.18 | |||
| Coefficient Of Variation | 2032.46 | |||
| Standard Deviation | 1.3 | |||
| Variance | 1.7 | |||
| Information Ratio | (0.02) | |||
| Jensen Alpha | 0.0228 | |||
| Total Risk Alpha | (0.09) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | 0.1474 | |||
| Maximum Drawdown | 6.81 | |||
| Value At Risk | (1.72) | |||
| Potential Upside | 1.55 | |||
| Downside Variance | 1.39 | |||
| Semi Variance | 1.14 | |||
| Expected Short fall | (1.11) | |||
| Skewness | 0.6837 | |||
| Kurtosis | 3.31 |
Consider United Parcel's intraday 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.
| Accumulation Distribution | 35025.6 | |||
| Daily Balance Of Power | (0.47) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 131.78 | |||
| Day Typical Price | 131.64 | |||
| Price Action Indicator | (0.77) | |||
| Period Momentum Indicator | (0.72) | |||
| Relative Strength Index | 52.62 |
United Parcel Corporate Filings
F4 | 8th of November 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 |
10Q | 6th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 24th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F3 | 12th of July 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
United Stock media impact
Far too much social signal, news, headlines, and media speculation about United Parcel that are available to investors today. That information is available publicly through United media outlets and privately through word of mouth or via United internal channels. However, regardless of the origin, that massive amount of United data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of United Parcel news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of United Parcel relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to United Parcel's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive United Parcel alpha.
United Parcel Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards United Parcel can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
United Parcel Service Historical Investor Sentiment
Investor biases related to United Parcel's public news can be used to forecast risks associated with an investment in United. The trend in average sentiment can be used to explain how an investor holding United can time the market purely based on public headlines and social activities around United Parcel Service. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
United Parcel's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for United Parcel and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average United Parcel news discussions. The higher the estimate score, the more favorable the investor's outlook on United Parcel.
United Parcel Corporate Directors
| Kathleen Johnson | Independent Director | Profile | |
| Wayne Hewett | Independent Director | Profile | |
| Russell Stokes | Independent Director | Profile | |
| Eva Boratto | Independent Director | Profile |
Additional Tools for United Stock Analysis
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.