United Parcel Revenue vs. Shares Owned By Institutions
| 0R08 Stock | 134.08 2.07 1.57% |
Total Revenue | First Reported 1999-03-31 | Previous Quarter 21.8 B | Current Value 22.2 B | Quarterly Volatility 5.4 B |
For United Parcel profitability analysis, we use financial ratios and fundamental drivers that measure the ability of United Parcel to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well United Parcel Service utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between United Parcel's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of United Parcel Service over time as well as its relative position and ranking within its peers.
United |
United Parcel Service Shares Owned By Institutions vs. Revenue Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining United Parcel's current stock value. Our valuation model uses many indicators to compare United Parcel value to that of its competitors to determine the firm's financial worth. United Parcel Service is the top company in revenue category among its peers. It also is number one stock in shares owned by institutions category among its peers . The ratio of Revenue to Shares Owned By Institutions for United Parcel Service is about 1,259,282,846 . At this time, United Parcel's Total Revenue is comparatively stable compared to the past year. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the United Parcel's earnings, one of the primary drivers of an investment's value.United Revenue vs. Competition
United Parcel Service is the top company in revenue category among its peers. Market size based on revenue of Industrials industry is presently estimated at about 101.44 Billion. United Parcel totals roughly 90.96 Billion in revenue claiming about 90% of equities under Industrials industry.
United Shares Owned By Institutions vs. Revenue
Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
United Parcel |
| = | 90.96 B |
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.
Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
United Parcel |
| = | 72.23 % |
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
United Shares Owned By Institutions Comparison
United Parcel is currently under evaluation in shares owned by institutions category among its peers.
United Parcel Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in United Parcel, profitability is also one of the essential criteria for including it into their portfolios because, without profit, United Parcel will eventually generate negative long term returns. The profitability progress is the general direction of United Parcel's change in net profit over the period of time. It can combine multiple indicators of United Parcel, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | -3.7 B | -3.9 B | |
| Operating Income | 9.1 B | 6.4 B | |
| Income Before Tax | 8.6 B | 6.2 B | |
| Total Other Income Expense Net | -568 M | -539.6 M | |
| Net Income | 6.7 B | 4.4 B | |
| Income Tax Expense | 1.9 B | 1.9 B | |
| Interest Income | 798.1 M | 690.4 M | |
| Net Income Applicable To Common Shares | 13.3 B | 7.3 B | |
| Change To Netincome | -302.4 M | -287.3 M |
United Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on United Parcel. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of United Parcel position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the United Parcel's important profitability drivers and their relationship over time.
Use United Parcel in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if United Parcel position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in United Parcel will appreciate offsetting losses from the drop in the long position's value.United Parcel Pair Trading
United Parcel Service Pair Trading Analysis
The ability to find closely correlated positions to United Parcel could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace United Parcel when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back United Parcel - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling United Parcel Service to buy it.
The correlation of United Parcel is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as United Parcel moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if United Parcel Service moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for United Parcel can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your United Parcel position
In addition to having United Parcel in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Construction Thematic Idea Now
Construction
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Construction theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Construction Theme or any other thematic opportunities.
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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.