United Parcel Service, Inc. (UPS)
United Parcel Service: A Value Buy On Strategic Transformation
UPS is a value Buy for long-term investors, with margin-driven upside potential but significant execution and macro risks to monitor. Key risks include Amazon volume loss, restructuring execution, tariff headwinds, and intensifying competition from FedEx and Amazon's logistics arm. Strategic healthcare logistics expansion and aggressive cost restructuring aim to offset revenue declines and drive higher long-term margins.
UPS Remains Too Cheap To Ignore
UPS remains undervalued with a P/S ratio near multi-year lows, reflecting excessive market pessimism. Q1 results were mixed: revenue dipped but beat expectations, while EPS and margins improved. Guidance for Q2 is weak with further revenue declines expected. However, these projections are not extraordinarily poor vs. the previous three years.
United Parcel Service: A High-Yield Bargain In An Expensive Market
There are three secular trends coinciding and creating a confluence of long-term tailwinds for United Parcel Service. UPS's 10-year dividend growth rate is 9.3%, although this was skewed higher by a ~50% dividend boost in early 2022. UPS moved its revenue from $58.4 billion in FY 2015 to $91.1 billion in FY 2024. That's a compound annual growth rate of 5.1%.
United Parcel Service (UPS) Beats Stock Market Upswing: What Investors Need to Know
United Parcel Service (UPS) concluded the recent trading session at $101.09, signifying a +1.09% move from its prior day's close.
UPS vs. CPA: Which Dividend-Paying Transportation Stock to Bet on Now?
CPA's strong margins, upbeat demand, and rising estimates make it a standout dividend stock over UPS currently.
United Parcel Service, Inc. (UPS) Is a Trending Stock: Facts to Know Before Betting on It
Recently, Zacks.com users have been paying close attention to UPS (UPS). This makes it worthwhile to examine what the stock has in store.
Why I Just Bought This Badly Beaten-Down, 6.6%-Yielding Dividend Stock and Plan to Buy Even More
UPS (UPS 3.14%) has struggled in recent quarters due to a challenging market environment and other issues. Tariffs, slowing economic growth, and low margins on volumes from its largest customer, Amazon (AMZN 0.25%), have impacted the leading global logistics company's revenue and cash flow, which has, in turn, weighed on its share price.
Should You Buy UPS Stock At $100?
United Parcel Service (NYSE:UPS) has notably underperformed against the broader S&P 500 index over the past year, falling nearly 30% compared to the S&P 500's 12% increase. This drop occurs despite UPS's strategic move to minimize lower-margin Amazon deliveries, aimed at boosting profitability.
Why United Parcel Service (UPS) Outpaced the Stock Market Today
In the most recent trading session, United Parcel Service (UPS) closed at $99.31, indicating a +1.08% shift from the previous trading day.
Should Investors Worry About UPS' Dividend Sustainability?
United Parcel Service offers a 6.7% dividend yield. With payout ratios rising and the free cash flow falling, its dividend growth may be in doubt.
Why United Parcel Service (UPS) Outpaced the Stock Market Today
In the most recent trading session, United Parcel Service (UPS) closed at $98.08, indicating a +0.74% shift from the previous trading day.
UPS vs. WAB: Which Dividend-Paying Transportation Stock to Bet on Now?
WAB edges out UPS courtesy of its dividend sustainability, rising earnings estimates and better price performance so far in 2025.
