WAB edges out UPS courtesy of its dividend sustainability, rising earnings estimates and better price performance so far in 2025.
UPS is oversold, trading near multi-year lows, with Wall Street overly focused on negatives and ignoring operational improvements and cost cuts. Management is aggressively restructuring, targeting $3.5B in cost savings, pivoting to higher-margin healthcare and SMB segments, and maintaining a nearly 7% dividend yield. Valuation is compelling: P/E around 14, EV/EBITDA under 9, and 25–35% upside to fair value if cost cuts and new business lines deliver.
UPS offers a nearly 7% dividend yield, which I believe is safe due to strong free cash flow, despite recent underperformance. Cost-cutting initiatives and domestic margin strength could drive efficiency gains, making current low valuation levels attractive for investors. Valuation is compelling: Even a conservative 15x P/E suggests UPS is undervalued, with upside potential if earnings rebound from cyclical lows.
![]() 0R08 3 months ago | Other | $1.64 Per Share |
![]() 0R08 6 months ago | Other | $1.63 Per Share |
![]() 0R08 9 months ago | Other | $1.63 Per Share |
![]() 0R08 10 May 2024 | Other | $1.63 Per Share |
![]() 0R08 16 Feb 2024 | Other | $1.63 Per Share |
29 Jul 2025 (56 Days) Date | | - Cons. EPS | - EPS |
21 Apr 2025 Date | | - Cons. EPS | - EPS |
28 Jan 2025 Date | | - Cons. EPS | - EPS |
24 Oct 2024 Date | | - Cons. EPS | 1.8 EPS |
23 Jul 2024 Date | | - Cons. EPS | 1.65 EPS |
![]() 0R08 3 months ago | Other | $1.64 Per Share |
![]() 0R08 6 months ago | Other | $1.63 Per Share |
![]() 0R08 9 months ago | Other | $1.63 Per Share |
![]() 0R08 10 May 2024 | Other | $1.63 Per Share |
![]() 0R08 16 Feb 2024 | Other | $1.63 Per Share |
29 Jul 2025 (56 Days) Date | | - Cons. EPS | - EPS |
21 Apr 2025 Date | | - Cons. EPS | - EPS |
28 Jan 2025 Date | | - Cons. EPS | - EPS |
24 Oct 2024 Date | | - Cons. EPS | 1.8 EPS |
23 Jul 2024 Date | | - Cons. EPS | 1.65 EPS |
Integrated Freight & Logistics Industry | Industrials Sector | Ms. Carol B. Tome CEO | LSE Exchange | US9113121068 ISIN |
US Country | 490,000 Employees | 18 Feb 2025 Last Dividend | - Last Split | 10 Nov 1999 IPO Date |
United Parcel Service, Inc., commonly known as UPS, stands as a pivotal entity in the package delivery industry, offering a broad spectrum of transportation and delivery services. Established in 1907, UPS has grown to position itself as a global leader headquartered in Atlanta, Georgia. The company's operations are segmented into U.S. Domestic Package and International Package, through which it caters to a diverse clientele offering time-definite and day-definite delivery solutions across the United States and around the globe. UPS is not just limited to package delivery but extends its expertise into areas like distribution, logistics, freight forwarding, and insurance, showcasing its commitment to be a comprehensive logistics provider.
UPS's wide array of products and services is tailored to meet the needs of its global customer base, ensuring timely and efficient delivery and logistics solutions.