Added to YB: 2025-12-04
Pitch date: 2025-10-03
UNP [bullish]
Union Pacific Corporation
+1.84%
current return
Author Info
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Company Info
Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States.
Market Cap
$139.7B
Pitch Price
$235.62
Price Target
426.20 (+78%)
Dividend
2.34%
EV/EBITDA
13.33
P/E
19.99
EV/Sales
6.99
Sector
Ground Transportation
Category
special_situation
Union Pacific Corporation - $UNP
UNP: Cheapest in decade at 19x P/E vs historic 23x despite record efficiency metrics under CEO Vena. Pending $320/sh NSC merger creates first transcontinental railroad w/ $2.75B synergies (10% of revenue). Trump admin strongly supports deal. Cyclical freight recovery + synergies could drive EPS to $19 by 2029, enabling 20%+ IRR at market multiples.
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