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Added to YB: 2025-01-09

Pitch date: 2024-11-24

UPS [bearish]

United Parcel Service, Inc.

+21.35%

current return

Author Info

No bio for this author

Company Info

United Parcel Service, Inc., a package delivery and logistics provider, offers transportation and delivery services.

Market Cap

$85.6B

Pitch Price

$127.23

Price Target

89.00 (-12%)

Dividend

6.50%

EV/EBITDA

7.71

P/E

15.59

EV/Sales

1.21

Sector

Air Freight and Logistics

Category

N/A

Show full summary:
United Parcel Service, Inc. - $UPS

UPS short: Amazon's in-house delivery network threatens UPS, with AMZN comprising 40% of UPS' operating profit. Unionized labor costs rising faster than revenue. Consensus estimates too optimistic. 2026 EPS ~$7.50 vs $10 est. P/E could contract to 11x. -34% total return potential in 1yr.

Read full article (4 min)