United Parcel Service Stock Performance

UPS Stock  USD 148.63  1.30  0.88%   
The entity has a beta of 1.27, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, United Parcel will likely underperform. United Parcel Service has an expected return of -0.0536%. Please make sure to validate United Parcel information ratio, skewness, as well as the relationship between the Skewness and day typical price , to decide if United Parcel Service performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

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Over the last 90 days United Parcel Service has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, United Parcel is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors. ...more

Actual Historical Performance (%)

One Day Return
2.46
Five Day Return
(7.13)
Year To Date Return
(6.95)
Ten Year Return
51.81
All Time Return
115.87
Forward Dividend Yield
0.0453
Payout Ratio
0.7392
Forward Dividend Rate
6.52
Dividend Date
2024-03-08
Ex Dividend Date
2024-02-16
1
Meeder Advisory Services Inc. Lowers Holdings in United Parcel Service, Inc.
02/26/2024
2
United Parcel Service Stock Moves -0.63 percent What You Should Know
03/05/2024
 
United Parcel dividend paid on 8th of March 2024
03/08/2024
3
Baldor Specialty Foods Names Satyan Parameswaran as Chief Digital Innovation Officer
03/13/2024
4
Caller from spoofed phone number leaves strange message Hunting Valley Police Blotter
03/14/2024
5
United Parcel Service Stock Moves -0.34 percent What You Should Know
03/15/2024
6
7 Little-Known Growth Stocks With Multibagger Upside
03/19/2024
7
Unpacking the Latest Options Trading Trends in United Parcel Service
03/20/2024
8
United Parcel Service Laps the Stock Market Heres Why
03/21/2024
9
Acquisition by Brian Newman of 12051 shares of United Parcel at 154.76 subject to Rule 16b-3
03/22/2024
10
Disposition of 591 shares by Kathleen Gutmann of United Parcel subject to Rule 16b-3
03/25/2024
11
UPS recovers some ground after analysts say sell-off was overdone
03/27/2024
Begin Period Cash Flow5.6 B
  

United Parcel Relative Risk vs. Return Landscape

If you would invest  15,549  in United Parcel Service on December 29, 2023 and sell it today you would lose (686.00) from holding United Parcel Service or give up 4.41% of portfolio value over 90 days. United Parcel Service is generating negative expected returns assuming volatility of 1.9427% on return distribution over 90 days investment horizon. In other words, 17% of stocks are less volatile than United, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon United Parcel is expected to under-perform the market. In addition to that, the company is 3.41 times more volatile than its market benchmark. It trades about -0.03 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 per unit of volatility.

United Parcel Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for United Parcel's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as United Parcel Service, and traders can use it to determine the average amount a United Parcel's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0276

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Negative ReturnsUPS

Estimated Market Risk

 1.94
  actual daily
17
83% of assets are more volatile

Expected Return

 -0.05
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.03
  actual daily
0
Most of other assets perform better
Based on monthly moving average United Parcel is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of United Parcel by adding United Parcel to a well-diversified portfolio.

United Parcel Fundamentals Growth

United Stock prices reflect investors' perceptions of the future prospects and financial health of United Parcel, and United Parcel fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on United Stock performance.

About United Parcel Performance

To evaluate United Parcel Service Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when United Parcel generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare United Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand United Parcel Service market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents United's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2024
Return On Capital Employed 0.17  0.21 
Return On Assets 0.09  0.08 
Return On Equity 0.39  0.37 

Things to note about United Parcel Service performance evaluation

Checking the ongoing alerts about United Parcel for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for United Parcel Service help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
United Parcel generated a negative expected return over the last 90 days
About 72.0% of the company outstanding shares are owned by institutional investors
On 8th of March 2024 United Parcel paid $ 1.63 per share dividend to its current shareholders
Latest headline from seekingalpha.com: UPS recovers some ground after analysts say sell-off was overdone
Evaluating United Parcel's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate United Parcel's stock performance include:
  • Analyzing United Parcel's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether United Parcel's stock is overvalued or undervalued compared to its peers.
  • Examining United Parcel's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating United Parcel's management team can have a significant impact on its success or failure. Reviewing the track record and experience of United Parcel's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of United Parcel's stock. These opinions can provide insight into United Parcel's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating United Parcel's stock performance is not an exact science, and many factors can impact United Parcel's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether United Parcel Service is a strong investment it is important to analyze United Parcel's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact United Parcel's future performance. For an informed investment choice regarding United Stock, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in United Parcel Service. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.
You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

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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.
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Is United Parcel's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of United Parcel. If investors know United will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about United Parcel listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.53)
Dividend Share
6.48
Earnings Share
7.79
Revenue Per Share
105.888
Quarterly Revenue Growth
(0.08)
The market value of United Parcel Service is measured differently than its book value, which is the value of United that is recorded on the company's balance sheet. Investors also form their own opinion of United Parcel's value that differs from its market value or its book value, called intrinsic value, which is United Parcel's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because United Parcel's market value can be influenced by many factors that don't directly affect United Parcel's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between United Parcel's value and its price as these two are different measures arrived at by different means. Investors typically determine if United Parcel is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, United Parcel's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.