Union Pacific Stock Fundamentals

UNP Stock  USD 233.28  0.50  0.21%   
Union Pacific fundamentals help investors to digest information that contributes to Union Pacific's financial success or failures. It also enables traders to predict the movement of Union Stock. The fundamental analysis module provides a way to measure Union Pacific's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Union Pacific stock.
At this time, Union Pacific's Interest Expense is relatively stable compared to the past year. As of 12/12/2024, Operating Income is likely to grow to about 9.5 B, while Gross Profit is likely to drop slightly above 8.7 B.
  
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Union Pacific Company Return On Equity Analysis

Union Pacific's Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.

Return On Equity

 = 

Net Income

Total Equity

More About Return On Equity | All Equity Analysis

Current Union Pacific Return On Equity

    
  0.43  
Most of Union Pacific's fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Union Pacific is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Union Return On Equity Historical Pattern

Today, most investors in Union Pacific Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Union Pacific's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's return on equity growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Union Pacific return on equity as a starting point in their analysis.
   Union Pacific Return On Equity   
       Timeline  
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
Competition

Union Total Stockholder Equity

Total Stockholder Equity

13.32 Billion

At this time, Union Pacific's Total Stockholder Equity is relatively stable compared to the past year.
Based on the latest financial disclosure, Union Pacific has a Return On Equity of 0.434. This indicator is about the same for the Ground Transportation average (which is currently at 0.44) sector and 85.24% lower than that of the Industrials industry. The return on equity for all United States stocks is notably lower than that of the firm.

Union Pacific Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Union Pacific's current stock value. Our valuation model uses many indicators to compare Union Pacific value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Union Pacific competition to find correlations between indicators driving Union Pacific's intrinsic value. More Info.
Union Pacific is rated first in return on equity category among its peers. It is rated first in return on asset category among its peers reporting about  0.21  of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Union Pacific is roughly  4.83 . At this time, Union Pacific's Return On Equity is relatively stable compared to the past year. Comparative valuation analysis is a catch-all technique that is used if you cannot value Union Pacific by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.

Union Return On Equity Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Union Pacific's direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Union Pacific could also be used in its relative valuation, which is a method of valuing Union Pacific by comparing valuation metrics of similar companies.
Union Pacific is currently under evaluation in return on equity category among its peers.

Union Pacific ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Union Pacific's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Union Pacific's managers, analysts, and investors.
Environmental
Governance
Social

Union Fundamentals

About Union Pacific Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Union Pacific's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Union Pacific using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Union Pacific based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Last ReportedProjected for Next Year
Current Deferred Revenue714.6 M750.3 M
Total Revenue24.1 B15.7 B
Cost Of Revenue13.6 BB
Sales General And Administrative To Revenue 0.28  0.35 
Capex To Revenue 0.15  0.18 
Revenue Per Share 39.59  41.57 
Ebit Per Revenue 0.38  0.40 

Pair Trading with Union Pacific

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Union Pacific position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Union Pacific will appreciate offsetting losses from the drop in the long position's value.

Moving together with Union Stock

  0.68CP Canadian Pacific RailwayPairCorr
  0.67FLYX flyExclusive,PairCorr

Moving against Union Stock

  0.53AAL American Airlines Aggressive PushPairCorr
  0.51DAL Delta Air Lines Fiscal Year End 10th of January 2025 PairCorr
  0.51UAL United Airlines Holdings Fiscal Year End 27th of January 2025 PairCorr
  0.5VLRS VolarisPairCorr
  0.5ALGT Allegiant TravelPairCorr
The ability to find closely correlated positions to Union Pacific could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Union Pacific when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Union Pacific - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Union Pacific to buy it.
The correlation of Union Pacific is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Union Pacific moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Union Pacific moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Union Pacific can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Additional Tools for Union Stock Analysis

When running Union Pacific's price analysis, check to measure Union Pacific'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 Union Pacific is operating at the current time. Most of Union Pacific's value examination focuses on studying past and present price action to predict the probability of Union Pacific's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Union Pacific's price. Additionally, you may evaluate how the addition of Union Pacific to your portfolios can decrease your overall portfolio volatility.