United Parcel Service Stock Beta

UPS Stock

USD 144.85 0.06 0.04%

United Parcel Service fundamentals help investors to digest information that contributes to United Parcel's financial success or failures. It also enables traders to predict the movement of United Stock. The fundamental analysis module provides a way to measure United Parcel'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 United Parcel stock.

Short Long Term Debt Total Total Assets

This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

United Parcel Service Company Beta Analysis

United Parcel's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.

Beta

Covariance

Variance

More About Beta | All Equity Analysis

Current United Parcel Beta

1.06

Most of United Parcel's fundamental indicators, such as Beta, 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, United Parcel Service is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

United Beta Driver Correlations

Understanding the fundamental principles of building solid financial models for United Parcel is extremely important. It helps to project a fair market value of United Stock properly, considering its historical fundamentals such as Beta. Since United Parcel's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of United Parcel's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of United Parcel's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Short Term Investments	Total Liab	Total Current Assets	Short Term Debt	Common Stock	Current Deferred Revenue	Long Term Debt	Property Plant Equipment	Good Will	Treasury Stock	Intangible Assets	Net Tangible Assets	Total Permanent Equity	Long Term Debt Total	Capital Surpluse	Deferred Long Term Liab	Long Term Investments	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.46	0.76	0.72	0.97	0.96	0.23	0.92	0.95	0.61	-0.55	0.1	0.84	0.97	0.84	0.73	0.71	0.37	-0.44	0.82	0.5	0.54	-0.73	0.61	0.75	0.75	0.33	-0.13
Total Stockholder Equity	0.46		0.43	0.91	0.44	0.35	0.63	0.11	0.41	0.16	-0.01	-0.65	0.04	0.55	0.25	0.48	0.62	0.96	0.06	0.16	0.09	0.94	-0.37	0.11	0.59	0.91	0.22	-0.6
Net Debt	0.76	0.43		0.52	0.72	0.77	0.54	0.75	0.66	0.79	-0.5	-0.1	0.74	0.75	0.76	0.8	0.89	0.46	-0.38	0.83	0.26	0.63	-0.82	0.72	0.57	0.63	-0.1	-0.59
Retained Earnings	0.72	0.91	0.52		0.68	0.6	0.54	0.4	0.63	0.27	-0.15	-0.49	0.32	0.8	0.51	0.55	0.65	0.85	-0.01	0.38	0.19	0.88	-0.46	0.26	0.66	0.96	0.27	-0.38
Accounts Payable	0.97	0.44	0.72	0.68		0.95	0.1	0.89	0.92	0.55	-0.4	0.18	0.84	0.95	0.77	0.8	0.71	0.33	-0.33	0.84	0.58	0.52	-0.77	0.61	0.78	0.71	0.41	-0.04
Net Receivables	0.96	0.35	0.77	0.6	0.95		0.17	0.93	0.93	0.65	-0.6	0.22	0.9	0.89	0.87	0.73	0.7	0.23	-0.47	0.86	0.49	0.45	-0.77	0.7	0.68	0.65	0.36	-0.06
Short Term Investments	0.23	0.63	0.54	0.54	0.1	0.17		0.04	0.09	0.42	-0.25	-0.77	-0.04	0.29	0.39	0.32	0.58	0.7	-0.16	0.03	-0.38	0.68	-0.27	0.17	0.11	0.59	-0.36	-0.77
Total Liab	0.92	0.11	0.75	0.4	0.89	0.93	0.04		0.89	0.68	-0.64	0.38	0.95	0.84	0.84	0.66	0.6	0.04	-0.55	0.88	0.52	0.24	-0.71	0.69	0.61	0.46	0.23	0.01
Total Current Assets	0.95	0.41	0.66	0.63	0.92	0.93	0.09	0.89		0.51	-0.61	0.25	0.81	0.87	0.73	0.61	0.58	0.28	-0.49	0.74	0.63	0.43	-0.62	0.5	0.78	0.66	0.52	-0.03
Short Term Debt	0.61	0.16	0.79	0.27	0.55	0.65	0.42	0.68	0.51		-0.4	0.0	0.66	0.55	0.82	0.76	0.81	0.15	-0.51	0.73	0.12	0.34	-0.8	0.85	0.38	0.44	-0.14	-0.42
Common Stock	-0.55	-0.01	-0.5	-0.15	-0.4	-0.6	-0.25	-0.64	-0.61	-0.4		-0.23	-0.6	-0.39	-0.58	-0.09	-0.21	0.05	0.71	-0.4	-0.11	-0.09	0.21	-0.33	-0.2	-0.19	-0.02	0.1
Current Deferred Revenue	0.1	-0.65	-0.1	-0.49	0.18	0.22	-0.77	0.38	0.25	0.0	-0.23		0.43	-0.02	0.05	-0.05	-0.26	-0.75	-0.19	0.31	0.63	-0.59	-0.06	0.12	0.17	-0.46	0.42	0.59
Long Term Debt	0.84	0.04	0.74	0.32	0.84	0.9	-0.04	0.95	0.81	0.66	-0.6	0.43		0.77	0.81	0.62	0.57	-0.03	-0.44	0.95	0.45	0.23	-0.73	0.75	0.52	0.36	0.14	0.03
Property Plant Equipment	0.97	0.55	0.75	0.8	0.95	0.89	0.29	0.84	0.87	0.55	-0.39	-0.02	0.77		0.8	0.76	0.75	0.49	-0.31	0.78	0.45	0.63	-0.72	0.58	0.76	0.81	0.27	-0.19
Good Will	0.84	0.25	0.76	0.51	0.77	0.87	0.39	0.84	0.73	0.82	-0.58	0.05	0.81	0.8		0.7	0.74	0.17	-0.52	0.77	0.17	0.41	-0.78	0.8	0.46	0.58	0.05	-0.16
Treasury Stock	0.73	0.48	0.8	0.55	0.8	0.73	0.32	0.66	0.61	0.76	-0.09	-0.05	0.62	0.76	0.7		0.94	0.43	-0.29	0.77	0.39	0.6	-0.94	0.73	0.69	0.7	0.15	-0.4
Intangible Assets	0.71	0.62	0.89	0.65	0.71	0.7	0.58	0.6	0.58	0.81	-0.21	-0.26	0.57	0.75	0.74	0.94		0.6	-0.27	0.72	0.24	0.77	-0.9	0.74	0.65	0.78	0.01	-0.64
Net Tangible Assets	0.37	0.96	0.46	0.85	0.33	0.23	0.7	0.04	0.28	0.15	0.05	-0.75	-0.03	0.49	0.17	0.43	0.6		0.13	0.12	-0.02	0.93	-0.3	0.08	0.49	0.84	0.01	-0.72
Total Permanent Equity	-0.44	0.06	-0.38	-0.01	-0.33	-0.47	-0.16	-0.55	-0.49	-0.51	0.71	-0.19	-0.44	-0.31	-0.52	-0.29	-0.27	0.13		-0.31	-0.09	0.06	0.31	-0.31	-0.16	-0.16	-0.02	0.1
Long Term Debt Total	0.82	0.16	0.83	0.38	0.84	0.86	0.03	0.88	0.74	0.73	-0.4	0.31	0.95	0.78	0.77	0.77	0.72	0.12	-0.31		0.45	0.38	-0.84	0.81	0.6	0.45	0.08	-0.15
Capital Surpluse	0.5	0.09	0.26	0.19	0.58	0.49	-0.38	0.52	0.63	0.12	-0.11	0.63	0.45	0.45	0.17	0.39	0.24	-0.02	-0.09	0.45		0.06	-0.36	0.15	0.8	0.24	0.78	0.15
Deferred Long Term Liab	0.54	0.94	0.63	0.88	0.52	0.45	0.68	0.24	0.43	0.34	-0.09	-0.59	0.23	0.63	0.41	0.6	0.77	0.93	0.06	0.38	0.06		-0.55	0.34	0.61	0.9	0.04	-0.71
Long Term Investments	-0.73	-0.37	-0.82	-0.46	-0.77	-0.77	-0.27	-0.71	-0.62	-0.8	0.21	-0.06	-0.73	-0.72	-0.78	-0.94	-0.9	-0.3	0.31	-0.84	-0.36	-0.55		-0.82	-0.61	-0.59	-0.1	0.34
Short Long Term Debt	0.61	0.11	0.72	0.26	0.61	0.7	0.17	0.69	0.5	0.85	-0.33	0.12	0.75	0.58	0.8	0.73	0.74	0.08	-0.31	0.81	0.15	0.34	-0.82		0.36	0.39	-0.1	-0.27
Cash And Equivalents	0.75	0.59	0.57	0.66	0.78	0.68	0.11	0.61	0.78	0.38	-0.2	0.17	0.52	0.76	0.46	0.69	0.65	0.49	-0.16	0.6	0.8	0.61	-0.61	0.36		0.74	0.63	-0.28
Net Invested Capital	0.75	0.91	0.63	0.96	0.71	0.65	0.59	0.46	0.66	0.44	-0.19	-0.46	0.36	0.81	0.58	0.7	0.78	0.84	-0.16	0.45	0.24	0.9	-0.59	0.39	0.74		0.27	-0.51
Net Working Capital	0.33	0.22	-0.1	0.27	0.41	0.36	-0.36	0.23	0.52	-0.14	-0.02	0.42	0.14	0.27	0.05	0.15	0.01	0.01	-0.02	0.08	0.78	0.04	-0.1	-0.1	0.63	0.27		0.36
Capital Stock	-0.13	-0.6	-0.59	-0.38	-0.04	-0.06	-0.77	0.01	-0.03	-0.42	0.1	0.59	0.03	-0.19	-0.16	-0.4	-0.64	-0.72	0.1	-0.15	0.15	-0.71	0.34	-0.27	-0.28	-0.51	0.36

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In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.

Competition

Predict United Parcel

In accordance with the recently published financial statements, United Parcel Service has a Beta of 1.061. This is 22.55% lower than that of the Air Freight & Logistics sector and significantly higher than that of the Industrials industry. The beta for all United States stocks is notably lower than that of the firm.

United Beta Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses United Parcel's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of United Parcel could also be used in its relative valuation, which is a method of valuing United Parcel by comparing valuation metrics of similar companies.

United Parcel is currently under evaluation in beta category among related companies.

United Parcel 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, United Parcel's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to United Parcel's managers, analysts, and investors.

Environment Score

Governance Score

Social Score

United Parcel Institutional Holders

Institutional Holdings refers to the ownership stake in United Parcel that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of United Parcel's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing United Parcel's value.

		Shares
Ameriprise Financial Inc	2023-12-31	8.9 M
Viking Global Investors Lp	2023-12-31	8.2 M
Northern Trust Corp	2023-12-31	7.7 M
Morgan Stanley - Brokerage Accounts	2023-12-31	7.3 M
Norges Bank	2023-12-31	7.2 M
Wells Fargo & Co	2023-12-31	6.9 M
Bank Of New York Mellon Corp	2023-12-31	6.7 M
Clearbridge Advisors, Llc	2023-12-31	6.3 M
Amvescap Plc.	2023-12-31	5.9 M
Vanguard Group Inc	2023-12-31	67.2 M
Blackrock Inc	2023-12-31	54.3 M

United Parcel returns are very sensitive to returns on the market. As the market goes up or down, United Parcel is expected to follow.

United Fundamentals

	Return On Equity	0.36
	Return On Asset	0.0861
	Profit Margin	0.07 %
	Operating Margin	0.11 %
	Current Valuation	144.22 B
	Shares Outstanding	727.93 M
	Shares Owned By Insiders	0.01 %
	Shares Owned By Institutions	72.23 %
	Number Of Shares Shorted	10.43 M
	Price To Earning	14.87 X
	Price To Book	7.14 X
	Price To Sales	1.36 X
	Revenue	90.96 B
	Gross Profit	25.09 B
	EBITDA	12.51 B
	Net Income	6.71 B
	Cash And Equivalents	5.6 B
	Cash Per Share	13.15 X
	Total Debt	26.73 B
	Debt To Equity	1.41 %
	Current Ratio	1.39 X
	Book Value Per Share	20.29 X
	Cash Flow From Operations	10.24 B
	Short Ratio	2.16 X
	Earnings Per Share	7.80 X
	Price To Earnings To Growth	1.79 X
	Target Price	158.54
	Number Of Employees	265.1 K
	Beta	1.06
	Market Capitalization	123.63 B
	Total Asset	70.86 B
	Retained Earnings	21.05 B
	Working Capital	1.74 B
	Current Asset	13.21 B
	Current Liabilities	10.7 B
	Annual Yield	0.04 %
	Five Year Return	2.91 %
	Net Asset	70.86 B
	Last Dividend Paid	6.48

About United Parcel Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze United Parcel Service's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of United Parcel using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of United Parcel Service 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.

United Parcel Investors Sentiment

The influence of United Parcel's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in United. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.

Investor biases related to United Parcel's public news can be used to forecast risks associated with an investment in United. The trend in average sentiment can be used to explain how an investor holding United can time the market purely based on public headlines and social activities around United Parcel Service. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

United Parcel's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for United Parcel's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average United Parcel's news discussions. The higher the estimated score, the more favorable is the investor's outlook on United Parcel.

United Parcel Implied Volatility

127.22

United Parcel's implied volatility exposes the market's sentiment of United Parcel Service stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if United Parcel's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that United Parcel stock will not fluctuate a lot when United Parcel's options are near their expiration.

Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards United Parcel in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, United Parcel's short interest history, or implied volatility extrapolated from United Parcel options trading.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

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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:

How To Invest In United

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Is United Stock a good investment?

Details

What is United Parcel's Net Worth?

Details

Largest Air Freight & Logistics Companies

View

Largest Integrated Freight & Logistics Companies

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Check out United Parcel Piotroski F Score and United Parcel Altman Z Score analysis.

You can also try the Stocks Directory module to find actively traded stocks across global markets.

Complementary Tools for United Stock analysis

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

7.8

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.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

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United Parcel Service Stock Beta

United Parcel Service Company Beta Analysis

Beta

Covariance

Variance

Current United Parcel Beta

United Beta Driver Correlations

United Beta Peer Comparison

United Parcel ESG Sustainability

United Parcel Institutional Holders

United Fundamentals

About United Parcel Fundamental Analysis

United Parcel Investors Sentiment

United Parcel Implied Volatility

Also Currently Popular

Complementary Tools for United Stock analysis

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