United Parcel Service Stock Beta

UPS Stock

USD 116.76 1.53 1.33%

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

0.93

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		0.54	0.87	0.76	0.97	0.95	0.21	0.92	0.94	0.71	-0.54	0.2	0.85	0.97	0.85	0.76	0.87	0.46	-0.43	0.8	0.43	0.6	-0.75	0.58	0.74	0.77	0.28	-0.1
Total Stockholder Equity	0.54		0.25	0.93	0.5	0.42	0.2	0.19	0.46	0.06	-0.03	-0.45	0.12	0.61	0.33	0.52	0.52	0.96	0.04	0.18	0.05	0.94	-0.41	0.1	0.59	0.93	0.35	-0.51
Net Debt	0.87	0.25		0.5	0.86	0.89	0.35	0.91	0.78	0.81	-0.51	0.3	0.9	0.81	0.87	0.73	0.84	0.2	-0.38	0.84	0.33	0.38	-0.76	0.7	0.49	0.52	0.01	0.05
Retained Earnings	0.76	0.93	0.5		0.7	0.63	0.31	0.46	0.64	0.28	-0.17	-0.35	0.38	0.82	0.56	0.61	0.72	0.87	-0.04	0.38	0.11	0.89	-0.5	0.23	0.64	0.96	0.27	-0.3
Accounts Payable	0.97	0.5	0.86	0.7		0.95	0.13	0.9	0.92	0.7	-0.4	0.26	0.84	0.95	0.79	0.82	0.87	0.4	-0.33	0.83	0.53	0.56	-0.79	0.59	0.79	0.73	0.36	-0.03
Net Receivables	0.95	0.42	0.89	0.63	0.95		0.19	0.93	0.94	0.77	-0.59	0.3	0.9	0.89	0.87	0.76	0.84	0.3	-0.47	0.85	0.46	0.5	-0.79	0.68	0.7	0.67	0.34	-0.04
Short Term Investments	0.21	0.2	0.35	0.31	0.13	0.19		0.11	0.11	0.26	-0.19	-0.43	0.02	0.15	0.39	0.04	0.27	0.12	-0.08	-0.15	-0.3	0.09	-0.01	0.06	-0.18	0.26	-0.25	0.36
Total Liab	0.92	0.19	0.91	0.46	0.9	0.93	0.11		0.9	0.81	-0.64	0.46	0.95	0.85	0.85	0.69	0.78	0.13	-0.55	0.87	0.48	0.31	-0.73	0.67	0.62	0.5	0.17	0.02
Total Current Assets	0.94	0.46	0.78	0.64	0.92	0.94	0.11	0.9		0.66	-0.61	0.33	0.82	0.87	0.74	0.63	0.71	0.33	-0.49	0.75	0.6	0.47	-0.64	0.49	0.79	0.67	0.49	-0.02
Short Term Debt	0.71	0.06	0.81	0.28	0.7	0.77	0.26	0.81	0.66		-0.4	0.34	0.78	0.61	0.87	0.72	0.78	-0.03	-0.49	0.75	0.3	0.16	-0.77	0.83	0.41	0.38	0.07	0.07
Common Stock	-0.54	-0.03	-0.51	-0.17	-0.4	-0.59	-0.19	-0.64	-0.61	-0.4		-0.34	-0.6	-0.39	-0.58	-0.11	-0.21	0.02	0.72	-0.41	-0.1	-0.11	0.22	-0.32	-0.2	-0.2	-0.05	0.1
Current Deferred Revenue	0.2	-0.45	0.3	-0.35	0.26	0.3	-0.43	0.46	0.33	0.34	-0.34		0.52	0.11	0.18	0.14	0.08	-0.49	-0.29	0.5	0.69	-0.31	-0.26	0.33	0.38	-0.26	0.28	0.12
Long Term Debt	0.85	0.12	0.9	0.38	0.84	0.9	0.02	0.95	0.82	0.78	-0.6	0.52		0.78	0.82	0.65	0.73	0.06	-0.44	0.95	0.42	0.29	-0.74	0.74	0.54	0.4	0.09	0.02
Property Plant Equipment	0.97	0.61	0.81	0.82	0.95	0.89	0.15	0.85	0.87	0.61	-0.39	0.11	0.78		0.79	0.78	0.9	0.55	-0.31	0.76	0.38	0.68	-0.74	0.51	0.75	0.82	0.25	-0.14
Good Will	0.85	0.33	0.87	0.56	0.79	0.87	0.39	0.85	0.74	0.87	-0.58	0.18	0.82	0.79		0.74	0.88	0.25	-0.52	0.75	0.13	0.46	-0.8	0.77	0.45	0.62	0.02	-0.08
Treasury Stock	0.76	0.52	0.73	0.61	0.82	0.76	0.04	0.69	0.63	0.72	-0.11	0.14	0.65	0.78	0.74		0.91	0.49	-0.29	0.76	0.35	0.64	-0.94	0.7	0.69	0.73	0.24	-0.35
Intangible Assets	0.87	0.52	0.84	0.72	0.87	0.84	0.27	0.78	0.71	0.78	-0.21	0.08	0.73	0.9	0.88	0.91		0.46	-0.26	0.76	0.27	0.62	-0.88	0.7	0.62	0.76	0.12	-0.12
Net Tangible Assets	0.46	0.96	0.2	0.87	0.4	0.3	0.12	0.13	0.33	-0.03	0.02	-0.49	0.06	0.55	0.25	0.49	0.46		0.1	0.15	-0.05	0.94	-0.36	0.05	0.49	0.87	0.19	-0.63
Total Permanent Equity	-0.43	0.04	-0.38	-0.04	-0.33	-0.47	-0.08	-0.55	-0.49	-0.49	0.72	-0.29	-0.44	-0.31	-0.52	-0.29	-0.26	0.1		-0.32	-0.08	0.03	0.32	-0.3	-0.17	-0.17	-0.04	0.1
Long Term Debt Total	0.8	0.18	0.84	0.38	0.83	0.85	-0.15	0.87	0.75	0.75	-0.41	0.5	0.95	0.76	0.75	0.76	0.76	0.15	-0.32		0.44	0.39	-0.84	0.77	0.6	0.43	0.13	-0.14
Capital Surpluse	0.43	0.05	0.33	0.11	0.53	0.46	-0.3	0.48	0.6	0.3	-0.1	0.69	0.42	0.38	0.13	0.35	0.27	-0.05	-0.08	0.44		0.03	-0.32	0.15	0.78	0.17	0.76	0.14
Deferred Long Term Liab	0.6	0.94	0.38	0.89	0.56	0.5	0.09	0.31	0.47	0.16	-0.11	-0.31	0.29	0.68	0.46	0.64	0.62	0.94	0.03	0.39	0.03		-0.58	0.29	0.61	0.92	0.23	-0.63
Long Term Investments	-0.75	-0.41	-0.76	-0.5	-0.79	-0.79	-0.01	-0.73	-0.64	-0.77	0.22	-0.26	-0.74	-0.74	-0.8	-0.94	-0.88	-0.36	0.32	-0.84	-0.32	-0.58		-0.8	-0.62	-0.62	-0.18	0.31
Short Long Term Debt	0.58	0.1	0.7	0.23	0.59	0.68	0.06	0.67	0.49	0.83	-0.32	0.33	0.74	0.51	0.77	0.7	0.7	0.05	-0.3	0.77	0.15	0.29	-0.8		0.33	0.36	-0.05	-0.13
Cash And Equivalents	0.74	0.59	0.49	0.64	0.79	0.7	-0.18	0.62	0.79	0.41	-0.2	0.38	0.54	0.75	0.45	0.69	0.62	0.49	-0.17	0.6	0.78	0.61	-0.62	0.33		0.71	0.73	-0.26
Net Invested Capital	0.77	0.93	0.52	0.96	0.73	0.67	0.26	0.5	0.67	0.38	-0.2	-0.26	0.4	0.82	0.62	0.73	0.76	0.87	-0.17	0.43	0.17	0.92	-0.62	0.36	0.71		0.34	-0.43
Net Working Capital	0.28	0.35	0.01	0.27	0.36	0.34	-0.25	0.17	0.49	0.07	-0.05	0.28	0.09	0.25	0.02	0.24	0.12	0.19	-0.04	0.13	0.76	0.23	-0.18	-0.05	0.73	0.34		-0.07
Capital Stock	-0.1	-0.51	0.05	-0.3	-0.03	-0.04	0.36	0.02	-0.02	0.07	0.1	0.12	0.02	-0.14	-0.08	-0.35	-0.12	-0.63	0.1	-0.14	0.14	-0.63	0.31	-0.13	-0.26	-0.43	-0.07

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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 0.929. This is 32.19% 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 its peers.

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.

Environmental

Governance

Social

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
Bank Of America Corp	2024-12-31	10 M
Norges Bank	2024-12-31	8.5 M
Morgan Stanley - Brokerage Accounts	2024-12-31	7.5 M
Northern Trust Corp	2024-12-31	7.4 M
Ubs Group Ag	2024-12-31	7.2 M
T. Rowe Price Associates, Inc.	2024-12-31	6.5 M
Wells Fargo & Co	2024-12-31	5.5 M
Bank Of New York Mellon Corp	2024-12-31	5 M
Ubs Asset Mgmt Americas Inc	2024-12-31	4.5 M
Vanguard Group Inc	2024-12-31	65.1 M
Blackrock Inc	2024-12-31	51.6 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	0.34
	Return On Asset	0.0711
	Profit Margin	0.06 %
	Operating Margin	0.08 %
	Current Valuation	119.07 B
	Shares Outstanding	739.87 M
	Shares Owned By Insiders	0.02 %
	Shares Owned By Institutions	71.12 %
	Number Of Shares Shorted	15.2 M
	Price To Earning	14.87 X
	Price To Book	5.97 X
	Price To Sales	1.10 X
	Revenue	91.07 B
	Gross Profit	19.36 B
	EBITDA	11.92 B
	Net Income	5.78 B
	Cash And Equivalents	5.6 B
	Cash Per Share	13.15 X
	Total Debt	22.02 B
	Debt To Equity	1.41 %
	Current Ratio	1.39 X
	Book Value Per Share	19.58 X
	Cash Flow From Operations	10.12 B
	Short Ratio	1.92 X
	Earnings Per Share	6.75 X
	Price To Earnings To Growth	1.45 X
	Target Price	132.37
	Number Of Employees	254.36 K
	Beta	0.93
	Market Capitalization	99.73 B
	Total Asset	70.07 B
	Retained Earnings	20.88 B
	Working Capital	2.87 B
	Current Asset	13.21 B
	Current Liabilities	10.7 B
	Annual Yield	0.06 %
	Five Year Return	2.91 %
	Net Asset	70.07 B
	Last Dividend Paid	6.52

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.

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Additional 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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