Orin
UPSNYSE·Integrated Freight & Logistics

United Parcel Service, Inc. UPS

Market cap $81.3BP/E 17.8× trailingGross margin 16.6%Reports Tue 27 Oct, before the open
$95.66
−0.16 (−0.17%)live 09:30 ET
52-wk $82.00 – $122.41
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Orin's take
0.60conviction · moderate
Refreshed 21 Aug · take v7. A new filing or a print queues the next refresh.

UPS remains a hold as FY2025 fundamentals continue to deteriorate—EPS fell to $6.56 from $13.20 in FY2022, operating margin compressed to 8.87% from 12.96%, and total debt climbed to $32.3B against declining equity of $16.2B—yet the stock trades at a 33.6% P/E discount to the peer median (19.1x vs. 28.7x) and smart money has inflected positive (score 0.062 as of Q2 2026, up from negative readings through most of 2024–2025). The strategic decision to walk away from Amazon as largest customer and target $3B in 2026 network savings could re-rate margins, but execution risk is high and technicals are weak with the stock at $102.86, below both its 50-day ($108.53) and 200-day ($104.35) moving averages and a bearish MACD histogram of -0.40.

The setup is a turnaround-in-progress at a reasonable valuation, not yet enough to commit capital.

What could go wrong

  • Amazon revenue gap. Walking away from the largest customer removes high-volume revenue before replacement volumes materialize, risking further revenue decline beyond the -2.46% YoY drop already seen in FY2025.
  • Dividend sustainability. FY2025 free cash flow of $4.77B is down sharply from $9.34B in FY2022, while total debt has risen to $32.3B, pressuring the ability to fund dividends and deleverage simultaneously.
  • Margin compression persistence. Gross margin has declined every year from 20.07% (FY2022) to 18.08% (FY2025); if the $3B network savings target is not achieved, operating margin at 8.87% could compress further.
  • Balance sheet deterioration. Total debt rose from $23.5B (FY2022) to $32.3B (FY2025) while stockholders' equity fell from $19.8B to $16.2B, increasing leverage at a time of declining earnings.

What would change my mind

Margin inflection. Quarterly operating margin reclaims 10%+ for two consecutive quarters, signaling the $3B savings plan is deliveringbullish
Revenue stabilization. Year-over-year revenue returns to positive growth following the Amazon transition, indicating volume replacement is workingbullish
Debt reduction. Total debt fails to decline from the $32.3B FY2025 level by year-end 2026, indicating FCF is insufficient for deleveragingbearish
Dividend cut or suspension. UPS reduces or suspends its dividend, signaling cash flow stressbearish

Where this comes from: FMP annual fundamentals · derived_metrics · FMP annual fundamentals · peer_relative composite. Orin's read on UPS; not advice.

Twelve months actual closes to 2026-09-23 · actual filings

Sept 25Nov 25Jan 26Mar 26May 26Jul 26

50-day average 200-day average · volume below

Largest holders · 13F Q2 2026

Money flow
FilerPositionOf fund
Vanguard Capital Management$5.2B0.1% of fund
Brasada Capital Management$4.6B0.8% of fund
State Street$3.6B0.1% of fund
Fmr$3.5B0.2% of fund
Charles Schwab Investment Management$2.7B0.4% of fund
Geode Capital Management$1.9B0.1% of fund

119 filers · quarter ended Q2 2026 · positions, not flows

Insiders, last 24 months: 126 Form 4 filings, net $76.6M. Of the 50 on hand, none was an open-market trade— the rest are grants, option exercises and tax withholding.

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Where it trades

vs its own 5y · Industrials
MetricNowOwn medianSector
P/E17.8×15.1×44.5×
EV/EBITDA9.9×10.0×
P/S0.91×1.49×
P/B5.4×7.7×

Its P/E sits 60th percentile of its own last 5 years (+0.56σ from its own mean).

What the price assumes

5.6%

free-cash-flow growth every year for 10 years, discounted at 10%, is what today’s price implies — starting from $4.8B of trailing free cash flow. It is an assumption the market is making, not a forecast Orin is making.

What Wall Street published

45 firms · 2026-09-23
Consensus target

$119

$76$132 · +24% against today's price

How they rate it
  • 21 buy or overweight
  • 20 hold
  • 4 underweight or sell

The analysts’ consensus and their own ratings, not Orin’s. A target is a twelve-month opinion published by the firm that wrote it.

Against the companies it is compared to

median P/E 27.3× of 10 peers
CompanyMarket capP/EEV/EBITDAGrossNetROE
UPSUnited Parcel Service, Inc.$81B17.8×9.9×16.6%5.1%29%
EMREmerson Electric Co.$87B33.7×19.1×53.2%13.8%13%
FDXFedEx Corporation$69B15.9×9.3×22.9%4.7%15%
GDGeneral Dynamics Corporation$93B20.6×15.2×15.4%8.2%17%
HWMHowmet Aerospace Inc.$92B49.0×34.7×34.4%20.5%34%
ITWIllinois Tool Works Inc.$79B24.7×18.9×44.2%19.4%102%
JCIJohnson Controls International plc$88B25.3×27.0×36.7%14.3%27%
MMM3M Company$88B30.1×17.9×39.4%11.9%77%
NOCNorthrop Grumman Corporation$73B16.3×11.7×20.1%10.5%27%
TDGTransDigm Group Incorporated$62B33.5×18.6×59.6%21.3%-21%
WMWaste Management, Inc.$83B29.3×14.1×35.0%11.1%29%

The median is of the 10 peers listed above and nothing else — check it against the column. This company trades 34.9% below it. The peer set is the vendor’s, so a company can appear here that a person would not have chosen.

What it has traded at

P/E by fiscal year
FY14 33.6×FY25 15.1×

What its sector has traded at

Industrials
FY14 173.5×FY26 32.7×

Two scales, drawn separately on purpose: a sector median and one company’s multiple are not the same number and putting them on one axis invites a comparison neither series supports.

Discounted cash flow

not recomputed since
ModelFair valueAgainstComputed
Standard DCF$178$103.98 · +72%2026-06-10
Levered DCF$120$103.98 · +15%2026-06-10

The vendor’s intrinsic-value models. Treat them as a low-growth anchor — for a fast grower the market routinely pays well above a DCF. These were computed against the price in the “against” column, not today’s.

Every estimate on one scale

price $95.66
52-week range$82 – $122
Analyst targets$76 – $132
Standard DCF$178 as of 2026-06-10, when it was $103.98
Levered DCF$120 as of 2026-06-10, when it was $103.98
At own 5y-median P/E (15×)$81
At 5y P/E range (13–20×)$71 – $109
At sector P/E (45×)$240

The vertical rule is the current price. Ranges and point estimates are the backend’s, published as they were calculated; an arrow means the estimate sits beyond this scale, and its number is on the right.