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Union Pacific Corporation (UNP)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS9078181081
CUSIP907818108
SectorIndustrials
IndustryRailroads

Highlights

Market Cap$150.04B
EPS$10.45
PE Ratio23.53
PEG Ratio2.65
Revenue (TTM)$24.12B
Gross Profit (TTM)$13.37B
EBITDA (TTM)$11.45B
Year Range$185.99 - $257.33
Target Price$241.67
Short %0.78%
Short Ratio2.15

Share Price Chart


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Union Pacific Corporation

Popular comparisons: UNP vs. CP, UNP vs. WM, UNP vs. CSX, UNP vs. VOO, UNP vs. DE, UNP vs. NSC, UNP vs. XLI, UNP vs. ABBV, UNP vs. SCHD, UNP vs. QQQ

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Union Pacific Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
10.61%
15.51%
UNP (Union Pacific Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

Union Pacific Corporation had a return of -5.36% year-to-date (YTD) and 18.33% in the last 12 months. Over the past 10 years, Union Pacific Corporation had an annualized return of 11.78%, outperforming the S&P 500 benchmark which had an annualized return of 10.50%.


PeriodReturnBenchmark
Year-To-Date-5.36%5.90%
1 month-5.27%-1.28%
6 months10.61%15.51%
1 year18.33%21.68%
5 years (annualized)7.90%11.74%
10 years (annualized)11.78%10.50%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-0.69%4.54%-3.06%
2023-7.68%1.95%8.51%9.65%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of UNP is 78, placing it in the top 22% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of UNP is 7878
Union Pacific Corporation(UNP)
The Sharpe Ratio Rank of UNP is 8080Sharpe Ratio Rank
The Sortino Ratio Rank of UNP is 7979Sortino Ratio Rank
The Omega Ratio Rank of UNP is 7474Omega Ratio Rank
The Calmar Ratio Rank of UNP is 7777Calmar Ratio Rank
The Martin Ratio Rank of UNP is 7777Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Union Pacific Corporation (UNP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


UNP
Sharpe ratio
The chart of Sharpe ratio for UNP, currently valued at 0.99, compared to the broader market-2.00-1.000.001.002.003.000.99
Sortino ratio
The chart of Sortino ratio for UNP, currently valued at 1.76, compared to the broader market-4.00-2.000.002.004.006.001.76
Omega ratio
The chart of Omega ratio for UNP, currently valued at 1.20, compared to the broader market0.501.001.501.20
Calmar ratio
The chart of Calmar ratio for UNP, currently valued at 0.66, compared to the broader market0.001.002.003.004.005.000.66
Martin ratio
The chart of Martin ratio for UNP, currently valued at 3.11, compared to the broader market-10.000.0010.0020.0030.003.11
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.89, compared to the broader market-2.00-1.000.001.002.003.001.89
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-4.00-2.000.002.004.006.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.001.002.003.004.005.001.43
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.62, compared to the broader market-10.000.0010.0020.0030.007.62

Sharpe Ratio

The current Union Pacific Corporation Sharpe ratio is 0.99. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.99
1.89
UNP (Union Pacific Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Union Pacific Corporation granted a 2.25% dividend yield in the last twelve months. The annual payout for that period amounted to $5.20 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$5.20$5.20$5.08$4.29$3.88$3.70$3.06$2.48$2.26$2.20$1.91$1.48

Dividend yield

2.25%2.12%2.45%1.70%1.86%2.05%2.21%1.85%2.17%2.81%1.60%1.76%

Monthly Dividends

The table displays the monthly dividend distributions for Union Pacific Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$1.30$0.00
2023$0.00$1.30$0.00$0.00$1.30$0.00$0.00$1.30$0.00$0.00$0.00$1.30
2022$0.00$1.18$0.00$0.00$1.30$0.00$0.00$1.30$0.00$0.00$0.00$1.30
2021$0.00$0.97$0.00$0.00$1.07$0.00$0.00$1.07$0.00$0.00$0.00$1.18
2020$0.00$0.97$0.00$0.00$0.97$0.00$0.00$0.97$0.00$0.00$0.97$0.00
2019$0.00$0.88$0.00$0.00$0.88$0.00$0.00$0.97$0.00$0.00$0.97$0.00
2018$0.00$0.73$0.00$0.00$0.73$0.00$0.00$0.80$0.00$0.00$0.80$0.00
2017$0.00$0.61$0.00$0.00$0.61$0.00$0.00$0.61$0.00$0.00$0.67$0.00
2016$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.61$0.00
2015$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.55$0.00
2014$0.00$0.46$0.00$0.00$0.00$0.46$0.00$0.50$0.00$0.00$0.50$0.00
2013$0.35$0.00$0.00$0.35$0.00$0.00$0.40$0.00$0.00$0.40$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.3%
Union Pacific Corporation has a dividend yield of 2.25%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%49.7%
Union Pacific Corporation has a payout ratio of 49.71%, which is quite average when compared to the overall market. This suggests that Union Pacific Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-12.34%
-3.86%
UNP (Union Pacific Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Union Pacific Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Union Pacific Corporation was 67.49%, occurring on Aug 13, 1982. Recovery took 2225 trading sessions.

The current Union Pacific Corporation drawdown is 12.34%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.49%Nov 28, 1980432Aug 13, 19822225Jun 3, 19912657
-59.44%Sep 2, 2008130Mar 9, 2009387Sep 20, 2010517
-49.27%Jul 16, 1997670Mar 10, 2000938Dec 4, 20031608
-43.16%Feb 13, 2015238Jan 25, 2016423Sep 27, 2017661
-38.72%Jan 24, 202041Mar 23, 202097Aug 10, 2020138

Volatility

Volatility Chart

The current Union Pacific Corporation volatility is 4.01%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%NovemberDecember2024FebruaryMarchApril
4.01%
3.39%
UNP (Union Pacific Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Union Pacific Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
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TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

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Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

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Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

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Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items