PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Union Pacific Corporation (UNP)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US9078181081

CUSIP

907818108

Sector

Industrials

Industry

Railroads

IPO Date

Jan 13, 1978

Highlights

Market Cap

$139.37B

EPS (TTM)

$10.88

PE Ratio

21.13

PEG Ratio

2.41

Total Revenue (TTM)

$24.29B

Gross Profit (TTM)

$10.99B

EBITDA (TTM)

$12.39B

Year Range

$216.15 - $256.59

Target Price

$257.54

Short %

0.94%

Short Ratio

2.17

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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


4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%16,000.00%18,000.00%JulyAugustSeptemberOctoberNovemberDecember
15,742.08%
5,507.84%
UNP (Union Pacific Corporation)
Benchmark (^GSPC)

Returns By Period

Union Pacific Corporation had a return of -5.82% year-to-date (YTD) and -5.03% in the last 12 months. Over the past 10 years, Union Pacific Corporation had an annualized return of 8.95%, while the S&P 500 had an annualized return of 11.06%, indicating that Union Pacific Corporation did not perform as well as the benchmark.


UNP

YTD

-5.82%

1M

-4.77%

6M

1.21%

1Y

-5.03%

5Y*

7.09%

10Y*

8.95%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of UNP, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.69%4.54%-3.06%-3.57%-1.27%-2.82%9.05%4.35%-3.75%-5.85%5.43%-5.82%
2023-1.39%2.20%-2.90%-2.76%-0.96%6.29%13.39%-4.38%-7.68%1.95%8.51%9.65%21.60%
2022-2.93%1.07%11.08%-14.25%-5.64%-2.96%6.57%-0.67%-13.22%1.19%10.29%-4.18%-15.93%
2021-5.16%4.78%7.02%0.76%1.67%-2.14%-0.53%-0.40%-9.61%23.16%-2.39%7.42%23.31%
2020-0.76%-10.41%-11.75%13.29%6.90%-0.47%2.53%11.57%2.30%-10.00%15.72%2.03%17.63%
201915.08%5.97%-0.30%5.89%-5.30%1.40%6.41%-9.44%0.01%2.15%6.95%2.73%33.70%
2018-0.45%-1.92%3.21%-0.60%7.38%-0.76%5.79%1.02%8.11%-10.20%5.73%-10.11%5.26%
20172.80%1.85%-1.87%5.70%-0.94%-1.26%-5.46%2.87%10.13%-0.16%9.86%6.01%32.30%
2016-7.93%10.29%0.87%9.65%-2.84%3.63%6.65%3.26%2.09%-9.59%15.60%2.32%35.98%
2015-1.61%3.06%-9.94%-1.92%-4.50%-5.49%2.33%-11.56%3.11%1.06%-5.43%-6.85%-32.84%
20143.71%4.05%4.04%1.48%4.64%0.56%-1.44%7.59%2.99%7.41%0.68%2.02%44.45%
20134.57%4.84%3.87%3.90%4.96%-0.22%2.79%-2.68%1.17%-2.54%7.55%3.68%36.27%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UNP is 37, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of UNP is 3737
Overall Rank
The Sharpe Ratio Rank of UNP is 4141
Sharpe Ratio Rank
The Sortino Ratio Rank of UNP is 3232
Sortino Ratio Rank
The Omega Ratio Rank of UNP is 3333
Omega Ratio Rank
The Calmar Ratio Rank of UNP is 3838
Calmar Ratio Rank
The Martin Ratio Rank of UNP is 4040
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for UNP, currently valued at -0.14, compared to the broader market-4.00-2.000.002.00-0.142.10
The chart of Sortino ratio for UNP, currently valued at -0.08, compared to the broader market-4.00-2.000.002.004.00-0.082.80
The chart of Omega ratio for UNP, currently valued at 0.99, compared to the broader market0.501.001.502.000.991.39
The chart of Calmar ratio for UNP, currently valued at -0.18, compared to the broader market0.002.004.006.00-0.183.09
The chart of Martin ratio for UNP, currently valued at -0.42, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.4213.49
UNP
^GSPC

The current Union Pacific Corporation Sharpe ratio is -0.14. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Union Pacific Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.14
2.10
UNP (Union Pacific Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Union Pacific Corporation provided a 2.33% dividend yield over the last twelve months, with an annual payout of $5.28 per share. The company has been increasing its dividends for 25 consecutive years, earning it the status of a dividend aristocrat.


1.60%1.80%2.00%2.20%2.40%2.60%2.80%$0.00$1.00$2.00$3.00$4.00$5.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$5.28$5.20$5.08$4.29$3.88$3.70$3.06$2.48$2.26$2.20$1.91$1.48

Dividend yield

2.33%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$1.30$0.00$0.00$1.30$0.00$0.00$1.34$0.00$0.00$0.00$1.34$5.28
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$5.20
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$5.08
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$4.29
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$3.88
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$3.70
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$3.06
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$2.48
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$2.26
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$2.20
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$1.91
2013$0.35$0.00$0.00$0.35$0.00$0.00$0.40$0.00$0.00$0.40$0.00$1.48

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.3%
Union Pacific Corporation has a dividend yield of 2.33%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%48.5%
Union Pacific Corporation has a payout ratio of 48.48%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-12.76%
-2.62%
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 12.76%.


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 6.36%, 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%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
6.36%
3.79%
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

Valuation

The Valuation section provides an assessment of the market value of Union Pacific Corporation compared to its peers in the Railroads industry.


PE Ratio
20.040.060.080.0100.0120.0140.021.1
The chart displays the price to earnings (P/E) ratio for UNP in comparison to other companies of the Railroads industry. Currently, UNP has a PE value of 21.1. This PE ratio falls in the average range for the industry.
PEG Ratio
-30.0-20.0-10.00.02.4
The chart displays the price to earnings to growth (PEG) ratio for UNP in comparison to other companies of the Railroads industry. Currently, UNP has a PEG value of 2.4. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Union Pacific Corporation.


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab