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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$149.38B
EPS$10.46
PE Ratio23.42
PEG Ratio2.64
Revenue (TTM)$24.12B
Gross Profit (TTM)$13.37B
EBITDA (TTM)$11.45B
Year Range$185.99 - $257.33
Target Price$239.39
Short %0.67%
Short Ratio1.77

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.


5,000.00%10,000.00%15,000.00%OctoberNovemberDecember2024FebruaryMarch
16,739.68%
4,862.64%
UNP (Union Pacific Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

Union Pacific Corporation had a return of 0.11% year-to-date (YTD) and 27.38% in the last 12 months. Over the past 10 years, Union Pacific Corporation had an annualized return of 12.70%, outperforming the S&P 500 benchmark which had an annualized return of 10.96%.


PeriodReturnBenchmark
Year-To-Date0.11%10.04%
1 month-2.67%3.53%
6 months22.17%22.79%
1 year27.38%32.16%
5 years (annualized)10.32%13.15%
10 years (annualized)12.70%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-0.69%4.54%
2023-4.38%-7.68%1.95%8.51%9.65%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Union Pacific Corporation (UNP) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
UNP
Union Pacific Corporation
1.51
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Union Pacific Corporation Sharpe ratio is 1.51. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.51
2.76
UNP (Union Pacific Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Union Pacific Corporation granted a 2.13% 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

2.13%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
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%2.1%
Union Pacific Corporation has a dividend yield of 2.13%, 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%OctoberNovemberDecember2024FebruaryMarch
-7.27%
0
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 7.27%.


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 4.02%, 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%OctoberNovemberDecember2024FebruaryMarch
4.02%
2.82%
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.

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EBIT

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Earnings From Continuing Operations

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Net Income

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Other Non-Operating Income (Expenses)

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Minority Interest

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Other Items

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Values in undefined except per share items