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United Parcel Service, Inc. (UPS)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US9113121068
CUSIP
911312106
IPO Date
Nov 10, 1999

Highlights

Market Cap
$83.92B
Enterprise Value
$104.29B
EPS (TTM)
$6.56
PE Ratio
15.00
Total Revenue (TTM)
$88.60B
Gross Profit (TTM)
$35.39B
EBITDA (TTM)
$10.89B
Year Range
$82.00 - $122.41
Target Price
$101.38
ROA (TTM)
7.62%
ROE (TTM)
34.34%

Share Price Chart


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Performance

Performance Chart

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


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S&P 500 Index

Returns By Period

United Parcel Service, Inc. (UPS) has returned 0.57% so far this year and -4.44% over the past 12 months. Over the last ten years, UPS has returned 3.12% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


United Parcel Service, Inc.

1D
3.61%
1M
-15.16%
YTD
0.57%
6M
21.50%
1Y
-4.44%
3Y*
-15.95%
5Y*
-6.58%
10Y*
3.12%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Nov 10, 1999, UPS's average daily return is +0.03%, while the average monthly return is +0.57%. At this rate, your investment would double in approximately 10.2 years.

Historically, 56% of months were positive and 44% were negative. The best month was Jul 2020 with a return of +28.4%, while the worst month was Jan 2009 at -23.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, UPS closed higher 50% of trading days. The best single day was Jul 30, 2020 with a return of +14.4%, while the worst single day was Jan 30, 2025 at -14.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20267.09%10.69%-15.16%0.57%
2025-9.41%5.69%-7.59%-13.36%4.03%3.49%-14.64%3.40%-4.47%15.43%1.07%3.55%-15.93%
2024-9.75%5.65%0.25%-0.77%-4.75%-1.50%-4.74%-0.14%6.06%-1.67%2.48%-7.09%-15.93%
20236.55%-0.61%6.30%-7.31%-6.23%7.34%4.40%-8.65%-7.99%-9.38%8.59%3.71%-5.96%
2022-5.66%4.82%1.92%-16.08%2.13%0.16%6.77%0.55%-16.95%3.86%14.15%-8.38%-16.21%
2021-7.96%2.47%7.70%19.92%5.77%-3.09%-7.99%2.77%-6.92%17.23%-6.61%8.05%30.02%

Benchmark Metrics

United Parcel Service, Inc. has an annualized alpha of 1.31%, beta of 0.77, and R² of 0.36 versus S&P 500 Index. Calculated based on daily prices since November 11, 1999.

  • This stock participated in 88.84% of S&P 500 Index downside but only 79.69% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.36 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.

Alpha
1.31%
Beta
0.77
0.36
Upside Capture
79.69%
Downside Capture
88.84%

Return for Risk

Risk / Return Rank

UPS ranks 32 for risk / return — below 32% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


UPS Risk / Return Rank: 3232
Overall Rank
UPS Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
UPS Sortino Ratio Rank: 2929
Sortino Ratio Rank
UPS Omega Ratio Rank: 2929
Omega Ratio Rank
UPS Calmar Ratio Rank: 3535
Calmar Ratio Rank
UPS Martin Ratio Rank: 3535
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for United Parcel Service, Inc. (UPS) and compare them to a chosen benchmark (S&P 500 Index).


UPSBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.15

0.90

-1.04

Sortino ratio

Return per unit of downside risk

0.01

1.39

-1.38

Omega ratio

Gain probability vs. loss probability

1.00

1.21

-0.21

Calmar ratio

Return relative to maximum drawdown

-0.19

1.40

-1.58

Martin ratio

Return relative to average drawdown

-0.32

6.61

-6.93

Explore UPS risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

United Parcel Service, Inc. provided a 6.67% dividend yield over the last twelve months, with an annual payout of $6.56 per share. The company has been increasing its dividends for 26 consecutive years, earning it the status of a dividend aristocrat.


2.00%3.00%4.00%5.00%6.00%7.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.00$7.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$6.56$6.56$6.52$6.48$6.08$4.08$4.04$3.84$3.64$3.32$3.12$2.92

Dividend yield

6.67%6.61%5.17%4.12%3.50%1.90%2.40%3.28%3.73%2.79%2.72%3.03%

Monthly Dividends

The table displays the monthly dividend distributions for United Parcel Service, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$1.64$0.00$1.64
2025$0.00$1.64$0.00$0.00$1.64$0.00$0.00$1.64$0.00$0.00$1.64$0.00$6.56
2024$0.00$1.63$0.00$0.00$1.63$0.00$0.00$1.63$0.00$0.00$1.63$0.00$6.52
2023$0.00$1.62$0.00$0.00$1.62$0.00$0.00$1.62$0.00$0.00$1.62$0.00$6.48
2022$0.00$1.52$0.00$0.00$1.52$0.00$0.00$1.52$0.00$0.00$1.52$0.00$6.08
2021$0.00$1.02$0.00$0.00$1.02$0.00$0.00$1.02$0.00$0.00$1.02$0.00$4.08

Dividend Yield & Payout


Dividend Yield

United Parcel Service, Inc. has a dividend yield of 6.67%, which means its dividend payment is significantly above the market average.

Payout Ratio

United Parcel Service, Inc. has a payout ratio of 96.88%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the United Parcel Service, Inc.. 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 United Parcel Service, Inc. was 57.92%, occurring on Sep 25, 2025. The portfolio has not yet recovered.

The current United Parcel Service, Inc. drawdown is 48.28%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-57.92%Feb 3, 2022914Sep 25, 2025
-51.68%Dec 10, 20041067Mar 9, 2009487Feb 10, 20111554
-34.37%Nov 12, 1999463Sep 19, 2001533Oct 30, 2003996
-30.78%Jan 16, 2018238Dec 24, 2018401Jul 29, 2020639
-20.11%Jan 23, 2015250Jan 20, 2016118Jul 8, 2016368

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of United Parcel Service, Inc. 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 overview of how United Parcel Service, Inc. is priced in the market compared to other companies in the Integrated Freight & Logistics industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for UPS, comparing it with other companies in the Integrated Freight & Logistics industry. Currently, UPS has a P/E ratio of 15.0. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for UPS relative to other companies in the Integrated Freight & Logistics industry. Currently, UPS has a P/S ratio of 0.9. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for UPS in comparison with other companies in the Integrated Freight & Logistics industry. Currently, UPS has a P/B value of 5.2. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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