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ISIN
US9113121068
CUSIP
911312106
IPO Date
Nov 10, 1999

Highlights

Market Cap
$89.13B
Enterprise Value
$109.84B
EPS (TTM)
$6.18
PE Ratio
16.97
Total Revenue (TTM)
$88.34B
Gross Profit (TTM)
$16.03B
EBITDA (TTM)
$10.63B
Year Range
$82.00 - $122.41
Target Price
$115.23
ROA (TTM)
7.31%
ROE (TTM)
33.30%

Share Price Chart


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Performance

UPS Performance Chart

United Parcel Service, Inc. (UPS) is up 9.0% since the beginning of the year. At $105 per share, UPS is trading 14.3% below its 52-week high of $122. Investors who bought $1,000 worth of UPS shares 5 years ago would now be looking at an investment worth $664.


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S&P 500 Index

Returns By Period

United Parcel Service, Inc. (UPS) has returned 9.00% so far this year and 12.96% over the past 12 months. Over the last ten years, UPS has returned 3.76% per year, falling short of the S&P 500 Index benchmark, which averaged 13.54% annually.


United Parcel Service, Inc.

1D
-0.26%
1M
6.06%
YTD
9.00%
6M
6.08%
1Y
12.96%
3Y*
-11.53%
5Y*
-7.85%
10Y*
3.76%

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.17%
YTD
8.39%
6M
8.57%
1Y
24.06%
3Y*
18.94%
5Y*
12.24%
10Y*
13.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UPS Monthly Returns History

Based on dividend-adjusted daily data since Nov 10, 1999, UPS's average daily return is +0.03%, while the average monthly return is +0.61%. At this rate, an investment would double in approximately 9.5 years.

Historically, 57% of months were positive and 43% 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%10.59%-0.29%-1.72%9.00%
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 1.44%, beta of 0.77, and R2 of 0.36 versus S&P 500 Index. Calculated based on daily prices since November 10, 1999.

  • This stock participated in 88.81% of S&P 500 Index downside but only 79.98% 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
1.44%
Beta
0.77
0.36
Upside Capture
79.98%
Downside Capture
88.81%

Return for Risk

Risk / Return Rank

UPS ranks 54 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


UPS Risk / Return Rank: 5454
Overall Rank
UPS Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
UPS Sortino Ratio Rank: 4949
Sortino Ratio Rank
UPS Omega Ratio Rank: 5252
Omega Ratio Rank
UPS Calmar Ratio Rank: 5656
Calmar Ratio Rank
UPS Martin Ratio Rank: 5454
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 S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


UPSBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.51

Sortino ratioReturn per unit of downside risk

-1.90

Omega ratioGain probability vs. loss probability

1.11

1.35

-0.24

Calmar ratioReturn relative to maximum drawdown

0.64

2.66

-2.01

Martin ratioReturn relative to average drawdown

1.09

11.86

-10.78

Dividends

Dividend History

United Parcel Service, Inc. provided a 6.26% 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

6.26%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$0.00$1.64$0.00$3.28
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 6.26%, which means its dividend payment is significantly above the market average.

Payout Ratio

United Parcel Service, Inc. has a payout ratio of 102.91%, 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 43.95%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 bear market2025
-57.92%Sep 2025
3y 7mo
4y 4moFeb 2022 - now
Financial crisis2007–2009
-51.68%Mar 2009
4y 3mo1y 11mo
6y 2moDec 2004 - Feb 2011
Dot-com crash2000–2002
-34.37%Sep 2001
1y 10mo2y 1mo
3y 11moNov 1999 - Oct 2003
Rate-hike selloffLate 2018
-30.78%Dec 2018
11mo 12d1y 7mo
2y 6moJan 2018 - Jul 2020
2016 bear market2016
-20.11%Jan 2016
12mo 2d5mo 20d
1y 5moJan 2015 - Jul 2016

Drawdown Indicators


UPSBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-57.92%

-56.78%

-1.14%

Max Drawdown (1Y)

Largest decline over 1 year

-20.28%

-9.10%

-11.18%

Max Drawdown (3Y)

Largest decline over 3 years

-50.71%

-18.90%

-31.81%

Max Drawdown (5Y)

Largest decline over 5 years

-57.92%

-25.43%

-32.49%

Max Drawdown (10Y)

Largest decline over 10 years

-57.92%

-33.92%

-24.00%

Current Drawdown

Current decline from peak

-43.95%

-2.49%

-41.46%

Average Drawdown

Average peak-to-trough decline

-15.34%

-10.72%

-4.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.97%

2.03%

+9.94%

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 17.0. 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 1.0. 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 5.7. 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
Portfolio Analyzer

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