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PSA vs. UPS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PSA vs. UPS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Public Storage (PSA) and United Parcel Service, Inc. (UPS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PSA achieves a 26.88% return, which is significantly higher than UPS's 12.37% return. Over the past 10 years, PSA has outperformed UPS with an annualized return of 7.31%, while UPS has yielded a comparatively lower 4.31% annualized return.


PSA

1D
0.38%
1M
7.56%
YTD
26.88%
6M
21.06%
1Y
14.03%
3Y*
8.56%
5Y*
6.47%
10Y*
7.31%

UPS

1D
-0.51%
1M
11.69%
YTD
12.37%
6M
10.44%
1Y
15.53%
3Y*
-9.66%
5Y*
-7.78%
10Y*
4.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PSA vs. UPS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PSA
Public Storage
26.88%-9.69%2.09%13.60%-20.20%66.63%12.69%8.96%0.62%-2.89%
UPS
United Parcel Service, Inc.
12.37%-15.93%-15.93%-5.96%-16.21%30.02%48.64%24.24%-15.48%7.14%

Correlation

The correlation between PSA and UPS is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.38

Correlation (3Y)
Calculated over the trailing 3-year period

0.39

Correlation (5Y)
Calculated over the trailing 5-year period

0.38

Correlation (10Y)
Calculated over the trailing 10-year period

0.30

Correlation (All Time)
Calculated using the full available price history since Nov 10, 1999

0.35

Fundamentals

Market Cap

PSA:

$57.34B

UPS:

$91.89B

EPS

PSA:

$10.84

UPS:

$6.18

PE Ratio

PSA:

30.08

UPS:

17.49

PS Ratio

PSA:

11.80

UPS:

1.04

PB Ratio

PSA:

6.22

UPS:

5.83

Total Revenue (TTM)

PSA:

$4.86B

UPS:

$88.34B

Gross Profit (TTM)

PSA:

$2.95B

UPS:

$16.03B

EBITDA (TTM)

PSA:

$3.38B

UPS:

$10.63B

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Return for Risk

PSA vs. UPS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PSA
PSA Risk / Return Rank: 5959
Overall Rank
PSA Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
PSA Sortino Ratio Rank: 5656
Sortino Ratio Rank
PSA Omega Ratio Rank: 5353
Omega Ratio Rank
PSA Calmar Ratio Rank: 6161
Calmar Ratio Rank
PSA Martin Ratio Rank: 6161
Martin Ratio Rank

UPS
UPS Risk / Return Rank: 5656
Overall Rank
UPS Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
UPS Sortino Ratio Rank: 5252
Sortino Ratio Rank
UPS Omega Ratio Rank: 5454
Omega Ratio Rank
UPS Calmar Ratio Rank: 5959
Calmar Ratio Rank
UPS Martin Ratio Rank: 5656
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.

PSA vs. UPS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Public Storage (PSA) and United Parcel Service, Inc. (UPS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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.


PSAUPSDifference
Sharpe ratioReturn per unit of total volatility

+0.10

Sortino ratioReturn per unit of downside risk

+0.16

Omega ratioGain probability vs. loss probability

1.11

1.12

0.00

Calmar ratioReturn relative to maximum drawdown

0.83

0.72

+0.11

Martin ratioReturn relative to average drawdown

1.82

1.22

+0.60

PSA vs. UPS - Sharpe Ratio Comparison

The current PSA Sharpe Ratio is 0.59, which is comparable to the UPS Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of PSA and UPS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

PSA vs. UPS - Drawdown Comparison

The maximum PSA drawdown since its inception was -60.19%, roughly equal to the maximum UPS drawdown of -57.92%. Use the drawdown chart below to compare losses from any high point for PSA and UPS.


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Drawdown Indicators


PSAUPSDifference

Max Drawdown

Largest peak-to-trough decline

-60.19%

-57.92%

-2.27%

Max Drawdown (1Y)

Largest decline over 1 year

-16.20%

-20.28%

+4.08%

Max Drawdown (3Y)

Largest decline over 3 years

-25.62%

-50.71%

+25.09%

Max Drawdown (5Y)

Largest decline over 5 years

-37.93%

-57.92%

+19.99%

Max Drawdown (10Y)

Largest decline over 10 years

-37.93%

-57.92%

+19.99%

Current Drawdown

Current decline from peak

-5.92%

-42.22%

+36.30%

Average Drawdown

Average peak-to-trough decline

-15.77%

-15.33%

-0.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.37%

11.93%

-4.56%

Volatility

PSA vs. UPS - Volatility Comparison

The current volatility for Public Storage (PSA) is 7.03%, while United Parcel Service, Inc. (UPS) has a volatility of 9.06%. This indicates that PSA experiences smaller price fluctuations and is considered to be less risky than UPS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PSAUPSDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.03%

9.06%

-2.03%

Volatility (6M)

Calculated over the trailing 6-month period

17.72%

21.69%

-3.97%

Volatility (1Y)

Calculated over the trailing 1-year period

22.80%

29.72%

-6.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.87%

28.46%

-4.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.46%

27.61%

-4.15%

Dividends

PSA vs. UPS - Dividend Comparison

PSA's dividend yield for the trailing twelve months is around 2.76%, less than UPS's 6.07% yield.


PositionTTM20252024202320222021202020192018201720162015
PSA
Public Storage
2.76%4.62%4.01%3.93%7.55%2.14%3.46%3.76%3.95%3.83%3.27%2.62%
UPS
United Parcel Service, Inc.
6.07%6.61%5.17%4.12%3.50%1.90%2.40%3.28%3.73%2.79%2.72%3.03%

Financials

PSA vs. UPS - Financials Comparison

This section allows you to compare key financial metrics between Public Storage and United Parcel Service, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B25.00B20222023202420252026
1.22B
21.20B
(PSA) Total Revenue
(UPS) Total Revenue
Values in USD except per share items

PSA vs. UPS - Profitability Comparison

The chart below illustrates the profitability comparison between Public Storage and United Parcel Service, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%70.0%80.0%20222023202420252026
72.1%
17.0%
Portfolio components
PSA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Public Storage reported a gross profit of 877.80M and revenue of 1.22B. Therefore, the gross margin over that period was 72.1%.

UPS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, United Parcel Service, Inc. reported a gross profit of 3.60B and revenue of 21.20B. Therefore, the gross margin over that period was 17.0%.

PSA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Public Storage reported an operating income of 474.28M and revenue of 1.22B, resulting in an operating margin of 39.0%.

UPS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, United Parcel Service, Inc. reported an operating income of 1.27B and revenue of 21.20B, resulting in an operating margin of 6.0%.

PSA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Public Storage reported a net income of 529.38M and revenue of 1.22B, resulting in a net margin of 43.5%.

UPS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, United Parcel Service, Inc. reported a net income of 864.00M and revenue of 21.20B, resulting in a net margin of 4.1%.


Frequently Asked Questions


PSA and UPS have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UPS has higher volatility (9.06%) compared to PSA (7.03%). In terms of maximum drawdown, PSA dropped -60.19% vs UPS's -57.92%.

PSA currently has the higher Sharpe Ratio (0.59 vs 0.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for PSA and UPS

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