50% off Premium Yearly
United Parcel ServicesUPSBUYJun 05, 2014Stock price when the opinion was issued
As of Jun 18, 2026. Market Open.
Owns UPS instead, and it's good that FedEx that both are focusing on profitability. She prefers UPS for having more density in its ground business and more tied to e-commerce which will remain strong. UPS is exposed to Amazon, which some feel is a risk, but she doesn't anymore, because Amazon can't invest more in infrastructure anymore.
Best option. Big competitor is FedEx. UPS is the premier franchise. One network instead of two for FedEx. Less demand for capital. Higher dividend and much better return of capital. FedEx is restructuring. But for consistent return and dividend increase, UPS stands out.