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Opinions Michael Simpson, CFA
United Parcel ServicesUPSDON'T BUYDec 14, 2017
Michael Simpson, CFAUnknown
$116.84
Stock price when the opinion was issued
$105.00
As of Jun 18, 2026. Market Open.
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The labour agreement expires on July 31. He isn't concerned, but is concerned about the potential damage to the wider economy. We don't need this at this point in the recovery. UPS manages its balance sheet well, a better choice than FedEx.
Joe TerranovaOwned
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BUY
Fedex vs. UPS (FedEx just reported a strong quarter)
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.
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Premium contentTOP PICK
UPS, one of the world's largest package delivery companies with 2019 revenue of $74 billion, provides a broad range of integrated logistics solutions for customers in more than 220 countries and territories. The company's more than 500,000 employees embrace a strategy that is simply stated and powerfully executed: Customer First. People Led. Innovation Driven. UPS is committed to being a steward of the environment and positively contributing to the communities we serve around the world. UPS also takes a strong and unwavering stance in support of diversity, equity and inclusion. Social media mentions are up 44% in the past 24h.
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Premium contentPAST TOP PICK
(A Top Pick Apr 12/22, Down 5.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with UPS has triggered its stop at $177. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 3%, when combined with the previous top pick recommendation.
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Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly As UPS continues to provide strong results and is priced attractively, we reiterate it as a TOP PICK. Recently released earnings beat expectations by 15% and support a stellar ROE over 95%. It pays a great dividend, that has been growing for 14 consecutive years, backed by a payout ratio under 45% of cash flow. Cash reserves continue to grow, while they buy back shares and retire debt. We continue to recommend a stop at $177, looking to achieve $236 -- upside potential over 23%. Yield 3.18% (Analysts’ price target is $236.31)
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This is their busy time. It is not as compelling now. Their peak date is in a few days. Their seasonal hiring may be a little bit less this year. They get surges and try to deal with it by charging higher rates. It could lead to higher costs also. Between now and Christmas if there is no bad weather the company could do well. It all has to do with how they deal with the surge in business. At some point Ecommerce growth will slow. At the current valuation it is not as compelling as at lower levels.