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United Parcel ServicesUPSDON'T BUYFeb 06, 2018Stock 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.
Involved with the disruption of buying at home rather than in the store. He prefers FedEx, likes its exposure to Europe. UPS exposure to Europe is about 16% whereas FedEx was around 5% before acquiring TNT, increasing exposure by about 12%, putting them neck and neck with UPS. Fedex and UPS have both had a big runup in prices. He likes the FedEx balance sheet better. Neither company pays much of a dividend. Analysts consensus for the UPS stock is around $113. (Analysts' price target $129).