Latest Articles
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After 30% Drop In A Month, Can Union Pacific Recover?
Going by trends seen during the 2008 crisis, Union Pacific could potentially outperform the broader market, when the current crisis is over. We compare the performance of Union Pacific vis-à-vis the S&P 500 in our interactive dashboard analys...
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What’s Behind The 80% Jump In Union Pacific’s Stock Price In The Last 3 Years?
Union Pacific’s (NYSE: UNP) stock price grew 80% from around $100 levels in Q1 2017 to around $180 currently. This rise was primarily driven by net income margin growing 28% over this period, driven by a slower expenses growth. Additionall...
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What Fueled 40% Growth In Union Pacific’s Stock Over The Last 2 Years?
Union Pacific’s (NYSE: UNP) stock price grew 40% from around $125 levels by the end of 2017 to $176 in 2019, primarily driven by expansion of net income margin, and P/E multiple, along with slight revenue growth, and lower share count. Uni...
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Is Union Pacific Stock Fairly Priced?
Yes, Union Pacific’s (NYSE: UNP) stock is fairly priced in our view. We estimate the price to be $177 per share based on expected 2020 earnings, which compares with the current market price of $178. Union Pacific’s stock price has grown ar...
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What Does Union Pacific Spend Most of Its Money On, Fuel Or Compensation?
Union Pacific (NYSE: UNP) spends most of its money on compensation & benefits for its employees, which accounted for 30% of the company’s total expenditure in 2018. Fuel and depreciation accounted for roughly 15% each of the company...
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Is Union Pacific’s Valuation At A Premium To Its Peers?
Union Pacific Corporation’s (NYSE: UNP) valuation is at a premium to its peers. It has garnered higher or in-line revenue growth, as well as higher adjusted net earnings margin, when compared to its peers. Its total volume shipped and avera...
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How Does Union Pacific’s Revenue And Key Operating Metrics Compare With That of Norfolk Southern?
Union Pacific Corporation (NYSE: UNP) and Norfolk Southern (NYSE: NSC) are both railroad companies in the U.S., engaged in the transportation of various commodities, including industrial and coal among others. While both Union Pacific and Norfo...
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Union Pacific Revenues Could See Slower Growth In The Near Term
Union Pacific Corporation (NYSE: UNP) generates its revenue from freight of various commodities, clubbed under five reported segments: Agricultural, Energy, Industrial, Premium, and Others. In this note we discuss the company’s business mod...
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How Is Union Pacific Likely To Have Fared In Q2?
Union Pacific Corporation (NYSE: UNP) is set to release its Q2 financial performance on July 18. We expect the company to post a modest decline in revenues, primarily led by its Energy and Agriculture divisions, amid export headwinds, while Indus...
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How Does Union Pacific’s Coal Freight Business Compare With Its Competitors?
Union Pacific Corporation’s (NYSE: UNP) coal freight revenue could decline from $2.76 billion in 2018 to $2.56 billion in 2021, according to Trefis estimates. This decline will likely be led by expected lower exports, which fueled the coal ...
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What’s Driving Our $158 Price Estimate For Union Pacific?
Union Pacific Corporation’s (NYSE: UNP) stock price has been on a strong run with 25% gains year-to-date. This can be attributed to improved efficiency, and lower operating ratio witnessed over the recent quarters, among other factors. Howe...
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What To Expect From Union Pacific’s Q1
Union Pacific Corporation (NYSE: UNP) is set to release its Q1 financial performance on April 18. This note details Trefis’ forecasts for Union Pacific, as well as some of the key trends we will be watching when the company reports earnings. You ...
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How Is Union Pacific’s Industrial Freight Business Faring?
Union Pacific’s (NYSE: UNP) industrial freight segment includes transportation of industrial products and utilities, such as lumber, steel, and construction products, metals and minerals, paper, furniture and appliances, and waste products ...
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What Will Drive Union Pacific’s Growth In 2019?
Union Pacific Corporation (NYSE: UNP) saw high single-digit revenue growth, while its EBITDA was up in mid-single-digits for the full year 2018. This can be attributed to strong trends in the company’s premium segment, which includes interm...
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What To Expect From Union Pacific’s Coal Freight Business In The Near Term?
Union Pacific Corporation’s (NYSE: UNP) coal freight business accounts for 13% of the company’s value, according to our estimates. The business is dependent on macro trends in the coal industry, primarily coal as well as natural gas price m...
