Forecast Of The Day: UPS International Export Package Revenue

+14.01%
Upside
175
Market
200
Trefis
UPS: United Parcel Service logo
UPS
United Parcel Service

What?

UPS (NYSE:UPS) International Export Package Revenue per Piece declined from around $29 in 2019 to about $28.5 in 2020. Trefis expects the metric to rise to about $32.5 in 2021 and to about $32.8 in 2022.

Why?

Relevant Articles
  1. Will UPS Stock Rise After Q3 Results?
  2. Will UPS Stock Rebound After A 14% Fall In A Month?
  3. This Logistics Company Is Likely To Offer Higher Returns Over UPS Stock
  4. Pick Either UPS Stock Or Its Peer – Both May Offer Similar Returns
  5. This Broadband Company Is A Better Pick Over UPS Stock
  6. Why Are E-Commerce Stocks Underperforming This Year?

We expect long-term growth to be driven by an increase in base rates on packages shipped and an increase in surcharges.

So What?

We think the projected growth in UPS revenue isn’t fully priced into the stock yet. We value UPS at about $238, about 10% ahead of the current market price.

See Our Complete Analysis For UPS

What if you’re looking for a more balanced portfolio instead? Here’s a high-quality portfolio that’s beaten the market consistently since the end of 2016.

 Returns Jan 2022
MTD [1]
2022
YTD [1]
2017-22
Total [2]
 UPS Return 2% 2% 90%
 S&P 500 Return -1% -1% 110%
 Trefis MS Portfolio Return -6% -6% 271%

[1] Month-to-date and year-to-date as of 1/9/2022
[2] Cumulative total returns since the end of 2016

Invest with Trefis Market Beating Portfolios
See all Trefis Price Estimates