United Z Score

UPS
 Stock
  

USD 182.52  0.32  0.17%   

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Also, please take a look at United Parcel Piotroski F Score and United Parcel Valuation analysis.
  
United Parcel Return on Invested Capital is relatively stable at the moment as compared to the past year. United Parcel reported last year Return on Invested Capital of 0.18. As of 11/28/2022, Working Capital is likely to grow to about 2.6 B, while Capital Expenditure is likely to drop (3.6 B). United Parcel Direct Expenses is relatively stable at the moment as compared to the past year. United Parcel reported last year Direct Expenses of 25.35 Billion. As of 11/28/2022, Cost of Revenue is likely to grow to about 3.6 B, while Earning Before Interest and Taxes EBIT is likely to drop slightly above 4.7 B.

United Z Score Analysis

United Parcel's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..
 2019 2020 2021 2022 (projected)
Long Term Debt to Equity6.5333.011.361.39
Interest Coverage11.9410.9618.4618.23
Z Score 
 = 
Sum Of  
 
5 Factors 
More About Z Score | All Equity Analysis

Current United Parcel Z Score

    
  5.6  
Most of United Parcel's fundamental indicators, such as Z Score, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, United Parcel Service is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
First Factor
 = 
1.2 * (
Working Capital
/
Total Assets )
Second Factor
 = 
1.4 * (
Retained Earnings
/
Total Assets )
Thrid Factor
 = 
3.3 * (
EBITAD
/
Total Assets )
Fouth Factor
 = 
0.6 * (
Market Value of Equity
/
Total Liabilities )
Fifth Factor
 = 
0.99 * (
Revenue
/
Total Assets )

United Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for United Parcel is extremely important. It helps to project a fair market value of Ford stock properly, considering its historical fundamentals such as Z Score. Since United Parcel's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of United Parcel's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of United Parcel's interrelated accounts and indicators.
To calculate Z-Score one would need to know current working capital of the company, its total assets, and liabilities, amount of latest retained earnings as well as earnings before interest and tax. Z-Score can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area' with scores of less than 1, indicating the high probability of distress. Z Score is used widely by financial auditors, accountants, money managers, loan processers, wealth advisers, as well as day traders. In the last 25 years, many financial models that utilize z score has been proved to be successful as a predictor of corporate bankruptcy.
Compare to competition

As per the company's disclosures, United Parcel Service has a Z Score of 5.6. This is 37.59% higher than that of the Industrials sector and significantly higher than that of the Integrated Freight & Logistics industry. The z score for all United States stocks is 35.78% higher than that of the company.

United Z Score Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses United Parcel's direct or indirect competition against its Z Score to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of United Parcel could also be used in its relative valuation, which is a method of valuing United Parcel by comparing valuation metrics of similar companies.
United Parcel is currently under evaluation in z score category among related companies.

United Parcel Current Valuation Drivers

We derive many important indicators used in calculating different scores of United Parcel from analyzing United Parcel's financial statements. These drivers represent accounts that assess United Parcel's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of United Parcel's important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee17.54 K9.96 K8.97 K2.47 K24.14 K26.04 K
Revenue Per Employee235.26 K149.4 K149.69 K155.43 K182.19 K159.39 K
Earnings Before Interest Taxes and Depreciation Amortization EBITDA9.88 B8.83 B8.66 B5.24 B20.24 B21.84 B

United Parcel ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, United Parcel's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to United Parcel's managers, analysts, and investors.
Environment Score
Governance Score
Social Score

United Parcel Institutional Holders

Institutional Holdings refers to the ownership stake in United Parcel that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of United Parcel's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing United Parcel's value.
Security TypeSharesValue
Zwj Investment Counsel IncCommon Shares5.4 K866 K
Zwj Investment Counsel IncCommon Shares5.3 K959 K
Zwj Investment Counsel IncCommon SharesK1.1 M
Zwj Investment Counsel IncCommon SharesK1.1 M
Zwj Investment Counsel IncCommon SharesK917 K
Zwj Investment Counsel IncCommon SharesK1.3 M
Zwj Investment Counsel IncCommon Shares5.9 KM

United Fundamentals

About United Parcel Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze United Parcel Service's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of United Parcel using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of United Parcel Service based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. United Parcel Service, Inc. was founded in 1907 and is headquartered in Atlanta, Georgia. United Parcel operates under Integrated Freight Logistics classification in the United States and is traded on New York Stock Exchange. It employs 500000 people.

Be your own money manager

Our tools can tell you how much better you can do entering a position in United Parcel without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Also, please take a look at United Parcel Piotroski F Score and United Parcel Valuation analysis. You can also try Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

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Is United Parcel's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of United Parcel. If investors know United will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about United Parcel listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
0.12
Market Capitalization
157.9 B
Quarterly Revenue Growth YOY
0.042
Return On Assets
0.13
Return On Equity
0.77
The market value of United Parcel Service is measured differently than its book value, which is the value of United that is recorded on the company's balance sheet. Investors also form their own opinion of United Parcel's value that differs from its market value or its book value, called intrinsic value, which is United Parcel's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because United Parcel's market value can be influenced by many factors that don't directly affect United Parcel's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between United Parcel's value and its price as these two are different measures arrived at by different means. Investors typically determine United Parcel value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, United Parcel's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.