UPS surging to $120B market cap
09-29-2020, 02:03 PM
#1
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UPS surging to $120B market cap
Great time to buy UPS’ stock (4 months ago anyway). Analysts are calling for it to go up to $190/ share from $168 today. It will be interesting to see how the new CEO handles dividends.
edit: if you are curious, that’s vs Delta, United, and American’s combined market cap of $36B.
edit: if you are curious, that’s vs Delta, United, and American’s combined market cap of $36B.
09-29-2020, 03:48 PM
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Originally Posted by tnkrdrvr
Great time to buy UPS’ stock (4 months ago anyway). Analysts are calling for it to go up to $190/ share from $168 today. It will be interesting to see how the new CEO handles dividends.
edit: if you are curious, that’s vs Delta, United, and American’s combined market cap of $36B.
edit: if you are curious, that’s vs Delta, United, and American’s combined market cap of $36B.
09-29-2020, 06:30 PM
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Originally Posted by wrxpilot
It’s interesting to compare against the airlines, but doesn’t really mean much. UPS and FedEx are completely different industries.
09-29-2020, 08:11 PM
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Originally Posted by tnkrdrvr
Agreed. Mostly it just provides perspective on the relative scale of the companies. UPS Airline is relatively small compared to both FedEx Express and the legacies. However, UPS dwarfs all of them as a company. Even FedEx only has a market cap of around $67B.
even a UPS to FedEx comparison is hard to do, in some ways.
Arguably “Amazon Air” is iin some ways similar to UPS Airlines. guess who also used “contractors” to fly their freight, and also existed for years via its own business model.
back to market cap. Amazon is 1.5T.
09-30-2020, 07:53 AM
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I called it on 24 July earnings thread. This has been my only stock play this year and I’ve bought at $92/share, $118, $120, $138, and $161. I’m hoping to see a nice earnings bounce in 3 weeks from UPS then I will trim my position and go back to my boring long term buy and hold approach.
09-30-2020, 08:59 AM
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Originally Posted by rvfanatic
I called it on 24 July earnings thread. This has been my only stock play this year and I’ve bought at $92/share, $118, $120, $138, and $161. I’m hoping to see a nice earnings bounce in 3 weeks from UPS then I will trim my position and go back to my boring long term buy and hold approach.
The comparison to Amazon’s market cap is interesting. How much of that is their logistics business, how much is their online marketplace, how much is their cloud business, and how much is their myriad other businesses? They are an elephant next to UPS’s gorilla. However, their logistics business is probably still significantly smaller and less profitable.
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