Last Price$116.4(3.5%)
Market Cap$100.1B
LTM Rule of 40 (EBIT margin)
9.4%
5Y avg
16.0%
Integrated Freight & Logistics industry
median
1.1%
Stock quality & Intrinsic value
7/10
0.2% undervalued
United Parcel Service, Inc. Rule of 40 (EBIT margin)
Annual
Quarterly
LTM
Industry median
Company stand-alone
Crunching data... Almost there!
| Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rule of 40 (EBIT margin) | 30.8% | 25.6% | 5.7% | 14.1% | (3.6%) | 21.2% | 18.6% | 4.4% | 15.1% | 13.6% | 13.4% | 13.3% | 19.6% | 18.9% | 8.3% | 17.3% | 32.7% | 16.2% | 0.7% | 9.4% |
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United Parcel Service, Inc. (UPS) Rule of 40 (EBIT margin) comparison analysis
General
LTM Rule of 40 (EBIT margin)
OTHER METRICS
Company name
Revenue growth
EPS growth
Net Income margin
United Parcel Service, Inc.UPS
9.4%
0.1%
(13.4%)
6.3%
Median Peer Set
5.1%
(1.0%)
(6.7%)
4.4%
ZTO Express (Cayman) Inc.ZTO
37.8%
3.1%
21.2%
22.8%
Expeditors International of Washington, Inc.EXPD
23.8%
14.0%
13.9%
7.6%
GXO Logistics, Inc.GXO
22.6%
19.7%
(42.0%)
1.1%
XPO Logistics, Inc.XPO
12.8%
4.2%
104.9%
4.8%
FedEx CorporationFDX
5.5%
(2.7%)
11.7%
4.9%
C.H. Robinson Worldwide, Inc.CHRW
4.7%
0.7%
42.0%
2.6%
J.B. Hunt Transport Services, Inc.JBHT
1.1%
(5.8%)
(100.0%)
4.7%
Hub Group, Inc.HUBG
(2.6%)
(6.1%)
(35.1%)
2.6%
Landstar System, Inc.LSTR
(4.1%)
(9.1%)
(25.1%)
4.1%
Pitney Bowes Inc.PBI
(16.8%)
(38.0%)
(48.6%)
(10.0%)
UPS key stats
USD
Millions
Billions
Annual
Quarterly
Trailing
Key stats
Income statement
Balance sheet
Cash Flow Statement
Valuation
Ratios
Per share
Per employee
Dividends & Yields
| Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
% growth | 42,581.0 16.4% | 47,547.0 11.7% | 49,692.0 4.5% | 51,486.0 3.6% | 45,297.0 (12.0%) | 49,545.0 9.4% | 53,105.0 7.2% | 54,127.0 1.9% | 55,438.0 2.4% | 58,232.0 5.0% | 58,363.0 0.2% | 60,906.0 4.4% | 65,872.0 8.2% | 71,861.0 9.1% | 74,094.0 3.1% | 84,628.0 14.2% | 97,287.0 15.0% | 100,338.0 3.1% | 90,958.0 (9.3%) | 91,070.0 0.1% |
| Cost of Goods Sold (COGS) | 12,277.0 | 14,743.0 | 10,033.0 | 11,878.0 | 8,819.0 | 10,743.0 | 13,507.0 | 33,102.0 | 28,557.0 | 32,045.0 | 31,028.0 | 55,439.0 | 58,343.0 | 64,837.0 | 66,296.0 | 76,814.0 | 84,477.0 | 87,244.0 | 73,727.0 | 74,714.0 |
% margin | 30,304.0 71.2% | 32,804.0 69.0% | 39,659.0 79.8% | 39,608.0 76.9% | 36,478.0 80.5% | 38,802.0 78.3% | 39,598.0 74.6% | 21,025.0 38.8% | 26,881.0 48.5% | 26,187.0 45.0% | 27,335.0 46.8% | 5,467.0 9.0% | 7,529.0 11.4% | 7,024.0 9.8% | 7,798.0 10.5% | 7,814.0 9.2% | 12,810.0 13.2% | 13,094.0 13.0% | 17,231.0 18.9% | 16,356.0 18.0% |
| Operating Expenses | 36,438.0 | 40,912.0 | 39,081.0 | 34,226.0 | 32,677.0 | 32,928.0 | 33,518.0 | 19,682.0 | 19,847.0 | 21,219.0 | 19,667.0 | 4,623.0 | 5,039.0 | 5,465.0 | 5,919.0 | 7,470.0 | 46,707.0 | 87,244.0 | 8,090.0 | 82,602.0 |
| Research & Development Expenses (R&D) | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Selling, General & Administrative Expenses (SG&A) | 22,517.0 | 24,421.0 | 37,336.0 | 32,412.0 | 30,930.0 | 31,136.0 | 27,575.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7,266.0 | 5,855.0 | 7,092.0 | 8,217.0 | 13,947.0 | 46,707.0 | 7,112.0 | 0.0 | 74,714.0 |
% margin | 6,143.0 14.4% | 6,635.0 14.0% | 578.0 1.2% | 5,382.0 10.5% | 3,801.0 8.4% | 5,874.0 11.9% | 6,080.0 11.4% | 1,343.0 2.5% | 7,034.0 12.7% | 4,968.0 8.5% | 7,668.0 13.1% | 5,467.0 9.0% | 7,529.0 11.4% | 7,024.0 9.8% | 3,816.0 5.2% | 2,638.0 3.1% | 17,267.0 17.7% | 13,094.0 13.0% | 9,141.0 10.0% | 8,468.0 9.3% |
| Interest Income | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 468.0 | 857.0 | 692.0 | 696.0 | 0.0 | 0.0 |
| Interest Expense | 0.0 | 211.0 | 246.0 | 442.0 | 445.0 | 354.0 | 348.0 | 393.0 | 380.0 | 353.0 | 341.0 | 381.0 | 453.0 | 605.0 | 653.0 | 701.0 | 694.0 | 704.0 | 785.0 | 866.0 |
| Pre-tax Income | 6,075.0 | 6,510.0 | 431.0 | 5,015.0 | 3,366.0 | 5,523.0 | 5,776.0 | 974.0 | 6,674.0 | 4,637.0 | 7,342.0 | 5,136.0 | 7,148.0 | 6,019.0 | 5,652.0 | 1,974.0 | 16,595.0 | 14,825.0 | 8,573.0 | 7,442.0 |
% effective tax rate | 2,205.0 36.3% | 2,308.0 35.5% | 49.0 11.4% | 2,012.0 40.1% | 1,214.0 36.1% | 2,035.0 36.8% | 1,972.0 34.1% | 167.0 17.1% | 2,302.0 34.5% | 1,605.0 34.6% | 2,498.0 34.0% | 1,705.0 33.2% | 2,238.0 31.3% | 1,228.0 20.4% | 1,212.0 21.4% | 547.0 27.7% | 3,705.0 22.3% | 3,277.0 22.1% | 1,865.0 21.8% | 1,660.0 22.3% |
% margin | 3,870.0 9.1% | 4,202.0 8.8% | 382.0 0.8% | 3,003.0 5.8% | 2,152.0 4.8% | 3,488.0 7.0% | 3,804.0 7.2% | 807.0 1.5% | 4,372.0 7.9% | 3,032.0 5.2% | 4,844.0 8.3% | 3,431.0 5.6% | 4,910.0 7.5% | 4,791.0 6.7% | 4,440.0 6.0% | 1,343.0 1.6% | 12,890.0 13.2% | 11,548.0 11.5% | 6,708.0 7.4% | 5,782.0 6.3% |
| EPS | 3.48 | 3.87 | 0.36 | 2.96 | 2.16 | 3.36 | 3.88 | 0.84 | 4.65 | 3.31 | 5.38 | 3.89 | 5.64 | 5.53 | 5.14 | 1.65 | 14.75 | 13.26 | 7.81 | 6.76 |
| Diluted EPS | 3.47 | 3.86 | 0.36 | 2.94 | 2.14 | 3.33 | 3.84 | 0.83 | 4.61 | 3.28 | 5.35 | 3.87 | 5.61 | 5.51 | 5.11 | 1.64 | 14.68 | 13.20 | 7.80 | 6.75 |
% margin | 7,787.0 18.3% | 8,469.0 17.8% | 2,422.0 4.9% | 7,271.0 14.1% | 5,607.0 12.4% | 7,758.0 15.7% | 8,212.0 15.5% | 3,215.0 5.9% | 8,940.0 16.1% | 9,055.0 15.5% | 9,870.0 16.9% | 9,740.0 16.0% | 9,611.0 14.6% | 9,292.0 12.9% | 10,194.0 13.8% | 10,366.0 12.2% | 15,821.0 16.3% | 17,005.0 16.9% | 12,714.0 14.0% | 11,917.0 13.1% |
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FAQ
1) What is United Parcel Service, Inc.'s Rule of 40 (EBIT margin)?
As of today, Microsoft Corp's last 12-month Rule of 40 (EBIT margin) is 9.4%, based on the financial report for Dec 31, 2024 (Q4’2024). The average annual Rule of 40 (EBIT margin) for United Parcel Service, Inc. have been 14.7% over the past three years, and 16.9% over the past five years.
2) Is United Parcel Service, Inc.'s Rule of 40 (EBIT margin) Good?
As of today, United Parcel Service, Inc.'s Rule of 40 (EBIT margin) is 9.4%, which is higher than industry median of 1.1%. It indicates that United Parcel Service, Inc.'s Rule of 40 (EBIT margin) is Good.