Get weekly updates on this stock
UP The YouTuber advises against investing in UPS due to significant future revenue loss from Amazon, its largest customer, and ongoing challenges in the…
The YouTuber states he has no interest in UPS, despite acknowledging its vital role in e-commerce and its status as a dividend player. He notes the company has business problems, including debt, and while not a bankruptcy risk, it's not a sector he personally wants to invest in.
The YouTuber states he has no interest in UPS, despite acknowledging its vital role in e-commerce and its status as a dividend player. He notes the company has business problems, including debt, and while not a bankruptcy risk, it's not a sector he personally wants to invest in.
“For me, it's definitely one I don't have any interest in that particular line of business, so I'll be staying away from UPS regardless of what happens there.”
The YouTuber holds a small position in UPS, acknowledging its current challenges like squeezed margins and a high dividend payout ratio (97%). While it's a market leader trading at a low P/E compared to its historical average, he expresses caution due to the risk of a dividend cut and potential for the stock to remain flat for years. He views it as a tactical position with potential upside but also significant risks.
The YouTuber holds a small position in UPS, acknowledging its current challenges like squeezed margins and a high dividend payout ratio (97%). While it's a market leader trading at a low P/E compared to its historical average, he expresses caution due to the risk of a dividend cut and potential for the stock to remain flat for years. He views it as a tactical position with potential upside but also significant risks.
“Yo personalmente tengo una pequeña posición con ella. No me siento 100% a gusto. Hm, la verdad es que desde que la compré han saliendo han salido noticias peores, pero también confío en en su recuperación.”
The YouTuber advises against investing in UPS due to significant future revenue loss from Amazon, its largest customer, and ongoing challenges in the logistics sector such as rising labor costs and reduced globalization. They express concern about the safety of the dividend, noting that the company's cash flow is tight and a turnaround is needed within 2-3 years to avoid a potential dividend cut, making it a risky investment.
The YouTuber advises against investing in UPS due to significant future revenue loss from Amazon, its largest customer, and ongoing challenges in the logistics sector such as rising labor costs and reduced globalization. They express concern about the safety of the dividend, noting that the company's cash flow is tight and a turnaround is needed within 2-3 years to avoid a potential dividend cut, making it a risky investment.
“ich halte UPS eigentlich eher für ein relativ riskantes Investment tatsächlich ich würde und da möchte ich auch mal Alternative vorschlagen die DHL finde ich nämlich interessanter”
The analyst identifies United Parcel Service (UPS) as a 'light turnaround candidate' with a high dividend yield of around 5%. While the dividend growth is moderate and free cash flow coverage has been tight, analysts project strong earnings growth. This growth is partly attributed to strategic acquisitions, such as Estafeta in Mexico, which is expected to benefit from near-shoring trends, potentially leading to significant future capital gains.
“wenn dem so kommt dann wäre es eben so dass wir hier sehr schön relativ stark fallende KGV sehen und dann sollten hier auch noch schöne Kursgewinne drinne sein”
UPS is presented as a turnaround story, currently trading at its fair value after a significant correction from its pandemic highs. While facing challenges like rising labor costs and overcapacity from the e-commerce boom, the company is implementing new services and automation to improve margins. If the turnaround is successful, analysts project strong earnings growth and significant annual returns.
“Ich würde auch ja ich gehe mal bis hierhin wo die 16 Analysten das ganze noch abschätzen hätten wir eine Renditeerwartung von 19% aufs Jahr ich habe das nicht korrigiert irgendwie das KGV weil wenn wir uns mal hier die Wachstumsraten Ansehen von prognostizierten nachdem nachdem wir den turnun Schaffen von 15 bis 18% da ist ein KGV von 17 durchaus gerechtfertigt wir haben schon mal Zeiten gehabt in denen der Gewinn ähnlich stark gestiegen ist j Malal sogar 20% beispielsweise das ja genau das wäre jetzt die dividendenaktie mit Rabatt.”
While acknowledging UPS is performing better than FedEx, the YouTuber suggests avoiding it due to its relatively high valuation compared to its peers. He notes that the stock appears overvalued based on current multiples and projected growth rates, making it less attractive despite its operational strengths.
“dann würde ich lieber United Parcel Service nehmen die allerdings relativ hoch bewertet sind”
The analyst suggests buying UPS for its long-term essential service in e-commerce delivery, despite competition from Amazon. He anticipates growth from smaller businesses like Shopify stores relying on UPS for shipping, and views its infrastructure as crucial for future delivery needs, making its over 5% dividend yield a phenomenal long-term payout.
The analyst suggests buying UPS for its long-term essential service in e-commerce delivery, despite competition from Amazon. He anticipates growth from smaller businesses like Shopify stores relying on UPS for shipping, and views its infrastructure as crucial for future delivery needs, making its over 5% dividend yield a phenomenal long-term payout.
“I think UPS is one of those essential services that we're going to be using for a very long time a little bit like Wireless services and with a dividend yield over 5% I think that's going to be a phenomenal payout to buy and hold long term.”
David Tepper bought a new position in UPS, representing over 1% of his portfolio. This is seen as a value opportunity in an 'older, maybe slower growth company' that is expected to see increasing demand for delivery services long-term, suggesting Tepper believes the stock is currently undervalued.
“also bought a little bit more than a 1% position in UPS again another older maybe slower Growth Company but one of those businesses that we're going to see increasing demand for delivery services long term and so probably sees an opportunity to buy that stock at a bit of a value in the market.”
A named stock, a clear buy or sell stance, and real reasoning. Passing mentions and hype are filtered out.
Each channel counts once per stock, so a single loud voice can't skew the ranking.
We weigh how many creators agree, how convinced they are, and how recent each call is.
4 finance YouTubers analysed UPS with qualified reasoning — consensus: Sell, average analysis quality 56/100. This is not financial advice; review the individual analyses and sources above.
Among the channels covering UPS, 1 are buying and 2 are selling or avoiding — overall Sell.
Only qualified analyses count: a clear buy/sell stance on UPS with real reasoning (valuation, fundamentals, a catalyst or a chart setup). Passing mentions are excluded.