Mulya.ai
Ticker
UPS
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?8.7%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.037
Beta (levered) ?1.257
Terminal OM% ?7.7%
Segment conc. ?68% dominant
Terminal growth ?4.1%
Bond rating ?AA · 0.90%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

UPS · United Parcel Service, Inc.

$108.072026-07-21
Sector: Industrials; Industry: Integrated Freight & Logistics; Sub-Industry: Air Freight & Logistics

Intrinsic Value Range Comparison · Mulya.ai

Bull
$130
+20.6% vs market
Base · active
$83
-23.2% vs market
Bear
$62
-42.5% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $62
Base $83
Market $108
Median $115
Bull $130
Market Price $108
Mulya.ai Base $83
Analysts Median $115
Mulya.ai IV range ($62 · $130)
Analysts Range ($85 · $128)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q1$90.7B10.3%21.9%$7.3B−$3.3B$4.0B8.4%22.1%$33.1B$7.89
2024.Q4$90.7B0.0%10.3%22.3%$7.3B$1.0B$8.3B8.8%22.2%$32.4B$7.89
2025.Q1$90.9B0.2%9.6%21.2%$6.8B−$162MM$6.7B8.9%21.0%$32.7B$6.80
2025.Q4$90.9B0.0%9.6%22.2%$6.8B−$2.1B$4.7B8.8%18.9%$38.9B$6.80
2026.Q1$88.3B-2.8%8.5%22.4%$5.8B−$1.5B$4.3B8.7%15.7%$35.1B$6.1812.3
italics below = DCF projection · 10yr Rev CAGR: 4.9%
2027.Q1$90.9B+2.9%8.5%22.2%$6.0B−$1.1B$4.8B8.7%$4.5B16.8%$36.2B$7.0415.4
2028.Q1$94.2B+3.7%8.3%21.9%$6.1B−$1.4B$4.7B8.7%$3.9B16.5%$37.7B$7.1915.0
2029.Q1$97.9B+3.9%8.2%21.7%$6.3B−$1.5B$4.7B8.7%$3.7B16.3%$39.2B$7.3614.7
2030.Q1$104.1B+6.3%8.0%21.4%$6.6B−$3.4B$3.1B8.7%$2.2B16.0%$42.6B$7.7114.0
2031.Q1$111.1B+6.7%7.7%21.2%$6.8B−$3.7B$3.0B8.7%$2.0B15.2%$46.4B$7.9513.6
Term. Yr+$148.7B4.1%7.7%20.0%$9.2B−$2.9B$6.3B8.6%$61.1B13.1%
Active scenario IV: $83 (-23.2% vs market)