Mulya.ai
Ticker
UPS
Scenario
Key Inputs
Revenue est.?Analysttaper yr3
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?8.8%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.054
Beta (levered) ?1.335
Terminal OM% ?8.4%
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 · 2026-05-17

UPS · United Parcel Service, Inc.

$98.182026-05-17
Sector: Industrials; Industry: Integrated Freight & Logistics; Sub-Industry: Air Freight & Logistics

Intrinsic Value Range Comparison · Mulya.ai

Bull
$154
+57.3% vs market
Base · active
$87
-11.0% vs market
Bear
$70
-29.1% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $70
Base $87
Market $98
Median $115
Bull $154
Market Price $98
Mulya.ai Base $87
Analysts Median $115
Mulya.ai IV range ($70 · $154)
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
2021.Q4$97.2B13.5%22.3%$10.2B−$2.5B$7.7B7.6%38.9%$26.2B$15.11
2022.Q4$100.0B2.9%13.0%22.1%$10.1B−$2.7B$7.4B8.5%34.5%$32.5B$13.54
2023.Q4$90.7B-9.3%10.3%21.8%$7.3B−$3.4B$4.0B8.2%22.0%$34.2B$7.86
2024.Q4$90.9B0.2%9.6%22.3%$6.7B$1.0B$7.7B8.8%20.2%$32.4B$6.78
2025.Q4$88.7B-2.4%9.0%22.2%$6.2B−$2.1B$4.2B8.8%17.5%$38.9B$6.5310.4
italics below = DCF projection · 10yr Rev CAGR: 4.3%
2026.Q4$89.4B+0.8%9.6%22.0%$6.7B−$960MM$5.7B8.8%$5.3B17.0%$39.9B$7.8512.5
2027.Q4$93.2B+4.3%9.6%21.8%$7.0B−$3.1B$3.9B8.8%$3.3B16.9%$43.0B$8.2112.0
2028.Q4$97.2B+4.3%9.6%21.6%$7.3B−$2.3B$5.1B8.7%$3.9B16.6%$45.3B$8.5911.4
2029.Q4$103.4B+6.4%9.6%21.3%$7.8B−$4.2B$3.6B8.7%$2.6B16.5%$49.5B$9.1610.7
2030.Q4$109.7B+6.1%9.6%21.1%$8.3B−$3.9B$4.4B8.7%$2.9B16.2%$53.3B$9.7510.1
Term. Yr+$140.0B4.1%8.4%20.0%$9.4B−$3.0B$6.5B8.6%$62.6B13.1%
Active scenario IV: $87 (-11.0% vs market)