FinscoFinsco

United Parcel Service — Returns

$Open the interactive terminal to run `audit returns` with custom options.→
Capital FlowReturnsEarning QualityDebt DisciplineMoat
RETURN METRICS

TICKER: [US.UPS - United Parcel Service]
PERIOD: [2010-ANNUAL ~ 2025-ANNUAL]


Parameter  Value
----------------
ROIIC LAG     3Y
Tax Rate   21.0%


[+] ROE Quality: Mean 163.3% (Mean > 15% = high quality)
[~] ROE Stability: CoV 132.3% (CoV < 10% = highly stable)
[+] ROIC Quality: Mean 32.1% (> 15% = high quality)
[~] ROIIC Efficiency: -60.2% (> 10% = value creating)
[~] ROIC Trend: -1.35%/yr (Slope > 0.5%/yr = strengthening moat)


Metric                   Value
------------------------------
ROE CoV (Stability)     132.3%
ROIC Trend (Slope)   -1.35%/yr


Period          ROE    ROTE    ROA   ROIC  ROIIC-3Y
---------------------------------------------------
2010 ANNUAL   41.8%   63.0%   9.9%      -         -
2011 ANNUAL   54.1%   87.5%  11.0%  34.5%         -
2012 ANNUAL   17.3%   43.0%   2.1%   9.7%         -
2013 ANNUAL   67.5%  124.6%  12.1%  54.2%         -
2014 ANNUAL  141.6%       -   8.6%  36.8%     29.4%
2015 ANNUAL  196.1%       -  12.6%  56.0%   -142.3%
2016 ANNUAL  844.9%       -   8.5%  50.7%     15.7%
2017 ANNUAL  493.5%       -  10.8%  35.9%   1487.6%
2018 ANNUAL  158.6%       -   9.6%  26.5%     -4.4%
2019 ANNUAL  135.9%       -   7.7%  26.6%      1.0%
2020 ANNUAL  204.4%       -   2.2%  25.4%      0.9%
2021 ANNUAL   90.4%  159.6%  18.6%  39.5%    521.2%
2022 ANNUAL   58.4%   90.5%  16.2%  31.9%     49.3%
2023 ANNUAL   38.8%   73.5%   9.5%  19.6%     11.5%
2024 ANNUAL   34.6%   61.8%   8.3%  18.1%    -21.5%
2025 ANNUAL   34.3%   87.5%   7.6%  16.6%    -60.2%
audit returns
RETURN METRICS TICKER: [US.UPS - United Parcel Service] PERIOD: [2010-ANNUAL ~ 2025-ANNUAL]
Parameter Value
----------------
ROIIC LAG 3Y
Tax Rate 21.0%
[+] ROE Quality: Mean 163.3% (Mean > 15% = high quality)
[~] ROE Stability: CoV 132.3% (CoV < 10% = highly stable)
[+] ROIC Quality: Mean 32.1% (> 15% = high quality)
[~] ROIIC Efficiency: -60.2% (> 10% = value creating)
[~] ROIC Trend: -1.35%/yr (Slope > 0.5%/yr = strengthening moat)
Metric Value
------------------------------
ROE CoV (Stability) 132.3%
ROIC Trend (Slope) -1.35%/yr
Period ROE ROTE ROA ROIC ROIIC-3Y
---------------------------------------------------
2010 ANNUAL 41.8% 63.0% 9.9% - -
2011 ANNUAL 54.1% 87.5% 11.0% 34.5% -
2012 ANNUAL 17.3% 43.0% 2.1% 9.7% -
2013 ANNUAL 67.5% 124.6% 12.1% 54.2% -
2014 ANNUAL 141.6% - 8.6% 36.8% 29.4%
2015 ANNUAL 196.1% - 12.6% 56.0% -142.3%
2016 ANNUAL 844.9% - 8.5% 50.7% 15.7%
2017 ANNUAL 493.5% - 10.8% 35.9% 1487.6%
2018 ANNUAL 158.6% - 9.6% 26.5% -4.4%
2019 ANNUAL 135.9% - 7.7% 26.6% 1.0%
2020 ANNUAL 204.4% - 2.2% 25.4% 0.9%
2021 ANNUAL 90.4% 159.6% 18.6% 39.5% 521.2%
2022 ANNUAL 58.4% 90.5% 16.2% 31.9% 49.3%
2023 ANNUAL 38.8% 73.5% 9.5% 19.6% 11.5%
2024 ANNUAL 34.6% 61.8% 8.3% 18.1% -21.5%
2025 ANNUAL 34.3% 87.5% 7.6% 16.6% -60.2%