5 Takeaways From the United Parcel Service Conference Call

Discussion in 'The Latest UPS Headlines' started by cheryl, Feb 11, 2016.

  1. cheryl

    cheryl I started this. Staff Member

    5 Takeaways From the United Parcel Service Conference Call - Motley Fool

    The takeaway
    All told, UPS' delivery during peak has helped derisk the stock, and underlying revenue improvements should start to shine through provided oil prices don't continue to fall sharply. Investors shouldn't worry too much about Amazon, because UPS isn't purely seeking e-commerce volume.

    Moreover, the investment thesis on UPS isn't just about growing e-commerce revenue, it's also about the company's ability to deliver, and given the $5 billion in free cash flow in 2015 (representing 5.2% of its enterprise value), I would argue that the stock looks a little undervalued at $97.