2024-03-28 10:54:00 ET
Summary
- UPS has historically had poor total return, returning just 5.2% per year since 2004.
- The company's cyclical behavior and labor-intensive business model have contributed to its underperformance.
- Despite these challenges, UPS is focusing on efficiency and growth in healthcare logistics and e-commerce returns, positioning it for long-term success.
- In general, UPS is working on an impressive turnaround, that could bode well for investors for many years to come.
Introduction
It's time to discuss United Parcel Service ( UPS ) , a stock I haven't covered since November 13, 2023.
Back then, I went with the title "Down 40%, 5%-Yielding UPS Is Getting Attractive."
One of the problems I always had with UPS is its poor total return. Since 2004, it has returned just 5.2% per year, which is a horrible performance....
Read the full article on Seeking Alpha
For further details see:
UPSwing: Why This Delivery Giant May Be Poised For Takeoff