Stock Analysis on Net

United Parcel Service Inc. (NYSE:UPS)

$24.99

Return on Assets (ROA)
since 2005

Microsoft Excel

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Calculation

United Parcel Service Inc., ROA, long-term trends, calculation

Microsoft Excel

Based on: 10-K (reporting date: 2024-12-31), 10-K (reporting date: 2023-12-31), 10-K (reporting date: 2022-12-31), 10-K (reporting date: 2021-12-31), 10-K (reporting date: 2020-12-31), 10-K (reporting date: 2019-12-31), 10-K (reporting date: 2018-12-31), 10-K (reporting date: 2017-12-31), 10-K (reporting date: 2016-12-31), 10-K (reporting date: 2015-12-31), 10-K (reporting date: 2014-12-31), 10-K (reporting date: 2013-12-31), 10-K (reporting date: 2012-12-31), 10-K (reporting date: 2011-12-31), 10-K (reporting date: 2010-12-31), 10-K (reporting date: 2009-12-31), 10-K (reporting date: 2008-12-31), 10-K (reporting date: 2007-12-31), 10-K (reporting date: 2006-12-31), 10-K (reporting date: 2005-12-31).

1 US$ in millions


The financial data over the period indicates notable fluctuations in net income, total assets, and return on assets (ROA) for the company. Net income experienced substantial volatility, with a significant dip in 2007, declining to 382 million US dollars from over 4 billion in the previous year. This was followed by a recovery phase peaking again around 2015 and 2017 with values exceeding 4.8 billion US dollars, and a pronounced increase in 2021 reaching nearly 13 billion US dollars. However, after this peak, a decline is observed in the following years, dropping to 5.8 billion by 2024.

Total assets depict a generally upward trend over the entire timeline, starting from approximately 35.2 billion US dollars in 2005 and growing steadily to a peak of about 71.1 billion in 2022. Post-2022, there is a slight decrease noted, with assets declining marginally to 70.1 billion in 2024.

The return on assets (ROA), expressed as a percentage, aligns with the observed trends in net income. It shows a high level of variation, ranging from single digits to nearly 18.6% in 2021. ROA exhibited a sharp decline in 2007, corresponding with the steep drop in net income during the same period, before rebounding and peaking in 2021. Subsequent years reveal a decrease, reflecting the net income trend despite the relatively stable asset base.

Overall, the company's financial performance demonstrates periods of instability, particularly in net income, juxtaposed with steady asset growth. The peak performance around 2021 stands out as an exceptional year, with both net income and ROA reaching their highest points in the dataset. The decline in profitability indicators post-2021 suggests possible challenges or strategic shifts impacting financial returns, despite the relatively stable level of total assets.

Net Income Trends
Significant volatility with steep declines and sharp recoveries; peak in 2021 followed by a substantial drop.
Total Assets Growth
Consistent growth with a peak in 2022, followed by a mild contraction.
Return on Assets (ROA)
Highly variable, closely mirroring net income trends, showing sensitivity to profitability fluctuations.
Overall Financial Health
Asset base expansion contrasts with earnings volatility, indicating operational or market dynamics influencing profitability.

Comparison to Competitors

United Parcel Service Inc., ROA, long-term trends, comparison to competitors

Microsoft Excel

Based on: 10-K (reporting date: 2024-12-31), 10-K (reporting date: 2023-12-31), 10-K (reporting date: 2022-12-31), 10-K (reporting date: 2021-12-31), 10-K (reporting date: 2020-12-31), 10-K (reporting date: 2019-12-31), 10-K (reporting date: 2018-12-31), 10-K (reporting date: 2017-12-31), 10-K (reporting date: 2016-12-31), 10-K (reporting date: 2015-12-31), 10-K (reporting date: 2014-12-31), 10-K (reporting date: 2013-12-31), 10-K (reporting date: 2012-12-31), 10-K (reporting date: 2011-12-31), 10-K (reporting date: 2010-12-31), 10-K (reporting date: 2009-12-31), 10-K (reporting date: 2008-12-31), 10-K (reporting date: 2007-12-31), 10-K (reporting date: 2006-12-31), 10-K (reporting date: 2005-12-31).


Comparison to Sector (Transportation)


Comparison to Industry (Industrials)