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DCF valuation

What is United Parcel Service Inc worth?

With the base-case assumptions below, a discounted cash flow model on United Parcel Service Inc's reported free cash flow gives $58.19 per share. The share price was $93.96 on September 25, 2026, 61% above that value.

Inputs from the filings

Free cash flow, fiscal 2025
$4.77B
Average free cash flow, last 5 years
$7.24B
Cash
$4.65B
balance sheet of June 30, 2026
Debt
$24.48B
balance sheet of June 30, 2026
Diluted shares, fiscal 2025
850,000,000
Revenue growth per year, last 5 years
0.9%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear-4.0%-1.0%2.0%10.0%$27.48-71%
Base1.0%2.0%2.5%9.0%$58.19-38%
Bull6.0%4.5%3.0%8.0%$115.53+23%

Sensitivity: base case value per share

Discount rate down the side, growth after year 10 across the top. Everything else as in the base case.

1.5%2.0%2.5%3.0%3.5%
7.0%$79.58$86.02$93.88$103.71$116.35
8.0%$63.69$67.87$72.80$78.71$85.94
9.0%$52.04$54.90$58.19$62.03$66.57
10.0%$43.14$45.17$47.47$50.10$53.13
11.0%$36.11$37.60$39.26$41.13$43.25

Where the presets come from

Base: years 1 to 5 grow at United Parcel Service Inc's revenue growth rate over the last 5 fiscal years (0.9% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.

Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.

Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.

This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.

Adjust the assumptions

Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.

Adjust the assumptions

United Parcel Service Inc company page