UPS vs LSTR Stock Comparison

United Parcel Service and Landstar System Prices as of Oct 26, 2026 Peers: Industry group
UPS United Parcel Service Inc
$100.20 +6.7% 1M +14.9% 1Y
Market cap
$75.08B
P/E
18.7x
Revenue (TTM)
$89.93B
Div. yield
6.55%
Parcel Delivery Industrials
6 wins
LSTR Landstar System Inc
$165.17 +0.9% 1M +26.9% 1Y
Market cap
$5.61B
P/E
42.6x
Revenue (TTM)
$4.98B
Div. yield
2.20%
Logistics Industrials
6 wins

Head to Head

12 decided of 12

United Parcel Service leads on 6 of the 12 questions below (United Parcel Service 6, Landstar System 6). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionUPSLSTRLeader
Larger companyMarket capitalisation $75.08B $5.61B UPS
Cheaper on earningsLower P/E, profitable companies only 18.7x 42.6x UPS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 14.8x 26.9x UPS
Faster revenue growthRevenue growth, trailing twelve months -0.4% +4.1% LSTR
More profitableNet margin, trailing twelve months 5.1% 2.6% UPS
Better return on capitalReturn on invested capital 12.9% 15.1% LSTR
Less leveragedLower net debt / EBITDA 1.9x -1.3x LSTR
Higher dividend yieldTrailing dividend yield 6.55% 2.20% UPS
Better 1-year returnPrice return, last 12 months +14.9% +26.9% LSTR
Better 5-year returnAnnualised price return, 5 years -13.9%/yr -0.7%/yr LSTR
Less volatileAnnualised volatility, 1 year 30.6% 35.1% UPS
Higher overall scoreMean of the five percentile scores vs peers 35/100 36/100 LSTR

Percentile Scorecard

UPSLSTR

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisUPSLSTR
Valuation 28 #59 of 82 12 #72 of 82
Growth 17 #58 of 70 6 #66 of 70
Profitability 54 #31 of 66 43 #38 of 66
Financial Health 29 #65 of 91 83 #16 of 91
Shareholder Returns 49 #22 of 42 37 #27 of 42
Overall 35 36
  • UPS ranked among 93 companies in Transportation
  • LSTR ranked among 93 companies in Transportation

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodUPSLSTRSPY
1 month +6.7%+0.9% -0.8%
3 months -11.2%-13.8% +3.5%
6 months -7.4%-8.3% +7.0%
Year to date +1.0%+14.9% +12.2%
1 year +14.9%+26.9% +13.0%
3 years -25.7%+1.6% +86.3%
3 years, per year -9.4%+0.5% +23.1%
5 years -52.8%-3.6% +68.6%
5 years, per year -13.9%-0.7% +11.0%
10 years -7.7%+133.5% +258.0%
10 years, per year -0.8%+8.8% +13.6%

Risk

MeasureUPSLSTRSPY
Volatility, 1Y 30.6%35.1% 12.7%
Downside volatility, 1Y 33.6%37.1% 12.7%
Beta vs S&P 500, 1Y 0.710.71 1.00
Return / volatility, 1Y 0.490.77 1.02
Max drawdown, 5Y -64.4%-41.2% -25.4%
From 52-week high -16.5%-26.7% -1.8%
52-week high $120.00$225.37 $779.14
52-week low $89.22$121.51 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleUPSLSTR
P/E now vs peer median 18.7xmedian 10.7x 42.6xmedian 10.7x
P/S now vs peer median 0.8xmedian 1.2x 1.1xmedian 1.2x
EV/EBITDA now vs peer median 9.1xmedian 6.6x 24.4xmedian 6.6x
P/FCF now vs peer median 13.8xmedian 7.1x 31.9xmedian 7.1x
P/B now vs peer median 5.0xmedian 0.9x 6.7xmedian 0.9x
PEG now vs peer median -0.82median 0.68 -1.66median 0.68

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsUPSLSTR
Revenue $89.93B $4.98B
Operating income $6.58B $175.34M
Net income $4.57B $131.70M
Free cash flow $5.46B $175.65M
EPS (diluted) $5.37 $3.88
Cash & equivalents $4.65B $294.35M
Total debt $24.48B $230.93M
Shares (diluted) 851.00M 33.94M
Enterprise value $52.01B $3.96B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricUPSLSTR
P/E 18.7x 42.6x
P/FCF 13.8x 31.9x
P/Operating cash flow 8.5x 29.5x
P/S 0.8x 1.1x
P/B 5.0x 6.7x
P/Tangible book 6.7x 6.7x
EV/EBITDA 9.1x 24.4x
EV/EBIT 14.4x 30.4x
EV/Revenue 1.1x 1.1x
EV/FCF 17.4x 30.3x
EV/Operating cash flow 10.7x 28.1x
PEG (3Y EPS CAGR) -0.82 -1.66

Growth

14 metrics
MetricUPSLSTR
Revenue growth (1Y) -0.4% 4.1%
Revenue CAGR (3Y) -2.2% -7.5%
Gross profit growth (1Y) – –
Gross profit CAGR (3Y) – –
Operating income growth (1Y) -21.7% -19.0%
Operating income CAGR (3Y) -17.3% -26.8%
Net income growth (1Y) -20.2% -21.6%
Net income CAGR (3Y) -23.0% -27.0%
EPS growth (1Y) -20.6% -19.4%
EPS CAGR (3Y) -22.7% -25.6%
Operating cash flow growth (1Y) 18.6% -8.3%
Operating cash flow CAGR (3Y) -8.0% -32.0%
Free cash flow growth (1Y) 54.2% -6.8%
Free cash flow CAGR (3Y) -4.2% -32.6%

Profitability

14 metrics
MetricUPSLSTR
Gross margin – –
EBITDA margin 11.6% 4.4%
Operating margin 7.3% 3.5%
Pretax margin 6.5% 3.5%
Net margin 5.1% 2.6%
FCF margin 6.1% 3.5%
Operating cash flow margin 9.9% 3.8%
Return on equity 29.6% 16.1%
Return on assets 6.4% 7.9%
Return on invested capital 12.9% 15.1%
Return on capital employed 11.6% 18.5%
Asset turnover 1.3x 3.0x
Cash conversion (OCF / net income) 1.9x 1.4x
Stock comp / revenue 0.1% 0.2%

Financial Health

11 metrics
MetricUPSLSTR
Debt / assets 34.4% 4.1%
Debt / equity 1.6x 0.1x
Net debt / EBITDA 1.9x -1.3x
Debt / FCF 4.5x 0.4x
Liabilities / assets 78.8% 52.0%
Equity / assets 21.2% 48.0%
Interest coverage 6.0x 98.1x
Current ratio 1.2x 1.8x
Quick ratio 1.0x 1.7x
Cash ratio 0.3x 0.5x
Altman Z-score 2.78 9.66

Shareholder Returns

7 metrics
MetricUPSLSTR
Dividend yield 6.5% 2.2%
Net buyback yield -0.2% 1.8%
Shareholder yield 6.4% 4.0%
Payout ratio (earnings) – –
Payout ratio (FCF) – –
Dividend growth (1Y) – –
Dividend CAGR (3Y) – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusUPSLSTR
Forward P/E 14.8xFY2026 26.9xFY2026
EPS, next fiscal year $6.75FY2026 $6.15FY2026
EPS growth, next FY -5.7%FY2026 +85.8%FY2026
EPS growth, the year after +26.7% +27.8%
Revenue, next fiscal year $87.80BFY2026 $5.45BFY2026
Revenue growth, next FY -1.0%FY2026 +15.1%FY2026
Revenue growth, the year after +14.6% +17.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersUPSLSTR
Held by institutions 70.9% 100.0%
Institutions holding 2,137 543
Change in shares held, QoQ +6.0% -2.8%
Institutions buying 1,088 296
Institutions selling 809 153
Buyers to sellers 1.34 1.93

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

UPSLSTR
UPS 1.00 0.37
LSTR 0.37 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, UPS and LSTR?

United Parcel Service (UPS) is the largest by market capitalisation: United Parcel Service (UPS) $75.08B, Landstar System (LSTR) $5.61B.

Which stock is cheaper, UPS and LSTR?

United Parcel Service (UPS) trades on the lowest price-to-earnings ratio (United Parcel Service (UPS) 18.7x, Landstar System (LSTR) 42.6x). On next year's consensus earnings, United Parcel Service (UPS) is cheapest (United Parcel Service (UPS) 14.8x, Landstar System (LSTR) 26.9x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Landstar System (LSTR) grew revenue fastest over the trailing twelve months: United Parcel Service (UPS) -0.4%, Landstar System (LSTR) +4.1%.

Which company is more profitable?

United Parcel Service (UPS) has the highest net margin (United Parcel Service (UPS) 5.1%, Landstar System (LSTR) 2.6%). On return on invested capital, Landstar System (LSTR) leads (United Parcel Service (UPS) 12.9%, Landstar System (LSTR) 15.1%).

Which stock has performed better?

Over the past year Landstar System (LSTR) returned the most: United Parcel Service (UPS) +14.9%, Landstar System (LSTR) +26.9%. Over five years, Landstar System (LSTR) compounded fastest (United Parcel Service (UPS) -13.9%/yr, Landstar System (LSTR) -0.7%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

United Parcel Service (UPS) has the highest dividend yield: United Parcel Service (UPS) 6.55%, Landstar System (LSTR) 2.20%.

Which stock is riskier?

By one-year price volatility, United Parcel Service (UPS) has been the steadiest (United Parcel Service (UPS) 30.6%, Landstar System (LSTR) 35.1%). Volatility measures how widely the price swings, not the risk of the business.

Do UPS and LSTR move together?

Their daily returns over the past year have a correlation of 0.37, a weak relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, UPS and LSTR?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, United Parcel Service (UPS) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.