UPS vs BABA vs TFII Stock Comparison

United Parcel Service, Alibaba Group Holding and TFI International Prices as of Oct 26, 2026 Peers: Industry group
UPS United Parcel Service Inc
$100.20 +6.7% 1M +14.9% 1Y
Market cap
$89.76B
P/E
19.6x
Revenue (TTM)
$89.93B
Div. yield
–
Parcel Delivery Industrials
2 wins
BABA Alibaba Group Holding Ltd
$100.26 -8.7% 1M -42.6% 1Y
Market cap
$232.71B
P/E
22.1x
Revenue (TTM)
$150.46B
Div. yield
–
Digital Marketplaces Technology
4 wins

Head to Head

11 decided of 12

TFI International leads on 5 of the 12 questions below (TFI International 5, Alibaba Group Holding 4, United Parcel Service 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionUPSBABATFIILeader
Larger companyMarket capitalisation $89.76B $232.71B $9.51B BABA
Cheaper on earningsLower P/E, profitable companies only 19.6x 22.1x 24.7x UPS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 14.8x 14.3x 19.5x BABA
Faster revenue growthRevenue growth, trailing twelve months -0.4% +8.1% -1.7% BABA
More profitableNet margin, trailing twelve months 5.1% 7.0% 4.7% BABA
Better return on capitalReturn on invested capital 12.9% 2.4% 18.0% TFII
Less leveragedLower net debt / EBITDA 1.9x — 0.0x TFII
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +14.9% -42.6% +23.1% TFII
Better 5-year returnAnnualised price return, 5 years -13.9%/yr -9.9%/yr -0.6%/yr TFII
Less volatileAnnualised volatility, 1 year 30.6% 40.4% 36.2% UPS
Higher overall scoreMean of the five percentile scores vs peers 45/100 46/100 54/100 TFII

Percentile Scorecard

UPSBABATFII

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

AxisUPSBABATFII
Valuation 46 #74 of 136 70 #51 of 167 56 #60 of 136
Growth 23 #94 of 122 17 #127 of 153 21 #97 of 122
Profitability 70 #36 of 116 53 #72 of 153 67 #39 of 116
Financial Health 33 #97 of 144 59 #74 of 179 62 #55 of 144
Shareholder Returns 56 #37 of 82 30 #66 of 94 63 #31 of 82
Overall 45 46 54
  • UPS ranked among 150 companies in Transportation
  • BABA ranked among 185 companies in Internet Platforms
  • TFII ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodUPSBABATFIISPY
1 month +6.7%-8.7%-7.7% -0.8%
3 months -11.2%-12.8%-23.5% +3.5%
6 months -7.4%-24.3%-19.2% +7.0%
Year to date +1.0%-31.6%+8.1% +12.2%
1 year +14.9%-42.6%+23.1% +13.0%
3 years -25.7%+21.1%+3.9% +86.3%
3 years, per year -9.4%+6.6%+1.3% +23.1%
5 years -52.8%-40.8%-3.2% +68.6%
5 years, per year -13.9%-9.9%-0.6% +11.0%
10 years -7.7%-2.5%+456.4% +258.0%
10 years, per year -0.8%-0.2%+18.7% +13.6%

Risk

MeasureUPSBABATFIISPY
Volatility, 1Y 30.6%40.4%36.2% 12.7%
Downside volatility, 1Y 33.6%36.0%36.3% 12.7%
Beta vs S&P 500, 1Y 0.711.111.01 1.00
Return / volatility, 1Y 0.49-1.060.64 1.02
Max drawdown, 5Y -64.4%-62.9%-54.5% -25.4%
From 52-week high -16.5%-44.3%-31.6% -1.8%
52-week high $120.00$179.97$163.36 $779.14
52-week low $89.22$94.81$80.71 $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.

MultipleUPSBABATFII
P/E now vs peer median 18.7xmedian 16.1x 22.1xmedian 17.5x 24.1xmedian 16.1x
P/S now vs peer median 0.8xmedian 1.0x 1.5xmedian 1.4x 1.2xmedian 1.0x
EV/EBITDA now vs peer median 9.1xmedian 8.7x —median 14.5x 9.3xmedian 8.7x
P/FCF now vs peer median 13.8xmedian 11.5x 7.0xmedian 12.1x 8.1xmedian 11.5x
P/B now vs peer median 5.0xmedian 1.2x 1.4xmedian 1.7x 3.4xmedian 1.2x
PEG now vs peer median -0.82median 0.81 -15.35median 0.41 -2.28median 0.81

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 monthsUPSBABATFII
Revenue $89.93B $150.46B $8.12B
Gross profit – $57.45B –
Operating income $6.58B $4.39B $597.45M
Net income $4.57B $10.08B $335.80M
Free cash flow $5.46B $33.19B $1.17B
R&D – $10.68B –
EPS (diluted) $5.37 $4.38 $4.61
Cash & equivalents $4.65B $21.06B $205.45M
Total debt $24.48B $83.76B $3.15B
Shares (diluted) 851.00M 2.40B 83.41M
Enterprise value $66.66B $46.34B $8.88B

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
MetricUPSBABATFII
P/E 18.7x 22.1x 24.1x
P/FCF 13.8x 7.0x 8.1x
P/Operating cash flow 8.5x 20.6x 10.3x
P/S 0.8x 1.5x 1.2x
P/B 5.0x 1.4x 3.4x
P/Tangible book 6.7x 1.5x -4.9x
EV/EBITDA 9.1x – 9.3x
EV/EBIT 14.4x 48.0x 15.8x
EV/Revenue 1.1x 1.4x 1.2x
EV/FCF 17.4x 6.3x 8.1x
EV/Operating cash flow 10.7x 18.6x 10.3x
PEG (3Y EPS CAGR) -0.82 -15.35 -2.28

Growth

14 metrics
MetricUPSBABATFII
Revenue growth (1Y) -0.4% 8.1% -1.7%
Revenue CAGR (3Y) -2.2% 5.6% 1.2%
Gross profit growth (1Y) – 0.2% –
Gross profit CAGR (3Y) – 6.5% –
Operating income growth (1Y) -21.7% -77.5% -7.5%
Operating income CAGR (3Y) -17.3% -35.9% -12.6%
Net income growth (1Y) -20.2% -50.0% -8.8%
Net income CAGR (3Y) -23.0% -3.6% -19.3%
EPS growth (1Y) -20.6% -47.9% -5.2%
EPS CAGR (3Y) -22.7% -1.4% -10.6%
Operating cash flow growth (1Y) 18.6% -45.8% -13.2%
Operating cash flow CAGR (3Y) -8.0% -27.8% -3.5%
Free cash flow growth (1Y) 54.2% -8.5% -14.5%
Free cash flow CAGR (3Y) -4.2% -0.6% -5.0%

Profitability

14 metrics
MetricUPSBABATFII
Gross margin – 38.2% –
EBITDA margin 11.6% – 12.6%
Operating margin 7.3% 2.9% 7.4%
Pretax margin 6.5% 9.7% 10.1%
Net margin 5.1% 7.0% 4.7%
FCF margin 6.1% 22.1% 14.4%
Operating cash flow margin 9.9% 7.5% 11.3%
Return on equity 29.6% 6.2% 12.4%
Return on assets 6.4% 3.6% 4.5%
Return on invested capital 12.9% 2.4% 18.0%
Return on capital employed 11.6% 2.1% 9.6%
Asset turnover 1.3x 0.5x 1.1x
Cash conversion (OCF / net income) 1.9x 1.1x 2.7x
Stock comp / revenue 0.1% 1.1% 0.2%

Financial Health

11 metrics
MetricUPSBABATFII
Debt / assets 34.4% 7.5% 3.1%
Debt / equity 1.6x 0.1x 0.1x
Net debt / EBITDA 1.9x – 0.0x
Debt / FCF 4.5x 0.6x 0.2x
Liabilities / assets 78.8% 43.6% 63.5%
Equity / assets 21.2% 56.4% 36.5%
Interest coverage 6.0x 3.2x 3.5x
Current ratio 1.2x 1.4x 1.1x
Quick ratio 1.0x 0.6x 1.0x
Cash ratio 0.3x 0.6x 0.2x
Altman Z-score 2.78 2.30 2.90

Shareholder Returns

7 metrics
MetricUPSBABATFII
Dividend yield 6.5% 1.0% 1.7%
Net buyback yield -0.2% – 3.9%
Shareholder yield 6.4% 1.0% 5.5%
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.

ConsensusUPSBABATFII
Forward P/E 14.8xFY2026 14.3xFY2026 19.5xFY2026
EPS, next fiscal year $6.75FY2026 $7.02FY2026 $5.73FY2026
EPS growth, next FY -5.7%FY2026 +80.9%FY2026 +31.1%FY2026
EPS growth, the year after +26.7% +22.8% +40.5%
Revenue, next fiscal year $87.80BFY2026 $174.00BFY2026 $8.41BFY2026
Revenue growth, next FY -1.0%FY2026 +17.3%FY2026 +6.7%FY2026
Revenue growth, the year after +14.6% +14.7% +1.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersUPSBABATFII
Held by institutions 70.9% 10.1% 69.4%
Institutions holding 2,137 1,218 295
Change in shares held, QoQ +6.0% -5.4% +1.2%
Institutions buying 1,088 555 174
Institutions selling 809 421 90
Buyers to sellers 1.34 1.32 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.

UPSBABATFII
UPS 1.00 0.03 0.47
BABA 0.03 1.00 0.07
TFII 0.47 0.07 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, UPS, BABA and TFII?

Alibaba Group Holding (BABA) is the largest by market capitalisation: United Parcel Service (UPS) $89.76B, Alibaba Group Holding (BABA) $232.71B, TFI International (TFII) $9.51B.

Which stock is cheaper, UPS, BABA and TFII?

United Parcel Service (UPS) trades on the lowest price-to-earnings ratio (United Parcel Service (UPS) 19.6x, Alibaba Group Holding (BABA) 22.1x, TFI International (TFII) 24.7x). On next year's consensus earnings, Alibaba Group Holding (BABA) is cheapest (United Parcel Service (UPS) 14.8x, Alibaba Group Holding (BABA) 14.3x, TFI International (TFII) 19.5x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Alibaba Group Holding (BABA) grew revenue fastest over the trailing twelve months: United Parcel Service (UPS) -0.4%, Alibaba Group Holding (BABA) +8.1%, TFI International (TFII) -1.7%.

Which company is more profitable?

Alibaba Group Holding (BABA) has the highest net margin (United Parcel Service (UPS) 5.1%, Alibaba Group Holding (BABA) 7.0%, TFI International (TFII) 4.7%). On return on invested capital, TFI International (TFII) leads (United Parcel Service (UPS) 12.9%, Alibaba Group Holding (BABA) 2.4%, TFI International (TFII) 18.0%).

Which stock has performed better?

Over the past year TFI International (TFII) returned the most: United Parcel Service (UPS) +14.9%, Alibaba Group Holding (BABA) -42.6%, TFI International (TFII) +23.1%. Over five years, TFI International (TFII) compounded fastest (United Parcel Service (UPS) -13.9%/yr, Alibaba Group Holding (BABA) -9.9%/yr, TFI International (TFII) -0.6%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, United Parcel Service (UPS) has been the steadiest (United Parcel Service (UPS) 30.6%, Alibaba Group Holding (BABA) 40.4%, TFI International (TFII) 36.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, UPS, BABA and TFII?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, TFI International (TFII) leads on 5. 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.