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United Parcel Service (NYSE: UPS)

UPS Research Report

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UPS Model Excel File

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Currently trading at five year lows, UPS battles against macroeconomic headwinds that mask its structural strength.

UPS is undervalued as investors misread their temporary compression in free cash flow as structural decline which has been compounded by macro headwinds. I expect strong margin recovery, cost savings materializing, and growth in healthcare logistics as key catalysts in driving a re-rating within the next 12-18 months.

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