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UNP Union Pacific Corporation - Fundamental Analysis

BULLISH
UNP Stock | Fundamental Analysis & Investment Insights
NYSE Industrials Railroads
Current Price
$223.02
Analyst Target
$260.42
+16.8% Upside
52W High
$256.84
52W Low
$204.66

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Nov 15, 2025
Market cap
$132.29B
P/E
18.93
ROE
41.6%
Profit margin
28.7%
Debt/Equity
1.9
Dividend yield
2.48%

AI Analysis

Powered by advanced machine learning algorithms

Confidence Score
70%
Analysis Accuracy
UNP shows bullish fundamentals based on available metrics. Key strengths include strong valuation and growth metrics.

Key Strengths

Strong profitability with 28.7% profit margin
Strong ROE of 41.6%

Key Risks

Limited historical data available for full assessment

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
53
Moderate
Value
40
Future
50
Past
75
Health
40
Dividend
60
AI Verdict
UNP shows bullish fundamentals based on available metrics. Key strengths include strong valuation and growth metrics.
Key drivers: Strong profitability with 28.7% profit margin, Strong ROE of 41.6%, Limited historical data available for full assessment
Confidence
70%
Value
40/100

Rule-based valuation fallback.

Positives
  • Insufficient data for clear positives.
Watchpoints
  • P/B of 7.6 signals rich expectations.
Future
50/100

Rule-based growth outlook.

Positives
  • Insufficient data for clear positives.
Watchpoints
No urgent risks highlighted.
Past
75/100

Historical performance + price trend: Shares moved +20.5% over 5Y and -3.1% over 1Y.

Positives
  • ROE sits at 41.6%.
  • Healthy profit margin of 28.7%.
Watchpoints
No urgent risks highlighted.
Health
40/100

Balance sheet & liquidity snapshot.

Positives
  • Insufficient data for clear positives.
Watchpoints
  • Current ratio 0.7 below 1.0.
Dividend
60/100

Dividend policy fallback.

Positives
  • Pays dividend with 2.5% yield.
  • Payout ratio in healthy range.
Watchpoints
No urgent risks highlighted.

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$223.02
Analyst Target
$260.42
Upside/Downside
+16.8%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for UNP and closest competitors.

Updated 2025-11-14
Company 5Y 3Y 1Y 6M 1M 1W
UNP
Union Pacific Corporation
Primary
+20.5% +13.6% -3.1% -2.4% -1.2% +0.7%
DE
Deere & Company
Peer
+96.1% +21.9% +22.4% -9.8% +6.2% +1.8%
ETN
Eaton Corporation plc
Peer
+225.4% +125.9% -1.6% +7.4% -7.7% -5.7%
HON
Honeywell International Inc.
Peer
+12.1% +4.6% -6.0% -4.2% +4.9% +3.2%
BA
The Boeing Company
Peer
-3.9% +10.9% +40.8% -5.5% -9.1% -0.1%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
18.93
Forward P/E
18.42
PEG Ratio
N/A
P/B Ratio
7.64
P/S Ratio
5.39
EV/Revenue
6.69
EV/EBITDA
13.18
Market Cap
$132.29B

Profitability

Profit margins and return metrics

Profit Margin 28.73%
Operating Margin 41.03%
Gross Margin 56.14%
ROE 41.62%
ROA 9.2%

Growth

Revenue and earnings growth rates

Revenue Growth +2.5%
Earnings Growth +9.5%
Q/Q Revenue Growth N/A
Q/Q Earnings Growth +7.0%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
1.9
High debt
Current Ratio
0.75
Weak
Quick Ratio
0.53
Poor
Cash/Share
$1.4

Quarterly Earnings History

EPS performance vs analyst estimates

2026-01-22
$N/A
2025-10-23
$3.01
+1.1% surprise
2025-07-24
$3.03
+4.2% surprise
2025-04-24
$2.7
-1.1% surprise

Industrials Sector Comparison

Comparing UNP against 28 companies in the Industrials sector (6 bullish, 21 neutral, 1 bearish)
P/E Ratio
18.93
This Stock
vs
32.92
Sector Avg
-42.5% (Discount)
Return on Equity (ROE)
41.62%
This Stock
vs
31.08%
Sector Avg
+33.9% (Excellent)
Profit Margin
28.73%
This Stock
vs
13.32%
Sector Avg
+115.6% (Superior)
Debt to Equity
1.9
This Stock
vs
1.21
Sector Avg
+56.5% (Higher)
Revenue Growth
2.5%
This Stock
vs
6.01%
Sector Avg
-58.4% (Slower)
Current Ratio
0.75
This Stock
vs
1.82
Sector Avg
-59.0% (Weaker)

Similar Companies

Peer comparison within the same industry

Company AI Rating Market Cap P/E ROE Profit Margin Price
UNP
Union Pacific Corporation
BULLISH $132.29B 18.93 41.6% 28.7% $223.02
DE
Deere & Company
NEUTRAL $128.74B 24.88 21.4% 11.8% $476.23
ETN
Eaton Corporation plc
BULLISH $137.52B 35.34 20.7% 14.7% $352.39
HON
Honeywell International Inc.
BULLISH $126.89B 21.02 34.6% 15.1% $199.04
BA
The Boeing Company
NEUTRAL $147.9B - -% -12.2% $194.52

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

Date Insider Position Transaction Shares Value
2025-11-10 ROCKER KENYATTA G. Officer Stock Award 3 $717
2025-11-10 CONLIN CHRISTINA B Officer Stock Award 7 $1,725
2025-11-10 POWERS CARRIE J. Officer Stock Award 6 $1,525
2025-11-04 ROCKER KENYATTA G. Officer Gift 23 -
2025-10-10 HAMANN JENNIFER L Chief Financial Officer Stock Award 4 $1,062
2025-10-10 ROCKER KENYATTA G. Officer Stock Award 3 $717
2025-10-10 JALALI RAHUL Chief Technology Officer Stock Award - $32
2025-10-10 CONLIN CHRISTINA B Officer Stock Award 7 $1,725
2025-10-10 POWERS CARRIE J. Officer Stock Award 6 $1,525
2025-09-10 HAMANN JENNIFER L Chief Financial Officer Stock Award 9 $2,133
2025-09-10 ROCKER KENYATTA G. Officer Stock Award 3 $717
2025-09-10 JALALI RAHUL Chief Technology Officer Stock Award 10 $2,268
2025-09-10 CONLIN CHRISTINA B Officer Stock Award 8 $1,725
2025-09-10 POWERS CARRIE J. Officer Stock Award 7 $1,525
2025-08-19 ROCKER KENYATTA G. Officer Gift 46 -
Insider transactions can signal confidence or concerns about company prospects

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
24 analysts
TD Cowen
2025-10-24
main
Buy Buy
Citigroup
2025-10-24
main
Buy Buy
JP Morgan
2025-10-24
main
Neutral Neutral
BMO Capital
2025-10-24
main
Outperform Outperform
Citigroup
2025-10-13
main
Buy Buy
JP Morgan
2025-10-08
main
Neutral Neutral
UBS
2025-10-03
main
Neutral Neutral
Susquehanna
2025-09-25
main
Positive Positive
Loop Capital
2025-09-16
up
Sell Hold
Citigroup
2025-09-15
up
Neutral Buy