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Wall Street Is Wrong About UPS

I. Introduction: A Great Company Wrongly Treated Like a Loser Every few years, Wall Street picks a perfectly strong, perfectly profitable blue-chip company and decides — usually without logic — that it belongs in the market’s doghouse. This cycle, that unlucky target is United Parcel Service, Inc. (UPS) . The stock has been pummeled, derated, ignored, and misrepresented. It has been shoved into the “broken industrial” category despite generating nearly $90 billion in trailing-twelve-month revenue , $5.5 billion in profit , and delivering a 7%+ dividend yield that is fully supported by real, recurring cash flows. Wall Street is wrong about UPS — spectacularly wrong. This is not a dying company. This is not a business model in decline. This is not a structurally impaired enterprise. UPS is a global logistics powerhouse, temporarily overshadowed by macro noise, wage headlines, and algorithmic selling. The numbers tell one story. The narrative tells another. And when numbers and ...