Obermatt

Union Pacific

NYQ:UNP · US9078181081
Road & RailLarge

360

90
EV / EBIT61
Price / Owner Earnings40
Owner Earnings Yield82
Dividend Yield53
Price/Sales9
EV / Gross Profit20
Price/Book1
Return on Capital98
Cash Return on Capital90
Return on Equity98
EBIT Margin95
Gross Profitability78
Cash Conversion26
Accruals54
Owner Earnings Margin96
Sales growth31
Profit Growth94
Long-Term EPS Growth67
Owner Earnings Growth49
Reinvestment24
Price momentum34
Debt load12
Refinancing67
Debt Payback69
Liquidity53
Analyst ratings50
Opinion Changes30
Price Target Upside57
Market mood47
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Union Pacific clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryRoad & Rail
SizeLarge
TypePublic Company
ExchangeNYSE
Founded1969
Employees234
ISINUS9078181081
Last UpdateApr 2, 2026
Themes
BiofuelAnimal FeedHomeland SecurityFreight ServiceForestryInformation TechnologyLogisticsTransportation

Description

Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company (the Railroad), operates in the railroad business in the United States. The company connects 23 states in the western two-thirds of the country by rail. The company pr…

Analysis

Quality compounder

Union Pacific Corporation is a quality compounder: a well-run business trading at a price that reflects what it is worth. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is expensive. You pay 27.0× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 10% yearly growth; analysts expect 9%. The price, in other words, assumes less than the experts do.

The trajectory is moderate and the balance sheet is sturdy. The company scores 12/20 on our value-creation score: creating some value.

What to watch: The financial cushion is thinner than comfortable. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
22
2023202420252026

All-time high

28

Mar 2026

All-time low

4

Jan 2023

Average rank

21

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
9
5
7
5
Price/Earnings
14
31
31
24
Price/Book
1
3
10
3
Dividend Yield
53
79
82
84
Value (overall)
6
15
22
17

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →