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Union Pacific Corporation (UPAC34) Fair Value & Analysis

Industrials · BR · Market cap R$798B

UP Union Pacific Corporation UPAC34 · SA
PriceR$336.50
Fair ValueR$34.11
Upside-89.9%
Quality66/100
Evidence: High Range R$21.60 – R$62.08

Fair value as of: Jun 24, 2026

From 24 valuation models · updated 7 days ago

Share price +7.4% over the past month.

Price vs Fair Value (12 months)

R$336.50 R$263.15 Fair Value R$34.11 Jun 2025 Jul 2026

12‑month range R$263.15 – R$336.50 · fair‑value band R$21.60 – R$62.08 · the R$336.50 price screens above the R$34.11 fair value. As of Jun 24, 2026.

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Analysis

Union Pacific Corporation (UPAC34) currently trades at R$336.50, while our model-based Fair Value estimate is R$34.11 — implying the stock looks roughly 89.9% overvalued today. We read business quality at 66/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, Union Pacific Corporation generated revenue of R$24.7B at a net margin of 29.2%. Revenue grew 3.2% year over year. It earns a return on equity of 40.7%. Net debt stands at R$30.5B. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) R$24.7B
Revenue growth (YoY) +3.2%
Net margin 29.2%
Return on equity 40.7%
Free cash flow R$5.5B FY2025
P/E ratio 21.8
More key figures
Operating margin 40.4%
EPS (TTM) R$15.39
Dividend yield 1.6%
EPS growth (YoY) +6.2%
Net debt R$30.5B FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States. It offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grain processors, animal feeders, and ethanol and renewable biofuel producers; and construction products, industrial chemicals, plastics, forest products, specialized products, metals and ores, petroleum, liquid petroleum gases, soda ash, and sand, as well as finished automobiles, automotive parts, and merchandise in intermodal containers. The company was founded in 1862 and is headquartered in Omaha, Nebraska.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Union Pacific Corporation reported revenue of R$24.5B in FY2025 versus R$21.8B in FY2021, a compound +3.0%/yr. Reported net income was R$7.1B in FY2025, compounding +2.3%/yr from FY2021.

Revenue +3.0%/yr
FY21 R$21.8B
FY22 R$24.9B
FY23 R$24.1B
FY24 R$24.3B
FY25 R$24.5B
Net income +2.3%/yr
FY21 R$6.5B
FY22 R$7.0B
FY23 R$6.4B
FY24 R$6.7B
FY25 R$7.1B

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Recent news

External third-party headlines (Yahoo Finance, Reuters and others) — not an editorial selection, not financial advice.

Similar stocks

6 more Railroads stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).

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UNP UNP 4,617 MXN 2,048 MXN -56%
CSX Corporation CSX $46.23 $10.82 -77%
Canadian Pacific Kansas City Limited CP $85.67 $49.10 -43%
Canadian National Railway Company CNI $119.18 $63.51 -47%
Norfolk Southern Corporation NSC $304.17 $117.62 -61%
Westinghouse Air Brake Technologies Corporation WAB $256.52 $132.12 -48%

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Frequently asked questions

Is Union Pacific Corporation (UPAC34) undervalued?
As of Jun 24, 2026, our model estimates a fair value of R$34.11 versus a price of R$336.50 — about −90% (overvalued). Model-based estimate, not financial advice.
What is the fair value of UPAC34?
Our model-based fair value for Union Pacific Corporation is R$34.11 (as of Jun 24, 2026), built from audited fundamentals. The current price is R$336.50.
What is the quality score of UPAC34?
Union Pacific Corporation has a Quality Score of 66/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Union Pacific Corporation (UPAC34)?
Union Pacific Corporation reported trailing-twelve-month revenue of about R$24.7B (latest available figure, as of Jun 24, 2026).
What is the net profit margin of UPAC34?
The net profit margin of Union Pacific Corporation is about 29.2%, meaning it keeps roughly 29.2% of revenue as net income. Based on the latest reported figures.
Does Union Pacific Corporation pay a dividend?
Union Pacific Corporation currently shows a dividend yield of about 1.64% relative to its recent price (as of Jun 24, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.