Tapestry, Inc. vs Union Pacific Corporation — how do they compare? Tapestry, Inc. trades at $116.24 (market cap $23.09B), while Union Pacific Corporation trades at $278.34 (market cap $165.27B). The key difference: Union Pacific Corporation is far larger — about 7.2× Tapestry, Inc.'s market cap, and Union Pacific Corporation pays the higher dividend (2.04%). Which is the better fit depends on your goals — on Pluang, investors hold Tapestry, Inc. for 70 Days and Union Pacific Corporation for 105 Days on average.
| TPR | UNP | |
|---|---|---|
Market Cap | $23.09B | $165.27B |
Volume | 2,745,259 | 1,474,117 |
Sector | Consumer Cyclical | Industrials |
52-Week High | $164.78 | $310.62 |
52-Week Low | $98.81 | $216.37 |
Typical Hold Time | 70 Days | 105 Days |
Enterprise Value | $25.89B | $194.33B |
Dividend Yield | 1.6% | 2.04% |
Signals from Pluang's Aura AI — not financial advice
TPR trades at $115.82, up 2.14% today, with strong analyst support (73% buy ratings) and a $174.64 consensus price target suggesting 51% upside. The stock shows robust profitability with 77.82% gross margins and has beaten earnings estimates for three consecutive quarters. However, technical indicators signal bearish momentum, and 2025 net income declined significantly to $183M from prior years above $800M. Recent news highlights Coach's momentum and international growth in China and Europe.
The investment case balances strong brand performance and analyst optimism against execution risks and valuation concerns. Upside potential exists from earnings beats and international expansion, but investors face headwinds from Kate Spade performance issues, tariff pressures, and the stock's current bearish technical trend. The significant gap between current price and analyst targets presents opportunity if fundamental improvements materialize.
Union Pacific (UNP) trades at $278.20, up 1.28% today, with a bullish technical signal and strong analyst consensus. Recent Q2 2026 earnings beat expectations, and the company maintains robust profitability with a 28.85% net margin and 39.7% ROE. Positive sentiment is driven by volume growth, a pending Norfolk Southern merger, and dividend reliability, though merger uncertainty and fuel costs pose risks.
Outlook is positive given earnings momentum and strategic initiatives, but investors face risks from merger execution and economic cyclicality. The stock offers value with a consensus price target of $332.10, implying significant upside, supported by stable cash flows and a solid dividend track record.
Trailing returns across standard periods
Latest headlines on both assets
Coach, Kate Spade, and Stuart Weitzman are the fashion and accessory brands that comprise Tapestry. The firm's products are sold through about 1,400 company-operated stores, wholesale channels, and e-commerce in North America (67% of fiscal 2022 sales), Europe, Asia (28% of fiscal 2022 sales), and elsewhere. Coach (74% of fiscal 2022 sales) is best known for affordable luxury leather products. Kate Spade (22% of fiscal 2022 sales) is known for colorful patterns and graphics. Women's handbags and accessories produced 69% of Tapestry's sales in fiscal 2022. Stuart Weitzman, Tapestry's smallest brand, generates nearly all its revenue from women's footwear.
Read more on TPR →Omaha, Nebraska-based Union Pacific is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two thirds of the U.S., UP generated roughly $22 billion of revenue in 2021 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, and automotive goods. UP owns about one fourth of Mexican railroad Ferromex and derives about 10% of its revenue hauling freight to and from Mexico.
Read more on UNP →