FDX FedEx
fair · 61
Owner-earnings value$261.79
Price$309.24
Margin of safety
-15.3%
Quality gate · 61/100
Median ROIC9.9%
Gross margin21.8%
Net debt / EBITDA2.7x
FCF conversion83%
Share count / yr-1.5%
Profitable years4/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 4.99B |
| Owner-earnings yield | 6.8% |
| Free-cash-flow yield | 7.0% |
| Growth used (normalized) | 1.7% |
| Market-implied growth (reverse DCF) | 5.8% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 10.9% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 5.08B | 1.7% | 4.58B |
| 2 | 5.17B | 1.8% | 4.20B |
| 3 | 5.27B | 2.0% | 3.87B |
| 4 | 5.38B | 2.1% | 3.56B |
| 5 | 5.50B | 2.3% | 3.28B |
| 6 | 5.63B | 2.4% | 3.03B |
| 7 | 5.78B | 2.6% | 2.81B |
| 8 | 5.93B | 2.7% | 2.60B |
| 9 | 6.10B | 2.9% | 2.41B |
| 10 | 6.29B | 3.0% | 2.24B |
Recent news
score · 8 articles
- Beyond FedEx, UPS and DHL: Tariff Refunds Get Murkier for International Carriers
- UPS: A Cash Gusher At A Marked-Down Price
- Carrier diversification unravels the last-mile delivery duopoly
- UPS CEO outlines edge versus Amazon’s competing service
- 3 Quality Compounders to Own for Decades
- GLP-1 Drugs Need to Stay Cold: Is it Turning Into a Real Growth Story for United Parcel Service, Inc. (UPS) and FedEx Corporation (FDX)?
- FedEx (FDX) Could Be 10% Undervalued On Fresh Financing And Strong Q4 Results
- UPS vs. FDX: Which Parcel Delivery Giant Holds the Edge Now?
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~6%/yr owner-earnings growth over 10y (reverse DCF); model credits 2%.