FedEx (FDX) Valuation Check After Earnings Beat Cost Cuts And Planned Freight Spin Off

Simply Wall St.02-02 09:15

Investor confidence in FedEx (FDX) has been rising due to better-than-expected earnings, cost reduction efforts, an optimistic management outlook, and plans to spin off the freight business. See our ...

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See our ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/transportation/nyse-fdx/fedex/news/fedex-fdx-valuation-check-after-earnings-beat-cost-cuts-and\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FDX","symbol_name":"联邦快递","start_time":0,"source_url":"https://simplywall.st/stocks/us/transportation/nyse-fdx/fedex/news/fedex-fdx-valuation-check-after-earnings-beat-cost-cuts-and","article_id":"2608319837","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/124423-main-header/1756190020170"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/transportation/nyse-fdx/fedex/news/fedex-fdx-valuation-check-after-earnings-beat-cost-cuts-and","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2608319837","pubTimestamp":1769994923,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Investor confidence in FedEx (FDX) has been rising due to better-than-expected earnings, cost reduction efforts, an optimistic management outlook, and plans to spin off the freight business.\nSee our latest analysis for FedEx.\nThose earnings and cost cuts are showing up in the share price action, with a 27.38% 90 day share price return and a 24.54% 1 year total shareholder return suggesting that momentum has been building rather than fading.\nIf FedEx’s recent move has caught your eye, this can...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"FDX":"联邦快递"},"translate_title":"联邦快递(FDX)在盈利超过成本削减和计划的货运剥离后进行估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FDX":1.5},"content_text":"Investor confidence in FedEx (FDX) has been rising due to better-than-expected earnings, cost reduction efforts, an optimistic management outlook, and plans to spin off the freight business. See our latest analysis for FedEx. Those earnings and cost cuts are showing up in the share price action, with a 27.38% 90 day share price return and a 24.54% 1 year total shareholder return suggesting that momentum has been building rather than fading. If FedEx’s recent move has caught your eye, this can be a good moment to widen your search and check out aerospace and defense stocks as well. With FedEx now around $322 a share and trading at a slight premium to its analyst price target and intrinsic value estimate, the key question is whether recent strength has gone too far or if the market is still underpricing what comes next. AdvertisementMost Popular Narrative: 5.1% Overvalued FedEx’s most followed narrative points to a fair value of about $306.54, slightly below the last close at $322.25. This sets up an interesting tension between the story and the current price.  The Tricolor strategy improves asset utilization by optimizing aircraft density and leveraging the surface network. Progress in this area has already increased payloads and density in the air network, which should lead to revenue growth and enhanced net margins.  Read the complete narrative. Want to see what kind of profit margins and earnings power that network efficiency story is built around? The narrative anchors its fair value on a specific blend of revenue growth, margin expansion and a future earnings multiple that might surprise you. Result: Fair Value of $306.54 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still pressure points, including weaker higher margin B2B freight volumes and contract or restructuring costs that could keep FedEx from hitting those earnings assumptions. Find out about the key risks to this FedEx narrative. Another View: Earnings Multiple Paints A Different Picture Our SWS DCF model suggests FedEx is slightly overvalued at $322.25 versus an estimated fair value of $309.31, while the earnings multiple story is more forgiving. With those signals pulling in different directions, which one do you think better reflects the risk you are taking? Look into how the SWS DCF model arrives at its fair value. FDX Discounted Cash Flow as at Feb 2026 Build Your Own FedEx Narrative If you see the numbers differently or prefer to test your own assumptions, you can shape a custom FedEx story in just a few minutes with Do it your way. A great starting point for your FedEx research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? FedEx might be front of mind today, but you do not want to stop there when a wider set of opportunities is only a few clicks away.  Spot potential bargains early by filtering for companies trading below their implied cash flow value using these 877 undervalued stocks based on cash flows that match your criteria. Target growth stories at the frontier of machine learning and automation by scanning these 24 AI penny stocks that align with your risk and return expectations. Strengthen your income focus by zeroing in on these 12 dividend stocks with yields > 3% that might fit a long term dividend portfolio.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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