Added to YB: 2026-09-17
Pitch date: 2026-09-14
FDX [neutral]
FedEx Corporation
Author Info
No bio for this author
Company Info
FedEx Corporation, together with its subsidiaries, provides transportation, e-commerce, and business services in the United States and internationally.
Market Cap
$74.0B
Pitch Price
N/A
Price Target
N/A
Dividend
1.78%
EV/EBITDA
5.81
P/E
16.85
EV/Sales
1.09
Sector
Air Freight and Logistics
Category
turnaround
FedEx: Is the Stock a BUY After Cash Flow Exploded?
FDX (hold): Hold: free cash flow surged 68% as capex fell to a record-low 4.0% of revenue, and ROIC recovered to 6.9%. However, Q4 revenue growth of 13% still produced lower operating income as fuel and other costs rose faster. At ~17x earnings and a 6.8% FCF yield, valuation is attractive, but thin margins and nearly 3x net debt/EBITDA limit confidence in durable outperformance.
Read full article (4 min)