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v0.1
FDX$338.49-17.79%
Fair $338.49+0.0%

FDX

FedEx Corporation

Industrials / Integrated Freight & LogisticsNYSE

$338.49

-73.26 (-17.79%)

Fairly Valued+0.0%Fair Value $338.49Fund rank 32/100 · Data gapFallback financials|
SA 31/D
F-Score: 4/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.0B · quality 64.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

31/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 18Warnings: 0unknown: 18
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · FDXLocal privado en este navegador · FedEx Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$80.8B

P/E

18.1x

↑

EV/EBITDA

10.9x

↑

ROE

14.6%

↑

Gross Margin

21.6%

↓

Debt/Equity

1.33

↑
52-Week Range$338
$215$414

TradingView lightweight chart

FDX price, volumen y niveles de valoración

Último $338.49Periodo +688.3%
Fair value: $338.49

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

+5.1%

FCF CAGR

—

FCF margin

3.4%

FCF / Net income

0.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $87.93B · net income $4.09B · FCF $2.98B

2008-FY → 2025-FY

Gross margin

21.6%— pts

Operating margin

6.8%+1.3% pts

Net margin

4.7%+1.7% pts

FCF margin

3.4%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$87.93B$87.93B$87.69B$90.16B$93.51B$83.96B$69.22B$69.69B$65.45B$60.32B$50.37B$47.45B$45.57B$44.29B$42.68B$39.30B$34.73B$35.50B$37.95B
Net Income$4.09B$4.09B$4.33B$3.97B$3.83B$5.23B$1.29B$540.0M$4.57B$3.00B$1.82B$1.05B$2.32B$2.72B$2.03B$1.45B$1.18B$98.0M$1.13B
EBITDA$10.49B$10.49B$10.87B$10.23B$9.55B$9.65B$6.03B$7.82B$7.37B$7.56B$5.71B$4.48B$6.40B$6.82B$5.30B$4.35B$3.96B$2.72B$4.02B
EPS16.8116.8117.2115.4814.3319.454.902.0316.7911.076.513.657.488.556.414.573.760.31—
Gross Margin21.6%21.6%21.6%21.3%21.6%——————————————
Operating Margin6.8%6.8%7.2%5.9%7.0%7.0%3.5%6.4%6.5%7.6%6.1%3.9%8.4%10.0%7.5%6.1%5.8%2.1%5.5%
Net Margin4.7%4.7%4.9%4.4%4.1%6.2%1.9%0.8%7.0%5.0%3.6%2.2%5.1%6.1%4.8%3.7%3.4%0.3%3.0%
Balance Sheet
Debt/Equity1.331.331.371.471.490.801.180.990.850.930.990.48———0.100.13——
Current Ratio1.471.47—————————————————
Cash Flow
Free Cash Flow$2.98B$2.98B$3.14B$2.67B$3.07B——————————————
Returns
ROE14.6%14.6%15.7%15.2%15.3%21.6%7.0%3.0%23.5%18.6%13.2%7.0%15.2%15.6%13.8%9.5%8.6%0.7%7.6%
Valuation
P/E18.0718.0714.3914.4515.26——————————————
EV/EBITDA10.8810.888.618.699.28——————————————
P/B2.932.932.262.202.34——————————————
Growth & Yield
Revenue Growth0.3%0.3%-2.7%-3.6%—21.3%-0.7%6.5%8.5%19.8%6.1%4.1%2.9%3.8%8.6%13.2%-2.1%-6.5%—
EPS Growth-2.3%-2.3%11.2%8.0%—296.9%141.4%-87.9%51.7%70.0%78.4%-51.2%-12.5%33.4%40.3%21.5%1112.9%——
Dividend Yield1.4%1.4%—————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

21.3%

exigente

EPS terminal req.

$30.04

Spread vs growth

-23.7%

5Y implied EPS CAGR

16.7%

exigente

EPS terminal req.

$36.34

Spread vs growth

-19.0%

10Y implied EPS CAGR

13.3%

razonable

EPS terminal req.

$58.53

Spread vs growth

-15.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +56.6%

Total return

+56.6%

Start / end P/E

12.7x → 20.1x

EPS bridge

17.21 → 16.81

Residual

-1.4%

EPS growth-2.3%
Multiple rerating+58.9%
Dividend+1.4%
Residual / FX / buybacks / cross-term-1.4%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.