FedEx Corporation, together with its subsidiaries, provides transportation, e-commerce, and business services in the United States and internationally. The company operates through two segments, Express U.S.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS. Shaded region = analyst consensus for the current and next fiscal year (26 analysts).
| Parameter | BaseValue |
|---|---|
Initial Cash Flow | |
| Growth Rate (Yr 1-5) | % |
| Growth Rate (Yr 6-10) | % |
| Terminal Growth Rate | % |
| Discount Rate | % |
Base Case $619.61 Implied EV: $167.76B |
What growth rate is the market pricing in at $313?
The market implies +7.2% Owner Earnings growth, roughly in line with history — reasonably priced.
Standard FCF implies +5.5%, reflecting ongoing growth investment.
Narrow moat with margin stability as the key competitive advantage. Improving roic consistency would strengthen the moat.
"Market is optimistic — be cautious and ensure you have a margin of safety"
Appears undervalued but market is greedy — verify your assumptions aren't too conservative
