NYSE:FDX
163.25
1.66
(1.01%)
FedEx Corporation is an American multinational courier delivery services company headquartered in Memphis, Tennessee.
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Analysis and Opinions about FDX-N
Signal
Opinion
Expert
COMMENT
COMMENT
February 21, 2020
He likes the UPS name. There are really only two big players in the space, them and FedEx. He prefers FedEx and owns that one. The problem is that there is a growing need for capital to move towards same-day delivery. He thinks FedEx did a smart thing pushing back on Amazon pricing terms and they have reduced their exposure to them to only 1% of revenues.
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He likes the UPS name. There are really only two big players in the space, them and FedEx. He prefers FedEx and owns that one. The problem is that there is a growing need for capital to move towards same-day delivery. He thinks FedEx did a smart thing pushing back on Amazon pricing terms and they have reduced their exposure to them to only 1% of revenues.
DON'T BUY
DON'T BUY
February 14, 2020
It keeps missing earnings. Based on expected earnings, it's very cheap. Value has underperformed growth with the highest differential since 19 years. The company cannot hit the earnings. They are facing competition from Amazon. Organic revenue growth is zero and the balance sheet is worsening.
It keeps missing earnings. Based on expected earnings, it's very cheap. Value has underperformed growth with the highest differential since 19 years. The company cannot hit the earnings. They are facing competition from Amazon. Organic revenue growth is zero and the balance sheet is worsening.
WATCH
WATCH
February 11, 2020
FedEx vs. UPS FedEx has more problems, namely absorbing a big European acquisition of TNT Express, but both are impacted by Amazon's move into overnight delivery and the trade war. He won't buy them, but prices are starting to look attractive. Wants to see a turnaround before buying either.
HOLD
HOLD
January 29, 2020
It's seen a perfect storm from internal and external factors: the US-China trade war, a costly cyberattack overseas, and Amazon competition. But there is enormous potential as overnight delivery grows and drone delivery and e-cars reduce labour costs. He sees a $12 EPS trough this year. On the upside, he sees $17-18 EPS on a 15x multiple as FedEx improves. FedEx is a force led by a tough CEO.
It's seen a perfect storm from internal and external factors: the US-China trade war, a costly cyberattack overseas, and Amazon competition. But there is enormous potential as overnight delivery grows and drone delivery and e-cars reduce labour costs. He sees a $12 EPS trough this year. On the upside, he sees $17-18 EPS on a 15x multiple as FedEx improves. FedEx is a force led by a tough CEO.
HOLD
HOLD
January 28, 2020
It has struggled as it competes more with Amazon, but what they do well is B2B (not B2C). Fedex is seeing a lot of change to build that infrastructure to fulfill B2C. If you are patient, there is enough asset quality in Fedex that they own around the world to make it worth holding. Be patient. Fedex will come around maybe in three years. Also own this with Cargojet or Amazon.
It has struggled as it competes more with Amazon, but what they do well is B2B (not B2C). Fedex is seeing a lot of change to build that infrastructure to fulfill B2C. If you are patient, there is enough asset quality in Fedex that they own around the world to make it worth holding. Be patient. Fedex will come around maybe in three years. Also own this with Cargojet or Amazon.
DON'T BUY
DON'T BUY
January 9, 2020
They have such a strong position that you wonder why they don't have a stronger position. It is the AMZN-Q situation. They are more of a value trap. People seem to prefer UPS.
COMMENT
COMMENT
December 23, 2019
You have to have a stop loss with it. You can always buy something back if you need to.
Show full opinionHide full opinionYou have to have a stop loss with it. You can always buy something back if you need to.
PAST TOP PICK
PAST TOP PICK
December 20, 2019
(A Top Pick Dec 19/18, Down 7%) They are in the penalty box by investors due to the trade war issues and an acquisition that became the victim of a cyber attack. E-commerce has created competition with Amazon. Will it become part of the next wave of e-commerce (including autonomous vehicles), he thinks so. He expects this will lead to a 15 times multiple pushing almost $300 in the future. You need patience, but should be a holding.
(A Top Pick Dec 19/18, Down 7%) They are in the penalty box by investors due to the trade war issues and an acquisition that became the victim of a cyber attack. E-commerce has created competition with Amazon. Will it become part of the next wave of e-commerce (including autonomous vehicles), he thinks so. He expects this will lead to a 15 times multiple pushing almost $300 in the future. You need patience, but should be a holding.
WAIT
WAIT
December 18, 2019
This is a good indicator of the economy as it represents the movement of goods to the consumer. Amazon has disrupted their part of the world as they have setup their own delivery service in the US. At some point it will be time to buy, but it is not now.
This is a good indicator of the economy as it represents the movement of goods to the consumer. Amazon has disrupted their part of the world as they have setup their own delivery service in the US. At some point it will be time to buy, but it is not now.
PAST TOP PICK
PAST TOP PICK
December 10, 2019
(A Top Pick Dec 31/18, Down 0.4%) Slower global growth, not Amazon, has pressured this stock. Also, FedEx is in the crosshairs of the US-China trade war which has hurt the earnings. But FedEx has a great global footprint, trading below 10x forward earnings.
Show full opinionHide full opinion(A Top Pick Dec 31/18, Down 0.4%) Slower global growth, not Amazon, has pressured this stock. Also, FedEx is in the crosshairs of the US-China trade war which has hurt the earnings. But FedEx has a great global footprint, trading below 10x forward earnings.
TOP PICK
TOP PICK
December 10, 2019
He's sticking with this, a past pick. He doesn't expect a US-China trade deal, maybe just more peace. FedEx has been hurt by slowing global growth, but this is reflected in the multiple. The Amazon Effect isn't that big; Amazon amounted to only 1% of FedEx's revenues. Online delivery will continue to grow. FDX has a lower cost structure than UPS. The valuation is really attractive here. There's a lot of downside protection in a sloppy economy, but FDX can also participate if the market rises more. (Analysts’ price target is $171.33)
Show full opinionHide full opinionHe's sticking with this, a past pick. He doesn't expect a US-China trade deal, maybe just more peace. FedEx has been hurt by slowing global growth, but this is reflected in the multiple. The Amazon Effect isn't that big; Amazon amounted to only 1% of FedEx's revenues. Online delivery will continue to grow. FDX has a lower cost structure than UPS. The valuation is really attractive here. There's a lot of downside protection in a sloppy economy, but FDX can also participate if the market rises more. (Analysts’ price target is $171.33)
DON'T BUY
DON'T BUY
December 3, 2019
They're caught in a competitive space to deliver parcels, an exploding business; Amazon is now competing. FedEx has an enormous fleet of trucks, planes and vans. The sector is slightly economically sensitive. Maybe steer clear of this for now. No, it won't blow up, because consumer spending is strong, but there will be margin pressure.
They're caught in a competitive space to deliver parcels, an exploding business; Amazon is now competing. FedEx has an enormous fleet of trucks, planes and vans. The sector is slightly economically sensitive. Maybe steer clear of this for now. No, it won't blow up, because consumer spending is strong, but there will be margin pressure.
BUY
BUY
November 27, 2019
Has underperfomed because of trade wars and breakup with Amazon. They haven't executed that well. Plus bad luck with TNT being hacked. They will be back with a vengeance, because technology is their friend for growing profits. Lots of strong catalysts for the future. You can buy it cheaply today.
Show full opinionHide full opinionHas underperfomed because of trade wars and breakup with Amazon. They haven't executed that well. Plus bad luck with TNT being hacked. They will be back with a vengeance, because technology is their friend for growing profits. Lots of strong catalysts for the future. You can buy it cheaply today.
TOP PICK
TOP PICK
November 22, 2019
People are worried about trade. Currently trading at 10x earnings. They bought a company to dominate in Europe which should go well.
Show full opinionHide full opinionPeople are worried about trade. Currently trading at 10x earnings. They bought a company to dominate in Europe which should go well.
HOLD
HOLD
November 7, 2019
Acquisition in Europe is the reason for downturn. Overall, online shopping and delivery should grow. Hiccups of the acquisition will be resolved. Monitor it going forward for positive news about the acquisition.
Show full opinionHide full opinionAcquisition in Europe is the reason for downturn. Overall, online shopping and delivery should grow. Hiccups of the acquisition will be resolved. Monitor it going forward for positive news about the acquisition.
FedEx(FDX-N) Rating
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 19
Neutral - Hold Signals / Votes : 6
Bearish - Sell Signals / Votes : 13
Total Signals / Votes : 38
FedEx(FDX-N) Frequently Asked Questions
What is FedEx stock symbol?
FedEx is a American stock, trading under the symbol FDX-N on the New York Stock Exchange (FDX). It is usually referred to as NYSE:FDX or FDX-N
Is FedEx a buy or a sell?
In the last year, 38 stock analysts published opinions about FDX-N. 19 analysts recommended to BUY the stock. 13 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for FedEx.
Is FedEx a good investment or a top pick?
FedEx was recommended as a Top Pick by Brian Huen on 2020-02-21. Read the latest stock experts ratings for FedEx.
Why is FedEx stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is FedEx worth watching?
38 stock analysts on Stockchase covered FedEx In the last year. It is a trending stock that is worth watching.
What is FedEx stock price?
On 2020-02-21, FedEx (FDX-N) stock closed at a price of $163.25.
