Análisis Argos
FDX
FDXCara
FedEx Corporation · Industrials
US$ 312.64
precio al 2026-07-28
Valor justo Argos*
US$ 174–207
vs. su valor justo
64% por encima
Score Argos
70/100
LA RESPUESTA
El mercado le pide crezca 21.7% al año — más de lo que ha demostrado (5%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Cotiza 46% por debajo de su valor justo.
Las ganancias crecieron 8% el último año.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Crecimiento estancado o en baja.
VALOR1/6FUTURO2/6PASADO2/6SALUD3/6DIVIDENDO3/6
El Iris de calidad
VALOR1/6FUTURO2/6PASADO2/6SALUD3/6DIVIDENDO3/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos70de 100Cara
Ingresos8%
US$ 94.7 B
Margen operativo1%
7%
Flujo de caja libre72%
US$ 5.1 B
Deuda neta
US$ 29.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 74.0B
P/E16.7x
EV/EBITDA9.4x
FCF yield6.9%
ROIC8.3%
Margen operativo7%
Crecim. ingresos+7.7%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

businesswire.com · 10 jul
FedEx Announces Pricing for Cash Tender Offers
MEMPHIS, Tenn.--(BUSINESS WIRE)--FedEx Corp. (NYSE: FDX) (“FedEx”) today announced the pricing terms of its previously announced cash tender offers (each, an “Offer” and, collectively, the “Offers”) to purchase up to $4,150,000,000 aggregate purchase price, not including accrued and unpaid interest (the “Offer Cap”), of FedEx's validly tendered (and not validly withdrawn) notes set forth below (collectively, the “Notes”), using a “waterfall” methodology under which FedEx will accept the Notes i.
businesswire.com · 10 jul
FedEx Announces Early Tender Results of Previously Announced Cash Tender Offers
MEMPHIS, Tenn.--(BUSINESS WIRE)--FedEx Corp. (NYSE: FDX) (“FedEx”) today announced the early results of its previously announced cash tender offers (each, an “Offer” and, collectively, the “Offers”) for its validly tendered (and not validly withdrawn) notes set forth below (collectively, the “Notes”). The Offers are being made pursuant to an Offer to Purchase, dated June 25, 2026 (the “Offer to Purchase”), which sets forth a description of the terms of the Offers. The following table summarizes.
gurufocus.com · 10 jul
Morgan Stanley Warns Amazon's Logistics Push Threatens UPS and FedEx
United Parcel Service (UPS), a global package delivery company, and FedEx (FDX), a major parcel transportation provider, faced renewed investor concern after Mo
247wallst.com · 9 jul
Shut Down The Post Office, As It Raises Prices Again
The price of Forever stamps will rise from $0.78 to $0.82 this weekend. When the stamp was first issued in 2007, the price was $.41. "Forever" stamps never expire, and the price at which they are purchased cannot be raised. According to the Post Office, A "Global Forever stamp's value is linked to the First-Class... Shut Down The Post Office, As It Raises Prices Again
fool.com · 8 jul
United Parcel Service vs. FedEx: What Their Revenue Trends Tell Investors
FedEx currently looks stronger on revenue, showing consistent top-line expansion compared to the more volatile performance seen from United Parcel Service. Over the last eight quarters, United Parcel Service experienced distinct quarter-over-quarter swings, while FedEx maintained a much steadier upward trajectory during the same timeframe.
seekingalpha.com · 2 jul
FedEx: The Bull Case Relies On A Margin Recovery That Isn't Visible Yet
FedEx Corporation reported a non-GAAP Q4 EPS beat, but GAAP margins compressed and shares declined, signaling deeper concerns. Adjusted EPS growth guidance for 2026 requires margin expansion not yet evident, raising skepticism about the achievability of targets. Valuation models suggest a fair value of $345–$355, implying limited upside and supporting a Hold rating until margin expansion is proven.
zacks.com · 1 jul
FDX Banking on Cost Cuts Amid Top-Line Woes: What Lies Ahead?
FedEx is leaning on DRIVE, Network 2.0 and other efficiency moves to offset soft shipping demand and top-line pressure.
pymnts.com · 1 jul
FedEx Moves to Sell Supply Chain Unit to Continue Corporate Streamlining
FedEx plans to sell FedEx Supply Chain to CMA CGM Group, a Marseille-based global provider of sea, land, air and logistics solutions, at an enterprise value of $1.4 billion.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.