FDX · NYQ · Industrials
FedEx Corporation
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 125.96
Market price
USD 303.65
Implied upside
-58.5%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
Value Per Share
Same forecast, different terminal treatment. Percentages vs price.
Forecast Cashflows
Reporting currency (USD). Outflows negative.
| Line | FY27 | FY28 | FY29 | FY30 | FY31 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | USD 96.3bn | USD 97.9bn | USD 99.5bn | USD 101.2bn | USD 102.8bn | +1.7% |
| EBIT | USD 6.5bn | USD 6.6bn | USD 6.7bn | USD 6.8bn | USD 6.9bn | +1.7% |
| NOPAT | USD 5.1bn | USD 5.2bn | USD 5.3bn | USD 5.4bn | USD 5.5bn | +1.7% |
| Add depreciation & amortisation | USD 4.6bn | USD 4.6bn | USD 4.7bn | USD 4.8bn | USD 4.9bn | +1.7% |
| Less capital expenditure | USD -5.1bn | USD -5.2bn | USD -5.3bn | USD -5.4bn | USD -5.5bn | +1.7% |
| Less increase in working capital | USD -813.1m | USD -826.6m | USD -840.3m | USD -854.3m | USD -868.4m | +1.7% |
| Free cashflow to firm | USD 3.7bn | USD 3.8bn | USD 3.9bn | USD 3.9bn | USD 4.0bn | +1.7% |
| Discount factor | 0.9583 | 0.8801 | 0.8083 | 0.7423 | 0.6817 | - |
| Present value | USD 3.6bn | USD 3.3bn | USD 3.1bn | USD 2.9bn | USD 2.7bn | -6.6% |
| Present Value Of The Forecast | USD 15.7bn | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 5.00% | US 10-year Treasury (^TNX) |
| Equity risk premium | 5.50% | Market assumption |
| Beta | 1.244 | Reported 1.364, pulled toward 1.0 (Blume) |
| Cost of equity | 11.84% | Risk-free + beta x equity risk premium |
| Cost of debt | 5.00% | Floored at the risk-free rate (implied cost of debt was lower) |
| Market capitalisation | USD 71.9bn | 62.6% of capital |
| Total debt | USD 42.9bn | 37.4% of capital, book value as a proxy |
| Tax rate | 21.0% | Effective, capped at statutory |
| WACC | 8.89% | E/V x Re + D/V x Rd x (1 - t) |
Terminal Value
Perpetuity growth is intrinsic. The exit multiple defaults to the company's current EV/EBITDA, so it answers a different question - what the shares are worth if today's rating holds and EBITDA grows as forecast.
Perpetuity growth at 2.50%
74% of EV
- Forecast FCFF, final year
- USD 4.0bn
- Capex at depreciation, working capital in reinvestment
- USD 5.5bn
- Less reinvestment at g/ROIC (26.4% of NOPAT)
- USD -1.4bn
- Capitalised
- USD 4.0bn
- ROIC (reported)
- 9.5%
- Terminal value, undiscounted
- USD 64.6bn
- Terminal value, discounted
- USD 44.1bn
- Enterprise value
- USD 59.7bn
- Less net debt
- USD 29.6bn
- Equity value
- USD 30.1bn
Exit at 9.2x EBITDA
83% of EV
- Terminal value, undiscounted
- USD 109.1bn
- Terminal value, discounted
- USD 74.3bn
- Enterprise value
- USD 90.0bn
- Less net debt
- USD 29.6bn
- Equity value
- USD 60.4bn
Spread between methods: 67%.
Sensitivity
Value per share (USD) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 6.89% | 213.64 | 223.90 | 236.30 | 251.65 | 271.26 |
| 7.89% | 160.70 | 165.43 | 170.89 | 177.29 | 184.94 |
| 8.89% | 122.13 | 123.96 | 125.96 | 128.14 | 130.59 |
| 9.89% | 94.05 | 94.81 | 95.57 | 96.33 | 97.09 |
| 10.89% | 73.00 | 73.66 | 74.32 | 74.98 | 75.64 |
Outlined: this model. Green text: above today's price of 303.65. Shading: distance from this model's own value.
Priced In
What each input would have to be to justify the current price, one at a time.
| Input | Model | Implied | Gap |
|---|---|---|---|
| Revenue growth, every year | 1.7% | 38.1% | +36.5pp |
| EBIT margin | 6.7% | 11.1% | +4.4pp |
| Discount rate | 8.9% | 6.2% | -2.7pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.