Smaller, simpler FedEx closes UPS gap – it gets harder now

Bridge the gap

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The divide: FedEx has reshaped itself through a freight spin-off, a unified delivery network and a hard pivot towards yield over lower-quality volume. The latest targets from JP Morgan and HSBC are $60 apart, but their analyses still differ on how much of the transformation has become durable earnings power and how much remains to be proven.

Look at FedEx shares, how they have performed against UPS, DHL, the S&P 500 and the Dow Jones Transportation Average over the past …

 

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