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FDX
FedEx Corporation · Industrials - Freight & Logistics
$326.20
-13.01% this month
VERSUS
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COMPARE
AMZN
Amazon.com, Inc. · Consumer Discretionary / Information Technology
$244.39
-5.76% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
FDX
2
AMZN
3
Comparison scoreboard
AMZN LEADS 3/5AI Score
FDX 40.6
AMZN ✓60.6
1Y Return
FDX ✓+46.59%
AMZN +13.77%
Fwd P/E
FDX ✓17.90
AMZN 24.19
Target Up.
FDX -6.12%
AMZN ✓+31.00%
Op. Margin
FDX 6.94%
AMZN ✓13.14%
Metrics last refreshed: 6/20/2026
Quick take
FDX vs AMZN Stock Comparison: AI Score, Valuation, Performance and Upside
FDX is the pure-play logistics and delivery investment, currently navigating cost restructuring while facing Amazon's growing in-house delivery capability as a long-term structural headwind. AMZN is a diversified technology and commerce giant where logistics is a cost-reduction and competitive moat, not the primary investment thesis.
FDX vs AMZN explores how Amazon's logistics build-out represents a strategic threat to FedEx's package delivery volumes and market position over the long term.
Live analysis · updated 6/20/2026
AMZN holds the edge across 3 of 5 key metrics in this comparison. FDX leads on both 1-year return (+46.59%) and forward P/E (17.90x vs 24.19x for AMZN), a relatively favorable combination of momentum and valuation. AMZN leads on both revenue growth (16.60%) and operating margin (13.14%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for AMZN (+31.00%) than for FDX (-6.12%).
Normalized 1Y performance
FDX
AMZN
Recent returns
FDX
AMZN
Analyst price targets & sentiment
FDX
Price target range
analyst mean$317.62
current price$326.20
-6.1% upside to analyst mean
AMZN · 65 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.4/5.0)
Price target range
analyst low$195.00
analyst mean$312.51
current price$244.39
+31.0% upside to analyst mean
Who should consider this stock?
FDX may suit investors who:
- →Want direct exposure to global freight and package delivery infrastructure
- →Believe FedEx's DRIVE cost program will meaningfully improve margins
- →See value in FedEx's international express network not easily replicated by Amazon
AMZN may suit investors who:
- →Want exposure to AWS cloud computing, e-commerce, and digital advertising
- →See Amazon's logistics as a long-term competitive moat supporting its retail economics
- →Prefer a more diversified technology and commerce investment than a pure logistics play
Performance & AI score
| Metric | FDX | AMZN |
|---|---|---|
| AI score | 40.6 | 60.6 |
| AI rank | #1031 | #149 |
| Latest close | $326.20 | $244.39 |
| 1M return | -13.01% | -5.76% |
| 6M return | +15.59% | +10.45% |
| 1Y return | +46.59% | +13.77% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | FDX | AMZN |
|---|---|---|
| 1Y ago | $14.61K (+46.1%) started 2025-06-18 | $11.5K (+15.0%) started 2025-06-18 |
| 5Y ago | $12.98K (+29.8%) started 2021-06-21 | $14.15K (+41.5%) started 2021-06-21 |
| 10Y ago | $26.1K (+161.0%) started 2016-06-20 | $68.46K (+584.6%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | FDX | AMZN |
|---|---|---|
| Market cap | $80.72B | $2.57T |
| Trailing P/E | 18.05 | 31.64 |
| Forward P/E | 17.90 | 24.19 |
| Price/Sales | N/A | 3.49 |
| EV/Revenue | 1.25 | 3.58 |
| Analyst target | $317.62 | $312.51 |
| Target upside | -6.12% | +31.00% |
Growth, profitability & risk
| Metric | FDX | AMZN |
|---|---|---|
| Revenue growth | 8.30% | 16.60% |
| Earnings growth | 17.30% | 74.80% |
| EPS growth | +17.30% | +74.80% |
| FCF margin | +0.97% | +1.32% |
| Operating margin | 6.94% | 13.14% |
| Profit margin | 4.88% | 12.22% |
| ROIC proxy | 15.87% | 24.29% |
| Return on equity | 15.87% | 24.29% |
| Dividend yield | 1.44% | N/A |
| Beta | 1.30 | 1.44 |
| Debt/equity | 140.99 | 53.30 |
| Current ratio | 1.47 | 1.18 |
| Quick ratio | 1.16 | 0.97 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
FDX max drawdown20.84%
AMZN max drawdown21.74%
FDX max wkly drop17.75%
AMZN max wkly drop14.09%
5Y risk snapshot
FDX max drawdown51.89%
AMZN max drawdown56.15%
FDX max wkly drop25.25%
AMZN max wkly drop20.35%
10Y risk snapshot
FDX max drawdown65.97%
AMZN max drawdown56.15%
FDX max wkly drop25.25%
AMZN max wkly drop20.35%
Performance metrics by period
| Period | Metric | FDX | AMZN |
|---|---|---|---|
| 1Y | Growth | +46.08% | +15.00% |
| CAGR | +46.16% | +15.02% | |
| Sharpe ratio | 1.17 | 0.46 | |
| Max drawdown | 20.84% | 21.74% | |
| Max daily drop | 17.05% | 8.27% | |
| Max wkly drop | 17.75% | 14.09% | |
| 5Y | Growth | +20.01% | +41.51% |
| CAGR | +3.72% | +7.20% | |
| Sharpe ratio | 0.15 | 0.25 | |
| Max drawdown | 51.89% | 56.15% | |
| Max daily drop | 21.40% | 14.05% | |
| Max wkly drop | 25.25% | 20.35% | |
| 10Y | Growth | +126.46% | +584.56% |
| CAGR | +8.52% | +21.22% | |
| Sharpe ratio | 0.28 | 0.62 | |
| Max drawdown | 65.97% | 56.15% | |
| Max daily drop | 21.40% | 14.05% | |
| Max wkly drop | 25.25% | 20.35% |
Business comparison
| Category | FDX | AMZN |
|---|---|---|
| Company | FedEx Corporation | Amazon.com, Inc. |
| Sector | Industrials | Consumer Cyclical |
| Industry | N/A | Internet Retail |
| Core business | FedEx provides global express and ground package delivery, freight transportation, and logistics services, operating one of the world's largest transportation networks with a fleet of aircraft and ground vehicles. | Amazon is a diversified technology and commerce company; its logistics arm (Amazon Logistics) has grown into one of the largest U.S. delivery networks, handling the majority of its own package deliveries and increasingly competing with FedEx and UPS. |
| Investor focus | Investors track FedEx's revenue per package trends, ongoing DRIVE cost transformation program savings, and its ability to defend market share and pricing as Amazon's in-house logistics network expands. | Investors primarily track Amazon Web Services revenue and margin, but increasingly monitor how Amazon Logistics' scale and efficiency affect overall fulfillment cost structure. |
FDX strengths
- →One of two dominant U.S. package delivery networks alongside UPS
- →Ongoing DRIVE program restructuring targets significant multi-year cost savings
- →International express network provides a distinct capability Amazon has not replicated at scale
AMZN strengths
- →Amazon Logistics has scaled rapidly to handle the majority of Amazon's own package deliveries
- →Captive package volume from Amazon's own e-commerce operations provides scale advantages
- →Technology-driven logistics operations (robotics, routing) drive ongoing efficiency improvements
Risks to watch — FDX
- →Amazon's growing in-house delivery network reduces its reliance on FedEx for package volumes
- →B2C package volume growth has been more volatile than B2B, affecting revenue mix
- →High fixed-cost network requires strong volume to maintain profitability during economic slowdowns
Risks to watch — AMZN
- →Amazon Logistics is not a standalone publicly reported segment, limiting direct visibility into its economics
- →Amazon's primary public investment story centers on AWS cloud and advertising, not logistics
- →Third-party logistics competition with FedEx/UPS is a secondary narrative for Amazon investors
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