FMP
Jun 30, 2022 9:03 PM - Davit Kirakosyan
Analysts at Oppenheimer provided a review of FedEx Corporation (NYSE:FDX) following the company’s 2022 Investor Meeting, which represents its first Investor Day since 2012.
The company outlined its strategy and introduced its 2025 financial targets. It expects its Express segment's (43% of 2022 adjusted operating income) adjusted operating margin to reach 8%-9% by 2025.
The company is targeting expense reduction via operating a more collaborative/efficient network, introducing Network 2.0, which builds upon its 2020-introduced collaboration between its Express/Ground/Freight segment operating units, and targets a $2 billion annual benefit run-rate by 2027, mainly via fewer stations/P&D route & linehaul efficiencies.
Ground segment’s (35% of 2022 adjusted operating income) adjusted operating margin is expected to reach 11%-12% by 2025 (vs. 8% in 2022) largely via profitable revenue growth from targeted segments/pricing/$1 billion of cost savings from productivity initiatives.
The freight segment’s (22% of 2022 adjusted operating income mix) adjusted operating margin is expected to reach 20%-22% by 2025 (vs. 17.4% in 2022).
Sep 11, 2023 1:38 PM - Rajnish Katharotiya
Price to Earnings is one of the key metrics use to value companies using multiples. The P/E ratio and other multiples are relative valuation metrics and they cannot be looked at in isolation. One of the problems with the P/E metric is the fact that if we are in the peak of a business cycle, earni...
Sep 11, 2023 1:49 PM - Rajnish Katharotiya
Price-to-Earnings ratio is a relative valuation tool. It is used by investors to find great companies at low prices. In this post, we will build a Python script to calculate Price Earnings Ratio for comparable companies. Photo by Skitterphoto on Pexels Price Earnings Ratio and Comparable Compa...
Oct 17, 2023 3:09 PM - Davit Kirakosyan
Shares of VMware (NYSE:VMW) witnessed a sharp drop of 12% intra-day today due to rising concerns about China's review of the company's significant sale deal to Broadcom. Consequently, Broadcom's shares also saw a dip of around 4%. Even though there aren’t any apparent problems with the proposed solu...