FedEx Corporation vs Hewlett Packard Enterprise Co — how do they compare? FedEx Corporation trades at $326.77 (market cap $76.28B), while Hewlett Packard Enterprise Co trades at $59.2 (market cap $72.01B). The key difference: FedEx Corporation and Hewlett Packard Enterprise Co are close in size by market cap, and FedEx Corporation pays the higher dividend (1.51%). Which is the better fit depends on your goals.
| FDX | HPE | |
|---|---|---|
Market Cap | $76.28B | $72.01B |
Sector | Industrials | Technology |
52-Week High | $338.75 | $56.14 |
52-Week Low | $180.51 | $20.01 |
Enterprise Value | $105.91B | $87.96B |
Dividend Yield | 1.51% | 1.05% |
Signals from Pluang's Aura AI — not financial advice
FedEx (FDX) trades at $326.25, up 0.36% on the day, with a bullish technical outlook supported by moving averages and a consensus analyst price target of $360.27. Recent earnings beats in Q4 2025 and Q1 2026 highlight strong profitability, with a net income margin of 4.68% and ROE of 14.82%. The company's Network 2.0 initiative aims for $2 billion in annual savings, driving efficiency gains amid a shift to premium logistics services.
The stock offers upside potential from cost-cutting and freight recovery, but faces risks from competitive pressures and economic sensitivity. Analysts are predominantly bullish (57% buy ratings), though elevated RSI levels suggest near-term overbought conditions. Long-term growth hinges on execution of margin improvements and volume normalization in the LTL market.
HPE stock trades at $57.72, up 5.58% in the last session, supported by a bullish technical outlook and strong earnings beats. Recent momentum is fueled by Morgan Stanley's upgrade citing AI infrastructure demand, with the stock near its 52-week high. Revenue growth accelerated to $34.3B in 2025, though net income margins compressed sharply to 0.16%. The consensus price target of $69.81 implies 21% upside, with analysts divided between Buy (46%) and Hold (51%) ratings.
Outlook: HPE benefits from AI server tailwinds and institutional accumulation, but high P/E (50.8) and volatile cash flows pose valuation risks. Key catalysts include Q2 2026 earnings (expected EPS $0.925) and execution in competitive AI hardware markets. Risks include debt growth (29.5% debt-to-assets) and margin pressure from rising investments.
Trailing returns across standard periods
Latest headlines on both assets
FedEx pioneered overnight delivery in 1973 and remains the world's largest express package provider. In its fiscal 2020 (ended May 2020), FedEx derived 51% of revenue from its express division, 33% from ground, and 10% from freight, its asset-based less-than-truckload shipping segment. The remainder comes from other services, including FedEx Office, which provides document production/shipping, and FedEx Logistics, which provides global forwarding. FedEx acquired Dutch parcel delivery firm TNT Express in 2016. TNT was previously the fourth-largest global parcel delivery provider.
Read more on FDX →Hewlett Packard Enterprise is an information technology vendor that provides hardware and software to enterprises. Its primary product lines are compute servers, storage arrays, and networking equipment.
Read more on HPE →