FedEx Corporation vs Shopify Inc. — how do they compare? FedEx Corporation trades at $325.47 (market cap $76.28B), while Shopify Inc. trades at $148.86 (market cap $196.35B). The key difference: Shopify Inc. is far larger — about 2.6× FedEx Corporation's market cap, and FedEx Corporation pays a 1.51% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| FDX | SHOP | |
|---|---|---|
Market Cap | $76.28B | $196.35B |
Sector | Industrials | Technology |
52-Week High | $338.75 | $179.01 |
52-Week Low | $180.51 | $95.40 |
Enterprise Value | $105.91B | $191.59B |
Dividend Yield | 1.51% | — |
Signals from Pluang's Aura AI — not financial advice
FedEx (FDX) trades at $325.53, up 0.14% on the day, with a bullish technical signal and strong analyst backing. Recent earnings beats in Q4 2025 and Q1 2026, with EPS of $5.25 and $6.31 respectively against expectations, highlight operational strength. The company's Network 2.0 initiative aims for $2 billion in annual savings, supporting margin improvement. Valuation ratios like P/E of 17.38 and P/S of 0.81 appear reasonable relative to historical levels.
Outlook is positive with a consensus price target of $360.27, implying 11% upside, driven by cost-cutting and premium revenue shifts. Risks include softer freight demand and debt levels, but institutional buying and bullish sentiment suggest confidence in FedEx's execution amid economic uncertainties.
Shopify (SHOP) trades at $149.68, down 3.54% today but maintains strong momentum following recent earnings beats. The stock shows bullish technical signals with moving averages supporting upward trends, while valuation ratios remain elevated. Recent Q2 2026 results exceeded expectations with 30%+ GMV growth and expanding AI-driven commerce capabilities, driving positive analyst sentiment.
Shopify's outlook remains positive with accelerating revenue growth and margin expansion, though premium valuation presents risk. The company's leadership in e-commerce and AI integration supports long-term growth potential, but investors should monitor competitive pressures and execution risks in a dynamic retail environment.
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →