In early February 2026, Dun & Bradstreet and FedEx Dataworks announced a collaboration to build new data and analytics tools, starting with a Retail Momentum Index that blends shipping, business activity, and government data to give near real-time insight into U.S. retail conditions.
By turning previously opaque shipping and supplier relationships into usable intelligence, the partnership aims to give businesses earlier warning of shifts in retail demand and supply chain risk than traditional economic reports can provide.
With this new data partnership as a backdrop, we’ll examine how it could reshape FedEx’s investment narrative through its growing role in information services.
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For FedEx, the investment case really hinges on whether you believe it can keep turning a traditional transport network into a higher-margin, data-rich logistics platform while managing its high debt load and capital needs. The recent pop in the share price and rotation into industrials have put more weight on near-term catalysts like the upcoming Investor Day, the Network 2.0 execution story, and the planned Freight spin-off. Against that backdrop, the Dun & Bradstreet tie-up and new AI-enabled Tracking+ and Returns+ tools look incrementally positive rather than game changing in the short run, but they do deepen FedEx’s push into information services and customer stickiness. For now, the bigger swing factors still look like execution, pricing discipline, and how much cash flow is left after funding operations and debt.
However, one key risk around execution on Network 2.0 and debt funding is easy to overlook. FedEx’s shares have been on the rise but are still potentially undervalued by 9%. Find out what it’s worth.
FDX 1-Year Stock Price Chart
Four fair value estimates from the Simply Wall St Community span about US$289 to over US$406 per share. When you set that spread against FedEx’s execution risks around Network 2.0 and its sizeable debt, it is a reminder that reasonable investors can see very different futures here.
Explore 4 other fair value estimates on FedEx – why the stock might be worth 22% less than the current price!
Disagree with this assessment? Create your own narrative in under 3 minutes – extraordinary investment returns rarely come from following the herd.
A great starting point for your FedEx research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
Our free FedEx research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate FedEx’s overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include FDX.
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