COMPARE · Data as of August 12, 2026
FDXF vs GSL
Verdict: Side-by-side breakdown using the Bull Rankings model. FDXF scored 33.7, GSL scored 68.5 — GSL leads.
Compare another set
Different reporting periods. FDXF's fundamentals are as of May 2026, but GSL's are as of December 2025 — a 5-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
FDXF
FedEx Freight Holding Company, Inc.
33.7
$141.24 · $21.1B
fundamentals as of
Score gap
34.8
GSL leads
GSL
Global Ship Lease, Inc.
68.5
$41.24 · $1.6B
fundamentals as of
The model, pillar by pillar (0–100 each)
FDXF
stronger →← stronger
GSL
34
Qualityreturns · margins · balance sheet
88
37
Growthrevenue & earnings expansion
50
30
Valuevaluation vs sector peers
73
GSL is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
FDXF
GSL
-$212mF
FCF
$521mC+
-1.1%D+
Rev
+7.8%B
—
D/E
0.35A-
2.4xB
P/S
—
—
PEG
0.87B+
—
P/E
4.0xA
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
FDXF
GSL
—
Price vs fair valuelower is cheaper
78% below
—
Growth the price implies10-yr FCF · lower = less priced in
decline
—
1-yr DCF upside
+410%
—
5-yr DCF upside
+358%
—
10-yr DCF upside
+294%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
FDXF
Why this score
- Short track record
GSL
Why this score
- Raising its dividend
- Durable high returns
- Cyclical growth
The companies
FDXFFedEx Freight Holding Company, Inc.
Why now
Integrated Freight & Logistics · market cap $21.1b. Down 29% from 52-week high of $200.00 — deep drawdown territory. 12 sell-side analysts publish a mean 1-yr target of $169.42 (implying +20% upside).
Moat
Higher-variance name — the moat signals on the quantitative card are modest, so the durability case rests on execution (turning current growth into durable earnings power) or an un-monetized asset (IP / network effects / first-mover position) rather than an entrenched competitive position.
Risk
Free cash flow is negative (-$212m) — capital raises or debt issuance likely required; dilution / leverage risk. Trailing P/E 32x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. ROE -132% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
GSLGlobal Ship Lease, Inc.
Why now
Marine Shipping · market cap $1.6b. 8% off the 52-week high of $44.69. PEG 0.87 — paying under fair value for the growth rate. 3 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $48.00 (implying +16% upside).
Moat
Net margin 54% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 125% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where FDXF and GSL diverge
On the headline score the gap is 34.8 points in favour of GSL. The widest single difference is Quality, where GSL leads by 54.1 points.
- QualityFDXF 34.1 · GSL 88.2GSL +54.1
- ValueFDXF 30.5 · GSL 72.9GSL +42.4
- GrowthFDXF 37.0 · GSL 50.0GSL +13.0
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.