Are FedEx and UPS Still a Good Value?

FedEx (NYSE: FDX) and UPS (NYSE: UPS) are on a roll. Second, the slow recovery in the economy is leading to a gradual improvement in both transportation companies' business-to-business (B2B) revenue -- something likely to help margins, as B2B deliveries tend to be more profitable. Third, both companies are achieving sequential growth in operating margins, which suggests that they can achieve the aim of expanding margins while growing e-commerce business-to-consumer (B2C) deliveries.