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GXO
GXO Logistics, Inc. · Industrials - Contract Logistics
$48.64
+6.85% this month
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COMPARE
XPO
XPO, Inc. · Industrials - Less-Than-Truckload Freight
$199.50
-1.38% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
GXO
2
XPO
2
Comparison scoreboard
MIXED SETUPAI Score
GXO 23.9
XPO ✓69.8
1Y Return
GXO +13.70%
XPO ✓+65.40%
Fwd P/E
GXO ✓13.85
XPO 33.24
Target Up.
GXO ✓+45.29%
XPO +12.92%
Op. Margin
GXO N/A
XPO N/A
Metrics last refreshed: 6/20/2026
Quick take
GXO vs XPO Stock Comparison: AI Score, Valuation, Performance and Upside
GXO and XPO were once part of the same company before their separation — GXO as the world's largest pure-play contract logistics operator and XPO as a leading North American LTL freight carrier. Both serve B2B supply chain needs but through fundamentally different business models and economic drivers.
GXO vs XPO contrasts outsourced warehouse fulfillment automation against LTL freight network operations, representing two distinct segments of the global supply chain services industry.
Live analysis · updated 6/20/2026
GXO and XPO are closely matched — they split the tracked metrics evenly. XPO has delivered stronger 1-year price return (+65.40% vs +13.70%), though GXO trades at the lower forward P/E (13.85x vs 33.24x). Analyst consensus implies meaningfully more upside for GXO (+45.29%) than for XPO (+12.92%).
Normalized 1Y performance
GXO
XPO
Recent returns
GXO
XPO
Analyst price targets & sentiment
GXO · 15 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.3/5.0)
Price target range
analyst low$63.00
analyst high$90.00
analyst mean$70.67
current price$48.64
+45.3% upside to analyst mean
XPO · 22 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.8/5.0)
Price target range
analyst low$105.00
analyst high$275.00
analyst mean$225.27
current price$199.50
+12.9% upside to analyst mean
Who should consider this stock?
GXO may suit investors who:
- →Want exposure to technology-enabled contract logistics and e-commerce fulfillment automation
- →Value GXO's long-term customer contracts with major retailers and manufacturers as revenue predictability
- →Believe outsourced logistics will continue growing as companies focus on core competencies and outsource warehousing
XPO may suit investors who:
- →See the North American LTL market benefiting from Yellow's exit and ongoing capacity discipline
- →Want exposure to a high-barrier freight network business with structural pricing power
- →Value XPO's LTL margin improvement potential as it captures market share and improves operating efficiency
Performance & AI score
| Metric | GXO | XPO |
|---|---|---|
| AI score | 23.9 | 69.8 |
| AI rank | #3332 | #38 |
| Latest close | $48.64 | $199.50 |
| 1M return | +6.85% | -1.38% |
| 6M return | -7.53% | +37.49% |
| 1Y return | +13.70% | +65.40% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | GXO | XPO |
|---|---|---|
| 1Y ago | $11.37K (+13.7%) started 2025-06-18 | $16.54K (+65.4%) started 2025-06-18 |
| 5Y ago | $8.92K (-10.8%) started 2021-07-22 | $41.35K (+313.5%) started 2021-06-18 |
| 10Y ago | $8.92K (-10.8%) started 2021-07-22 | $204.84K (+1948.4%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | GXO | XPO |
|---|---|---|
| Market cap | $5.6B | $23.42B |
| Trailing P/E | 43.43 | 68.56 |
| Forward P/E | 13.85 | 33.24 |
| Price/Sales | 0.41 | 2.82 |
| EV/Revenue | 0.81 | 3.50 |
| Analyst target | $70.67 | $225.27 |
| Target upside | +45.29% | +12.92% |
Growth, profitability & risk
| Metric | GXO | XPO |
|---|---|---|
| Revenue growth | 10.80% | 7.30% |
| Earnings growth | N/A | 46.60% |
| EPS growth | N/A | +46.60% |
| FCF margin | +2.65% | +3.90% |
| Operating margin | N/A | N/A |
| Profit margin | 0.98% | 4.19% |
| ROIC proxy | 4.61% | 19.94% |
| Return on equity | 4.61% | 19.94% |
| Dividend yield | 0.00% | 0.00% |
| Beta | 1.62 | 1.64 |
| Debt/equity | 198.47 | 221.07 |
| Current ratio | 0.85 | 0.99 |
| Quick ratio | 0.75 | 0.83 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
GXO max drawdown30.60%
XPO max drawdown15.63%
GXO max wkly drop19.04%
XPO max wkly drop14.11%
5Y risk snapshot
GXO max drawdown69.56%
XPO max drawdown53.17%
GXO max wkly drop23.41%
XPO max wkly drop18.64%
10Y risk snapshot
GXO max drawdown69.56%
XPO max drawdown64.48%
GXO max wkly drop23.41%
XPO max wkly drop37.52%
Performance metrics by period
| Period | Metric | GXO | XPO |
|---|---|---|---|
| 1Y | Growth | +13.70% | +65.40% |
| CAGR | +13.71% | +65.45% | |
| Sharpe ratio | 0.41 | 1.26 | |
| Max drawdown | 30.60% | 15.63% | |
| Max daily drop | 17.70% | 9.07% | |
| Max wkly drop | 19.04% | 14.11% | |
| 5Y | Growth | -10.75% | +313.53% |
| CAGR | -2.29% | +32.84% | |
| Sharpe ratio | 0.06 | 0.74 | |
| Max drawdown | 69.56% | 53.17% | |
| Max daily drop | 17.70% | 13.96% | |
| Max wkly drop | 23.41% | 18.64% | |
| 10Y | Growth | -10.75% | +1948.41% |
| CAGR | -2.29% | +35.28% | |
| Sharpe ratio | 0.06 | 0.78 | |
| Max drawdown | 69.56% | 64.48% | |
| Max daily drop | 17.70% | 26.17% | |
| Max wkly drop | 23.41% | 37.52% |
Business comparison
| Category | GXO | XPO |
|---|---|---|
| Company | GXO Logistics, Inc. | XPO, Inc. |
| Sector | Industrials - Contract Logistics | Industrials - Less-Than-Truckload Freight |
| Industry | N/A | N/A |
| Core business | GXO Logistics is the world's largest pure-play contract logistics company, operating outsourced warehousing and distribution facilities for major retailers and manufacturers, with a focus on technology-enabled, automated fulfillment operations. | XPO operates one of the largest less-than-truckload (LTL) freight networks in North America, providing time-definite freight transportation for businesses shipping goods in partial truckloads across its owned terminal network. |
| Investor focus | Investors track GXO's organic revenue growth, new contract wins, automation penetration in its warehouse network, and EBITDA margin expansion as technology drives efficiency gains in fulfillment operations. | Investors track XPO's LTL yield (revenue per hundredweight), tonnage trends, OR (operating ratio), and market share capture in the North American LTL duopoly market following Yellow's 2023 collapse. |
GXO strengths
- →World's largest pure-play contract logistics company with scale advantages in technology investment and customer relationships
- →Automation and robotics deployment in warehouses provides a competitive differentiation and efficiency advantage
- →Long-term customer contracts with Fortune 500 retailers and manufacturers provide revenue visibility
XPO strengths
- →Significant beneficiary of Yellow Corporation's 2023 bankruptcy as its large LTL network closed, opening market share opportunities for remaining carriers
- →LTL freight is a high-barrier network business with structural pricing power as consolidation reduces capacity
- →Strong balance of pricing discipline and service investment in a recovering LTL market
Risks to watch — GXO
- →Contract logistics is a relatively low-margin, capital-intensive business requiring continuous reinvestment in facilities and technology
- →Customer concentration risk as large contracts with top clients represent significant revenue share
- →Economic slowdowns reduce e-commerce volumes that drive much of GXO's fulfillment demand
Risks to watch — XPO
- →LTL freight volumes are cyclical and sensitive to industrial production and manufacturing activity
- →Integration of Yellow network acquisition adds terminals but also operational complexity
- →Competition from FedEx Freight, Old Dominion, and Saia for the market share opened by Yellow's exit
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