Expeditors International of Washington, Inc. (EXPD)vsGXO Logistics Inc (GXO)
EXPD
Expeditors International of Washington, Inc.
$184.61
-2.26%
INDUSTRIALS · Cap: $25.63B
GXO
GXO Logistics Inc
$55.18
0.00%
INDUSTRIALS · Cap: $5.73B
Smart Verdict
WallStSmart Research — data-driven comparison
GXO Logistics Inc generates 13% more annual revenue ($13.64B vs $12.04B). EXPD leads profitability with a 7.6% profit margin vs 1.0%. GXO appears more attractively valued with a PEG of 1.14. EXPD earns a higher WallStSmart Score of 64/100 (C+).
EXPD
Buy64
out of 100
Grade: C+
GXO
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-60.1%
Fair Value
$101.11
Current Price
$184.61
$83.50 premium
Intrinsic value data unavailable for GXO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 44 in profit
Revenue surging 32.1% year-over-year
Earnings expanding 51.5% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Trading at 11.3x book value
7.6% margin — thin
Expensive relative to growth rate
4.3% revenue growth
ROE of 4.5% — below average capital efficiency
1.0% margin — thin
Operating margin of 3.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : EXPD
The strongest argument for EXPD centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 32.1% demonstrates continued momentum.
Bull Case : GXO
The strongest argument for GXO centers on Price/Book. PEG of 1.14 suggests the stock is reasonably priced for its growth.
Bear Case : EXPD
The primary concerns for EXPD are P/E Ratio, Price/Book, Profit Margin.
Bear Case : GXO
The primary concerns for GXO are Revenue Growth, Return on Equity, Profit Margin. A P/E of 44.2x leaves little room for execution misses. Debt-to-equity of 1.94 is elevated, increasing financial risk.
Key Dynamics to Monitor
EXPD profiles as a hypergrowth stock while GXO is a value play — different risk/reward profiles.
GXO carries more volatility with a beta of 1.57 — expect wider price swings.
EXPD is growing revenue faster at 32.1% — sustainability is the question.
EXPD generates stronger free cash flow (194M), providing more financial flexibility.
Bottom Line
EXPD scores higher overall (64/100 vs 49/100) and 32.1% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Expeditors International of Washington, Inc.
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
Expeditors (Expeditors International of Washington) is an American worldwide logistics and freight forwarding company headquartered in Seattle, Washington.
GXO Logistics Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
GXO Logistics Inc (GXO) is a leading provider of contract logistics services, specializing in supply chain management and tailored logistics solutions for the e-commerce, retail, and consumer goods sectors. The company capitalizes on its extensive global network and innovative technology to drive operational efficiency and responsiveness for its clients, while also committing to sustainable practices. With rising demand for sophisticated warehousing and fulfillment services, GXO is well-positioned to capitalize on evolving market dynamics, supported by a seasoned management team and strategic partnerships aimed at promoting sustainable growth and enhancing shareholder value.
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