Expeditors International of Washington, Inc. (EXPD)vsGXO Logistics Inc (GXO)
EXPD
Expeditors International of Washington, Inc.
$163.15
+0.19%
INDUSTRIALS · Cap: $21.79B
GXO
GXO Logistics Inc
$48.84
-1.99%
INDUSTRIALS · Cap: $5.72B
Smart Verdict
WallStSmart Research — data-driven comparison
GXO Logistics Inc generates 21% more annual revenue ($13.50B vs $11.19B). EXPD leads profitability with a 7.5% profit margin vs 1.0%. GXO appears more attractively valued with a PEG of 1.35. EXPD earns a higher WallStSmart Score of 55/100 (C-).
EXPD
Buy55
out of 100
Grade: C-
GXO
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.2%
Fair Value
$90.36
Current Price
$163.15
$72.79 premium
Intrinsic value data unavailable for GXO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 in profit
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Trading at 9.4x book value
4.4% revenue growth
7.5% margin — thin
ROE of 4.5% — below average capital efficiency
1.0% margin — thin
Operating margin of 2.6%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : EXPD
The strongest argument for EXPD centers on Return on Equity, Altman Z-Score, Debt/Equity.
Bull Case : GXO
The strongest argument for GXO centers on Price/Book. Revenue growth of 10.8% demonstrates continued momentum. PEG of 1.35 suggests the stock is reasonably priced for its growth.
Bear Case : EXPD
The primary concerns for EXPD are P/E Ratio, Price/Book, Revenue Growth.
Bear Case : GXO
The primary concerns for GXO are Return on Equity, Profit Margin, Operating Margin. A P/E of 44.4x leaves little room for execution misses. Debt-to-equity of 2.01 is elevated, increasing financial risk.
Key Dynamics to Monitor
GXO carries more volatility with a beta of 1.62 — expect wider price swings.
GXO is growing revenue faster at 10.8% — sustainability is the question.
EXPD generates stronger free cash flow (297M), providing more financial flexibility.
Monitor INTEGRATED FREIGHT & LOGISTICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EXPD scores higher overall (55/100 vs 53/100). Both earn "Buy" and "Buy" 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 sectors such as e-commerce, retail, and consumer goods. The company harnesses an extensive global network and innovative technologies to optimize operational efficiency and scalability for its clients, while maintaining a strong commitment to sustainability. With the rising need for sophisticated warehousing and fulfillment capabilities, GXO is well-positioned to address market challenges, guided by an experienced management team and strategic partnerships that support sustainable long-term growth and enhance shareholder value.
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