Expeditors International of Washington, Inc. (EXPD)vsGXO Logistics Inc (GXO)
EXPD
Expeditors International of Washington, Inc.
$146.35
-0.60%
INDUSTRIALS · Cap: $19.14B
GXO
GXO Logistics Inc
$49.93
-2.61%
INDUSTRIALS · Cap: $6.16B
Smart Verdict
WallStSmart Research — data-driven comparison
GXO Logistics Inc generates 19% more annual revenue ($13.18B vs $11.07B). GXO leads profitability with a 24.0% profit margin vs 7.3%. GXO appears more attractively valued with a PEG of 1.47. GXO earns a higher WallStSmart Score of 49/100 (D+).
EXPD
Hold45
out of 100
Grade: D
GXO
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-300.1%
Fair Value
$40.46
Current Price
$146.35
$105.89 premium
Margin of Safety
-3234.2%
Fair Value
$1.90
Current Price
$49.93
$48.03 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Safe zone — low bankruptcy risk
Every $100 of equity generates 119 in profit
Keeps 24 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Trading at 8.3x book value
7.3% margin — thin
Weak financial health signals
Expensive relative to growth rate
Operating margin of 4.0%
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 55.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : EXPD
The strongest argument for EXPD centers on Return on Equity, Altman Z-Score.
Bull Case : GXO
The strongest argument for GXO centers on Return on Equity, Profit Margin, Price/Book. Profitability is solid with margins at 24.0% and operating margin at 4.0%. PEG of 1.47 suggests the stock is reasonably priced for its growth.
Bear Case : EXPD
The primary concerns for EXPD are Price/Book, Profit Margin, Piotroski F-Score.
Bear Case : GXO
The primary concerns for GXO are Operating Margin, Piotroski F-Score, P/E Ratio. A P/E of 191.8x leaves little room for execution misses.
Key Dynamics to Monitor
EXPD profiles as a value stock while GXO is a mature play — different risk/reward profiles.
GXO carries more volatility with a beta of 1.70 — expect wider price swings.
GXO is growing revenue faster at 7.9% — sustainability is the question.
EXPD generates stronger free cash flow (270M), providing more financial flexibility.
Bottom Line
GXO scores higher overall (49/100 vs 45/100), backed by strong 24.0% margins. Both earn "Hold" 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 end-to-end logistics for diverse sectors such as e-commerce, retail, and consumer goods. The company utilizes an extensive global network and innovative technologies to improve operational efficiency and scalability for its clients, while also committing to sustainability practices. As demand for warehousing and fulfillment services continues to rise, GXO is well-positioned to adapt to market complexities, supported by a highly experienced management team and strategic client collaborations that drive long-term growth and shareholder value.
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