FedEx Corporation (FDX)vsGXO Logistics Inc (GXO)
FDX
FedEx Corporation
$358.85
+0.77%
INDUSTRIALS · Cap: $83.14B
GXO
GXO Logistics Inc
$49.93
-2.61%
INDUSTRIALS · Cap: $6.16B
Smart Verdict
WallStSmart Research — data-driven comparison
FedEx Corporation generates 584% more annual revenue ($90.09B vs $13.18B). GXO leads profitability with a 24.0% profit margin vs 4.8%. FDX appears more attractively valued with a PEG of 1.29. FDX earns a higher WallStSmart Score of 59/100 (C).
FDX
Buy59
out of 100
Grade: C
GXO
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-198.7%
Fair Value
$122.94
Current Price
$358.85
$235.91 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
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.2B in free cash flow
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
4.8% margin — thin
Elevated debt levels
Weak financial health signals
Earnings declined 13.3%
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 : FDX
The strongest argument for FDX centers on Market Cap, Price/Book, Free Cash Flow. Revenue growth of 13.9% demonstrates continued momentum. PEG of 1.29 suggests the stock is reasonably priced for its growth.
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 : FDX
The primary concerns for FDX are Profit Margin, Debt/Equity, Piotroski F-Score. Thin 4.8% margins leave little buffer for downturns.
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
FDX 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.
FDX is growing revenue faster at 13.9% — sustainability is the question.
FDX generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
FDX scores higher overall (59/100 vs 49/100) and 13.9% 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.
FedEx Corporation
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
FedEx Corporation, formerly Federal Express Corporation and later FDX Corporation, is an American multinational delivery services company headquartered in Memphis, Tennessee.
Visit Website →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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