Expeditors International of Washington, Inc. (EXPD)vsGXO Logistics Inc (GXO)
EXPD
Expeditors International of Washington, Inc.
$152.93
+9.46%
INDUSTRIALS · Cap: $19.58B
GXO
GXO Logistics Inc
$49.85
+7.74%
INDUSTRIALS · Cap: $6.47B
Smart Verdict
WallStSmart Research — data-driven comparison
GXO Logistics Inc generates 19% more annual revenue ($13.18B vs $11.07B). EXPD leads profitability with a 7.3% profit margin vs 0.2%. GXO appears more attractively valued with a PEG of 1.56. GXO earns a higher WallStSmart Score of 47/100 (D+).
EXPD
Hold45
out of 100
Grade: D
GXO
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-37.8%
Fair Value
$117.46
Current Price
$152.93
$35.47 premium
Margin of Safety
+77.4%
Fair Value
$280.63
Current Price
$49.85
$230.78 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Trading at 8.7x book value
7.3% margin — thin
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
ROE of 1.2% — below average capital efficiency
0.2% margin — thin
Operating margin of 4.0%
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 Price/Book.
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 PEG Ratio, Return on Equity, Profit Margin. A P/E of 200.8x leaves little room for execution misses. Thin 0.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
GXO carries more volatility with a beta of 1.68 — 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.
Monitor INTEGRATED FREIGHT & LOGISTICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GXO scores higher overall (47/100 vs 45/100). 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) stands as a premier provider of contract logistics services, offering comprehensive supply chain management and logistics solutions tailored to various industries, including e-commerce, retail, and consumer goods. Leveraging an expansive global network and cutting-edge technologies, GXO enhances operational efficiency and scalability for clients, all while prioritizing sustainability in its practices. With a growing demand for advanced warehousing and fulfillment solutions, the company is strategically positioned to navigate market complexities, driven by a seasoned management team and robust partnerships that foster consistent long-term growth and shareholder value.
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