Expeditors International of Washington, Inc. (EXPD) vs GXO Logistics, Inc. (GXO)

Expeditors International of Washington, Inc. and GXO Logistics, Inc. are both Integrated Freight & Logistics companies. Expeditors International of Washington, Inc. is the larger, with a market value of $25.8B against $5.3B — 4.8× the size. Expeditors International of Washington, Inc. trades at the lower P/E: 28.4× against 41.0×. GXO Logistics, Inc. grew revenue faster over the last twelve months: 7.55% against 6.77%. Expeditors International of Washington, Inc. has the higher net margin (7.63% vs 0.96%) and the higher return on invested capital (67.9% vs 3.76%). Across the 22 metrics below, Expeditors International of Washington, Inc. leads on 14 and GXO Logistics, Inc. on 8.

Valuation

Metric EXPD GXO Integrated Freight & Logistics median
P/E 28.39 41.03 22.48
P/S 2.13 0.40 0.73
P/B 12.10 1.80 1.91
Price to free cash flow 27.77 16.39 13.24
EV/EBITDA 19.89 9.85 9.43
EV/Sales 2.05 0.58 1.10
Earnings yield 3.52% 2.44% (1.27%)
Free cash flow yield 3.60% 6.10% 0.00%

Profitability

Metric EXPD GXO Integrated Freight & Logistics median
Gross margin 32.70% 15.26% 27.04%
Operating margin 9.83% 2.40% 0.92%
Net margin 7.63% 0.96% (0.14%)
Free cash flow margin 7.68% 2.43% 0.00%
Return on equity 42.55% 4.37% 0.00%
Return on assets 18.52% 1.08% 0.00%
Return on invested capital 67.88% 3.76% 0.00%

Growth

Metric EXPD GXO Integrated Freight & Logistics median
Revenue growth (TTM) 6.77% 7.55% 6.03%
EPS growth (last fiscal year) 4.02% (75.00%) 7.70%
Revenue growth, 5-year CAGR 2.92% 16.30% 2.88%
Net income growth, 5-year CAGR 3.08% 0.00% 0.00%

Health

Metric EXPD GXO Integrated Freight & Logistics median
Debt to equity 0.00 1.06 0.14
Current ratio 1.57 0.79 1.58
Net debt to EBITDA (1.18) 3.15 0.41

Dividend

Metric EXPD GXO Integrated Freight & Logistics median
Dividend yield 0.81% — 1.89%
Payout ratio 0.23 — 0.29

Size

Metric EXPD GXO Integrated Freight & Logistics median
Market cap 25.82b 5.34b 65.37m

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