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 $24.6B against $6.3B — 3.9× the size. Expeditors International of Washington, Inc. trades at the lower P/E: 23.9× against 46.3×. Expeditors International of Washington, Inc. grew revenue faster over the last twelve months: 18.6% against 7.08%. Expeditors International of Washington, Inc. has the higher net margin (7.86% vs 0.98%) and the higher return on invested capital (67.0% vs 3.48%). Across the 22 metrics below, Expeditors International of Washington, Inc. leads on 17 and GXO Logistics, Inc. on 5.

Valuation

Metric EXPD GXO Integrated Freight & Logistics median
P/E 23.88 46.29 22.50
P/S 1.85 0.46 0.46
P/B 10.46 2.09 1.75
Price to free cash flow 26.42 27.64 18.31
EV/EBITDA 16.78 11.40 9.01
EV/Sales 1.77 0.64 0.88
Earnings yield 4.19% 2.16% (1.15%)
Free cash flow yield 3.78% 3.62% 0.00%

Profitability

Metric EXPD GXO Integrated Freight & Logistics median
Gross margin 31.66% 14.95% 25.10%
Operating margin 10.12% 2.21% 0.92%
Net margin 7.86% 0.98% (0.14%)
Free cash flow margin 7.00% 1.66% 0.00%
Return on equity 45.01% 4.52% 0.00%
Return on assets 19.71% 1.13% 0.00%
Return on invested capital 66.97% 3.48% 0.00%

Growth

Metric EXPD GXO Integrated Freight & Logistics median
Revenue growth (TTM) 18.64% 7.08% 9.95%
EPS growth (last fiscal year) 4.02% (75.00%) 5.86%
Revenue growth, 5-year CAGR 2.92% 16.30% 2.84%
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 0.93 0.12
Current ratio 1.56 0.76 1.58
Net debt to EBITDA (1.18) 3.15 0.67

Dividend

Metric EXPD GXO Integrated Freight & Logistics median
Dividend yield 0.84% — 1.96%
Payout ratio 0.20 — 0.29

Size

Metric EXPD GXO Integrated Freight & Logistics median
Market cap 24.55b 6.33b 81.31m

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