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 $25.3B against $5.1B — 5.0× the size. Expeditors International of Washington, Inc. trades at the lower P/E: 27.2× against 39.3×. 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 27.17 39.30 21.28
P/S 2.04 0.38 0.71
P/B 11.57 1.72 1.67
Price to free cash flow 26.57 15.70 15.27
EV/EBITDA 18.99 9.56 8.95
EV/Sales 1.95 0.56 1.06
Earnings yield 3.68% 2.54% (1.34%)
Free cash flow yield 3.76% 6.37% 0.00%

Profitability

Metric EXPD GXO Integrated Freight & Logistics median
Gross margin 32.70% 15.26% 26.33%
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%) —
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 0.12
Current ratio 1.57 0.79 1.57
Net debt to EBITDA (1.18) 3.15 0.86

Dividend

Metric EXPD GXO Integrated Freight & Logistics median
Dividend yield 1.25% — 2.25%
Payout ratio 0.20 0.00 0.13

Size

Metric EXPD GXO Integrated Freight & Logistics median
Market cap 25.26b 5.07b 56.42m

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