FedEx Corporation (FDX) vs GXO Logistics, Inc. (GXO)

FedEx Corporation and GXO Logistics, Inc. are both Integrated Freight & Logistics companies. FedEx Corporation is the larger, with a market value of $67.6B against $5.1B — 13.3× the size. FedEx Corporation trades at the lower P/E: 15.3× against 39.3×. FedEx Corporation grew revenue faster over the last twelve months: 7.73% against 7.55%. FedEx Corporation has the higher net margin (4.68% vs 0.96%) and the higher return on invested capital (7.75% vs 3.76%). Across the 22 metrics below, FedEx Corporation leads on 17 and GXO Logistics, Inc. on 5.

Valuation

Metric FDX GXO Integrated Freight & Logistics median
P/E 15.34 39.30 21.28
P/S 0.71 0.38 0.71
P/B 2.13 1.72 1.67
Price to free cash flow 8.94 15.70 15.27
EV/EBITDA 6.54 9.56 8.95
EV/Sales 0.84 0.56 1.06
Earnings yield 6.52% 2.54% (1.34%)
Free cash flow yield 11.19% 6.37% 0.00%

Profitability

Metric FDX GXO Integrated Freight & Logistics median
Gross margin 70.79% 15.26% 26.33%
Operating margin 5.77% 2.40% 0.92%
Net margin 4.68% 0.96% (0.14%)
Free cash flow margin 7.97% 2.43% 0.00%
Return on equity 14.85% 4.37% 0.00%
Return on assets 10.12% 1.08% 0.00%
Return on invested capital 7.75% 3.76% 0.00%

Growth

Metric FDX GXO Integrated Freight & Logistics median
Revenue growth (TTM) 7.73% 7.55% 6.03%
EPS growth (last fiscal year) 10.15% (75.00%) —
Revenue growth, 5-year CAGR 2.44% 16.30% 2.88%
Net income growth, 5-year CAGR (3.26%) 0.00% 0.00%

Health

Metric FDX GXO Integrated Freight & Logistics median
Debt to equity 0.81 1.06 0.12
Current ratio 1.48 0.79 1.57
Net debt to EBITDA 1.26 3.15 0.86

Dividend

Metric FDX GXO Integrated Freight & Logistics median
Dividend yield 2.08% — 2.25%
Payout ratio 0.29 0.00 0.13

Size

Metric FDX GXO Integrated Freight & Logistics median
Market cap 67.57b 5.07b 56.42m

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