GXO Logistics, Inc. (GXO) vs Landstar System, Inc. (LSTR)

GXO Logistics, Inc. and Landstar System, Inc. are both Integrated Freight & Logistics companies. GXO Logistics, Inc. is the larger, with a market value of $6.3B against $4.9B — 1.3× the size. Landstar System, Inc. trades at the lower P/E: 30.8× against 46.3×. Landstar System, Inc. grew revenue faster over the last twelve months: 10.6% against 7.08%. Landstar System, Inc. has the higher net margin (3.03% vs 0.98%) and the higher return on invested capital (23.9% vs 3.48%). Across the 22 metrics below, Landstar System, Inc. leads on 14 and GXO Logistics, Inc. on 8.

Valuation

Metric GXO LSTR Integrated Freight & Logistics median
P/E 46.29 30.80 22.50
P/S 0.46 0.93 0.46
P/B 2.09 5.93 1.75
Price to free cash flow 27.64 29.91 18.31
EV/EBITDA 11.40 18.18 9.01
EV/Sales 0.64 0.88 0.88
Earnings yield 2.16% 3.25% (1.15%)
Free cash flow yield 3.62% 3.34% 0.00%

Profitability

Metric GXO LSTR Integrated Freight & Logistics median
Gross margin 14.95% 22.18% 25.10%
Operating margin 2.21% 4.05% 0.92%
Net margin 0.98% 3.03% (0.14%)
Free cash flow margin 1.66% 3.10% 0.00%
Return on equity 4.52% 18.66% 0.00%
Return on assets 1.13% 9.24% 0.00%
Return on invested capital 3.48% 23.88% 0.00%

Growth

Metric GXO LSTR Integrated Freight & Logistics median
Revenue growth (TTM) 7.08% 10.59% 9.95%
EPS growth (last fiscal year) (75.00%) (39.93%) 5.86%
Revenue growth, 5-year CAGR 16.30% 2.84% 2.84%
Net income growth, 5-year CAGR 0.00% (9.75%) 0.00%

Health

Metric GXO LSTR Integrated Freight & Logistics median
Debt to equity 0.93 0.10 0.12
Current ratio 0.76 1.79 1.58
Net debt to EBITDA 3.15 (1.90) 0.67

Dividend

Metric GXO LSTR Integrated Freight & Logistics median
Dividend yield — 2.50% 1.96%
Payout ratio — 0.77 0.29

Size

Metric GXO LSTR Integrated Freight & Logistics median
Market cap 6.33b 4.91b 81.31m

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