GXO Logistics, Inc. (GXO) vs Pitney Bowes Inc. (PBI)

GXO Logistics, Inc. and Pitney Bowes Inc. are both Integrated Freight & Logistics companies. GXO Logistics, Inc. is the larger, with a market value of $6.3B against $2.1B — 3.0× the size. Pitney Bowes Inc. trades at the lower P/E: 11.8× against 46.3×. GXO Logistics, Inc. grew revenue faster over the last twelve months: 7.08% against −3.54%. Pitney Bowes Inc. has the higher net margin (10.1% vs 0.98%) and the higher return on invested capital (32.8% vs 3.48%). Across the 20 metrics below, Pitney Bowes Inc. leads on 13 and GXO Logistics, Inc. on 7.

Valuation

Metric GXO PBI Integrated Freight & Logistics median
P/E 46.29 11.76 22.50
P/S 0.46 1.14 0.46
P/B 2.09 n/m 1.75
Price to free cash flow 27.64 4.22 18.31
EV/EBITDA 11.40 7.31 9.01
EV/Sales 0.64 2.01 0.88
Earnings yield 2.16% 8.51% (1.15%)
Free cash flow yield 3.62% 23.68% 0.00%

Profitability

Metric GXO PBI Integrated Freight & Logistics median
Gross margin 14.95% 54.35% 25.10%
Operating margin 2.21% 21.71% 0.92%
Net margin 0.98% 10.10% (0.14%)
Free cash flow margin 1.66% 27.09% 0.00%
Return on equity 4.52% (25.10%) 0.00%
Return on assets 1.13% 6.02% 0.00%
Return on invested capital 3.48% 32.84% 0.00%

Growth

Metric GXO PBI Integrated Freight & Logistics median
Revenue growth (TTM) 7.08% (3.54%) 9.95%
EPS growth (last fiscal year) (75.00%) 175.00% 5.86%
Revenue growth, 5-year CAGR 16.30% (11.84%) 2.84%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric GXO PBI Integrated Freight & Logistics median
Debt to equity 0.93 (2.26) 0.12
Current ratio 0.76 0.70 1.58
Net debt to EBITDA 3.15 3.79 0.67

Dividend

Metric GXO PBI Integrated Freight & Logistics median
Dividend yield — 2.44% 1.96%
Payout ratio — 0.29 0.29

Size

Metric GXO PBI Integrated Freight & Logistics median
Market cap 6.33b 2.12b 81.31m

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