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 $5.1B against $2.2B — 2.3× the size. Pitney Bowes Inc. trades at the lower P/E: 13.1× against 39.3×. GXO Logistics, Inc. grew revenue faster over the last twelve months: 7.55% against −5.31%. Pitney Bowes Inc. has the higher net margin (10.0% vs 0.96%) and the higher return on invested capital (27.8% vs 3.76%). 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 39.30 13.10 21.28
P/S 0.38 1.20 0.71
P/B 1.72 n/m 1.67
Price to free cash flow 15.70 5.39 15.27
EV/EBITDA 9.56 7.87 8.95
EV/Sales 0.56 2.14 1.06
Earnings yield 2.54% 7.63% (1.34%)
Free cash flow yield 6.37% 18.55% 0.00%

Profitability

Metric GXO PBI Integrated Freight & Logistics median
Gross margin 15.26% 54.08% 26.33%
Operating margin 2.40% 21.22% 0.92%
Net margin 0.96% 10.04% (0.14%)
Free cash flow margin 2.43% 22.25% 0.00%
Return on equity 4.37% (26.76%) 0.00%
Return on assets 1.08% 5.99% 0.00%
Return on invested capital 3.76% 27.75% 0.00%

Growth

Metric GXO PBI Integrated Freight & Logistics median
Revenue growth (TTM) 7.55% (5.31%) 6.03%
EPS growth (last fiscal year) (75.00%) 175.00% —
Revenue growth, 5-year CAGR 16.30% (11.84%) 2.88%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric GXO PBI Integrated Freight & Logistics median
Debt to equity 1.06 (2.36) 0.12
Current ratio 0.79 0.73 1.57
Net debt to EBITDA 3.15 3.79 0.86

Dividend

Metric GXO PBI Integrated Freight & Logistics median
Dividend yield — 6.38% 2.25%
Payout ratio 0.00 1.11 0.13

Size

Metric GXO PBI Integrated Freight & Logistics median
Market cap 5.07b 2.24b 56.42m

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