GXO Logistics, Inc. (GXO) vs United Parcel Service, Inc. (UPS)

GXO Logistics, Inc. and United Parcel Service, Inc. are both Integrated Freight & Logistics companies. United Parcel Service, Inc. is the larger, with a market value of $94.5B against $6.3B — 14.9× the size. United Parcel Service, Inc. trades at the lower P/E: 21.3× against 46.3×. GXO Logistics, Inc. grew revenue faster over the last twelve months: 7.08% against 2.11%. United Parcel Service, Inc. has the higher net margin (4.84% vs 0.98%) and the higher return on invested capital (11.9% vs 3.48%). Across the 22 metrics below, United Parcel Service, Inc. leads on 16 and GXO Logistics, Inc. on 6.

Valuation

Metric GXO UPS Integrated Freight & Logistics median
P/E 46.29 21.34 22.50
P/S 0.46 1.03 0.46
P/B 2.09 6.29 1.75
Price to free cash flow 27.64 13.63 18.31
EV/EBITDA 11.40 10.90 9.01
EV/Sales 0.64 1.25 0.88
Earnings yield 2.16% 4.69% (1.15%)
Free cash flow yield 3.62% 7.34% 0.00%

Profitability

Metric GXO UPS Integrated Freight & Logistics median
Gross margin 14.95% 77.28% 25.10%
Operating margin 2.21% 7.13% 0.92%
Net margin 0.98% 4.84% (0.14%)
Free cash flow margin 1.66% 7.59% 0.00%
Return on equity 4.52% 28.65% 0.00%
Return on assets 1.13% 6.14% 0.00%
Return on invested capital 3.48% 11.88% 0.00%

Growth

Metric GXO UPS Integrated Freight & Logistics median
Revenue growth (TTM) 7.08% 2.11% 9.95%
EPS growth (last fiscal year) (75.00%) (2.81%) 5.86%
Revenue growth, 5-year CAGR 16.30% 0.94% 2.84%
Net income growth, 5-year CAGR 0.00% 32.92% 0.00%

Health

Metric GXO UPS Integrated Freight & Logistics median
Debt to equity 0.93 1.74 0.12
Current ratio 0.76 1.24 1.58
Net debt to EBITDA 3.15 1.57 0.67

Dividend

Metric GXO UPS Integrated Freight & Logistics median
Dividend yield — 5.90% 1.96%
Payout ratio — 1.26 0.29

Size

Metric GXO UPS Integrated Freight & Logistics median
Market cap 6.33b 94.47b 81.31m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack