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GXO

GXO

Industrials · Integrated Freight & Logistics

$50.20-0.24%
Mkt Cap: $5.78B

Performance

GXO (GXO) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

GXO (GXO) operates in the Integrated Freight & Logistics space within the Industrials sector. With a market cap of $5.8B, it qualifies as a small-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.

Bull Case2
  • Forward P/E (14.3×) is lower than trailing P/E (44.8×) — analysts expect earnings to improve
  • Revenue growth of 11% YoY shows solid business momentum
Bear Case6
  • High P/E of 44.8× implies high expectations already priced in — leaves little room for disappointment
  • Thin profit margin of 1.0% — little buffer against cost increases
  • High debt-to-equity of 198.47× increases financial risk, especially with elevated interest rates
  • Current ratio below 1 (0.85×) — short-term liabilities exceed current assets
  • No dividend history — total return depends entirely on price appreciation
  • High beta of 1.62 — this stock is significantly more volatile than the broader market

Verdict

Avoid

Significant fundamental concerns outweigh positives. High risk at current levels.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

This stock does not pay dividends.

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

Next Earnings

Aug 4, 2026

49

days

EPS (TTM)

$1.12

P/E (TTM)

44.8

Fwd P/E

14.3

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$5.78B
P/E Ratio44.82
Forward P/E14.29
P/B Ratio
PEG Ratio1.35
EPS (TTM)$1.12

Trading

Open
Day High
Day Low
52W High$66.85
52W Low$42.49
Volume
Avg Volume (3M)1,327,836
Beta1.62

Dividends

Dividend Yield
Annual Rate
Ex-Div Date
Payout Ratio0.00%

Profitability

Profit Margin0.98%
Operating Margin2.61%
ROE4.61%
ROA2.53%
Revenue Growth10.80%
Earnings Growth

Balance Sheet

Total Revenue$13.50B
Total Debt$5.96B
Debt / Equity198.47
Current Ratio0.85
Free Cash Flow$358.12M

Fair Value Estimates

Current price: $50.20

Graham Number

√(22.5 × EPS × Book Value)

$25.50

-49.2% downside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

N/A

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

3/10

43% score

Pays dividends

No dividend history found

Dividend consistency (5Y+)

Uninterrupted dividend payments for at least 5 years

ROE above 10%

4.6%

Return on equity — measures how efficiently capital is used

Positive profit margin

1.0%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

+10.8%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

198.47×

Low financial leverage reduces risk of distress

Current ratio above 1

0.85×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$67M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

Stock must distribute income to shareholders

Related Assets

Industrials

About GXO

GXO Logistics, Inc., together with its subsidiaries, provides logistics services worldwide. It provides warehousing and distribution, order fulfilment, e-commerce, reverse logistics, and other supply chain services. As of December 31, 2025, it operated in 1,043 facilities. The company serves a range of customers in the e-commerce, omnichannel retail, technology and consumer electronics, food and beverage, industrial and manufacturing, consumer packaged goods, and other industries. GXO Logistics, Inc. was incorporated in 2021 and is headquartered in Greenwich, Connecticut.

Sector

Industrials

Industry

Integrated Freight & Logistics

Location

Greenwich, United States

Employees

105,000