EXPD vs CHRW vs FWRD vs GXO vs UPS

For growth investors, GXO Logistics, Inc.

(GXO) is the stronger pick with 12. 5% revenue growth year-over-year, versus -8. 4% for C. H. Robinson Worldwide, Inc. (CHRW). United Parcel Service, Inc. (UPS) offers the better valuation at 15. 3x trailing P/E (14. 1x forward), making it the more compelling value choice. Analysts rate GXO Logistics, Inc. (GXO) a "Buy" — based on 18 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, United Parcel Service, Inc.

(UPS) is the cheapest at 15. 3x versus GXO Logistics, Inc. at 185. 3x. On forward P/E, United Parcel Service, Inc. is actually cheaper at 14. 1x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: United Parcel Service, Inc. wins at 0. 42x versus C. H. Robinson Worldwide, Inc. 's 5. 20x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, C.

H. Robinson Worldwide, Inc. (CHRW) delivered a total return of +84. 1%, compared to -80. 2% for Forward Air Corporation (FWRD). Over 10 years, the gap is even starker: EXPD returned +238. 1% versus FWRD's -47. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Expeditors International of Washington, Inc.

(EXPD) is the lower-risk stock at 0. 75β versus Forward Air Corporation's 2. 28β — meaning FWRD is approximately 203% more volatile than EXPD relative to the S&P 500. On balance sheet safety, Expeditors International of Washington, Inc. (EXPD) carries a lower debt/equity ratio of 24% versus 13% for Forward Air Corporation — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), GXO Logistics, Inc.

(GXO) is pulling ahead at 12. 5% versus -8. 4% for C. H. Robinson Worldwide, Inc. (CHRW). On earnings-per-share growth, the picture is similar: Forward Air Corporation grew EPS 88. 3% year-over-year, compared to -75. 0% for GXO Logistics, Inc.. Over a 3-year CAGR, FWRD leads at 14. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Expeditors International of Washington, Inc.

(EXPD) is the more profitable company, earning 7. 4% net margin versus -4. 3% for Forward Air Corporation — meaning it keeps 7. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: UPS leads at 9. 6% versus 1. 5% for FWRD. At the gross margin level — before operating expenses — FWRD leads at 20. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, United Parcel Service, Inc. (UPS) is the more undervalued stock at a PEG of 0. 42x versus C. H. Robinson Worldwide, Inc. 's 5. 20x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, United Parcel Service, Inc. (UPS) trades at 14. 1x forward P/E versus 27. 9x for C. H. Robinson Worldwide, Inc. — 13. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for FWRD: 113. 5% to $37. 00.

In this comparison, UPS (6.

3% yield), CHRW (1. 4% yield), EXPD (1. 0% yield) pay a dividend. FWRD, GXO do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Expeditors International of Washington, Inc.

(EXPD) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 75), 1. 0% yield, +238. 1% 10Y return). Forward Air Corporation (FWRD) carries a higher beta of 2. 28 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (EXPD: +238. 1%, FWRD: -47. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: EXPD is a mid-cap quality compounder stock; CHRW is a mid-cap quality compounder stock; FWRD is a small-cap quality compounder stock; GXO is a small-cap quality compounder stock; UPS is a mid-cap deep-value stock. EXPD, CHRW, UPS pay a dividend while FWRD, GXO do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.