GXO vs AMZN vs WMT vs UPS

For growth investors, GXO Logistics, Inc.

(GXO) is the stronger pick with 12. 5% revenue growth year-over-year, versus -2. 5% for United Parcel Service, Inc. (UPS). 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 Walmart Inc. 's 4. 06x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Walmart Inc.

(WMT) delivered a total return of +186. 9%, compared to -40. 0% for United Parcel Service, Inc. (UPS). Over 10 years, the gap is even starker: AMZN returned +697. 8% versus GXO's -4. 8%. 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), Walmart Inc.

(WMT) is the lower-risk stock at 0. 12β versus Amazon. com, Inc. 's 1. 51β — meaning AMZN is approximately 1194% more volatile than WMT relative to the S&P 500. On balance sheet safety, Amazon. com, Inc. (AMZN) carries a lower debt/equity ratio of 37% versus 3% for GXO Logistics, Inc. — 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 -2. 5% for United Parcel Service, Inc. (UPS). On earnings-per-share growth, the picture is similar: Amazon. com, Inc. grew EPS 29. 7% year-over-year, compared to -75. 0% for GXO Logistics, Inc.. Over a 3-year CAGR, GXO leads at 13. 6% 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.

Amazon.

com, Inc. (AMZN) is the more profitable company, earning 10. 8% net margin versus 0. 2% for GXO Logistics, Inc. — meaning it keeps 10. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AMZN leads at 11. 2% versus 3. 2% for GXO. At the gross margin level — before operating expenses — AMZN leads at 50. 3%, 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 Walmart Inc. 's 4. 06x. 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 44. 7x for Walmart Inc. — 30. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for GXO: 40. 2% to $72. 71.

In this comparison, UPS (6.

3% yield), WMT (0. 7% yield) pay a dividend. GXO, AMZN do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Walmart Inc.

(WMT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 12), 0. 7% yield, +499. 5% 10Y return). Both have compounded well over 10 years (WMT: +499. 5%, GXO: -4. 8%), 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.

These companies operate in different sectors (GXO (Industrials) and AMZN (Consumer Cyclical) and WMT (Consumer Defensive) and UPS (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: GXO is a small-cap quality compounder stock; AMZN is a mega-cap quality compounder stock; WMT is a mega-cap quality compounder stock; UPS is a mid-cap deep-value stock. WMT, UPS pay a dividend while GXO, AMZN 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.