GXO vs XPO vs CHRW vs EXPD vs CEVA

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). Expeditors International of Washington, Inc. (EXPD) offers the better valuation at 25. 5x trailing P/E (25. 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, Expeditors International of Washington, Inc.

(EXPD) is the cheapest at 25. 5x versus GXO Logistics, Inc. at 185. 3x. On forward P/E, GXO Logistics, Inc. is actually cheaper at 17. 2x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: XPO Logistics, Inc. wins at 1. 59x versus C. H. Robinson Worldwide, Inc. 's 5. 20x — a reasonable growth-adjusted valuation.

Over the past 5 years, XPO Logistics, Inc.

(XPO) delivered a total return of +306. 8%, compared to -35. 4% for CEVA, Inc. (CEVA). Over 10 years, the gap is even starker: XPO returned +21. 5% 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), Expeditors International of Washington, Inc.

(EXPD) is the lower-risk stock at 0. 75β versus CEVA, Inc. 's 2. 76β — meaning CEVA is approximately 266% more volatile than EXPD relative to the S&P 500. On balance sheet safety, CEVA, Inc. (CEVA) carries a lower debt/equity ratio of 2% 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 -8. 4% for C. H. Robinson Worldwide, Inc. (CHRW). On earnings-per-share growth, the picture is similar: CEVA, Inc. grew EPS 27. 5% 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.

Expeditors International of Washington, Inc.

(EXPD) is the more profitable company, earning 7. 4% net margin versus -8. 2% for CEVA, Inc. — meaning it keeps 7. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EXPD leads at 9. 5% versus -7. 1% for CEVA. At the gross margin level — before operating expenses — CEVA leads at 88. 1%, 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, XPO Logistics, Inc. (XPO) is the more undervalued stock at a PEG of 1. 59x versus C. H. Robinson Worldwide, Inc. 's 5. 20x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, GXO Logistics, Inc. (GXO) trades at 17. 2x forward P/E versus 67. 3x for CEVA, Inc. — 50. 1x 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, CHRW (1.

4% yield), EXPD (1. 0% yield) pay a dividend. GXO, XPO, CEVA 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). CEVA, Inc. (CEVA) carries a higher beta of 2. 76 — 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%, CEVA: +27. 2%), 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 XPO (Industrials) and CHRW (Industrials) and EXPD (Industrials) and CEVA (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

CHRW, EXPD pay a dividend while GXO, XPO, CEVA 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.