PBI vs FDX vs UPS vs GXO

For growth investors, GXO Logistics, Inc.

(GXO) is the stronger pick with 12. 5% revenue growth year-over-year, versus -6. 6% for Pitney Bowes Inc. (PBI). 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 FedEx Corporation (FDX) a "Buy" — based on 49 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, Pitney Bowes Inc. is actually cheaper at 10. 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: United Parcel Service, Inc. wins at 0. 42x versus FedEx Corporation's 0. 68x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Pitney Bowes Inc.

(PBI) delivered a total return of +117. 6%, compared to -40. 0% for United Parcel Service, Inc. (UPS). Over 10 years, the gap is even starker: FDX returned +153. 4% 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), United Parcel Service, Inc.

(UPS) is the lower-risk stock at 0. 90β versus GXO Logistics, Inc. 's 1. 45β — meaning GXO is approximately 61% more volatile than UPS relative to the S&P 500. On balance sheet safety, FedEx Corporation (FDX) carries a lower debt/equity ratio of 133% 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 -6. 6% for Pitney Bowes Inc. (PBI). On earnings-per-share growth, the picture is similar: Pitney Bowes Inc. grew EPS 174. 3% 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.

Pitney Bowes Inc.

(PBI) is the more profitable company, earning 7. 6% net margin versus 0. 2% for GXO Logistics, Inc. — meaning it keeps 7. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PBI leads at 20. 4% versus 3. 2% for GXO. At the gross margin level — before operating expenses — PBI leads at 54. 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, United Parcel Service, Inc. (UPS) is the more undervalued stock at a PEG of 0. 42x versus FedEx Corporation's 0. 68x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Pitney Bowes Inc. (PBI) trades at 10. 2x forward P/E versus 19. 0x for FedEx Corporation — 8. 8x 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), PBI (1. 9% yield), FDX (1. 5% yield) pay a dividend. GXO does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, United Parcel Service, Inc.

(UPS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 90), 6. 3% yield). Both have compounded well over 10 years (UPS: +44. 7%, 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.

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: PBI is a small-cap quality compounder stock; FDX is a mid-cap quality compounder stock; UPS is a mid-cap deep-value stock; GXO is a small-cap quality compounder stock. PBI, FDX, UPS pay a dividend while GXO does 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.