RXO
RXO, Inc.
Trucking
Market Cap$3.81B
5Y Perf.+10.2%
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Stock Comparison
RXO vs EXPD
Revenue, margins, valuation, and 5-year total return — side by side.
EXPD
Expeditors International of Washington, Inc.
Integrated Freight & Logistics
Market Cap$20.19B
5Y Perf.+55.2%
RXO vs EXPD — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | RXO | EXPD |
|---|---|---|
| Industry | Trucking | Integrated Freight & Logistics |
| Market Cap | $3.81B | $20.19B |
| Revenue (TTM) | $4.31B | $11.19B |
| Net Income (TTM) | $-69M | $837M |
| Gross Margin | 17.5% | 20.2% |
| Operating Margin | -0.2% | 9.7% |
| Forward P/E | — | 25.1x |
| Total Debt | $861M | $571M |
| Cash & Equiv. | $18M | $1.31B |
RXO vs EXPD — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
RXO
EXPD
| Stock | Oct 22 | May 26 | Return |
|---|---|---|---|
| RXO, Inc. (RXO) | 100 | 110.2 | +10.2% |
| Expeditors Internat… (EXPD) | 100 | 155.2 | +55.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: RXO vs EXPD
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: EXPD leads in 4 of 6 categories, making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. RXO, Inc. is the stronger pick specifically for growth and revenue expansion and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
RXO
RXO, Inc.
The Growth Play
RXO is the clearest fit if your priority is growth exposure.
- Rev growth 26.2%, EPS growth 72.8%, 3Y rev CAGR 6.2%
- 26.2% revenue growth vs EXPD's 4.4%
- +78.2% vs EXPD's +42.1%
Best for: growth exposure
EXPD
Expeditors International of Washington, Inc.
The Income Pick
EXPD carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 31 yrs, beta 0.75, yield 1.0%
- 238.1% 10Y total return vs RXO's 10.2%
- Lower volatility, beta 0.75, Low D/E 24.2%, current ratio 1.81x
Best for: income & stability and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | RXO | 26.2% revenue growth vs EXPD's 4.4% |
| Quality / Margins | EXPD | 7.5% margin vs RXO's -1.6% |
| Stability / Safety | EXPD | Beta 0.75 vs RXO's 2.74, lower leverage |
| Dividends | EXPD | 1.0% yield; 31-year raise streak; the other pay no meaningful dividend |
| Momentum (1Y) | RXO | +78.2% vs EXPD's +42.1% |
| Efficiency (ROA) | EXPD | 17.4% ROA vs RXO's -2.9%, ROIC 48.4% vs -0.2% |
RXO vs EXPD — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
RXO vs EXPD — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLEXPDLAGGINGRXO
RXORXO, Inc.
1leads
EXPDExpeditors Internatio…
3leads
6 Total Categories
CATEGORYLEADERvs RXOMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
EXPD6/6
Valuation MetricsMultiples, price ratios, and targets
RXO3/4
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
EXPD8/8
Total Returns1Y, 3Y, 5Y total returns with dividends
EXPD4/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
EXPD leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
EXPD is the larger business by revenue, generating $11.2B annually — 2.6x RXO's $4.3B. EXPD is the more profitable business, keeping 7.5% of every revenue dollar as net income compared to RXO's -1.6%. On growth, EXPD holds the edge at +4.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | RXORXO, Inc. | EXPDExpeditors Intern… |
|---|---|---|
| RevenueTrailing 12 months | $4.3B | $11.2B |
| EBITDAEarnings before interest/tax | $77M | $1.1B |
| Net IncomeAfter-tax profit | -$69M | $837M |
| Free Cash FlowCash after capex | $9M | $921M |
| Gross MarginGross profit ÷ Revenue | +17.5% | +20.2% |
| Operating MarginEBIT ÷ Revenue | -0.2% | +9.7% |
| Net MarginNet income ÷ Revenue | -1.6% | +7.5% |
| FCF MarginFCF ÷ Revenue | +0.2% | +8.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | -99.9% | +4.4% |
| EPS Growth (YoY)Latest quarter vs prior year | -16.7% | +16.3% |
EXPD leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
RXO leads this category, winning 3 of 4 comparable metrics.
Valuation Metrics
On an enterprise value basis, EXPD's 17.5x EV/EBITDA is more attractive than RXO's 42.7x.
| Metric | RXORXO, Inc. | EXPDExpeditors Intern… |
|---|---|---|
| Market CapShares × price | $3.8B | $20.2B |
| Enterprise ValueMkt cap + debt − cash | $4.7B | $19.5B |
| Trailing P/EPrice ÷ TTM EPS | -39.24x | 25.52x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 25.09x |
| PEG RatioP/E ÷ EPS growth rate | — | 3.23x |
| EV / EBITDAEnterprise value multiple | 42.72x | 17.53x |
| Price / SalesMarket cap ÷ Revenue | 0.66x | 1.82x |
| Price / BookPrice ÷ Book value/share | 2.53x | 8.77x |
| Price / FCFMarket cap ÷ FCF | — | 21.18x |
RXO leads this category, winning 3 of 4 comparable metrics.
Profitability & Efficiency
EXPD leads this category, winning 8 of 8 comparable metrics.
Profitability & Efficiency
EXPD delivers a 36.7% return on equity — every $100 of shareholder capital generates $37 in annual profit, vs $-6 for RXO. EXPD carries lower financial leverage with a 0.24x debt-to-equity ratio, signaling a more conservative balance sheet compared to RXO's 0.56x. On the Piotroski fundamental quality scale (0–9), EXPD scores 8/9 vs RXO's 6/9, reflecting strong financial health.
| Metric | RXORXO, Inc. | EXPDExpeditors Intern… |
|---|---|---|
| ROE (TTM)Return on equity | -5.9% | +36.7% |
| ROA (TTM)Return on assets | -2.9% | +17.4% |
| ROICReturn on invested capital | -0.2% | +48.4% |
| ROCEReturn on capital employed | -0.3% | +38.2% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 8 |
| Debt / EquityFinancial leverage | 0.56x | 0.24x |
| Net DebtTotal debt minus cash | $843M | -$744M |
| Cash & Equiv.Liquid assets | $18M | $1.3B |
| Total DebtShort + long-term debt | $861M | $571M |
| Interest CoverageEBIT ÷ Interest expense | -3.15x | — |
EXPD leads this category, winning 8 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
EXPD leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in EXPD five years ago would be worth $13,377 today (with dividends reinvested), compared to $11,024 for RXO. Over the past 12 months, RXO leads with a +78.2% total return vs EXPD's +42.1%. The 3-year compound annual growth rate (CAGR) favors EXPD at 10.3% vs RXO's 6.2% — a key indicator of consistent wealth creation.
| Metric | RXORXO, Inc. | EXPDExpeditors Intern… |
|---|---|---|
| YTD ReturnYear-to-date | +80.3% | 0.0% |
| 1-Year ReturnPast 12 months | +78.2% | +42.1% |
| 3-Year ReturnCumulative with dividends | +19.6% | +34.1% |
| 5-Year ReturnCumulative with dividends | +10.2% | +33.8% |
| 10-Year ReturnCumulative with dividends | +10.2% | +238.1% |
| CAGR (3Y)Annualised 3-year return | +6.2% | +10.3% |
EXPD leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
Evenly matched — RXO and EXPD each lead in 1 of 2 comparable metrics.
Risk & Volatility
EXPD is the less volatile stock with a 0.75 beta — it tends to amplify market swings less than RXO's 2.74 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. RXO currently trades 99.4% from its 52-week high vs EXPD's 90.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | RXORXO, Inc. | EXPDExpeditors Intern… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.74x | 0.75x |
| 52-Week HighHighest price in past year | $23.29 | $167.19 |
| 52-Week LowLowest price in past year | $10.43 | $106.22 |
| % of 52W HighCurrent price vs 52-week peak | +99.4% | +90.8% |
| RSI (14)Momentum oscillator 0–100 | 62.5 | 56.1 |
| Avg Volume (50D)Average daily shares traded | 1.9M | 1.1M |
Evenly matched — RXO and EXPD each lead in 1 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates RXO as "Hold" and EXPD as "Hold". Consensus price targets imply -7.7% upside for EXPD (target: $140) vs -30.9% for RXO (target: $16). EXPD is the only dividend payer here at 1.00% yield — a key consideration for income-focused portfolios.
| Metric | RXORXO, Inc. | EXPDExpeditors Intern… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $16.00 | $140.13 |
| # AnalystsCovering analysts | 20 | 33 |
| Dividend YieldAnnual dividend ÷ price | — | +1.0% |
| Dividend StreakConsecutive years of raises | — | 31 |
| Dividend / ShareAnnual DPS | — | $1.52 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | +3.3% |
Insufficient data to determine a leader in this category.
Key Takeaway
EXPD leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). RXO leads in 1 (Valuation Metrics). 1 tied.
Best OverallExpeditors International of… (EXPD)Leads 3 of 6 categories
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RXO vs EXPD: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is RXO or EXPD a better buy right now?
For growth investors, RXO, Inc.
(RXO) is the stronger pick with 26. 2% revenue growth year-over-year, versus 4. 4% for Expeditors International of Washington, Inc. (EXPD). 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 RXO, Inc. (RXO) a "Hold" — based on 20 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.
02Which is the better long-term investment — RXO or EXPD?
Over the past 5 years, Expeditors International of Washington, Inc.
(EXPD) delivered a total return of +33. 8%, compared to +10. 2% for RXO, Inc. (RXO). Over 10 years, the gap is even starker: EXPD returned +238. 1% versus RXO's +10. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — RXO or EXPD?
By beta (market sensitivity over 5 years), Expeditors International of Washington, Inc.
(EXPD) is the lower-risk stock at 0. 75β versus RXO, Inc. 's 2. 74β — meaning RXO is approximately 263% 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 56% for RXO, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — RXO or EXPD?
By revenue growth (latest reported year), RXO, Inc.
(RXO) is pulling ahead at 26. 2% versus 4. 4% for Expeditors International of Washington, Inc. (EXPD). On earnings-per-share growth, the picture is similar: RXO, Inc. grew EPS 72. 8% year-over-year, compared to 4. 0% for Expeditors International of Washington, Inc.. Over a 3-year CAGR, RXO leads at 6. 2% 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.
05Which has better profit margins — RXO or EXPD?
Expeditors International of Washington, Inc.
(EXPD) is the more profitable company, earning 7. 4% net margin versus -1. 7% for RXO, 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 -0. 1% for RXO. At the gross margin level — before operating expenses — RXO leads at 17. 7%, 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.
06Is RXO or EXPD more undervalued right now?
Analyst consensus price targets imply the most upside for EXPD: -7.
7% to $140. 13.
07Which pays a better dividend — RXO or EXPD?
In this comparison, EXPD (1.
0% yield) pays a dividend. RXO does not pay a meaningful dividend and should not be held primarily for income.
08Is RXO or EXPD better for a retirement portfolio?
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). RXO, Inc. (RXO) carries a higher beta of 2. 74 — 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%, RXO: +10. 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.
09What are the main differences between RXO and EXPD?
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: RXO is a small-cap high-growth stock; EXPD is a mid-cap quality compounder stock. EXPD pays a dividend while RXO 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.
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