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RXO vs UBER
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Application
RXO vs UBER — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Trucking | Software - Application |
| Market Cap | $3.23B | $162.94B |
| Revenue (TTM) | $5.74B | $53.69B |
| Net Income (TTM) | $-100M | $8.54B |
| Gross Margin | 17.2% | 41.0% |
| Operating Margin | -0.6% | 11.7% |
| Forward P/E | — | 23.5x |
| Total Debt | $861M | $13.47B |
| Cash & Equiv. | $18M | $7.74B |
RXO vs UBER — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Oct 22 | May 26 | Return |
|---|---|---|---|
| RXO, Inc. (RXO) | 100 | 93.4 | -6.6% |
| Uber Technologies, … (UBER) | 100 | 298.0 | +198.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: RXO vs UBER
Each card shows where this stock fits in a portfolio — not just who wins on paper.
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 UBER's 18.3%
- +42.6% vs UBER's -7.8%
UBER carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- beta 1.09
- 90.4% 10Y total return vs RXO's -6.6%
- Lower volatility, beta 1.09, Low D/E 48.0%, current ratio 1.14x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 26.2% revenue growth vs UBER's 18.3% | |
| Quality / Margins | 15.9% margin vs RXO's -1.7% | |
| Stability / Safety | Beta 1.09 vs RXO's 2.74, lower leverage | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +42.6% vs UBER's -7.8% | |
| Efficiency (ROA) | 14.2% ROA vs RXO's -3.1%, ROIC 13.6% vs -0.2% |
RXO vs UBER — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
RXO vs UBER — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
UBER leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
UBER is the larger business by revenue, generating $53.7B annually — 9.3x RXO's $5.7B. UBER is the more profitable business, keeping 15.9% of every revenue dollar as net income compared to RXO's -1.7%. On growth, UBER holds the edge at +14.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $5.7B | $53.7B |
| EBITDAEarnings before interest/tax | $79M | $7.0B |
| Net IncomeAfter-tax profit | -$100M | $8.5B |
| Free Cash FlowCash after capex | -$8M | $9.8B |
| Gross MarginGross profit ÷ Revenue | +17.2% | +41.0% |
| Operating MarginEBIT ÷ Revenue | -0.6% | +11.7% |
| Net MarginNet income ÷ Revenue | -1.7% | +15.9% |
| FCF MarginFCF ÷ Revenue | -0.1% | +18.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | -11.9% | +14.5% |
| EPS Growth (YoY)Latest quarter vs prior year | -80.0% | -84.3% |
Valuation Metrics
RXO leads this category, winning 3 of 4 comparable metrics.
Valuation Metrics
On an enterprise value basis, UBER's 26.7x EV/EBITDA is more attractive than RXO's 37.4x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $3.2B | $162.9B |
| Enterprise ValueMkt cap + debt − cash | $4.1B | $168.7B |
| Trailing P/EPrice ÷ TTM EPS | -33.25x | 16.74x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 23.50x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 37.38x | 26.72x |
| Price / SalesMarket cap ÷ Revenue | 0.56x | 3.13x |
| Price / BookPrice ÷ Book value/share | 2.14x | 5.98x |
| Price / FCFMarket cap ÷ FCF | — | 16.69x |
Profitability & Efficiency
UBER leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
UBER delivers a 32.1% return on equity — every $100 of shareholder capital generates $32 in annual profit, vs $-6 for RXO. UBER carries lower financial leverage with a 0.48x debt-to-equity ratio, signaling a more conservative balance sheet compared to RXO's 0.56x. On the Piotroski fundamental quality scale (0–9), UBER scores 7/9 vs RXO's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -6.4% | +32.1% |
| ROA (TTM)Return on assets | -3.1% | +14.2% |
| ROICReturn on invested capital | -0.2% | +13.6% |
| ROCEReturn on capital employed | -0.3% | +12.5% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | 0.56x | 0.48x |
| Net DebtTotal debt minus cash | $843M | $5.7B |
| Cash & Equiv.Liquid assets | $18M | $7.7B |
| Total DebtShort + long-term debt | $861M | $13.5B |
| Interest CoverageEBIT ÷ Interest expense | -2.63x | 20.93x |
Total Returns (Dividends Reinvested)
UBER leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in UBER five years ago would be worth $16,971 today (with dividends reinvested), compared to $9,343 for RXO. Over the past 12 months, RXO leads with a +42.6% total return vs UBER's -7.8%. The 3-year compound annual growth rate (CAGR) favors UBER at 26.8% vs RXO's 0.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +52.8% | -4.5% |
| 1-Year ReturnPast 12 months | +42.6% | -7.8% |
| 3-Year ReturnCumulative with dividends | +1.4% | +103.9% |
| 5-Year ReturnCumulative with dividends | -6.6% | +69.7% |
| 10-Year ReturnCumulative with dividends | -6.6% | +90.4% |
| CAGR (3Y)Annualised 3-year return | +0.5% | +26.8% |
Risk & Volatility
Evenly matched — RXO and UBER each lead in 1 of 2 comparable metrics.
Risk & Volatility
UBER is the less volatile stock with a 1.09 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 96.3% from its 52-week high vs UBER's 77.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.74x | 1.09x |
| 52-Week HighHighest price in past year | $20.38 | $101.99 |
| 52-Week LowLowest price in past year | $10.43 | $68.46 |
| % of 52W HighCurrent price vs 52-week peak | +96.3% | +77.6% |
| RSI (14)Momentum oscillator 0–100 | 54.3 | 44.7 |
| Avg Volume (50D)Average daily shares traded | 1.8M | 15.8M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates RXO as "Hold" and UBER as "Buy". Consensus price targets imply 32.5% upside for UBER (target: $105) vs -18.5% for RXO (target: $16).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $16.00 | $104.88 |
| # AnalystsCovering analysts | 20 | 61 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | +4.0% |
UBER leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). RXO leads in 1 (Valuation Metrics). 1 tied.
RXO vs UBER: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is RXO or UBER a better buy right now?
For growth investors, RXO, Inc.
(RXO) is the stronger pick with 26. 2% revenue growth year-over-year, versus 18. 3% for Uber Technologies, Inc. (UBER). Uber Technologies, Inc. (UBER) offers the better valuation at 16. 7x trailing P/E (23. 5x forward), making it the more compelling value choice. Analysts rate Uber Technologies, Inc. (UBER) a "Buy" — based on 61 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 UBER?
Over the past 5 years, Uber Technologies, Inc.
(UBER) delivered a total return of +69. 7%, compared to -6. 6% for RXO, Inc. (RXO). Over 10 years, the gap is even starker: UBER returned +90. 4% versus RXO's -6. 6%. 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 UBER?
By beta (market sensitivity over 5 years), Uber Technologies, Inc.
(UBER) is the lower-risk stock at 1. 09β versus RXO, Inc. 's 2. 74β — meaning RXO is approximately 152% more volatile than UBER relative to the S&P 500. On balance sheet safety, Uber Technologies, Inc. (UBER) carries a lower debt/equity ratio of 48% versus 56% for RXO, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — RXO or UBER?
By revenue growth (latest reported year), RXO, Inc.
(RXO) is pulling ahead at 26. 2% versus 18. 3% for Uber Technologies, Inc. (UBER). On earnings-per-share growth, the picture is similar: RXO, Inc. grew EPS 72. 8% year-over-year, compared to 3. 7% for Uber Technologies, Inc.. Over a 3-year CAGR, UBER leads at 17. 7% 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 UBER?
Uber Technologies, Inc.
(UBER) is the more profitable company, earning 19. 3% net margin versus -1. 7% for RXO, Inc. — meaning it keeps 19. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: UBER leads at 10. 7% versus -0. 1% for RXO. At the gross margin level — before operating expenses — UBER leads at 39. 8%, 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 UBER more undervalued right now?
Analyst consensus price targets imply the most upside for UBER: 32.
5% to $104. 88.
07Which pays a better dividend — RXO or UBER?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is RXO or UBER better for a retirement portfolio?
For long-horizon retirement investors, Uber Technologies, Inc.
(UBER) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 09)). 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 (UBER: +90. 4%, RXO: -6. 6%), 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 UBER?
These companies operate in different sectors (RXO (Industrials) and UBER (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
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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