XPO Logistics, Inc. (XPO) is a publicly traded company in the Industrials — Trucking industry listed on NYSE. This overview shows the latest price, key valuation ratios, profitability metrics and financial-health indicators used by fundamental investors.
XPO Logistics, Inc. is a prominent provider of freight shipping solutions, operating extensively across the United States, wider North America, various European nations including France and the United Kingdom, and globally. The company's business activities are structured into two primary divisions.
Is XPO Logistics, Inc. stock overvalued or undervalued in 2026?
XPO Logistics, Inc. (XPO) trades at 54.1× earnings (P/E), above the median of the 404 industrials companies over $2bn in Kaplio's universe. At the decade median (12.0×) $41 (-78 %); at its sector median (26.1×) $88 (-52 %).
Kaplio overview: XPO Logistics, Inc.
Market cap $21B · 52 weeks $124 – $228 (20 % below the high) · P/E 54.1× · 2027 expected P/E 28.0× · Dividend none · Next earnings October 29, 2026 · expected EPS $1.59 · Closing price, Oct 6 · accounts published Jul 30.
- Valuation: P/E 54.1× (expensive).
- Business: ROIC 9 % (fair).
- Balance sheet: Net debt/EBITDA 3.7× (fragile).
- Earnings: 8 of 8 (on track).
What would it be worth at its usual multiples?
At the decade median (12.0×) $41 (-78 %); at its sector median (26.1×) $88 (-52 %). Implied price from applying the reference multiples to today's earnings (or book value, or FFO) per share. Not a fair value: it is where the stock would trade at its usual multiples.
What matters in industrials: 3 of 10 pass
- 5y revenue growth 0.6 %, fails.
- Operating margin 8.9 %, fails.
- ROIC 9.1 %, fails.
- Net debt / EBITDA 3.7×, fails.
- P/E vs own 10y history 54.1×, fails.
- Cycle-adjusted EV/EBITDA 19.5×, fails.
- Capex / Revenue 8.1 %, borderline.
- FCF conversion 104.1 %, passes.
- Altman Z-Score 3.0, passes.
- Piotroski F-Score 4 de 9, passes.
Against its peers (reference peers) — XPO Logistics, Inc.: P/E 54.1×; EV/EBITDA 19.5×; ROIC 9.1 %; $21.5B. J.B. Hunt Transport Services, Inc. (P/E 32.5×; EV/EBITDA 13.9×; ROIC 11.1 %; $21.6B), Southwest Airlines Co. (P/E 25.7×; EV/EBITDA 9.0×; ROIC 4.2 %; $20.5B), Woodward, Inc. (P/E 37.0×; EV/EBITDA 24.2×; ROIC 11.9 %; $19.8B).
Expensive or cheap against its last 9 years?
P/E at each close: today 54.1× · median 12.0× · minimum 3.2× · maximum 95.9× · cheap below 9.0× · expensive above 56.5×. It has been cheaper than today 79% of the time over its last 9 years.
Profitability
| Return on Equity | 21.57% |
| Return on Invested Capital | 9.10% |
| Return on Assets | 4.85% |
| Gross Margin | 12.77% |
| Operating Margin | 9.83% |
| Net Margin | 4.71% |
Financial Health
| Debt / Equity | 2.03 |
| Current Ratio | 1.01 |
| Piotroski F-Score | 4 |
| Altman Z-Score | 2.97 |
Price Performance
| 1 month | -4.98% |
| 3 months | -11.80% |
| Year-to-date | +35.01% |
| 1 year | +38.58% |
| 3 years | +137.93% |
| 5 years | +295.03% |
| 10 years | +1349.37% |
Related companies: WWD · JBHT · CHRW · MTZ · CRS · ZTO · LUV · EXPD
Explore sector: Industrials · Trucking
More sections of XPO: Financials · Valuation · Statistics · Estimates · Technical · Ownership · News · Events
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