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GBTG vs RXO stock comparison

Global Business Travel Group, Inc. vs RXO, INC., two Travel Services stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.

Where GBTG and RXO diverge most: on operating margin, GBTG reads 0.4% and RXO reads -2.0%; on net margin, GBTG reads 3.1% and RXO reads -1.8%. The rest of the comparable metrics sit closer together. What GBTG's price implies is a demanding bet versus history and the cohort (whole-company basis). What RXO's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.

GBTG vs RXO: the numbers

MetricGBTGRXO
Price$9.40$26.26
Market cap$4.9B$4.4B
SectorTravel ServicesTravel Services
StageGrowthGrowth
P/E58.8
P/B3.032.94
P/S1.660.77
EV/EBITDA20.8134.4
Revenue growth+20.8%+19.2%
Operating margin0.4%-2.0%
Net margin3.1%-1.8%
Return on equity5.6%-7.0%
Return on assets1.8%-3.2%
Return on invested capital1.9%-4.0%
FCF yield0.5%-0.3%
Debt / equity0.980.01
Current ratio1.181.27
Altman Z (solvency)1.117.65
Piotroski F (quality)5 / 93 / 9
Full GBTG report → Full RXO report →
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.