RXO, INC. vs XPO, Inc., two Travel Services stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where RXO and XPO diverge most: on operating margin, RXO reads -2.0% and XPO reads 11.5%; on net margin, RXO reads -1.8% and XPO reads 4.7%. The rest of the comparable metrics sit closer together. What RXO's price implies is a somewhat stretched bet versus history (whole-company basis). What XPO's price implies is a demanding bet versus history and the cohort (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | RXO | XPO |
|---|---|---|
| Price | $20.25 | $200.97 |
| Market cap | $3.3B | $23.7B |
| Sector | Travel Services | Travel Services |
| Stage | Growth | Mature |
| P/E | — | 59.5 |
| P/B | 2.21 | 12.09 |
| P/S | 0.58 | 2.77 |
| EV/EBITDA | 101.1 | 20.6 |
| Revenue growth | +19.2% | +7.0% |
| Operating margin | -2.0% | 11.5% |
| Net margin | -1.8% | 4.7% |
| Return on equity | -7.0% | 20.6% |
| Return on assets | -3.2% | 4.8% |
| Return on invested capital | -4.0% | 11.2% |
| FCF yield | -0.5% | 1.5% |
| Debt / equity | 0.01 | 1.55 |
| Current ratio | 1.27 | 1.01 |
| Altman Z (solvency) | 7.65 | 7.33 |
| Piotroski F (quality) | 3 / 9 | 7 / 9 |
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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.