Added to YB: 2025-11-03
Pitch date: 2025-10-29
GXO [bullish]
GXO Logistics, Inc.
+0.13%
current return
Author Info
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Company Info
GXO Logistics, Inc., together with its subsidiaries, provides logistics services worldwide. The company provides warehousing and distribution, order fulfilment, e-commerce, reverse logistics, and other supply chain services.
Market Cap
$6.2B
Pitch Price
$53.77
Price Target
124.20 (+130%)
Dividend
N/A
EV/EBITDA
5.56
P/E
102.19
EV/Sales
0.92
Sector
Air Freight and Logistics
Category
value
GXO Logistics (GXO): Deep Dive
GXO: Contract logistics co w/ 95%+ renewal rates, 3-7yr contracts w/ blue-chip clients (NKE, AAPL, AMZN). 50% warehouses automated, growing in aerospace/healthcare/reverse logistics. $13.2B FY25 rev, 13% growth. 0.46x NTM sales vs peers >1x. Target $22.4B EV (100% upside) on 16.4% EBITDA CAGR to FY29.
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