Added to YB: 2024-04-18
Pitch date: 2024-04-12
XPO [bullish]
XPO, Inc.
+16.31%
current return
Author Info
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Company Info
XPO, Inc., together with its subsidiaries, provides freight transportation services in the United States, North America, France, the United Kingdom, and rest of Europe.
Market Cap
$16.7B
Pitch Price
$127.37
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.35
P/E
51.10
EV/Sales
2.54
Sector
Ground Transportation
Category
N/A
Show full summary:
ClearBridge Large Cap Value Strategy New Portfolio Holding: XPO, Inc.
XPO: New LTL position. Yellow bankruptcy tightens capacity & pricing vs oversupplied small package. LTL has stronger growth, high barriers (hard-to-replicate terminal network), B2B pricing power (customers prefer quality over price). Favorable sector dynamics vs UPS.
Read full article (1 min)