KEX vs RXO vs UPS Stock Comparison

Kirby, Rxo and United Parcel Service Prices as of Oct 27, 2026 Peers: Industry group
KEX Kirby Corp
$137.21 +6.4% 1M +54.7% 1Y
Market cap
$7.24B
P/E
20.6x
Revenue (TTM)
$3.49B
Div. yield
–
Marine Shipping Industrials
5 wins
RXO RXO, Inc.
$29.11 +47.2% 1M +64.5% 1Y
Market cap
$4.80B
P/E
–
Revenue (TTM)
$6.09B
Div. yield
–
Logistics Industrials
2 wins
UPS United Parcel Service Inc
$106.13 +13.0% 1M +19.0% 1Y
Market cap
$79.53B
P/E
19.8x
Revenue (TTM)
$89.93B
Div. yield
6.18%
Parcel Delivery Industrials
4 wins

Head to Head

11 decided of 12

Kirby leads on 5 of the 12 questions below (Kirby 5, United Parcel Service 4, Rxo 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionKEXRXOUPSLeader
Larger companyMarket capitalisation $7.24B $4.80B $79.53B UPS
Cheaper on earningsLower P/E, profitable companies only 20.6x -47.0x 19.8x UPS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 20.0x 223.9x 15.7x UPS
Faster revenue growthRevenue growth, trailing twelve months +6.6% +9.5% -0.4% RXO
More profitableNet margin, trailing twelve months 10.2% -1.7% 5.1% KEX
Better return on capitalReturn on invested capital 8.3% -3.3% 12.9% UPS
Less leveragedLower net debt / EBITDA 1.3x 16.0x 1.9x KEX
Higher dividend yieldTrailing dividend yield — — 6.18% –
Better 1-year returnPrice return, last 12 months +54.7% +64.5% +19.0% RXO
Better 5-year returnAnnualised price return, 5 years +20.4%/yr — -13.1%/yr KEX
Less volatileAnnualised volatility, 1 year 29.0% 75.6% 31.0% KEX
Higher overall scoreMean of the five percentile scores vs peers 64/100 24/100 44/100 KEX

Percentile Scorecard

KEXRXOUPS

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisKEXRXOUPS
Valuation 41 #81 of 136 14 #117 of 136 43 #78 of 136
Growth 79 #26 of 121 18 #99 of 121 22 #95 of 121
Profitability 54 #53 of 115 20 #92 of 115 69 #36 of 115
Financial Health 66 #50 of 143 43 #82 of 143 33 #96 of 143
Shareholder Returns 80 #17 of 82 – 54 #38 of 82
Overall 64 24 44
  • KEX ranked among 150 companies in Transportation
  • RXO ranked among 150 companies in Transportation
  • UPS ranked among 150 companies in Transportation

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodKEXRXOUPSSPY
1 month +6.4%+47.2%+13.0% -0.2%
3 months -5.6%+28.5%+0.5% +3.9%
6 months -9.1%+49.1%+2.1% +8.2%
Year to date +24.5%+130.3%+7.0% +12.9%
1 year +54.7%+64.5%+19.0% +12.3%
3 years +83.7%+68.6%-21.3% +87.4%
3 years, per year +22.5%+19.0%-7.7% +23.3%
5 years +153.0%—-50.4% +67.9%
5 years, per year +20.4%—-13.1% +10.9%
10 years +131.2%—-1.8% +261.1%
10 years, per year +8.7%—-0.2% +13.7%

Risk

MeasureKEXRXOUPSSPY
Volatility, 1Y 29.0%75.6%31.0% 12.7%
Downside volatility, 1Y 27.1%82.8%33.6% 12.7%
Beta vs S&P 500, 1Y 0.551.830.73 1.00
Return / volatility, 1Y 1.890.850.61 0.97
Max drawdown, 5Y -38.8%-67.1%-64.4% -25.4%
From 52-week high -10.1%-0.7%-11.6% -1.2%
52-week high $152.59$29.32$120.00 $779.14
52-week low $88.64$10.48$89.22 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleKEXRXOUPS
P/E now vs peer median 20.6xmedian 16.3x -47.0xmedian 16.3x 19.8xmedian 16.3x
P/S now vs peer median 2.1xmedian 1.0x 0.8xmedian 1.0x 0.9xmedian 1.0x
EV/EBITDA now vs peer median 10.8xmedian 8.7x 176.0xmedian 8.7x 9.5xmedian 8.7x
P/FCF now vs peer median 15.2xmedian 11.4x -63.2xmedian 11.4x 14.6xmedian 11.4x
P/B now vs peer median 2.1xmedian 1.2x 3.2xmedian 1.2x 5.3xmedian 1.2x
PEG now vs peer median 0.65median 0.82 0.46median 0.82 -0.87median 0.82

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsKEXRXOUPS
Revenue $3.49B $6.09B $89.93B
Gross profit $1.16B $1.11B –
Operating income $488.92M -$76.00M $6.58B
Net income $355.89M -$105.00M $4.57B
Free cash flow $475.58M -$76.00M $5.46B
EPS (diluted) $6.62 $-0.62 $5.37
Cash & equivalents $38.96M $15.00M $4.65B
Total debt $1.04B $495.00M $24.48B
Shares (diluted) 53.70M 169.65M 851.00M
Enterprise value $7.02B $4.72B $56.45B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricKEXRXOUPS
P/E 20.6x -47.0x 19.8x
P/FCF 15.2x -63.2x 14.6x
P/Operating cash flow 10.2x -282.4x 9.0x
P/S 2.1x 0.8x 0.9x
P/B 2.1x 3.2x 5.3x
P/Tangible book 2.1x 4.5x 7.1x
EV/EBITDA 10.8x 176.0x 9.5x
EV/EBIT 16.9x -69.5x 15.1x
EV/Revenue 2.4x 0.9x 1.1x
EV/FCF 17.3x -69.5x 18.2x
EV/Operating cash flow 11.6x -310.6x 11.2x
PEG (3Y EPS CAGR) 0.65 0.46 -0.87

Growth

14 metrics
MetricKEXRXOUPS
Revenue growth (1Y) 6.6% 9.5% -0.4%
Revenue CAGR (3Y) 5.1% 12.9% -2.2%
Gross profit growth (1Y) 5.0% -1.4% –
Gross profit CAGR (3Y) 11.8% 1.7% –
Operating income growth (1Y) 18.0% -2.7% -21.7%
Operating income CAGR (3Y) 22.6% -62.7% -17.3%
Net income growth (1Y) 17.2% 65.9% -20.2%
Net income CAGR (3Y) 26.8% -120.7% -23.0%
EPS growth (1Y) 23.2% 66.1% -20.6%
EPS CAGR (3Y) 31.6% -101.3% -22.7%
Operating cash flow growth (1Y) 21.4% -342.9% 18.6%
Operating cash flow CAGR (3Y) 18.5% -27.8% -8.0%
Free cash flow growth (1Y) 82.1% -68.9% 54.2%
Free cash flow CAGR (3Y) 43.3% -36.6% -4.2%

Profitability

14 metrics
MetricKEXRXOUPS
Gross margin 33.2% 18.2% –
EBITDA margin 21.8% 0.5% 11.6%
Operating margin 14.0% -1.2% 7.3%
Pretax margin 13.5% -2.0% 6.5%
Net margin 10.2% -1.7% 5.1%
FCF margin 13.6% -1.2% 6.1%
Operating cash flow margin 20.3% -0.3% 9.9%
Return on equity 10.4% -7.0% 29.6%
Return on assets 5.8% -3.1% 6.4%
Return on invested capital 8.3% -3.3% 12.9%
Return on capital employed 9.0% -3.6% 11.6%
Asset turnover 0.6x 1.8x 1.3x
Cash conversion (OCF / net income) 2.0x 0.2x 1.9x
Stock comp / revenue 0.5% 0.5% 0.1%

Financial Health

11 metrics
MetricKEXRXOUPS
Debt / assets 16.7% 14.3% 34.4%
Debt / equity 0.3x 0.3x 1.6x
Net debt / EBITDA 1.3x 16.0x 1.9x
Debt / FCF 2.2x -6.5x 4.5x
Liabilities / assets 44.6% 56.5% 78.8%
Equity / assets 55.4% 43.5% 21.2%
Interest coverage 11.0x – 6.0x
Current ratio 1.7x 1.3x 1.2x
Quick ratio 1.0x 1.2x 1.0x
Cash ratio 0.1x 0.0x 0.3x
Altman Z-score 3.27 3.10 2.83

Shareholder Returns

7 metrics
MetricKEXRXOUPS
Dividend yield – – 6.2%
Net buyback yield 4.5% – -0.1%
Shareholder yield 4.5% – 6.0%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusKEXRXOUPS
Forward P/E 20.0xFY2026 223.9xFY2026 15.7xFY2026
EPS, next fiscal year $6.86FY2026 $0.13FY2026 $6.75FY2026
EPS growth, next FY +8.4%FY2026 – -5.7%FY2026
EPS growth, the year after +29.0% +384.6% +26.7%
Revenue, next fiscal year $3.49BFY2026 $7.20BFY2026 $87.80BFY2026
Revenue growth, next FY +4.0%FY2026 +25.5%FY2026 -1.0%FY2026
Revenue growth, the year after +4.7% -0.1% +14.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersKEXRXOUPS
Held by institutions 99.6% 100.0% 70.9%
Institutions holding 464 302 2,137
Change in shares held, QoQ -0.1% -1.3% +6.0%
Institutions buying 252 164 1,088
Institutions selling 145 82 809
Buyers to sellers 1.74 2.00 1.34

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

KEXRXOUPS
KEX 1.00 0.23 0.17
RXO 0.23 1.00 0.36
UPS 0.17 0.36 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, KEX, RXO and UPS?

United Parcel Service (UPS) is the largest by market capitalisation: Kirby (KEX) $7.24B, Rxo (RXO) $4.80B, United Parcel Service (UPS) $79.53B.

Which stock is cheaper, KEX, RXO and UPS?

United Parcel Service (UPS) trades on the lowest price-to-earnings ratio (Kirby (KEX) 20.6x, Rxo (RXO) -47.0x, United Parcel Service (UPS) 19.8x). On next year's consensus earnings, United Parcel Service (UPS) is cheapest (Kirby (KEX) 20.0x, Rxo (RXO) 223.9x, United Parcel Service (UPS) 15.7x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Rxo (RXO) grew revenue fastest over the trailing twelve months: Kirby (KEX) +6.6%, Rxo (RXO) +9.5%, United Parcel Service (UPS) -0.4%.

Which company is more profitable?

Kirby (KEX) has the highest net margin (Kirby (KEX) 10.2%, Rxo (RXO) -1.7%, United Parcel Service (UPS) 5.1%). On return on invested capital, United Parcel Service (UPS) leads (Kirby (KEX) 8.3%, Rxo (RXO) -3.3%, United Parcel Service (UPS) 12.9%).

Which stock has performed better?

Over the past year Rxo (RXO) returned the most: Kirby (KEX) +54.7%, Rxo (RXO) +64.5%, United Parcel Service (UPS) +19.0%. Over five years, Kirby (KEX) compounded fastest (Kirby (KEX) +20.4%/yr, United Parcel Service (UPS) -13.1%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: United Parcel Service (UPS) 6.18%. Kirby (KEX) and Rxo (RXO) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Kirby (KEX) has been the steadiest (Kirby (KEX) 29.0%, Rxo (RXO) 75.6%, United Parcel Service (UPS) 31.0%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, KEX, RXO and UPS?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Kirby (KEX) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.