LSTR vs EXPD vs RXO Stock Comparison

Landstar System, Expeditors International Of Washington and Rxo Prices as of Oct 23, 2026 Peers: Industry group
LSTR Landstar System Inc
$165.79 -0.7% 1M +27.6% 1Y
Market cap
$5.61B
P/E
42.6x
Revenue (TTM)
$4.98B
Div. yield
–
Logistics Industrials
3 wins
RXO RXO, Inc.
$28.75 +44.7% 1M +66.9% 1Y
Market cap
$4.87B
P/E
–
Revenue (TTM)
$6.09B
Div. yield
–
Logistics Industrials
2 wins

Head to Head

11 decided of 12

Expeditors International Of Washington leads on 6 of the 12 questions below (Expeditors International Of Washington 6, Landstar System 3, Rxo 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionLSTREXPDRXOLeader
Larger companyMarket capitalisation $5.61B $25.70B $4.87B EXPD
Cheaper on earningsLower P/E, profitable companies only 42.6x 28.0x -46.4x EXPD
Cheaper on forward earningsLower price / next fiscal year consensus EPS 27.0x 26.6x 221.2x EXPD
Faster revenue growthRevenue growth, trailing twelve months +4.1% +6.8% +9.5% RXO
More profitableNet margin, trailing twelve months 2.6% 7.6% -1.7% EXPD
Better return on capitalReturn on invested capital 15.1% — -3.3% LSTR
Less leveragedLower net debt / EBITDA -1.3x — 16.0x LSTR
Higher dividend yieldTrailing dividend yield 0.00% 0.01% 0.00% –
Better 1-year returnPrice return, last 12 months +27.6% +65.6% +66.9% RXO
Better 5-year returnAnnualised price return, 5 years -1.0%/yr +9.8%/yr — EXPD
Less volatileAnnualised volatility, 1 year 35.0% 30.9% 75.6% EXPD
Higher overall scoreMean of the five percentile scores vs peers 44/100 43/100 23/100 LSTR

Percentile Scorecard

LSTREXPDRXO

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

AxisLSTREXPDRXO
Valuation 19 #111 of 136 15 #116 of 136 13 #119 of 136
Growth 9 #111 of 122 36 #79 of 122 19 #99 of 122
Profitability 54 #55 of 119 64 #44 of 119 19 #97 of 119
Financial Health 86 #21 of 147 60 #59 of 147 43 #84 of 147
Shareholder Returns 53 #40 of 84 42 #49 of 84 –
Overall 44 43 23
  • LSTR ranked among 150 companies in Transportation
  • EXPD ranked among 150 companies in Transportation
  • RXO ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodLSTREXPDRXOSPY
1 month -0.7%+4.4%+44.7% -1.0%
3 months -17.2%+12.0%+12.2% +2.9%
6 months -7.4%+33.0%+48.3% +6.4%
Year to date +15.4%+31.7%+127.5% +11.4%
1 year +27.6%+65.6%+66.9% +13.1%
3 years -1.0%+74.9%+57.7% +79.4%
3 years, per year -0.3%+20.5%+16.4% +21.5%
5 years -5.0%+59.5%— +67.7%
5 years, per year -1.0%+9.8%— +10.9%
10 years +134.7%+294.0%— +255.2%
10 years, per year +8.9%+14.7%— +13.5%

Risk

MeasureLSTREXPDRXOSPY
Volatility, 1Y 35.0%30.9%75.6% 12.7%
Downside volatility, 1Y 37.1%33.0%83.2% 12.7%
Beta vs S&P 500, 1Y 0.700.491.83 1.00
Return / volatility, 1Y 0.792.120.88 1.03
Max drawdown, 5Y -41.2%-36.0%-67.1% -25.4%
From 52-week high -26.4%-1.2%-1.9% -2.5%
52-week high $225.37$198.58$29.32 $779.14
52-week low $121.51$117.57$10.48 $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.

MultipleLSTREXPDRXO
P/E now vs peer median 42.7xmedian 16.0x 28.0xmedian 16.0x -46.5xmedian 16.0x
P/S now vs peer median 1.1xmedian 1.0x 2.1xmedian 1.0x 0.8xmedian 1.0x
EV/EBITDA now vs peer median 24.5xmedian 8.7x 19.8xmedian 8.7x 174.0xmedian 8.7x
P/FCF now vs peer median 32.0xmedian 11.5x 27.6xmedian 11.5x -62.4xmedian 11.5x
P/B now vs peer median 6.7xmedian 1.2x 12.0xmedian 1.2x 3.1xmedian 1.2x
PEG now vs peer median -1.67median 0.82 238.75median 0.82 0.46median 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 monthsLSTREXPDRXO
Revenue $4.98B $12.04B $6.09B
Gross profit – $3.94B $1.11B
Operating income $175.34M $1.18B -$76.00M
Net income $131.70M $921.33M -$105.00M
Free cash flow $175.65M $923.86M -$76.00M
EPS (diluted) $3.88 $6.99 $-0.62
Cash & equivalents $294.35M $1.03B $15.00M
Total debt $230.93M – $495.00M
Shares (diluted) 33.94M 131.37M 169.65M
Enterprise value $3.96B $20.84B $4.79B

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
MetricLSTREXPDRXO
P/E 42.7x 28.0x -46.5x
P/FCF 32.0x 27.6x -62.4x
P/Operating cash flow 29.6x 26.2x -278.9x
P/S 1.1x 2.1x 0.8x
P/B 6.7x 12.0x 3.1x
P/Tangible book 6.7x 12.0x 4.4x
EV/EBITDA 24.5x 19.8x 174.0x
EV/EBIT 30.5x 20.7x -68.7x
EV/Revenue 1.1x 2.0x 0.9x
EV/FCF 30.5x 26.5x -68.7x
EV/Operating cash flow 28.2x 25.2x -307.1x
PEG (3Y EPS CAGR) -1.67 238.75 0.46

Growth

14 metrics
MetricLSTREXPDRXO
Revenue growth (1Y) 4.1% 6.8% 9.5%
Revenue CAGR (3Y) -7.5% -1.6% 12.9%
Gross profit growth (1Y) – 8.5% -1.4%
Gross profit CAGR (3Y) – 0.5% 1.7%
Operating income growth (1Y) -19.0% 6.0% -2.7%
Operating income CAGR (3Y) -26.8% -5.0% -62.7%
Net income growth (1Y) -21.6% 7.9% 65.9%
Net income CAGR (3Y) -27.0% -4.3% -120.7%
EPS growth (1Y) -19.4% 12.0% 66.1%
EPS CAGR (3Y) -25.6% 0.1% -101.3%
Operating cash flow growth (1Y) -8.3% 12.9% -342.9%
Operating cash flow CAGR (3Y) -32.0% -19.5% -27.8%
Free cash flow growth (1Y) -6.8% 14.0% -68.9%
Free cash flow CAGR (3Y) -32.6% -20.0% -36.6%

Profitability

14 metrics
MetricLSTREXPDRXO
Gross margin – 32.7% 18.2%
EBITDA margin 4.4% 10.3% 0.5%
Operating margin 3.5% 9.8% -1.2%
Pretax margin 3.5% 10.2% -2.0%
Net margin 2.6% 7.6% -1.7%
FCF margin 3.5% 7.7% -1.2%
Operating cash flow margin 3.8% 8.1% -0.3%
Return on equity 16.1% 41.8% -7.0%
Return on assets 7.9% 18.6% -3.1%
Return on invested capital 15.1% – -3.3%
Return on capital employed 18.5% 49.3% -3.6%
Asset turnover 3.0x 2.4x 1.8x
Cash conversion (OCF / net income) 1.4x 1.1x 0.2x
Stock comp / revenue 0.2% 0.6% 0.5%

Financial Health

11 metrics
MetricLSTREXPDRXO
Debt / assets 4.1% – 14.3%
Debt / equity 0.1x – 0.3x
Net debt / EBITDA -1.3x – 16.0x
Debt / FCF 0.4x – -6.5x
Liabilities / assets 52.0% 58.7% 56.5%
Equity / assets 48.0% 41.3% 43.5%
Interest coverage 98.1x – –
Current ratio 1.8x 1.6x 1.3x
Quick ratio 1.7x 1.4x 1.2x
Cash ratio 0.5x 0.4x 0.0x
Altman Z-score 9.67 9.15 3.08

Shareholder Returns

7 metrics
MetricLSTREXPDRXO
Dividend yield 2.2% 0.8% –
Net buyback yield 1.8% 3.2% –
Shareholder yield 4.0% 4.0% –
Payout ratio (earnings) – 34.0% –
Payout ratio (FCF) – 33.9% –
Dividend growth (1Y) – 1.6% –
Dividend CAGR (3Y) – -0.3% –

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.

ConsensusLSTREXPDRXO
Forward P/E 27.0xFY2026 26.6xFY2026 221.2xFY2026
EPS, next fiscal year $6.15FY2026 $7.38FY2026 $0.13FY2026
EPS growth, next FY +85.8%FY2026 +24.0%FY2026 –
EPS growth, the year after +27.8% +6.9% +384.6%
Revenue, next fiscal year $5.45BFY2026 $12.65BFY2026 $7.20BFY2026
Revenue growth, next FY +15.1%FY2026 +14.3%FY2026 +25.5%FY2026
Revenue growth, the year after +17.6% +10.2% -0.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLSTREXPDRXO
Held by institutions 100.0% 96.4% 100.0%
Institutions holding 543 959 302
Change in shares held, QoQ -2.8% -0.7% -1.3%
Institutions buying 296 448 164
Institutions selling 153 356 82
Buyers to sellers 1.93 1.26 2.00

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.

LSTREXPDRXO
LSTR 1.00 0.58 0.61
EXPD 0.58 1.00 0.44
RXO 0.61 0.44 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, LSTR, EXPD and RXO?

Expeditors International Of Washington (EXPD) is the largest by market capitalisation: Landstar System (LSTR) $5.61B, Expeditors International Of Washington (EXPD) $25.70B, Rxo (RXO) $4.87B.

Which stock is cheaper, LSTR, EXPD and RXO?

Expeditors International Of Washington (EXPD) trades on the lowest price-to-earnings ratio (Landstar System (LSTR) 42.6x, Expeditors International Of Washington (EXPD) 28.0x, Rxo (RXO) -46.4x). On next year's consensus earnings, Expeditors International Of Washington (EXPD) is cheapest (Landstar System (LSTR) 27.0x, Expeditors International Of Washington (EXPD) 26.6x, Rxo (RXO) 221.2x). 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: Landstar System (LSTR) +4.1%, Expeditors International Of Washington (EXPD) +6.8%, Rxo (RXO) +9.5%.

Which company is more profitable?

Expeditors International Of Washington (EXPD) has the highest net margin (Landstar System (LSTR) 2.6%, Expeditors International Of Washington (EXPD) 7.6%, Rxo (RXO) -1.7%). On return on invested capital, Landstar System (LSTR) leads (Landstar System (LSTR) 15.1%, Rxo (RXO) -3.3%).

Which stock has performed better?

Over the past year Rxo (RXO) returned the most: Landstar System (LSTR) +27.6%, Expeditors International Of Washington (EXPD) +65.6%, Rxo (RXO) +66.9%. Over five years, Expeditors International Of Washington (EXPD) compounded fastest (Landstar System (LSTR) -1.0%/yr, Expeditors International Of Washington (EXPD) +9.8%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Landstar System (LSTR) 0.00%, Expeditors International Of Washington (EXPD) 0.01%, Rxo (RXO) 0.00%. Landstar System (LSTR) and Rxo (RXO) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Expeditors International Of Washington (EXPD) has been the steadiest (Landstar System (LSTR) 35.0%, Expeditors International Of Washington (EXPD) 30.9%, Rxo (RXO) 75.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, LSTR, EXPD and RXO?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Expeditors International Of Washington (EXPD) leads on 6. 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.