LSTR vs GXO Stock Comparison

Landstar System and GXO Logistics Prices as of Oct 26, 2026 Peers: Industry group
LSTR Landstar System Inc
$165.17 +0.9% 1M +26.9% 1Y
Market cap
$5.68B
P/E
43.1x
Revenue (TTM)
$4.98B
Div. yield
–
Logistics Industrials
8 wins
GXO GXO Logistics, Inc.
$49.31 +9.1% 1M -9.8% 1Y
Market cap
$5.71B
P/E
43.6x
Revenue (TTM)
$13.64B
Div. yield
–
Logistics Industrials
3 wins

Head to Head

11 decided of 12

Landstar System leads on 8 of the 12 questions below (Landstar System 8, GXO Logistics 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionLSTRGXOLeader
Larger companyMarket capitalisation $5.68B $5.71B GXO
Cheaper on earningsLower P/E, profitable companies only 43.1x 43.6x LSTR
Cheaper on forward earningsLower price / next fiscal year consensus EPS 26.9x 15.9x GXO
Faster revenue growthRevenue growth, trailing twelve months +4.1% +7.6% GXO
More profitableNet margin, trailing twelve months 2.6% 1.0% LSTR
Better return on capitalReturn on invested capital 15.1% 3.3% LSTR
Less leveragedLower net debt / EBITDA -1.3x 3.1x LSTR
Higher dividend yieldTrailing dividend yield 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +26.9% -9.8% LSTR
Better 5-year returnAnnualised price return, 5 years -0.7%/yr -10.6%/yr LSTR
Less volatileAnnualised volatility, 1 year 35.1% 40.8% LSTR
Higher overall scoreMean of the five percentile scores vs peers 44/100 35/100 LSTR

Percentile Scorecard

LSTRGXO

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

AxisLSTRGXO
Valuation 19 #111 of 136 39 #84 of 136
Growth 10 #110 of 122 77 #29 of 122
Profitability 54 #54 of 116 28 #84 of 116
Financial Health 87 #20 of 144 19 #117 of 144
Shareholder Returns 52 #40 of 82 15 #70 of 82
Overall 44 35
  • LSTR ranked among 150 companies in Transportation
  • GXO ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodLSTRGXOSPY
1 month +0.9%+9.1% -0.8%
3 months -13.8%-7.6% +3.5%
6 months -8.3%-13.7% +7.0%
Year to date +14.9%-6.3% +12.2%
1 year +26.9%-9.8% +13.0%
3 years +1.6%-1.0% +86.3%
3 years, per year +0.5%-0.3% +23.1%
5 years -3.6%-42.9% +68.6%
5 years, per year -0.7%-10.6% +11.0%
10 years +133.5%— +258.0%
10 years, per year +8.8%— +13.6%

Risk

MeasureLSTRGXOSPY
Volatility, 1Y 35.1%40.8% 12.7%
Downside volatility, 1Y 37.1%44.1% 12.7%
Beta vs S&P 500, 1Y 0.711.50 1.00
Return / volatility, 1Y 0.77-0.24 1.02
Max drawdown, 5Y -41.2%-69.6% -25.4%
From 52-week high -26.7%-24.8% -1.8%
52-week high $225.37$65.59 $779.14
52-week low $121.51$44.15 $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.

MultipleLSTRGXO
P/E now vs peer median 42.6xmedian 16.1x 43.3xmedian 16.1x
P/S now vs peer median 1.1xmedian 1.0x 0.4xmedian 1.0x
EV/EBITDA now vs peer median 24.4xmedian 8.7x 10.1xmedian 8.7x
P/FCF now vs peer median 31.9xmedian 11.5x 31.4xmedian 11.5x
P/B now vs peer median 6.7xmedian 1.2x 1.9xmedian 1.2x
PEG now vs peer median -1.66median 0.81 -3.58median 0.81

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 monthsLSTRGXO
Revenue $4.98B $13.64B
Gross profit – $2.08B
Operating income $175.34M $328.00M
Net income $131.70M $139.00M
Free cash flow $175.65M $180.00M
EPS (diluted) $3.88 $1.13
Cash & equivalents $294.35M $769.00M
Total debt $230.93M $3.20B
Shares (diluted) 33.94M 115.72M
Enterprise value $4.03B $2.95B

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
MetricLSTRGXO
P/E 42.6x 43.3x
P/FCF 31.9x 31.4x
P/Operating cash flow 29.5x 11.1x
P/S 1.1x 0.4x
P/B 6.7x 1.9x
P/Tangible book 6.7x 2.6x
EV/EBITDA 24.4x 10.1x
EV/EBIT 30.4x 24.7x
EV/Revenue 1.1x 0.6x
EV/FCF 30.3x 45.0x
EV/Operating cash flow 28.1x 15.9x
PEG (3Y EPS CAGR) -1.66 -3.58

Growth

14 metrics
MetricLSTRGXO
Revenue growth (1Y) 4.1% 7.6%
Revenue CAGR (3Y) -7.5% 12.9%
Gross profit growth (1Y) – 9.3%
Gross profit CAGR (3Y) – 7.2%
Operating income growth (1Y) -19.0% 52.6%
Operating income CAGR (3Y) -26.8% 4.6%
Net income growth (1Y) -21.6% 107.5%
Net income CAGR (3Y) -27.0% -11.7%
EPS growth (1Y) -19.4% 106.7%
EPS CAGR (3Y) -25.6% -12.1%
Operating cash flow growth (1Y) -8.3% 22.4%
Operating cash flow CAGR (3Y) -32.0% 4.8%
Free cash flow growth (1Y) -6.8% 93.5%
Free cash flow CAGR (3Y) -32.6% 20.1%

Profitability

14 metrics
MetricLSTRGXO
Gross margin – 15.3%
EBITDA margin 4.4% 5.9%
Operating margin 3.5% 2.4%
Pretax margin 3.5% 1.6%
Net margin 2.6% 1.0%
FCF margin 3.5% 1.3%
Operating cash flow margin 3.8% 3.7%
Return on equity 16.1% 4.5%
Return on assets 7.9% 1.1%
Return on invested capital 15.1% 3.3%
Return on capital employed 18.5% 4.0%
Asset turnover 3.0x 1.1x
Cash conversion (OCF / net income) 1.4x 3.7x
Stock comp / revenue 0.2% 0.3%

Financial Health

11 metrics
MetricLSTRGXO
Debt / assets 4.1% 25.9%
Debt / equity 0.1x 1.1x
Net debt / EBITDA -1.3x 3.1x
Debt / FCF 0.4x 17.8x
Liabilities / assets 52.0% 75.6%
Equity / assets 48.0% 24.4%
Interest coverage 98.1x 2.5x
Current ratio 1.8x 0.8x
Quick ratio 1.7x 0.7x
Cash ratio 0.5x 0.2x
Altman Z-score 9.66 1.55

Shareholder Returns

7 metrics
MetricLSTRGXO
Dividend yield 2.2% –
Net buyback yield 1.8% 0.2%
Shareholder yield 4.0% 0.2%
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.

ConsensusLSTRGXO
Forward P/E 26.9xFY2026 15.9xFY2026
EPS, next fiscal year $6.15FY2026 $3.10FY2026
EPS growth, next FY +85.8%FY2026 +23.5%FY2026
EPS growth, the year after +27.8% +9.0%
Revenue, next fiscal year $5.45BFY2026 $13.03BFY2026
Revenue growth, next FY +15.1%FY2026 -1.1%FY2026
Revenue growth, the year after +17.6% +17.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLSTRGXO
Held by institutions 100.0% 100.0%
Institutions holding 543 478
Change in shares held, QoQ -2.8% +5.8%
Institutions buying 296 235
Institutions selling 153 153
Buyers to sellers 1.93 1.54

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.

LSTRGXO
LSTR 1.00 0.30
GXO 0.30 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, LSTR and GXO?

GXO Logistics (GXO) is the largest by market capitalisation: Landstar System (LSTR) $5.68B, GXO Logistics (GXO) $5.71B.

Which stock is cheaper, LSTR and GXO?

Landstar System (LSTR) trades on the lowest price-to-earnings ratio (Landstar System (LSTR) 43.1x, GXO Logistics (GXO) 43.6x). On next year's consensus earnings, GXO Logistics (GXO) is cheapest (Landstar System (LSTR) 26.9x, GXO Logistics (GXO) 15.9x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

GXO Logistics (GXO) grew revenue fastest over the trailing twelve months: Landstar System (LSTR) +4.1%, GXO Logistics (GXO) +7.6%.

Which company is more profitable?

Landstar System (LSTR) has the highest net margin (Landstar System (LSTR) 2.6%, GXO Logistics (GXO) 1.0%). On return on invested capital, Landstar System (LSTR) leads (Landstar System (LSTR) 15.1%, GXO Logistics (GXO) 3.3%).

Which stock has performed better?

Over the past year Landstar System (LSTR) returned the most: Landstar System (LSTR) +26.9%, GXO Logistics (GXO) -9.8%. Over five years, Landstar System (LSTR) compounded fastest (Landstar System (LSTR) -0.7%/yr, GXO Logistics (GXO) -10.6%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Landstar System (LSTR) has been the steadiest (Landstar System (LSTR) 35.1%, GXO Logistics (GXO) 40.8%). Volatility measures how widely the price swings, not the risk of the business.

Do LSTR and GXO move together?

Their daily returns over the past year have a correlation of 0.30, a weak relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, LSTR and GXO?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Landstar System (LSTR) leads on 8. 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.