LSTR vs RXO vs RBA Stock Comparison

Landstar System, Rxo and Rb Global Prices as of Oct 29, 2026 Peers: Industry group
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LSTR Landstar System Inc
$141.37 -16.1% 1M +13.6% 1Y
Market cap
$4.84B
P/E
30.2x
Revenue (TTM)
$5.29B
Div. yield
–
Logistics Industrials
5 wins
RXO RXO, Inc.
$27.66 +33.5% 1M +58.9% 1Y
Market cap
$4.64B
P/E
–
Revenue (TTM)
$6.54B
Div. yield
–
Logistics Industrials
1 win
RBA Rb Global Inc.
$88.29 +8.5% 1M -11.6% 1Y
Market cap
$16.63B
P/E
38.1x
Revenue (TTM)
$4.85B
Div. yield
0.02%
Logistics Industrials
5 wins

Head to Head

11 decided of 12

Rb Global leads on 5 of the 12 questions below (Rb Global 5, Landstar System 5, Rxo 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionLSTRRXORBALeader
Larger companyMarket capitalisation $4.84B $4.64B $16.63B RBA
Cheaper on earningsLower P/E, profitable companies only 30.2x -52.8x 38.1x LSTR
Cheaper on forward earningsLower price / next fiscal year consensus EPS 23.0x 212.8x 21.2x RBA
Faster revenue growthRevenue growth, trailing twelve months +10.7% +10.1% +9.7% LSTR
More profitableNet margin, trailing twelve months 3.0% -1.3% 9.0% RBA
Better return on capitalReturn on invested capital 17.9% -2.2% 7.4% LSTR
Less leveragedLower net debt / EBITDA -1.1x 8.4x 1.8x LSTR
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.02% –
Better 1-year returnPrice return, last 12 months +13.6% +58.9% -11.6% RXO
Better 5-year returnAnnualised price return, 5 years -4.3%/yr — +5.3%/yr RBA
Less volatileAnnualised volatility, 1 year 40.1% 75.8% 33.9% RBA
Higher overall scoreMean of the five percentile scores vs peers 51/100 23/100 43/100 LSTR

Percentile Scorecard

LSTRRXORBA

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

AxisLSTRRXORBA
Valuation 26 #101 of 136 15 #116 of 136 22 #107 of 136
Growth 24 #92 of 121 13 #105 of 121 74 #32 of 121
Profitability 56 #50 of 112 21 #89 of 112 46 #61 of 112
Financial Health 86 #21 of 140 43 #80 of 140 48 #74 of 140
Shareholder Returns 63 #30 of 80 – 27 #59 of 80
Overall 51 23 43
  • LSTR ranked among 150 companies in Transportation
  • RXO ranked among 150 companies in Transportation
  • RBA ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodLSTRRXORBASPY
1 month -16.1%+33.5%+8.5% +0.7%
3 months -16.5%+34.5%-19.8% +3.7%
6 months -23.2%+38.5%-15.3% +7.1%
Year to date -1.6%+118.8%-14.2% +12.8%
1 year +13.6%+58.9%-11.6% +11.9%
3 years -14.2%+54.1%+38.7% +85.2%
3 years, per year -5.0%+15.5%+11.5% +22.8%
5 years -19.6%—+29.2% +67.6%
5 years, per year -4.3%—+5.3% +10.9%
10 years +100.5%—+156.1% +262.0%
10 years, per year +7.2%—+9.9% +13.7%

Risk

MeasureLSTRRXORBASPY
Volatility, 1Y 40.1%75.8%33.9% 12.7%
Downside volatility, 1Y 46.4%83.5%40.3% 12.6%
Beta vs S&P 500, 1Y 0.671.820.77 1.00
Return / volatility, 1Y 0.340.78-0.34 0.94
Max drawdown, 5Y -41.2%-67.1%-33.0% -25.4%
From 52-week high -37.3%-5.7%-25.9% -1.2%
52-week high $225.37$29.32$119.14 $779.14
52-week low $121.51$10.48$79.80 $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.

MultipleLSTRRXORBA
P/E now vs peer median 29.9xmedian 16.5x -53.3xmedian 16.5x 37.6xmedian 16.5x
P/S now vs peer median 0.9xmedian 0.9x 0.7xmedian 0.9x 3.4xmedian 0.9x
EV/EBITDA now vs peer median 17.5xmedian 8.8x 89.9xmedian 8.8x 14.5xmedian 8.8x
P/FCF now vs peer median 30.2xmedian 11.9x -62.5xmedian 11.9x 26.7xmedian 11.9x
P/B now vs peer median 5.7xmedian 1.2x 3.0xmedian 1.2x 2.9xmedian 1.2x
PEG now vs peer median -1.74median 0.84 0.25median 0.84 0.78median 0.84

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 monthsLSTRRXORBA
Revenue $5.29B $6.54B $4.85B
Gross profit – $1.16B $1.18B
Operating income $214.56M -$52.00M $777.60M
Net income $160.38M -$88.00M $484.40M
Free cash flow $157.62M -$73.00M $611.20M
EPS (diluted) $4.73 $-0.51 $2.33
Cash & equivalents $297.32M $25.00M $524.90M
Total debt $68.71M $496.00M $2.90B
Shares (diluted) 33.87M 172.01M 186.90M
Enterprise value $3.28B $4.57B $14.24B

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
MetricLSTRRXORBA
P/E 29.9x -53.3x 37.6x
P/FCF 30.2x -62.5x 26.7x
P/Operating cash flow 27.8x -304.2x 19.0x
P/S 0.9x 0.7x 3.4x
P/B 5.7x 3.0x 2.9x
P/Tangible book 5.7x 4.2x 5.1x
EV/EBITDA 17.5x 89.9x 14.5x
EV/EBIT 20.9x -96.8x 24.1x
EV/Revenue 0.8x 0.8x 3.9x
EV/FCF 28.4x -69.0x 30.6x
EV/Operating cash flow 26.2x -335.6x 21.8x
PEG (3Y EPS CAGR) -1.74 0.25 0.78

Growth

14 metrics
MetricLSTRRXORBA
Revenue growth (1Y) 10.7% 10.1% 9.7%
Revenue CAGR (3Y) -2.9% 17.1% 25.1%
Gross profit growth (1Y) – -1.7% -41.7%
Gross profit CAGR (3Y) – 4.8% -2.8%
Operating income growth (1Y) 19.3% 14.8% 5.3%
Operating income CAGR (3Y) -18.3% -60.9% 39.9%
Net income growth (1Y) 16.8% -11.4% 15.9%
Net income CAGR (3Y) -18.8% -253.0% 48.8%
EPS growth (1Y) 19.3% -9.2% 15.5%
EPS CAGR (3Y) -17.2% -210.5% 48.1%
Operating cash flow growth (1Y) -19.6% -140.5% -9.7%
Operating cash flow CAGR (3Y) -29.5% -28.1% 39.8%
Free cash flow growth (1Y) -20.7% -305.6% -15.2%
Free cash flow CAGR (3Y) -30.5% -42.4% 46.3%

Profitability

14 metrics
MetricLSTRRXORBA
Gross margin – 17.7% 24.3%
EBITDA margin 4.8% 0.9% 26.6%
Operating margin 4.1% -0.8% 16.0%
Pretax margin 4.0% -1.6% 12.5%
Net margin 3.0% -1.3% 9.0%
FCF margin 3.0% -1.1% 12.6%
Operating cash flow margin 3.2% -0.2% 17.8%
Return on equity 19.2% -5.8% 8.6%
Return on assets 9.0% -2.5% 3.9%
Return on invested capital 17.9% -2.2% 7.4%
Return on capital employed 21.3% -2.3% 7.1%
Asset turnover 3.0x 1.9x 0.4x
Cash conversion (OCF / net income) 1.1x 0.2x 1.8x
Stock comp / revenue 0.2% 0.4% 1.2%

Financial Health

11 metrics
MetricLSTRRXORBA
Debt / assets 3.8% 14.2% 23.3%
Debt / equity 0.1x 0.3x 0.5x
Net debt / EBITDA -1.1x 8.4x 1.8x
Debt / FCF 0.4x -6.8x 4.8x
Liabilities / assets 54.1% 56.6% 55.4%
Equity / assets 45.9% 43.4% 44.6%
Interest coverage 111.1x – 4.3x
Current ratio 1.8x 1.3x 1.3x
Quick ratio 1.7x 1.2x 1.0x
Cash ratio 0.5x 0.0x 0.4x
Altman Z-score 8.93 3.15 2.21

Shareholder Returns

7 metrics
MetricLSTRRXORBA
Dividend yield 2.6% – 1.4%
Net buyback yield 2.1% – 0.6%
Shareholder yield 4.7% – 2.0%
Payout ratio (earnings) – – 55.0%
Payout ratio (FCF) – – 43.6%
Dividend growth (1Y) – – 0.3%
Dividend CAGR (3Y) – – 0.9%

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.

ConsensusLSTRRXORBA
Forward P/E 23.0xFY2026 212.8xFY2026 21.2xFY2026
EPS, next fiscal year $6.15FY2026 $0.13FY2026 $4.17FY2026
EPS growth, next FY +85.8%FY2026 – +4.8%FY2026
EPS growth, the year after +27.8% +384.6% +22.1%
Revenue, next fiscal year $5.45BFY2026 $7.20BFY2026 $5.33BFY2026
Revenue growth, next FY +15.1%FY2026 +25.5%FY2026 +16.7%FY2026
Revenue growth, the year after +17.6% -0.1% -6.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLSTRRXORBA
Held by institutions 100.0% 100.0% 96.6%
Institutions holding 544 304 557
Change in shares held, QoQ -2.8% -1.3% +2.6%
Institutions buying 297 165 276
Institutions selling 153 83 185
Buyers to sellers 1.94 1.99 1.49

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.

LSTRRXORBA
LSTR 1.00 0.56 0.32
RXO 0.56 1.00 0.30
RBA 0.32 0.30 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, LSTR, RXO and RBA?

Rb Global (RBA) is the largest by market capitalisation: Landstar System (LSTR) $4.84B, Rxo (RXO) $4.64B, Rb Global (RBA) $16.63B.

Which stock is cheaper, LSTR, RXO and RBA?

Landstar System (LSTR) trades on the lowest price-to-earnings ratio (Landstar System (LSTR) 30.2x, Rxo (RXO) -52.8x, Rb Global (RBA) 38.1x). On next year's consensus earnings, Rb Global (RBA) is cheapest (Landstar System (LSTR) 23.0x, Rxo (RXO) 212.8x, Rb Global (RBA) 21.2x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Landstar System (LSTR) grew revenue fastest over the trailing twelve months: Landstar System (LSTR) +10.7%, Rxo (RXO) +10.1%, Rb Global (RBA) +9.7%.

Which company is more profitable?

Rb Global (RBA) has the highest net margin (Landstar System (LSTR) 3.0%, Rxo (RXO) -1.3%, Rb Global (RBA) 9.0%). On return on invested capital, Landstar System (LSTR) leads (Landstar System (LSTR) 17.9%, Rxo (RXO) -2.2%, Rb Global (RBA) 7.4%).

Which stock has performed better?

Over the past year Rxo (RXO) returned the most: Landstar System (LSTR) +13.6%, Rxo (RXO) +58.9%, Rb Global (RBA) -11.6%. Over five years, Rb Global (RBA) compounded fastest (Landstar System (LSTR) -4.3%/yr, Rb Global (RBA) +5.3%/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%, Rxo (RXO) 0.00%, Rb Global (RBA) 0.02%. Landstar System (LSTR) and Rxo (RXO) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Rb Global (RBA) has been the steadiest (Landstar System (LSTR) 40.1%, Rxo (RXO) 75.8%, Rb Global (RBA) 33.9%). Volatility measures how widely the price swings, not the risk of the business.

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

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Rb Global (RBA) 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.