LSTR vs UPS vs GXO Stock Comparison

Landstar System, United Parcel Service and GXO Logistics Prices as of Oct 27, 2026 Peers: Industry group
LSTR Landstar System Inc
$168.78 +3.1% 1M +30.3% 1Y
Market cap
$4.82B
P/E
42.2x
Revenue (TTM)
—
Div. yield
–
Logistics Industrials
2 wins
UPS United Parcel Service Inc
$106.13 +13.0% 1M +19.0% 1Y
Market cap
$89.36B
P/E
19.6x
Revenue (TTM)
$89.93B
Div. yield
–
Parcel Delivery Industrials
8 wins
GXO GXO Logistics, Inc.
$50.05 +10.8% 1M -8.5% 1Y
Market cap
$5.66B
P/E
43.2x
Revenue (TTM)
$13.64B
Div. yield
–
Logistics Industrials
1 win

Head to Head

11 decided of 12

United Parcel Service leads on 8 of the 12 questions below (United Parcel Service 8, Landstar System 2, GXO Logistics 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionLSTRUPSGXOLeader
Larger companyMarket capitalisation $4.82B $89.36B $5.66B UPS
Cheaper on earningsLower P/E, profitable companies only 42.2x 19.6x 43.2x UPS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 27.4x 15.7x 16.1x UPS
Faster revenue growthRevenue growth, trailing twelve months — -0.4% +7.6% GXO
More profitableNet margin, trailing twelve months — 5.1% 1.0% UPS
Better return on capitalReturn on invested capital — 12.9% 3.3% UPS
Less leveragedLower net debt / EBITDA — 1.9x 3.1x UPS
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +30.3% +19.0% -8.5% LSTR
Better 5-year returnAnnualised price return, 5 years -0.6%/yr -13.1%/yr -10.9%/yr LSTR
Less volatileAnnualised volatility, 1 year 35.1% 31.0% 40.7% UPS
Higher overall scoreMean of the five percentile scores vs peers — 44/100 35/100 UPS

Percentile Scorecard

LSTRUPSGXO

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

AxisLSTRUPSGXO
Valuation 18 #112 of 136 43 #78 of 136 38 #85 of 136
Growth – 22 #95 of 121 77 #29 of 121
Profitability – 69 #36 of 115 28 #83 of 115
Financial Health – 33 #96 of 143 19 #116 of 143
Shareholder Returns 40 #50 of 82 54 #38 of 82 15 #70 of 82
Overall – 44 35
  • LSTR ranked among 150 companies in Transportation
  • UPS 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

PeriodLSTRUPSGXOSPY
1 month +3.1%+13.0%+10.8% -0.2%
3 months -8.9%+0.5%-6.1% +3.9%
6 months -7.5%+2.1%-11.9% +8.2%
Year to date +17.5%+7.0%-4.9% +12.9%
1 year +30.3%+19.0%-8.5% +12.3%
3 years +3.8%-21.3%+0.5% +87.4%
3 years, per year +1.2%-7.7%+0.2% +23.3%
5 years -2.7%-50.4%-43.7% +67.9%
5 years, per year -0.6%-13.1%-10.9% +10.9%
10 years +137.4%-1.8%— +261.1%
10 years, per year +9.0%-0.2%— +13.7%

Risk

MeasureLSTRUPSGXOSPY
Volatility, 1Y 35.1%31.0%40.7% 12.7%
Downside volatility, 1Y 37.1%33.6%44.1% 12.7%
Beta vs S&P 500, 1Y 0.710.731.51 1.00
Return / volatility, 1Y 0.860.61-0.21 0.97
Max drawdown, 5Y -41.2%-64.4%-69.6% -25.4%
From 52-week high -25.1%-11.6%-23.7% -1.2%
52-week high $225.37$120.00$65.59 $779.14
52-week low $121.51$89.22$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.

MultipleLSTRUPSGXO
P/E now vs peer median 42.2xmedian 16.3x 19.8xmedian 16.3x 43.9xmedian 16.3x
P/S now vs peer median 1.1xmedian 1.0x 0.9xmedian 1.0x 0.4xmedian 1.0x
EV/EBITDA now vs peer median —median 8.7x 9.5xmedian 8.7x 10.2xmedian 8.7x
P/FCF now vs peer median 31.6xmedian 11.4x 14.6xmedian 11.4x 31.9xmedian 11.4x
P/B now vs peer median 6.9xmedian 1.2x 5.3xmedian 1.2x 1.9xmedian 1.2x
PEG now vs peer median —median 0.82 -0.87median 0.82 -3.63median 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 monthsLSTRUPSGXO
Revenue – $89.93B $13.64B
Gross profit – – $2.08B
Operating income – $6.58B $328.00M
Net income – $4.57B $139.00M
Free cash flow – $5.46B $180.00M
EPS (diluted) – $5.37 $1.13
Cash & equivalents $297.32M $4.65B $769.00M
Total debt – $24.48B $3.20B
Shares (diluted) 33.94M 851.00M 115.72M
Enterprise value $4.82B $66.25B $2.90B

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
MetricLSTRUPSGXO
P/E 42.2x 19.8x 43.9x
P/FCF 31.6x 14.6x 31.9x
P/Operating cash flow – 9.0x 11.3x
P/S 1.1x 0.9x 0.4x
P/B 6.9x 5.3x 1.9x
P/Tangible book 6.9x 7.1x 2.6x
EV/EBITDA – 9.5x 10.2x
EV/EBIT – 15.1x 24.9x
EV/Revenue – 1.1x 0.6x
EV/FCF – 18.2x 45.4x
EV/Operating cash flow – 11.2x 16.1x
PEG (3Y EPS CAGR) – -0.87 -3.63

Growth

14 metrics
MetricLSTRUPSGXO
Revenue growth (1Y) – -0.4% 7.6%
Revenue CAGR (3Y) – -2.2% 12.9%
Gross profit growth (1Y) – – 9.3%
Gross profit CAGR (3Y) – – 7.2%
Operating income growth (1Y) – -21.7% 52.6%
Operating income CAGR (3Y) – -17.3% 4.6%
Net income growth (1Y) – -20.2% 107.5%
Net income CAGR (3Y) – -23.0% -11.7%
EPS growth (1Y) – -20.6% 106.7%
EPS CAGR (3Y) – -22.7% -12.1%
Operating cash flow growth (1Y) – 18.6% 22.4%
Operating cash flow CAGR (3Y) – -8.0% 4.8%
Free cash flow growth (1Y) – 54.2% 93.5%
Free cash flow CAGR (3Y) – -4.2% 20.1%

Profitability

14 metrics
MetricLSTRUPSGXO
Gross margin – – 15.3%
EBITDA margin – 11.6% 5.9%
Operating margin – 7.3% 2.4%
Pretax margin – 6.5% 1.6%
Net margin – 5.1% 1.0%
FCF margin – 6.1% 1.3%
Operating cash flow margin – 9.9% 3.7%
Return on equity – 29.6% 4.5%
Return on assets – 6.4% 1.1%
Return on invested capital – 12.9% 3.3%
Return on capital employed – 11.6% 4.0%
Asset turnover – 1.3x 1.1x
Cash conversion (OCF / net income) – 1.9x 3.7x
Stock comp / revenue – 0.1% 0.3%

Financial Health

11 metrics
MetricLSTRUPSGXO
Debt / assets – 34.4% 25.9%
Debt / equity – 1.6x 1.1x
Net debt / EBITDA – 1.9x 3.1x
Debt / FCF – 4.5x 17.8x
Liabilities / assets – 78.8% 75.6%
Equity / assets 45.9% 21.2% 24.4%
Interest coverage – 6.0x 2.5x
Current ratio 1.8x 1.2x 0.8x
Quick ratio – 1.0x 0.7x
Cash ratio – 0.3x 0.2x
Altman Z-score – 2.83 1.56

Shareholder Returns

7 metrics
MetricLSTRUPSGXO
Dividend yield 2.2% 6.2% –
Net buyback yield – -0.1% 0.2%
Shareholder yield 2.2% 6.0% 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.

ConsensusLSTRUPSGXO
Forward P/E 27.4xFY2026 15.7xFY2026 16.1xFY2026
EPS, next fiscal year $6.15FY2026 $6.75FY2026 $3.10FY2026
EPS growth, next FY +85.8%FY2026 -5.7%FY2026 +23.5%FY2026
EPS growth, the year after +27.8% +26.7% +9.0%
Revenue, next fiscal year $5.45BFY2026 $87.80BFY2026 $13.03BFY2026
Revenue growth, next FY +15.1%FY2026 -1.0%FY2026 -1.1%FY2026
Revenue growth, the year after +17.6% +14.6% +17.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLSTRUPSGXO
Held by institutions 100.0% 70.9% 100.0%
Institutions holding 543 2,137 478
Change in shares held, QoQ -2.8% +6.0% +5.8%
Institutions buying 296 1,088 235
Institutions selling 153 809 153
Buyers to sellers 1.93 1.34 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.

LSTRUPSGXO
LSTR 1.00 0.39 0.30
UPS 0.39 1.00 0.60
GXO 0.30 0.60 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, LSTR, UPS and GXO?

United Parcel Service (UPS) is the largest by market capitalisation: Landstar System (LSTR) $4.82B, United Parcel Service (UPS) $89.36B, GXO Logistics (GXO) $5.66B.

Which stock is cheaper, LSTR, UPS and GXO?

United Parcel Service (UPS) trades on the lowest price-to-earnings ratio (Landstar System (LSTR) 42.2x, United Parcel Service (UPS) 19.6x, GXO Logistics (GXO) 43.2x). On next year's consensus earnings, United Parcel Service (UPS) is cheapest (Landstar System (LSTR) 27.4x, United Parcel Service (UPS) 15.7x, GXO Logistics (GXO) 16.1x). 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: United Parcel Service (UPS) -0.4%, GXO Logistics (GXO) +7.6%.

Which company is more profitable?

United Parcel Service (UPS) has the highest net margin (United Parcel Service (UPS) 5.1%, GXO Logistics (GXO) 1.0%). On return on invested capital, United Parcel Service (UPS) leads (United Parcel Service (UPS) 12.9%, GXO Logistics (GXO) 3.3%).

Which stock has performed better?

Over the past year Landstar System (LSTR) returned the most: Landstar System (LSTR) +30.3%, United Parcel Service (UPS) +19.0%, GXO Logistics (GXO) -8.5%. Over five years, Landstar System (LSTR) compounded fastest (Landstar System (LSTR) -0.6%/yr, United Parcel Service (UPS) -13.1%/yr, GXO Logistics (GXO) -10.9%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, United Parcel Service (UPS) has been the steadiest (Landstar System (LSTR) 35.1%, United Parcel Service (UPS) 31.0%, GXO Logistics (GXO) 40.7%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, LSTR, UPS 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, United Parcel Service (UPS) 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.