RXO vs R vs EXPD Stock Comparison

Rxo, Ryder System and Expeditors International Of Washington Prices as of Oct 26, 2026 Peers: Industry group
RXO RXO, Inc.
$28.67 +44.9% 1M +63.7% 1Y
Market cap
$4.94B
P/E
–
Revenue (TTM)
$6.09B
Div. yield
–
Logistics Industrials
2 wins
R Ryder System Inc
$282.13 +19.8% 1M +74.9% 1Y
Market cap
$10.71B
P/E
20.6x
Revenue (TTM)
$13.08B
Div. yield
0.01%
Logistics Industrials
6 wins

Head to Head

12 decided of 12

Ryder System leads on 6 of the 12 questions below (Ryder System 6, Expeditors International Of Washington 4, Rxo 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionRXOREXPDLeader
Larger companyMarket capitalisation $4.94B $10.71B $26.14B EXPD
Cheaper on earningsLower P/E, profitable companies only -47.0x 20.6x 28.4x R
Cheaper on forward earningsLower price / next fiscal year consensus EPS 220.5x 19.5x 26.6x R
Faster revenue growthRevenue growth, trailing twelve months +9.5% +3.2% +6.8% RXO
More profitableNet margin, trailing twelve months -1.7% 4.0% 7.6% EXPD
Better return on capitalReturn on invested capital -3.3% -70.6% — RXO
Less leveragedLower net debt / EBITDA 16.0x -0.9x — R
Higher dividend yieldTrailing dividend yield 0.00% 0.01% 0.01% R
Better 1-year returnPrice return, last 12 months +63.7% +74.9% +66.7% R
Better 5-year returnAnnualised price return, 5 years — +26.6%/yr +10.4%/yr R
Less volatileAnnualised volatility, 1 year 75.8% 32.1% 30.9% EXPD
Higher overall scoreMean of the five percentile scores vs peers 24/100 40/100 42/100 EXPD

Percentile Scorecard

RXOREXPD

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

AxisRXOREXPD
Valuation 13 #119 of 136 37 #86 of 136 13 #118 of 136
Growth 18 #100 of 122 61 #48 of 122 35 #80 of 122
Profitability 19 #94 of 116 27 #85 of 116 63 #44 of 116
Financial Health 44 #81 of 144 5 #137 of 144 61 #57 of 144
Shareholder Returns – 70 #25 of 82 41 #49 of 82
Overall 24 40 42
  • RXO ranked among 150 companies in Transportation
  • R ranked among 150 companies in Transportation
  • EXPD ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodRXOREXPDSPY
1 month +44.9%+19.8%+4.8% -0.8%
3 months +18.9%+5.0%+14.6% +3.5%
6 months +47.6%+13.1%+32.6% +7.0%
Year to date +126.8%+47.4%+31.8% +12.2%
1 year +63.7%+74.9%+66.7% +13.0%
3 years +66.0%+205.4%+82.3% +86.3%
3 years, per year +18.4%+45.1%+22.2% +23.1%
5 years —+224.6%+64.0% +68.6%
5 years, per year —+26.6%+10.4% +11.0%
10 years —+307.6%+289.0% +258.0%
10 years, per year —+15.1%+14.6% +13.6%

Risk

MeasureRXOREXPDSPY
Volatility, 1Y 75.8%32.1%30.9% 12.7%
Downside volatility, 1Y 82.8%29.1%33.1% 12.7%
Beta vs S&P 500, 1Y 1.831.030.49 1.00
Return / volatility, 1Y 0.842.332.16 1.02
Max drawdown, 5Y -67.1%-28.8%-36.0% -25.4%
From 52-week high -2.2%0.0%-1.1% -1.8%
52-week high $29.32$282.13$198.58 $779.14
52-week low $10.48$162.50$117.57 $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.

MultipleRXOREXPD
P/E now vs peer median -46.3xmedian 16.1x 20.8xmedian 16.1x 28.0xmedian 16.1x
P/S now vs peer median 0.8xmedian 1.0x 0.8xmedian 1.0x 2.1xmedian 1.0x
EV/EBITDA now vs peer median 173.6xmedian 8.7x -2.2xmedian 8.7x 19.8xmedian 8.7x
P/FCF now vs peer median -62.2xmedian 11.5x 11.3xmedian 11.5x 27.6xmedian 11.5x
P/B now vs peer median 3.1xmedian 1.2x 3.6xmedian 1.2x 12.0xmedian 1.2x
PEG now vs peer median 0.46median 0.81 2.49median 0.81 238.95median 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 monthsRXOREXPD
Revenue $6.09B $13.08B $12.04B
Gross profit $1.11B $2.56B $3.94B
Operating income -$76.00M -$9.81B $1.18B
Net income -$105.00M $520.00M $921.33M
Free cash flow -$76.00M $954.00M $923.86M
EPS (diluted) $-0.62 $13.41 $6.99
Cash & equivalents $15.00M $198.00M $1.03B
Total debt $495.00M $30.21B –
Shares (diluted) 169.65M 38.79M 131.37M
Enterprise value $4.86B $9.91B $21.28B

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
MetricRXOREXPD
P/E -46.3x 20.8x 28.0x
P/FCF -62.2x 11.3x 27.6x
P/Operating cash flow -278.1x 3.9x 26.3x
P/S 0.8x 0.8x 2.1x
P/B 3.1x 3.6x 12.0x
P/Tangible book 4.4x 4.1x 12.0x
EV/EBITDA 173.6x -2.2x 19.8x
EV/EBIT -68.5x -1.8x 20.7x
EV/Revenue 0.9x 1.4x 2.0x
EV/FCF -68.5x 18.6x 26.5x
EV/Operating cash flow -306.4x 6.5x 25.2x
PEG (3Y EPS CAGR) 0.46 2.49 238.95

Growth

14 metrics
MetricRXOREXPD
Revenue growth (1Y) 9.5% 3.2% 6.8%
Revenue CAGR (3Y) 12.9% 3.4% -1.6%
Gross profit growth (1Y) -1.4% -0.4% 8.5%
Gross profit CAGR (3Y) 1.7% 3.6% 0.5%
Operating income growth (1Y) -2.7% -4.2% 6.0%
Operating income CAGR (3Y) -62.7% -3.7% -5.0%
Net income growth (1Y) 65.9% 3.6% 7.9%
Net income CAGR (3Y) -120.7% 2.1% -4.3%
EPS growth (1Y) 66.1% 11.2% 12.0%
EPS CAGR (3Y) -101.3% 8.3% 0.1%
Operating cash flow growth (1Y) -342.9% 13.8% 12.9%
Operating cash flow CAGR (3Y) -27.8% 4.9% -19.5%
Free cash flow growth (1Y) -68.9% 1,184% 14.0%
Free cash flow CAGR (3Y) -36.6% 47.1% -20.0%

Profitability

14 metrics
MetricRXOREXPD
Gross margin 18.2% 19.6% 32.7%
EBITDA margin 0.5% -61.9% 10.3%
Operating margin -1.2% -75.0% 9.8%
Pretax margin -2.0% 5.4% 10.2%
Net margin -1.7% 4.0% 7.6%
FCF margin -1.2% 7.3% 7.7%
Operating cash flow margin -0.3% 20.9% 8.1%
Return on equity -7.0% 17.8% 41.8%
Return on assets -3.1% 3.2% 18.6%
Return on invested capital -3.3% -70.6% –
Return on capital employed -3.6% -80.1% 49.3%
Asset turnover 1.8x 0.8x 2.4x
Cash conversion (OCF / net income) 0.2x 5.3x 1.1x
Stock comp / revenue 0.5% – 0.6%

Financial Health

11 metrics
MetricRXOREXPD
Debt / assets 14.3% 44.6% –
Debt / equity 0.3x 2.4x –
Net debt / EBITDA 16.0x -0.9x –
Debt / FCF -6.5x 7.6x –
Liabilities / assets 56.5% 81.6% 58.7%
Equity / assets 43.5% 18.4% 41.3%
Interest coverage – -25.2x –
Current ratio 1.3x 0.7x 1.6x
Quick ratio 1.2x 0.6x 1.4x
Cash ratio 0.0x 0.1x 0.4x
Altman Z-score 3.08 -0.58 9.16

Shareholder Returns

7 metrics
MetricRXOREXPD
Dividend yield – 1.3% 0.8%
Net buyback yield – 5.1% 3.2%
Shareholder yield – 6.4% 4.0%
Payout ratio (earnings) – 28.8% 34.0%
Payout ratio (FCF) – 15.7% 33.9%
Dividend growth (1Y) – 5.6% 1.6%
Dividend CAGR (3Y) – 6.3% -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.

ConsensusRXOREXPD
Forward P/E 220.5xFY2026 19.5xFY2026 26.6xFY2026
EPS, next fiscal year $0.13FY2026 $14.45FY2026 $7.38FY2026
EPS growth, next FY – +11.8%FY2026 +24.0%FY2026
EPS growth, the year after +384.6% +30.6% +6.9%
Revenue, next fiscal year $7.20BFY2026 $14.12BFY2026 $12.65BFY2026
Revenue growth, next FY +25.5%FY2026 +11.5%FY2026 +14.3%FY2026
Revenue growth, the year after -0.1% +2.3% +10.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersRXOREXPD
Held by institutions 100.0% 90.8% 96.4%
Institutions holding 302 579 959
Change in shares held, QoQ -1.3% -0.6% -0.7%
Institutions buying 164 309 448
Institutions selling 82 177 356
Buyers to sellers 2.00 1.75 1.26

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.

RXOREXPD
RXO 1.00 0.46 0.44
R 0.46 1.00 0.32
EXPD 0.44 0.32 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, RXO, R and EXPD?

Expeditors International Of Washington (EXPD) is the largest by market capitalisation: Rxo (RXO) $4.94B, Ryder System (R) $10.71B, Expeditors International Of Washington (EXPD) $26.14B.

Which stock is cheaper, RXO, R and EXPD?

Ryder System (R) trades on the lowest price-to-earnings ratio (Rxo (RXO) -47.0x, Ryder System (R) 20.6x, Expeditors International Of Washington (EXPD) 28.4x). On next year's consensus earnings, Ryder System (R) is cheapest (Rxo (RXO) 220.5x, Ryder System (R) 19.5x, Expeditors International Of Washington (EXPD) 26.6x). 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: Rxo (RXO) +9.5%, Ryder System (R) +3.2%, Expeditors International Of Washington (EXPD) +6.8%.

Which company is more profitable?

Expeditors International Of Washington (EXPD) has the highest net margin (Rxo (RXO) -1.7%, Ryder System (R) 4.0%, Expeditors International Of Washington (EXPD) 7.6%). On return on invested capital, Rxo (RXO) leads (Rxo (RXO) -3.3%, Ryder System (R) -70.6%).

Which stock has performed better?

Over the past year Ryder System (R) returned the most: Rxo (RXO) +63.7%, Ryder System (R) +74.9%, Expeditors International Of Washington (EXPD) +66.7%. Over five years, Ryder System (R) compounded fastest (Ryder System (R) +26.6%/yr, Expeditors International Of Washington (EXPD) +10.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Ryder System (R) has the highest dividend yield: Rxo (RXO) 0.00%, Ryder System (R) 0.01%, Expeditors International Of Washington (EXPD) 0.01%. Rxo (RXO) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Expeditors International Of Washington (EXPD) has been the steadiest (Rxo (RXO) 75.8%, Ryder System (R) 32.1%, Expeditors International Of Washington (EXPD) 30.9%). Volatility measures how widely the price swings, not the risk of the business.

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

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