TLSS vs XPO vs EXPD Stock Comparison

Transportation & Logistics Systems, Xpo and Expeditors International Of Washington Prices as of Oct 26, 2026 Peers: Industry group
XPO XPO, Inc.
$187.89 +8.5% 1M +50.0% 1Y
Market cap
$21.25B
P/E
52.6x
Revenue (TTM)
$8.57B
Div. yield
–
Trucking Industrials
2 wins

Head to Head

9 decided of 12

Expeditors International Of Washington leads on 5 of the 12 questions below (Expeditors International Of Washington 5, Xpo 2, Transportation & Logistics Systems 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionTLSSXPOEXPDLeader
Larger companyMarket capitalisation $1.18B $21.25B $25.71B EXPD
Cheaper on earningsLower P/E, profitable companies only 921.6x 52.6x 28.0x EXPD
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 31.8x 27.1x EXPD
Faster revenue growthRevenue growth, trailing twelve months — +7.0% +6.8% XPO
More profitableNet margin, trailing twelve months — 4.7% 7.6% EXPD
Better return on capitalReturn on invested capital — 10.8% — –
Less leveragedLower net debt / EBITDA — 2.3x — –
Higher dividend yieldTrailing dividend yield — 0.00% 0.01% –
Better 1-year returnPrice return, last 12 months +1,900.0% +50.0% +66.9% TLSS
Better 5-year returnAnnualised price return, 5 years +58.5%/yr +29.5%/yr +10.3%/yr TLSS
Less volatileAnnualised volatility, 1 year — 42.1% 30.9% EXPD
Higher overall scoreMean of the five percentile scores vs peers 32/100 42/100 42/100 XPO

Percentile Scorecard

TLSSXPOEXPD

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

AxisTLSSXPOEXPD
Valuation 3 #132 of 136 13 #119 of 136 13 #118 of 136
Growth 93 #9 of 121 85 #19 of 121 34 #80 of 121
Profitability – 60 #47 of 115 62 #44 of 115
Financial Health 0 #143 of 143 24 #109 of 143 61 #56 of 143
Shareholder Returns – 31 #57 of 82 41 #49 of 82
Overall 32 42 42
  • TLSS ranked among 150 companies in Transportation
  • XPO 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

PeriodTLSSXPOEXPDSPY
1 month +1,900.0%+8.5%+6.5% -0.2%
3 months +1,900.0%-8.2%+16.5% +3.9%
6 months +1,900.0%-15.4%+35.5% +8.2%
Year to date +1,900.0%+38.2%+34.0% +12.9%
1 year +1,900.0%+50.0%+66.9% +12.3%
3 years +1,900.0%+179.1%+85.3% +87.4%
3 years, per year +171.6%+40.8%+22.8% +23.3%
5 years +900.0%+263.5%+63.2% +67.9%
5 years, per year +58.5%+29.5%+10.3% +10.9%
10 years -97.7%+1,492.3%+293.1% +261.1%
10 years, per year -31.5%+31.9%+14.7% +13.7%

Risk

MeasureTLSSXPOEXPDSPY
Volatility, 1Y —42.1%30.9% 12.7%
Downside volatility, 1Y —39.4%33.1% 12.7%
Beta vs S&P 500, 1Y —1.200.49 1.00
Return / volatility, 1Y —1.192.16 0.97
Max drawdown, 5Y -92.5%-51.3%-36.0% -25.4%
From 52-week high -75.0%-17.7%0.0% -1.2%
52-week high $0.80$228.37$199.65 $779.14
52-week low $0.01$123.66$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.

MultipleTLSSXPOEXPD
P/E now vs peer median 921.6xmedian 16.3x 54.4xmedian 16.3x 28.5xmedian 16.3x
P/S now vs peer median —median 1.0x 2.6xmedian 1.0x 2.2xmedian 1.0x
EV/EBITDA now vs peer median —median 8.7x 19.4xmedian 8.7x 20.1xmedian 8.7x
P/FCF now vs peer median —median 11.4x 37.4xmedian 11.4x 28.1xmedian 11.4x
P/B now vs peer median -55.3xmedian 1.2x 11.2xmedian 1.2x 12.2xmedian 1.2x
PEG now vs peer median 33.33median 0.82 0.79median 0.82 242.92median 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 monthsTLSSXPOEXPD
Revenue – $8.57B $12.04B
Gross profit – – $3.94B
Operating income -$1.30M $752.00M $1.18B
Net income $211.13K $404.00M $921.33M
Free cash flow – $588.00M $923.86M
EPS (diluted) $0.00 $3.42 $6.99
Cash & equivalents $29.08K $298.00M $1.03B
Total debt $175.00K $3.21B –
Shares (diluted) 5.89B 118.00M 131.37M
Enterprise value $1.18B $20.07B $20.86B

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
MetricTLSSXPOEXPD
P/E 921.6x 54.4x 28.5x
P/FCF – 37.4x 28.1x
P/Operating cash flow – 20.2x 26.7x
P/S – 2.6x 2.2x
P/B -55.3x 11.2x 12.2x
P/Tangible book -55.3x 13.1x 12.2x
EV/EBITDA – 19.4x 20.1x
EV/EBIT -904.0x 33.1x 21.1x
EV/Revenue – 2.9x 2.1x
EV/FCF – 42.3x 27.0x
EV/Operating cash flow – 22.9x 25.6x
PEG (3Y EPS CAGR) 33.33 0.79 242.92

Growth

14 metrics
MetricTLSSXPOEXPD
Revenue growth (1Y) – 7.0% 6.8%
Revenue CAGR (3Y) – 4.1% -1.6%
Gross profit growth (1Y) – – 8.5%
Gross profit CAGR (3Y) – – 0.5%
Operating income growth (1Y) 14.7% 11.6% 6.0%
Operating income CAGR (3Y) 28.0% 34.7% -5.0%
Net income growth (1Y) 128.6% 17.1% 7.9%
Net income CAGR (3Y) 26.5% 68.8% -4.3%
EPS growth (1Y) 514.0% 18.1% 12.0%
EPS CAGR (3Y) 27.7% 68.8% 0.1%
Operating cash flow growth (1Y) – 29.2% 12.9%
Operating cash flow CAGR (3Y) – 17.3% -19.5%
Free cash flow growth (1Y) – 281.8% 14.0%
Free cash flow CAGR (3Y) – 145.0% -20.0%

Profitability

14 metrics
MetricTLSSXPOEXPD
Gross margin – – 32.7%
EBITDA margin – 15.0% 10.3%
Operating margin – 8.8% 9.8%
Pretax margin – 6.4% 10.2%
Net margin – 4.7% 7.6%
FCF margin – 6.9% 7.7%
Operating cash flow margin – 12.7% 8.1%
Return on equity – 21.2% 41.8%
Return on assets 881.2% 4.9% 18.6%
Return on invested capital – 10.8% –
Return on capital employed – 11.6% 49.3%
Asset turnover – 1.0x 2.4x
Cash conversion (OCF / net income) – 2.7x 1.1x
Stock comp / revenue – 0.9% 0.6%

Financial Health

11 metrics
MetricTLSSXPOEXPD
Debt / assets 572.2% 38.5% –
Debt / equity 0.0x 1.6x –
Net debt / EBITDA – 2.3x –
Debt / FCF – 5.5x –
Liabilities / assets 69,686% 76.5% 58.7%
Equity / assets -69,586% 23.5% 41.3%
Interest coverage -18.2x 3.6x –
Current ratio 0.0x 1.0x 1.6x
Quick ratio 0.0x 0.9x 1.4x
Cash ratio 0.0x 0.2x 0.4x
Altman Z-score – 3.59 9.24

Shareholder Returns

7 metrics
MetricTLSSXPOEXPD
Dividend yield – – 0.8%
Net buyback yield – 1.0% 3.2%
Shareholder yield – 1.0% 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.

ConsensusTLSSXPOEXPD
Forward P/E – 31.8xFY2026 27.1xFY2026
EPS, next fiscal year $0.00FY2023 $5.91FY2026 $7.38FY2026
EPS growth, next FY – +58.4%FY2026 +24.0%FY2026
EPS growth, the year after – +6.3% +6.9%
Revenue, next fiscal year $31.69MFY2023 $9.30BFY2026 $12.65BFY2026
Revenue growth, next FY – +13.9%FY2026 +14.3%FY2026
Revenue growth, the year after +288.2% +5.4% +10.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersTLSSXPOEXPD
Held by institutions – 100.0% 96.4%
Institutions holding – 749 959
Change in shares held, QoQ – +2.2% -0.7%
Institutions buying – 431 448
Institutions selling – 211 356
Buyers to sellers – 2.04 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.

TLSSXPOEXPD
TLSS – – –
XPO – 1.00 0.42
EXPD – 0.42 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, TLSS, XPO and EXPD?

Expeditors International Of Washington (EXPD) is the largest by market capitalisation: Transportation & Logistics Systems (TLSS) $1.18B, Xpo (XPO) $21.25B, Expeditors International Of Washington (EXPD) $25.71B.

Which stock is cheaper, TLSS, XPO and EXPD?

Expeditors International Of Washington (EXPD) trades on the lowest price-to-earnings ratio (Transportation & Logistics Systems (TLSS) 921.6x, Xpo (XPO) 52.6x, Expeditors International Of Washington (EXPD) 28.0x). On next year's consensus earnings, Expeditors International Of Washington (EXPD) is cheapest (Xpo (XPO) 31.8x, Expeditors International Of Washington (EXPD) 27.1x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Xpo (XPO) grew revenue fastest over the trailing twelve months: Xpo (XPO) +7.0%, Expeditors International Of Washington (EXPD) +6.8%.

Which company is more profitable?

Expeditors International Of Washington (EXPD) has the highest net margin (Xpo (XPO) 4.7%, Expeditors International Of Washington (EXPD) 7.6%).

Which stock has performed better?

Over the past year Transportation & Logistics Systems (TLSS) returned the most: Transportation & Logistics Systems (TLSS) +1,900.0%, Xpo (XPO) +50.0%, Expeditors International Of Washington (EXPD) +66.9%. Over five years, Transportation & Logistics Systems (TLSS) compounded fastest (Transportation & Logistics Systems (TLSS) +58.5%/yr, Xpo (XPO) +29.5%/yr, Expeditors International Of Washington (EXPD) +10.3%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Xpo (XPO) 0.00%, Expeditors International Of Washington (EXPD) 0.01%. Transportation & Logistics Systems (TLSS) and Xpo (XPO) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Expeditors International Of Washington (EXPD) has been the steadiest (Xpo (XPO) 42.1%, 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, TLSS, XPO 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, Expeditors International Of Washington (EXPD) 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.