UPS vs LSTR vs RXO Stock Comparison

United Parcel Service, Landstar System and Rxo Prices as of Oct 29, 2026 Peers: Industry group
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UPS United Parcel Service Inc
$107.31 +14.2% 1M +10.2% 1Y
Market cap
$92.16B
P/E
20.2x
Revenue (TTM)
$89.93B
Div. yield
–
Parcel Delivery Industrials
5 wins
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

Head to Head

11 decided of 12

United Parcel Service leads on 5 of the 12 questions below (United Parcel Service 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.

QuestionUPSLSTRRXOLeader
Larger companyMarket capitalisation $92.16B $4.84B $4.64B UPS
Cheaper on earningsLower P/E, profitable companies only 20.2x 30.2x -52.8x UPS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 15.9x 23.0x 212.8x UPS
Faster revenue growthRevenue growth, trailing twelve months -0.4% +10.7% +10.1% LSTR
More profitableNet margin, trailing twelve months 5.1% 3.0% -1.3% UPS
Better return on capitalReturn on invested capital 12.9% 17.9% -2.2% LSTR
Less leveragedLower net debt / EBITDA 1.9x -1.1x 8.4x LSTR
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +10.2% +13.6% +58.9% RXO
Better 5-year returnAnnualised price return, 5 years -12.9%/yr -4.3%/yr — LSTR
Less volatileAnnualised volatility, 1 year 30.1% 40.1% 75.8% UPS
Higher overall scoreMean of the five percentile scores vs peers 43/100 51/100 23/100 LSTR

Percentile Scorecard

UPSLSTRRXO

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

AxisUPSLSTRRXO
Valuation 42 #79 of 136 26 #101 of 136 15 #116 of 136
Growth 20 #97 of 121 24 #92 of 121 13 #105 of 121
Profitability 69 #36 of 112 56 #50 of 112 21 #89 of 112
Financial Health 33 #94 of 140 86 #21 of 140 43 #80 of 140
Shareholder Returns 53 #38 of 80 63 #30 of 80 –
Overall 43 51 23
  • UPS ranked among 150 companies in Transportation
  • LSTR ranked among 150 companies in Transportation
  • RXO ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodUPSLSTRRXOSPY
1 month +14.2%-16.1%+33.5% +0.7%
3 months +2.0%-16.5%+34.5% +3.7%
6 months -1.4%-23.2%+38.5% +7.1%
Year to date +8.2%-1.6%+118.8% +12.8%
1 year +10.2%+13.6%+58.9% +11.9%
3 years -22.7%-14.2%+54.1% +85.2%
3 years, per year -8.2%-5.0%+15.5% +22.8%
5 years -49.7%-19.6%— +67.6%
5 years, per year -12.9%-4.3%— +10.9%
10 years -0.4%+100.5%— +262.0%
10 years, per year 0.0%+7.2%— +13.7%

Risk

MeasureUPSLSTRRXOSPY
Volatility, 1Y 30.1%40.1%75.8% 12.7%
Downside volatility, 1Y 33.4%46.4%83.5% 12.6%
Beta vs S&P 500, 1Y 0.710.671.82 1.00
Return / volatility, 1Y 0.340.340.78 0.94
Max drawdown, 5Y -64.4%-41.2%-67.1% -25.4%
From 52-week high -10.6%-37.3%-5.7% -1.2%
52-week high $120.00$225.37$29.32 $779.14
52-week low $90.87$121.51$10.48 $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.

MultipleUPSLSTRRXO
P/E now vs peer median 20.0xmedian 16.5x 29.9xmedian 16.5x -53.3xmedian 16.5x
P/S now vs peer median 0.9xmedian 0.9x 0.9xmedian 0.9x 0.7xmedian 0.9x
EV/EBITDA now vs peer median 9.6xmedian 8.8x 17.5xmedian 8.8x 89.9xmedian 8.8x
P/FCF now vs peer median 14.7xmedian 11.9x 30.2xmedian 11.9x -62.5xmedian 11.9x
P/B now vs peer median 5.3xmedian 1.2x 5.7xmedian 1.2x 3.0xmedian 1.2x
PEG now vs peer median -0.88median 0.84 -1.74median 0.84 0.25median 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 monthsUPSLSTRRXO
Revenue $89.93B $5.29B $6.54B
Gross profit – – $1.16B
Operating income $6.58B $214.56M -$52.00M
Net income $4.57B $160.38M -$88.00M
Free cash flow $5.46B $157.62M -$73.00M
EPS (diluted) $5.37 $4.73 $-0.51
Cash & equivalents $4.65B $297.32M $25.00M
Total debt $24.48B $68.71M $496.00M
Shares (diluted) 851.00M 33.87M 172.01M
Enterprise value $69.05B $3.28B $4.57B

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
MetricUPSLSTRRXO
P/E 20.0x 29.9x -53.3x
P/FCF 14.7x 30.2x -62.5x
P/Operating cash flow 9.1x 27.8x -304.2x
P/S 0.9x 0.9x 0.7x
P/B 5.3x 5.7x 3.0x
P/Tangible book 7.2x 5.7x 4.2x
EV/EBITDA 9.6x 17.5x 89.9x
EV/EBIT 15.2x 20.9x -96.8x
EV/Revenue 1.1x 0.8x 0.8x
EV/FCF 18.4x 28.4x -69.0x
EV/Operating cash flow 11.3x 26.2x -335.6x
PEG (3Y EPS CAGR) -0.88 -1.74 0.25

Growth

14 metrics
MetricUPSLSTRRXO
Revenue growth (1Y) -0.4% 10.7% 10.1%
Revenue CAGR (3Y) -2.2% -2.9% 17.1%
Gross profit growth (1Y) – – -1.7%
Gross profit CAGR (3Y) – – 4.8%
Operating income growth (1Y) -21.7% 19.3% 14.8%
Operating income CAGR (3Y) -17.3% -18.3% -60.9%
Net income growth (1Y) -20.2% 16.8% -11.4%
Net income CAGR (3Y) -23.0% -18.8% -253.0%
EPS growth (1Y) -20.6% 19.3% -9.2%
EPS CAGR (3Y) -22.7% -17.2% -210.5%
Operating cash flow growth (1Y) 18.6% -19.6% -140.5%
Operating cash flow CAGR (3Y) -8.0% -29.5% -28.1%
Free cash flow growth (1Y) 54.2% -20.7% -305.6%
Free cash flow CAGR (3Y) -4.2% -30.5% -42.4%

Profitability

14 metrics
MetricUPSLSTRRXO
Gross margin – – 17.7%
EBITDA margin 11.6% 4.8% 0.9%
Operating margin 7.3% 4.1% -0.8%
Pretax margin 6.5% 4.0% -1.6%
Net margin 5.1% 3.0% -1.3%
FCF margin 6.1% 3.0% -1.1%
Operating cash flow margin 9.9% 3.2% -0.2%
Return on equity 29.6% 19.2% -5.8%
Return on assets 6.4% 9.0% -2.5%
Return on invested capital 12.9% 17.9% -2.2%
Return on capital employed 11.6% 21.3% -2.3%
Asset turnover 1.3x 3.0x 1.9x
Cash conversion (OCF / net income) 1.9x 1.1x 0.2x
Stock comp / revenue 0.1% 0.2% 0.4%

Financial Health

11 metrics
MetricUPSLSTRRXO
Debt / assets 34.4% 3.8% 14.2%
Debt / equity 1.6x 0.1x 0.3x
Net debt / EBITDA 1.9x -1.1x 8.4x
Debt / FCF 4.5x 0.4x -6.8x
Liabilities / assets 78.8% 54.1% 56.6%
Equity / assets 21.2% 45.9% 43.4%
Interest coverage 6.0x 111.1x –
Current ratio 1.2x 1.8x 1.3x
Quick ratio 1.0x 1.7x 1.2x
Cash ratio 0.3x 0.5x 0.0x
Altman Z-score 2.84 8.93 3.15

Shareholder Returns

7 metrics
MetricUPSLSTRRXO
Dividend yield 6.1% 2.6% –
Net buyback yield -0.1% 2.1% –
Shareholder yield 6.0% 4.7% –
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.

ConsensusUPSLSTRRXO
Forward P/E 15.9xFY2026 23.0xFY2026 212.8xFY2026
EPS, next fiscal year $6.75FY2026 $6.15FY2026 $0.13FY2026
EPS growth, next FY -5.7%FY2026 +85.8%FY2026 –
EPS growth, the year after +26.7% +27.8% +384.6%
Revenue, next fiscal year $87.80BFY2026 $5.45BFY2026 $7.20BFY2026
Revenue growth, next FY -1.0%FY2026 +15.1%FY2026 +25.5%FY2026
Revenue growth, the year after +14.6% +17.6% -0.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersUPSLSTRRXO
Held by institutions 70.9% 100.0% 100.0%
Institutions holding 2,139 544 304
Change in shares held, QoQ +6.0% -2.8% -1.3%
Institutions buying 1,090 297 165
Institutions selling 809 153 83
Buyers to sellers 1.35 1.94 1.99

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.

UPSLSTRRXO
UPS 1.00 0.35 0.36
LSTR 0.35 1.00 0.56
RXO 0.36 0.56 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, UPS, LSTR and RXO?

United Parcel Service (UPS) is the largest by market capitalisation: United Parcel Service (UPS) $92.16B, Landstar System (LSTR) $4.84B, Rxo (RXO) $4.64B.

Which stock is cheaper, UPS, LSTR and RXO?

United Parcel Service (UPS) trades on the lowest price-to-earnings ratio (United Parcel Service (UPS) 20.2x, Landstar System (LSTR) 30.2x, Rxo (RXO) -52.8x). On next year's consensus earnings, United Parcel Service (UPS) is cheapest (United Parcel Service (UPS) 15.9x, Landstar System (LSTR) 23.0x, Rxo (RXO) 212.8x). 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: United Parcel Service (UPS) -0.4%, Landstar System (LSTR) +10.7%, Rxo (RXO) +10.1%.

Which company is more profitable?

United Parcel Service (UPS) has the highest net margin (United Parcel Service (UPS) 5.1%, Landstar System (LSTR) 3.0%, Rxo (RXO) -1.3%). On return on invested capital, Landstar System (LSTR) leads (United Parcel Service (UPS) 12.9%, Landstar System (LSTR) 17.9%, Rxo (RXO) -2.2%).

Which stock has performed better?

Over the past year Rxo (RXO) returned the most: United Parcel Service (UPS) +10.2%, Landstar System (LSTR) +13.6%, Rxo (RXO) +58.9%. Over five years, Landstar System (LSTR) compounded fastest (United Parcel Service (UPS) -12.9%/yr, Landstar System (LSTR) -4.3%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, United Parcel Service (UPS) has been the steadiest (United Parcel Service (UPS) 30.1%, Landstar System (LSTR) 40.1%, Rxo (RXO) 75.8%). Volatility measures how widely the price swings, not the risk of the business.

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

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 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.