GATX (GATX) vs GXO Logistics (GXO)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.
Summary
GATX (GATX) has outperformed GXO Logistics (GXO) over the past year, losing 3.8% versus a loss of 13.3%. Over five years, GATX leads with a +72.0% price change compared with -44.0% for GXO. GATX is the larger company by market cap ($5.82 billion vs $5.34 billion), about 1.1 times the size, while GXO Logistics is growing revenue faster (+12.5% vs +9.8%).
On valuation, GXO Logistics trades at a lower forward P/E (13.2x vs 14.6x for GATX). GATX pays a dividend yielding 1.54%, while GXO Logistics does not currently pay one. GATX converts more of its revenue into profit, with a net margin of 19.2% versus 0.2%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | GATX | GXO |
|---|---|---|
| Share price | $164.78 | $46.56 |
| Market cap | $5.82B | $5.34B |
| 1-day change | +1.23% | +0.43% |
| YTD return | -2.84% | -11.55% |
| 1-year return | -3.78% | -13.34% |
| 5-year return | +72.02% | -43.97% |
| P/E ratio (TTM) | 16.31 | 41.20 |
| Forward P/E | 14.64 | 13.17 |
| EPS (TTM) | $10.10 | $1.13 |
| Dividend yield | 1.54% | 0.00% |
| Annual dividend | $2.54 | $0.00 |
| Revenue (latest FY) | $1.74B | $13.18B |
| Revenue growth (YoY) | +9.77% | +12.55% |
| Net income (latest FY) | $333.30M | $32.00M |
| Operating margin | — | 1.86% |
| Net margin | 19.15% | 0.24% |
| 52-week high | $205.56 | $66.85 |
| 52-week low | $150.42 | $43.61 |
| Distance from 52-week high | -19.84% | -30.35% |
| Analyst consensus | none | strong_buy |
| Avg. price target upside | +33.21% | +47.32% |
| Average volume | 226.51K | 1.41M |
| Shares outstanding | 35.31M | 114.68M |
| Employees | 2,371 | 150,000 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Transportation Services | Transportation Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- GXO Logistics trades at a higher earnings multiple (41.2x vs 16.3x trailing P/E).
- GATX offers a meaningfully higher dividend yield (1.54% vs 0.00%).
- GATX is more profitable, keeping 19.2 cents of every revenue dollar as net income versus 0.2 cents for GXO Logistics.
About GATX
GATX stock →GATX Corporation, together its subsidiaries, operates as railcar leasing company in the United States, Canada, Mexico, Europe, and India. It operates through three segments: Rail North America, Rail International, and Engine Leasing.
Consumer Discretionary · Transportation Services · 2,371 employees
About GXO Logistics
GXO stock →GXO Logistics, Inc., together with its subsidiaries, provides logistics services worldwide. It provides warehousing and distribution, order fulfilment, e-commerce, reverse logistics, and other supply chain services.
Consumer Discretionary · Transportation Services · 150,000 employees
GATX vs GXO FAQ
Which is bigger, GATX or GXO Logistics?
GATX (GATX) is larger, with a market capitalization of $5.82B compared with $5.34B for GXO Logistics (GXO).
Which stock has performed better over the past year, GATX or GXO?
GATX returned -3.78% over the past 12 months, compared with -13.34% for GXO (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, GATX or GXO?
GATX has the lower trailing P/E at 16.3, versus 41.2 for GXO. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, GATX or GXO Logistics?
GATX pays a dividend yielding 1.54%, while GXO Logistics does not currently pay a regular dividend.
Are GATX and GXO Logistics in the same industry?
Yes. Both are classified in the Transportation Services industry within the Consumer Discretionary sector.