GATX (GATX) vs XPO (XPO)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.
Summary
XPO (XPO) has outperformed GATX (GATX) over the past year, gaining 33.3% versus a loss of 3.8%. Over five years, XPO leads with a +285.0% price change compared with +72.0% for GATX. XPO is the larger company by market cap ($21.48 billion vs $5.82 billion), about 3.7 times the size, while GATX is growing revenue faster (+9.8% vs +1.1%).
On valuation, GATX trades at a lower forward P/E (14.6x vs 28.0x for XPO). GATX pays a dividend yielding 1.54%, while XPO does not currently pay one. GATX converts more of its revenue into profit, with a net margin of 19.2% versus 3.9%.
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 | XPO |
|---|---|---|
| Share price | $164.78 | $183.47 |
| Market cap | $5.82B | $21.48B |
| 1-day change | +1.23% | +0.84% |
| YTD return | -2.84% | +34.99% |
| 1-year return | -3.78% | +33.27% |
| 5-year return | +72.02% | +284.96% |
| P/E ratio (TTM) | 16.31 | 53.96 |
| Forward P/E | 14.64 | 28.03 |
| EPS (TTM) | $10.10 | $3.40 |
| Dividend yield | 1.54% | 0.00% |
| Annual dividend | $2.54 | $0.00 |
| Revenue (latest FY) | $1.74B | $8.16B |
| Revenue growth (YoY) | +9.77% | +1.05% |
| Net income (latest FY) | $333.30M | $316.00M |
| Operating margin | — | 8.04% |
| Net margin | 19.15% | 3.87% |
| 52-week high | $205.56 | $232.05 |
| 52-week low | $150.42 | $121.48 |
| Distance from 52-week high | -19.84% | -20.94% |
| Analyst consensus | none | buy |
| Avg. price target upside | +33.21% | +24.75% |
| Average volume | 225.38K | 1.02M |
| Shares outstanding | 35.31M | 117.09M |
| Employees | 2,371 | 38,000 |
| 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
- XPO is about 3.7 times larger than GATX by market value ($21.48B vs $5.82B).
- XPO has outperformed GATX by 37.1 percentage points over the past year.
- XPO trades at a higher earnings multiple (54.0x 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 3.9 cents for XPO.
- GATX grew revenue faster in its latest fiscal year (+9.77% vs +1.05%).
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 XPO
XPO stock →XPO, Inc., together with its subsidiaries, provides freight transportation services in the United States, North America, France, the United Kingdom, and rest of Europe. The company operates in two segments, North American Less-Than-Truckload (LTL) and European Transportation.
Consumer Discretionary · Transportation Services · 38,000 employees
GATX vs XPO FAQ
Which is bigger, GATX or XPO?
XPO (XPO) is larger, with a market capitalization of $21.48B compared with $5.82B for GATX (GATX).
Which stock has performed better over the past year, GATX or XPO?
XPO returned +33.27% over the past 12 months, compared with -3.78% for GATX (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, GATX or XPO?
GATX has the lower trailing P/E at 16.3, versus 54.0 for XPO. 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 XPO?
GATX pays a dividend yielding 1.54%, while XPO does not currently pay a regular dividend.
Are GATX and XPO in the same industry?
Yes. Both are classified in the Transportation Services industry within the Consumer Discretionary sector.