RXO (RXO) vs XPO (XPO)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
RXO (RXO) has outperformed XPO (XPO) over the past year, gaining 59.4% versus a gain of 32.3%. XPO is the larger company by market cap ($21.26 billion vs $4.79 billion), about 4.4 times the size, while RXO is growing revenue faster (+26.2% vs +1.1%). On valuation, XPO trades at a lower forward P/E (27.7x vs 45.1x for RXO).
XPO converts more of its revenue into profit, with a net margin of 3.9% versus -1.7%.
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 | RXO | XPO |
|---|---|---|
| Share price | $29.05 | $181.55 |
| Market cap | $4.79B | $21.26B |
| 1-day change | +0.41% | -0.22% |
| YTD return | +128.88% | +33.88% |
| 1-year return | +59.39% | +32.25% |
| 5-year return | — | +281.78% |
| P/E ratio (TTM) | — | 53.40 |
| Forward P/E | 45.09 | 27.74 |
| EPS (TTM) | $-0.62 | $3.40 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $5.74B | $8.16B |
| Revenue growth (YoY) | +26.20% | +1.05% |
| Net income (latest FY) | $-100.00M | $316.00M |
| Gross margin | 19.70% | — |
| Operating margin | -1.38% | 8.04% |
| Net margin | -1.74% | 3.87% |
| 52-week high | $29.90 | $232.05 |
| 52-week low | $10.43 | $121.48 |
| Distance from 52-week high | -2.84% | -21.76% |
| Analyst consensus | hold | buy |
| Avg. price target upside | -8.09% | +26.06% |
| Average volume | 2.38M | 1.02M |
| Shares outstanding | 164.96M | 117.09M |
| Employees | 6,906 | 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 4.4 times larger than RXO by market value ($21.26B vs $4.79B).
- RXO has outperformed XPO by 27.1 percentage points over the past year.
- XPO is more profitable, keeping 3.9 cents of every revenue dollar as net income versus -1.7 cents for RXO.
- RXO grew revenue faster in its latest fiscal year (+26.20% vs +1.05%).
About RXO
RXO stock →RXO, Inc. engages in truck brokerage business in the United States, Canada, Mexico, Asia, and Europe.
Consumer Discretionary · Transportation Services · 6,906 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
RXO vs XPO FAQ
Which is bigger, RXO or XPO?
XPO (XPO) is larger, with a market capitalization of $21.26B compared with $4.79B for RXO (RXO).
Which stock has performed better over the past year, RXO or XPO?
RXO returned +59.39% over the past 12 months, compared with +32.25% for XPO (price return, excluding dividends). Past performance does not predict future results.
Are RXO and XPO in the same industry?
Yes. Both are classified in the Transportation Services industry within the Consumer Discretionary sector.