United Parcel Service (UPS) 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
XPO (XPO) has outperformed United Parcel Service (UPS) over the past year, gaining 32.3% versus a gain of 9.1%. Over five years, XPO leads with a +281.8% price change compared with -51.4% for UPS. United Parcel Service is the larger company by market cap ($80.08 billion vs $21.30 billion), about 3.8 times the size, while XPO is growing revenue faster (+1.1% vs -2.6%).
On valuation, United Parcel Service trades at a lower forward P/E (11.7x vs 27.8x for XPO). United Parcel Service pays a dividend yielding 6.97%, while XPO does not currently pay one. United Parcel Service converts more of its revenue into profit, with a net margin of 6.3% 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 | UPS | XPO |
|---|---|---|
| Share price | $94.13 | $181.95 |
| Market cap | $80.08B | $21.30B |
| 1-day change | +1.99% | +0.88% |
| YTD return | -5.10% | +33.88% |
| 1-year return | +9.14% | +32.25% |
| 5-year return | -51.42% | +281.78% |
| P/E ratio (TTM) | 17.50 | 53.51 |
| Forward P/E | 11.68 | 27.80 |
| EPS (TTM) | $5.38 | $3.40 |
| Dividend yield | 6.97% | 0.00% |
| Annual dividend | $6.56 | $0.00 |
| Revenue (latest FY) | $88.66B | $8.16B |
| Revenue growth (YoY) | -2.65% | +1.05% |
| Net income (latest FY) | $5.57B | $316.00M |
| Operating margin | 8.87% | 8.04% |
| Net margin | 6.28% | 3.87% |
| 52-week high | $122.41 | $232.05 |
| 52-week low | $82.00 | $121.48 |
| Distance from 52-week high | -23.10% | -21.59% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +22.42% | +25.79% |
| Average volume | 4.90M | 1.02M |
| Shares outstanding | 749.35M | 117.09M |
| Employees | 460,000 | 38,000 |
| Sector | Industrials | Consumer Discretionary |
| Industry | Trucking Freight/Courier 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
- United Parcel Service is about 3.8 times larger than XPO by market value ($80.08B vs $21.30B).
- XPO has outperformed UPS by 23.1 percentage points over the past year.
- XPO trades at a higher earnings multiple (53.5x vs 17.5x trailing P/E).
- United Parcel Service offers a meaningfully higher dividend yield (6.97% vs 0.00%).
- The two companies sit in different sectors: United Parcel Service in Industrials and XPO in Consumer Discretionary.
About United Parcel Service
UPS stock →United Parcel Service, Inc., a package delivery and logistics provider, offers transportation and delivery services. It operates through two segments, U.S.
Industrials · Trucking Freight/Courier Services · 460,000 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
UPS vs XPO FAQ
Which is bigger, United Parcel Service or XPO?
United Parcel Service (UPS) is larger, with a market capitalization of $80.08B compared with $21.30B for XPO (XPO).
Which stock has performed better over the past year, UPS or XPO?
XPO returned +32.25% over the past 12 months, compared with +9.14% for UPS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, UPS or XPO?
UPS has the lower trailing P/E at 17.5, versus 53.5 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, United Parcel Service or XPO?
United Parcel Service pays a dividend yielding 6.97%, while XPO does not currently pay a regular dividend.
Are United Parcel Service and XPO in the same industry?
No. United Parcel Service is in the Industrials sector, while XPO is in Consumer Discretionary.