GXO Logistics Inc vs Nomura Holdings Inc — how do they compare? GXO Logistics Inc trades at $54.2 (market cap $6.02B), while Nomura Holdings Inc trades at $10.05 (market cap $29.38B). The key difference: Nomura Holdings Inc is far larger — about 4.9× GXO Logistics Inc's market cap, and Nomura Holdings Inc pays a 3.23% dividend while GXO Logistics Inc pays none. Which is the better fit depends on your goals.
| GXO | NMR | |
|---|---|---|
Market Cap | $6.02B | $29.38B |
Sector | Industrials | Financials |
52-Week High | $65.59 | $10.04 |
52-Week Low | $45.52 | $6.30 |
Enterprise Value | $11.18B | — |
Dividend Yield | — | 3.23% |
Signals from Pluang's Aura AI — not financial advice
GXO Logistics is trading at $53.36, up 7.43% with strong technical momentum and bullish moving average signals. The company demonstrates solid fundamental performance with three consecutive quarterly earnings beats and 10.8% revenue growth in Q1 2026. Analyst sentiment remains overwhelmingly positive with 16 buy ratings and a $66.60 consensus price target representing 25% upside potential. Recent business developments include multiple partnership renewals and expansion into strategic verticals like aerospace and defense.
GXO presents a compelling investment opportunity with strong earnings momentum and institutional support, though investors should monitor competitive pressures from Amazon's logistics expansion and the company's transition toward higher-margin verticals. The stock's current valuation at 46.69x P/E appears elevated relative to modest net margins, requiring continued execution on growth initiatives to justify premium multiples.
Nomura Holdings (NMR) trades at $9.85, up 1.03% with a bullish technical outlook from moving averages. The stock shows strong fundamentals with a P/E of 13.65, net income margin of 19.66%, and record annual profit in 2025. Recent news highlights expansion in wholesale revenue and strategic acquisitions, including a U.S. fund management push and digital asset subsidiary progress.
Outlook is positive due to valuation discounts versus peers and ROE expansion potential, but risks include earnings misses in recent quarters and rising debt-to-asset ratios. Analysts are mixed with 33% buy ratings, suggesting cautious optimism amid integration costs from acquisitions.
Trailing returns across standard periods
Latest headlines on both assets
GXO is the world's largest pure-play contract logistics provider. It offers cutting-edge supply chain solutions, including automated warehousing and fulfillment, for global blue-chip companies.
Read more on GXO →Nomura is Japan's largest broker, about twice the size of rival Daiwa Securities and roughly three times the size of the securities units of the three megabanks. It is also the largest asset-management company in Japan, with a similar size differential compared with its rivals. Despite its topnotch brand name in retail broking and asset management in Japan, Nomura has struggled to compete effectively in the institutional securities business against larger global rivals. In 2008, Nomura bought European and Asian assets of the failed Lehman Brothers, which led to a sharply higher cost base but did not provide commensurate revenue. Nomura has reduced the scale of these businesses but maintains its ambition to compete globally with the top players.
Read more on NMR →