GXO Logistics Inc vs United Parcel Service Inc — how do they compare? GXO Logistics Inc trades at $53.98 (market cap $6.07B), while United Parcel Service Inc trades at $115.99 (market cap $96.18B). The key difference: United Parcel Service Inc is far larger — about 15.8× GXO Logistics Inc's market cap, and United Parcel Service Inc pays a 5.8% dividend while GXO Logistics Inc pays none. Which is the better fit depends on your goals.
| GXO | UPS | |
|---|---|---|
Market Cap | $6.07B | $96.18B |
Sector | Industrials | Industrials |
52-Week High | $65.59 | $120.00 |
52-Week Low | $45.52 | $82.58 |
Enterprise Value | $11.24B | $119.04B |
Volume | — | 2,288,643 |
Dividend Yield | — | 5.8% |
Signals from Pluang's Aura AI — not financial advice
GXO Logistics trades at $52.80, down 2.31% today, with strong analyst support showing 16 buy ratings and an average price target of $66.60. The company has consistently beaten earnings expectations in recent quarters, with Q1 2026 EPS of $0.50 surpassing the $0.37 estimate. Technical indicators show a bullish trend with moving averages supporting upward momentum, while fundamentals reveal revenue growth to $13.18 billion in 2025 with improving profitability margins expected in 2026.
GXO presents a compelling investment case with 36% upside to consensus targets, supported by strong earnings momentum and expanding partnerships. Key risks include competitive pressures in logistics and Amazon's market entry, while the company's focus on high-growth verticals and record sales pipeline provides growth catalysts. The stock's current valuation at 48.26 P/E requires continued execution to justify premium multiples.
UPS stock trades at $112.97, down 4.03% today, with mixed technical signals showing bullish moving averages but overbought RSI levels. The company maintains strong profitability with 33.41% ROE and 5.94% net margin, though revenue has declined from $100.3B in 2022 to $88.7B in 2025. Recent quarters show consistent earnings beats, with Q2 2026 results expected on July 28, 2026. Analyst sentiment is divided with 42% buy ratings and consensus price target of $112.
UPS faces near-term headwinds from revenue pressure and Amazon's logistics expansion, but cost-cutting initiatives and healthcare investments provide growth catalysts. The stock's current valuation at 19x P/E appears reasonable given strong cash flow generation. Key risks include competitive threats and economic sensitivity, while dividend sustainability remains a focus with the $1.64 per share payout.
Trailing returns across standard periods
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 →United Parcel Service, Inc. (UPS) delivers packages and documents throughout the United States and in other countries and territories. The Company also provides global supply chain services and less-than-truckload transportation, primarily in the US UPS's business consists of integrated air and ground pick-up and delivery network
Read more on UPS →