GXO Logistics Inc vs Upstart Holdings Inc — how do they compare? GXO Logistics Inc trades at $52.8 (market cap $6.07B), while Upstart Holdings Inc trades at $29 (market cap $2.76B). The key difference: GXO Logistics Inc is far larger — about 2.2× Upstart Holdings Inc's market cap, and GXO Logistics Inc is trading nearer its 52-week high, Upstart Holdings Inc nearer its low. Which is the better fit depends on your goals.
| GXO | UPST | |
|---|---|---|
Market Cap | $6.07B | $2.76B |
Sector | Industrials | Financials |
52-Week High | $65.59 | $84.13 |
52-Week Low | $45.52 | $24.22 |
Enterprise Value | $11.24B | — |
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.
Upstart Holdings trades at $28.68, down 2.81% on the day, with a bearish technical signal but oversold RSI levels. The company reported a net income of $53.60M in 2025, a significant improvement from prior losses, though recent Q1 2026 earnings missed expectations. Revenue growth to $1.02B in 2025 and expanding AI lending platform into auto and home loans highlight operational progress.
The stock presents a recovery opportunity with analyst consensus target of $42.00, but faces risks from volatile earnings, high debt levels, and margin pressure. Investor sentiment is mixed amid ongoing execution challenges in a competitive fintech landscape.
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 →Upstart Holdings Inc provides credit services. The company provides a proprietary, cloud-based, artificial intelligence lending platform. The platform aggregates consumer demand for loans and connects it to the network of Upstart AI-enabled bank partners. The revenue of the company is primarily comprised of fees paid by banks.
Read more on UPST →