GXO Logistics Inc vs Vistra Corp — how do they compare? GXO Logistics Inc trades at $47.96 (market cap $5.37B), while Vistra Corp trades at $146.69 (market cap $48.64B). The key difference: Vistra Corp is far larger — about 9.1× GXO Logistics Inc's market cap, and Vistra Corp pays a 0.63% dividend while GXO Logistics Inc pays none. Which is the better fit depends on your goals.
| GXO | VST | |
|---|---|---|
Market Cap | $5.37B | $48.64B |
Sector | Industrials | Technology |
52-Week High | $65.59 | $217.92 |
52-Week Low | $45.52 | $134.71 |
Enterprise Value | $10.72B | $70.58B |
Dividend Yield | — | 0.63% |
Signals from Pluang's Aura AI — not financial advice
GXO Logistics trades at $47.98, up 2.17% today, with a bearish technical signal but strong analyst support. The stock shows consistent earnings beats, with Q2 2026 EPS of $0.59 exceeding expectations, and revenue growth to $13.6B in 2026. Recent news highlights CEO commentary on data center growth and business transfers, while margins face pressure.
Outlook is mixed: high P/E of 41.3 suggests premium valuation, but low P/S of 0.4 and 88.9% buy ratings from analysts signal upside potential to a $65.67 consensus target. Risks include margin stagnation and competitive logistics market, requiring monitoring of profit expansion.
Vistra (VST) trades at $146.68, up 2.67% today, with a bearish technical signal from moving averages but strong analyst support (90.9% buy ratings). Recent Q2 2026 earnings showed a beat on EPS ($2.87 actual vs. $1.32 expected) but a revenue miss, while the company reaffirmed full-year guidance amid growing data center power demand. The stock's valuation includes a P/E of 24.44 and a high ROE of 75.73%, though net cash flow was negative in 2025.
The outlook is positive due to robust EBITDA growth and strategic positioning in the AI power sector, with a consensus price target of $239.75 implying significant upside. Key risks include ERCOT market volatility, hedging losses, and high debt levels, requiring monitoring of execution on data center deals and cost controls.
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 →Vistra is a leading integrated retail electricity and power generation company that serves as a critical infrastructure provider for the digital economy. It operates a diversified portfolio of zero-carbon nuclear and renewable assets alongside a massive, flexible natural gas fleet, positioning it as an indispensable partner for energy-intensive AI data centers and industrial electrification.
Read more on VST →