GXO Logistics Inc vs Western Digital Corp — how do they compare? GXO Logistics Inc trades at $47.96 (market cap $5.37B), while Western Digital Corp trades at $457.64 (market cap $150.95B). The key difference: Western Digital Corp is far larger — about 28.1× GXO Logistics Inc's market cap, and Western Digital Corp pays a 0.14% dividend while GXO Logistics Inc pays none. Which is the better fit depends on your goals.
| GXO | WDC | |
|---|---|---|
Market Cap | $5.37B | $150.95B |
Sector | Industrials | Technology |
52-Week High | $65.59 | $746.23 |
52-Week Low | $45.52 | $74.66 |
Enterprise Value | $10.72B | $150.42B |
Dividend Yield | — | 0.14% |
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.
Western Digital (WDC) trades at $454.50, up 3.74% in the last session, with a bearish technical signal but strong fundamental performance. Recent earnings beats, including Q2 2026 EPS of $3.56 versus $3.31 expected, highlight robust AI-driven storage demand. The stock is near resistance at $458, with a consensus analyst price target of $665.15 suggesting significant upside potential.
Outlook is positive due to sustained AI infrastructure growth and margin expansion, but risks include valuation concerns and competitive threats. Analyst consensus is strongly bullish with 72% buy ratings, though technical indicators signal near-term caution. Investors should weigh strong earnings momentum against potential volatility from stretched valuations.
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 →Western Digital is a vertically integrated supplier of data storage solutions, spanning both hard disk drives and solid-state drives. In the HDD market it forms a practical duopoly with Seagate, and it is the largest global producer of NAND flash chips for SSDs in a joint venture with competitor Kioxia.
Read more on WDC →