XPO, Inc. XPO
Transportation Services · data as of November 13, 2026
XPO, Inc. (XPO) is a consumer discretionary company listed in the US with a market value of about $22.5B. In the twelve months to September 30, 2026 it had revenue of $8.8B and net income of $503M, a net margin of 5.7%.
Its overall Stock Analiz score is 1.2 out of 5 (weak). The strongest part is track record (3/5); the weakest is value (0/5).
Key numbers: a P/E of 45.6, a price to free cash flow of 34.2, 5-year revenue growth of 6% a year, a 5-year average ROIC of 7%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 76% below the current price.
Score: 1.2 / 5
Checks passed
- Profit margin improving
- 5-year EPS growth above 10% a year
- Profitable 5 years in a row
- ROE above 15%
- Positive free cash flow
- Stock-based pay below 5% of revenue
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- 3-year free cash flow growth above 10% a year
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8.8B | $8.2B | $8.1B | $7.7B | $7.7B | $7.2B | $6.2B | $10.7B | $17.3B | $15.4B | $14.6B |
| Net income | $503M | $316M | $387M | $189M | $666M | $336M | $110M | $419M | $422M | $340M | $69M |
| Free cash flow | $657M | $329M | $19M | -$839M | $303M | $387M | $139M | $250M | $551M | $281M | $139M |
| EPS (diluted) | $4.23 | $2.64 | $3.23 | $1.60 | $5.76 | $2.93 | $0.87 | $3.57 | $2.88 | $2.45 | $0.53 |
| Net margin | 5.7% | 3.9% | 4.8% | 2.4% | 8.6% | 4.7% | 1.8% | 3.9% | 2.4% | 2.2% | 0.5% |
| ROIC | — | 8.1% | 9.6% | 6.1% | 6.4% | 5.2% | 0.7% | 4.4% | 7.0% | 5.5% | 4.8% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 23 analysts is $224.39, 16% above the current price; targets range from $115.00 to $275.00; the consensus rating is “Buy”; expected EPS is $5.80 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is XPO’s P/E ratio?
About 45.6, based on the last twelve months of diluted earnings per share (forward P/E about 31.0).
Is XPO stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 76% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does XPO pay a dividend?
Not currently.
Is XPO a good stock to buy?
We do not give buy or sell advice. XPO scores 1.2 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.