Added to YB: 2024-10-11
Pitch date: 2024-10-10
GXO [bullish]
GXO Logistics, Inc.
-9.01%
current return
Author Info
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Company Info
GXO Logistics, Inc., together with its subsidiaries, provides logistics services worldwide. The company provides warehousing and distribution, order fulfilment, e-commerce, reverse logistics, and other supply chain services.
Market Cap
$5.4B
Pitch Price
$58.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.92
P/E
62.48
EV/Sales
0.82
Sector
Air Freight and Logistics
Category
growth
Quick Value #238 - GXO Logistics (GXO)
GXO: 10% organic grower in contract logistics. 3 acquisitions added debt, depressed share price. 17.5x P/E for >15% EPS CAGR. 2024-2027 targets: 10% rev growth, >15% EPS growth. $2.83 EPS 2024 to $4.30 2027. 30-40% FCF conversion. Risks: high leverage, low margins. Potential 15% annual return if earnings grow as expected.
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