<- Go home

Added to YB: 2024-04-18

Pitch date: 2024-04-12

XPO [bullish]

XPO, Inc.

+16.31%

current return

Author Info

No bio for this author

Company Info

XPO, Inc., together with its subsidiaries, provides freight transportation services in the United States, North America, France, the United Kingdom, and rest of Europe.

Market Cap

$16.7B

Pitch Price

$127.37

Price Target

N/A

Dividend

N/A

EV/EBITDA

13.35

P/E

51.10

EV/Sales

2.54

Sector

Ground Transportation

Category

N/A

Show full summary:
ClearBridge Large Cap Value Strategy New Portfolio Holding: XPO, Inc.

XPO: New LTL position. Yellow bankruptcy tightens capacity & pricing vs oversupplied small package. LTL has stronger growth, high barriers (hard-to-replicate terminal network), B2B pricing power (customers prefer quality over price). Favorable sector dynamics vs UPS.

Read full article (1 min)