XPO Logistics, Inc.

XPO Logistics, Inc.

XPOยทNYSE

$218.69

-1.1%
IndustrialsIntegrated Freight & Logistics

XPO Logistics, Inc. provides freight transportation services in the United States, rest of North America, France, the United Kingdom, rest of Europe, and internationally. The company operates in two segments, North American LTL and Brokerage and Other Services. The North American LTL segment provides customers with less-than-truckload (LTL) services, such as geographic density and day-definite regional, inter-regional, and transcontinental LTL freight services. This segment also offers cross-border U.S. service to and from Mexico and Canada, as well as intra-Canada service. The Brokerage and Other Services segment offers last mile logistics for heavy goods sold through e-commerce, omnichannel retail, and direct-to-consumer channels, as well as other non-core brokered freight transportation modes. It provides its services to customers in various industries, such as industrial and manufacturing, retail and e-commerce, food and beverage, logistics and transportation, and consumer goods. The company was incorporated in 2000 and is based in Greenwich, Connecticut.

At a Glance

Live Snapshot
Market Cap$25.68B
EPS2.6900
P/E Ratio81.30
Earnings Date07/30/2026
XPO Logistics, Inc.

XPO Logistics, Inc. Fair Value Envelope

XPO ยท NYSE

Our analysis suggests that XPO has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $218.69, this represents a potential HIDDEN relative to our calculated worth for XPO Logistics, Inc..

Intrinsic Value
Current Price: $218.69

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$7,770.2B
+ Cash & Equivalents$310.0M
Firm Value$7,770.5B
- Debt$4.7B
Equity Value$7,765.8B
/ Shares Outstanding117,499,704B
DCF Value$66.1K
UNDERVALUED BY 30122%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$2.0B
$3.9B
$7.9B
$15.8B
$31.6B
$63.1B
$126.2B
$252.4B
$504.8B
$1,009.7B
Maintenance CapEx
-$262.8M
-$525.6M
-$1.1B
-$2.1B
-$4.2B
-$8.4B
-$16.8B
-$33.6B
-$67.3B
-$134.6B
Owner Earnings
$1.7B
$3.4B
$6.8B
$13.7B
$27.3B
$54.7B
$109.4B
$218.8B
$437.6B
$875.1B
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$1.6B
$2.9B
$5.4B
$10.1B
$18.6B
$34.5B
$63.8B
$118.2B
$218.9B
$405.3B
Terminal Value represents 88.7% of Enterprise Value