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$36.72 -$1.98 (-5.1%)

04:00 PM EDT on 09/23/22

GXO Logistics (NYSE:GXO)

CAPS Rating: 5 out of 5

Current Price $36.72 Mkt Cap $4.4B
Open $37.58 P/E Ratio 23.92
Prev. Close $36.72 Div. (Yield) $0.00 (0.0%)
Daily Range $36.21 - $37.69 Volume 1,556,321
52-Wk Range $36.21 - $105.92 Avg. Daily Vol. 1,260,925

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All Players

11 Outperform
0 Underperform
 

All-Star Players

4 Outperform
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Wall Street

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Top NYSE:GXO Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

Wakanda (99.68)
Submitted June 23, 2022

GXO Logistics is a pure-play contract logistics company that manages the outsourced supply chains many of the world’s largest and most successful companies. And by world’s largest and most successful companies, I mean:Apple, Nike, Walt Disney,… More

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NYSE:GXO Summary

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Recent Community Commentary

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Recs

1
Member Avatar Wakanda (99.68) Submitted: 6/23/2022 11:47:01 AM : Outperform Start Price: $43.43 NYSE:GXO Score: -13.62

GXO Logistics is a pure-play contract logistics company that manages the outsourced supply chains many of the world’s largest and most successful companies. And by world’s largest and most successful companies, I mean:

Apple, Nike, Walt Disney, Nestlé, Gucci, Intel, Coca-Cola, PepsiCo, Verizon, Kellogg’s, Whirlpool, SC Johnson, Hershey’s, L’Oréal (and far too many more to list in a short CAPS pitch).

GXO Logistics is investing heavily in supply chain automation technology. GXO has about 30% (and quickly-growing) automation penetration in its facilities compared to about 5% penetration in their competitors’ facilities. This puts GXO light-years ahead of its competitors. It is this automation that is helping to improve GXO’s labor productivity by up to 6 times and is the reason why Apple, Nike, Walt Disney, Nestlé and the like are all partnering with GXO to manage their global supply chain operations.

GXO is approximately 4-8 times larger than its three nearest pure-play contract logistics competitors. This is an industry where size and scale will make all the difference. The largest contract logistics companies will only get larger. As that happens, it will become increasingly more difficult for smaller competitors to make the necessary investments (technology investments or investments in skilled employee recruitment) to compete in any meaningful way with GXO. Capital expenditure each year for GXO is around $250 million, with about half of that $250 million being technology. That will be a tough hurdle for smaller competitors to clear now and especially going into the future.

GXO Logistics is a high-conviction investment for me. And at today’s valuation (as of June 23, 2022), I can make the argument that my high-conviction investment is also undervalued compared to other publicly-traded technology outsourcing companies. I have no idea what will happen to the share price in the short-term, but I am quite confident that GXO Logistics will outperform the market over the long-term (3 to 10+ years).

Leaderboard

Find the members with the highest scoring picks in GXO.

Score Leader

wrciii

wrciii (79.57) Score: -3.36

The Score Leader is the player with the highest score across all their picks in GXO.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
wrciii 79.57 7/18/2022 Outperform 5Y $40.01 -8.75% -5.39% -3.36 0 Comment
Wakanda 99.68 6/23/2022 Outperform 5Y $43.43 -15.93% -2.31% -13.62 1 Comment
LiluTheDog 30.18 8/10/2022 Outperform 5Y $49.47 -26.20% -12.19% -14.01 0 Comment
icanpickm 98.29 8/3/2022 Outperform 5Y $52.50 -30.46% -10.44% -20.02 0 Comment
nonoise 55.66 6/7/2022 Outperform 5Y $54.57 -33.10% -10.66% -22.43 0 Comment
dazzle34 53.80 1/27/2022 Outperform 5Y $73.30 -50.19% -15.03% -35.16 0 Comment
TMF2Aruba 80.33 12/16/2021 Outperform 5Y $85.54 -57.32% -21.27% -36.05 0 Comment
mrolfers 55.39 2/3/2022 Outperform 5Y $81.81 -55.37% -18.51% -36.86 0 Comment
kkconway 99.45 1/31/2022 Outperform 5Y $80.47 -54.63% -17.71% -36.92 0 Comment
BryanVA < 20 2/18/2022 Outperform 5Y $83.55 -56.30% -15.98% -40.33 0 Comment

Wall Street

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