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GXO Logistics Community
NYSE:GXO Community
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GXO Logistics
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GXO Logistics
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
AI Integration, Healthcare, And Aerospace Wins Will Create Future Opportunity
Key Takeaways Short-term integration risks and customer realignments could affect EBITDA despite strategic growth in health care and aerospace. AI technology and Wincanton acquisition pose initial pressures but promise long-term gains in productivity and expertise.
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US$35.00
FV
45.5% overvalued
intrinsic discount
4.97%
Revenue growth p.a.
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6 days ago
author updated this narrative
GXO Logistics
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
The Wincanton Acquisition And AI Integration Will Expand Operations Into Aerospace And Healthcare
Key Takeaways Strategic acquisitions and expansion into new verticals like aerospace and healthcare are expected to drive significant revenue growth and diversification for GXO Logistics. Implementation of AI technologies is anticipated to boost efficiency and productivity, positively impacting net margins by reducing operational costs.
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US$56.35
FV
9.7% undervalued
intrinsic discount
5.67%
Revenue growth p.a.
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6 days ago
author updated this narrative
GXO Logistics
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
E-commerce And ESG Trends Will Strengthen Supply Chain Resilience
Key Takeaways Strong demand for advanced logistics and e-commerce fulfillment, boosted by global supply chain shifts and success in new high-growth sectors, drives robust revenue momentum. Investment in automation and AI enhances operational efficiency and margin expansion, while adaptability to regulatory trends strengthens global competitive positioning.
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US$66.00
FV
22.9% undervalued
intrinsic discount
7.15%
Revenue growth p.a.
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9 days ago
author updated this narrative
Your Valuation for
GXO
GXO
GXO Logistics
Your Fair Value
US$
Current Price
US$50.91
6.2% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-5m
16b
2015
2018
2021
2024
2025
2027
2030
Revenue US$16.2b
Earnings US$99.1m
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