Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
United States
/
Transportation
Create a narrative
GXO Logistics Community
NYSE:GXO Community
3
Narratives
written by author
0
Comments
on narratives written by author
11
Fair Values set
on narratives written by author
Community Investing Ideas
GXO Logistics
Popular
Undervalued
Overvalued
GXO Logistics
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
E-commerce And Automation Integration Will Transform Global Logistics
Key Takeaways Expansion into high-demand sectors and advanced automation enhances growth, operational efficiency, and margin prospects in line with the global shift toward outsourced logistics. Strategic integrations and a strong customer base underpin stable cash flows, enabling disciplined acquisitions and continued outperformance over less advanced competitors.
View narrative
US$60.41
FV
9.6% undervalued
intrinsic discount
6.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 days ago
author updated this narrative
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.
View narrative
US$44.61
FV
22.4% overvalued
intrinsic discount
3.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
about 1 month 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.
View narrative
US$67.00
FV
18.5% undervalued
intrinsic discount
10.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 1 month ago
author updated this narrative
Your Valuation for
GXO
GXO
GXO Logistics
Your Fair Value
US$
Current Price
US$54.59
6.7% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
17b
2015
2018
2021
2024
2025
2027
2030
Revenue US$17.0b
Earnings US$84.7m
Advanced
Set Fair Value