GXO Logistics, Inc.

DB:93N Stock Report

Market Cap: €5.0b

GXO Logistics Valuation

Is 93N undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

1/6

Valuation Score 1/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Future Cash Flow Value

What is the Fair Price of 93N when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Ultimate guide to DCF valuation for stock investing

Learn how to determine fair value like the best investors in the world.

Below Future Cash Flow Value: 93N (€42.07) is trading above our estimate of future cash flow value (€41.21)

Significantly Below Future Cash Flow Value: 93N is trading above our estimate of future cash flow value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 93N?

Key metric: As 93N is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 93N. This is calculated by dividing 93N's market cap by their current earnings.
What is 93N's PE Ratio?
PE Ratio41.7x
EarningsUS$132.00m
Market CapUS$5.78b

Price to Earnings Ratio vs Peers

How does 93N's PE Ratio compare to its peers?

The above table shows the PE ratio for 93N vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average13x
TGHN Logwin
12.8x-6.95%€760.1m
DHL Deutsche Post
16x6.69%€56.4b
FRA Fraport
14.3x4.36%€6.2b
MLL Müller - Die lila Logistik
8.8xn/a€37.9m
93N GXO Logistics
41.7x35.95%€5.8b

Price-To-Earnings vs Peers: 93N is expensive based on its Price-To-Earnings Ratio (41.7x) compared to the peer average (13x).

Historical Price to Earnings Ratio

Historical Price to Earnings Ratio compares a stock's price to its earnings over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Earnings Ratio vs Industry

How does 93N's PE Ratio compare vs other companies in the European Logistics Industry?

1 CompanyPrice / EarningsEstimated GrowthMarket Cap
93N 41.7xIndustry Avg. 16.0xNo. of Companies7PE01224364860+
1 CompanyEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 93N is expensive based on its Price-To-Earnings Ratio (41.7x) compared to the European Logistics industry average (16.3x).

Price to Earnings Ratio vs Fair Ratio

What is 93N's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

93N PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio41.7x
Fair PE Ratio28.2x

Price-To-Earnings vs Fair Ratio: 93N is expensive based on its Price-To-Earnings Ratio (41.7x) compared to the estimated Fair Price-To-Earnings Ratio (28.2x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 93N forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€42.07
€60.77
+44.46%
9.25%€77.40€54.18n/a15
Jun ’27€42.02
€60.77
+44.63%
9.25%€77.40€54.18n/a15
May ’27€46.30
€60.63
+30.96%
9.45%€76.26€49.14n/a16
Apr ’27€43.80
€62.14
+41.88%
9.45%€78.16€50.37n/a16
Mar ’27€52.00
€60.39
+16.14%
9.45%€75.95€48.95n/a16
Feb ’27€47.20
€54.74
+15.98%
6.92%€66.35€48.11n/a16
Jan ’27€44.20
€55.20
+24.88%
4.37%€59.79€49.54n/a16
Dec ’26€42.60
€54.95
+28.99%
4.61%€58.44€49.85n/a16
Nov ’26€46.40
€53.51
+15.33%
6.85%€58.58€44.80n/a17
Oct ’26€43.80
€52.18
+19.14%
7.14%€57.95€44.31n/a17
Sep ’26€44.00
€51.89
+17.94%
7.45%€57.55€44.67n/a17
Aug ’26€41.40
€49.08
+18.56%
10.66%€58.00€35.49n/a17
Jul ’26€39.80
€45.43
+14.14%
14.11%€57.24€34.17n/a17
Jun ’26€35.80
€45.75
+27.79%
14.77%€55.49€35.23€42.0217
May ’26€30.60
€44.18
+44.37%
18.58%€57.77€30.64€46.3017
Apr ’26€35.60
€48.68
+36.75%
17.70%€64.88€36.15€43.8019
Mar ’26€37.60
€51.78
+37.71%
16.93%€67.49€37.60€52.0017
Feb ’26€43.60
€63.65
+45.99%
12.37%€72.82€48.55€47.2016
Jan ’26€40.20
€66.00
+64.19%
12.34%€80.05€50.15€44.2016
Dec ’25€57.00
€65.96
+15.71%
10.42%€78.56€49.22€42.6016
Nov ’25€54.00
€62.70
+16.10%
11.94%€75.96€48.17€46.4016
Oct ’25€46.00
€60.12
+30.70%
12.94%€73.37€46.52€43.8015
Sep ’25€44.40
€61.67
+38.90%
13.07%€75.10€47.63€44.0015
Aug ’25€51.00
€63.06
+23.64%
13.26%€75.82€47.15€41.4015
Jul ’25€46.40
€62.44
+34.58%
13.54%€75.30€46.83€39.8015
Jun ’25€44.40
€63.56
+43.15%
13.27%€75.85€47.18€35.8014
€62.2
Fair Value
32.4% undervalued intrinsic discount
15
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/10 17:34
End of Day Share Price 2026/06/10 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

GXO Logistics, Inc. is covered by 17 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Brandon OglenskiBarclays
Ariel RosaCitigroup Inc
Richa HarnainDeutsche Bank