UPS vs. XPO: United Parcel Service vs. XPO Stock Comparison
How do United Parcel Service (UPS) and XPO (XPO) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
United Parcel Service (UPS) and XPO (XPO) both fall under the Transportation industry group, but UPS is classified in Air Freight & Logistics while XPO is classified in Ground Transportation.
| Profile Item | UPS | XPO |
|---|---|---|
| Name | United Parcel Service, Inc. Class B Common Stock | XPO, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Transportation | Transportation |
| GICS Industry | Air Freight & Logistics | Ground Transportation |
| GICS Sub-Industry | Air Freight & Logistics | Cargo Ground Transportation |
| Market Capitalization | 92.21 billion USD | 20.62 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | November 10, 1999 | October 7, 2003 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | UPS | XPO |
|---|---|---|
| Total Return (1Y) | 23.57% | 32.98% |
| Total Return (3Y, Annualized) | -1.91% | 32.39% |
| Total Return (5Y, Annualized) | -7.66% | 32.42% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | UPS | XPO |
|---|---|---|
| Volatility (1Y, Annualized) | 29.76% | 41.59% |
| Beta (5Y) | 0.95 | 1.88 |
| Max Drawdown (5Y) | -57.92% | -46.99% |
| Avg. Volume (3M) | 4.77M | 1.09M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | UPS | XPO |
|---|---|---|
| Sharpe Ratio (1Y) | 0.65 | 0.69 |
| Sortino Ratio (1Y) | 0.89 | 1.05 |
Profitability
ROE (TTM)
Both United Parcel Service (UPS) at 28.65% and XPO (XPO) at 26.54% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.
UPS
Transportation industry group
28.65%
- Max
- 45.08%
- UPS
- 28.65%
- Q3
- 22.02%
- Median
- 13.94%
- Q1
- 2.89%
- Min
- -10.45%
XPO
Transportation industry group
26.54%
- Max
- 45.08%
- XPO
- 26.54%
- Q3
- 22.02%
- Median
- 13.94%
- Q1
- 2.89%
- Min
- -10.45%
Net Margin (TTM)
Both United Parcel Service (UPS) at 4.84% and XPO (XPO) at 5.69% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
UPS
Transportation industry group
4.84%
- Max
- 50.36%
- Q3
- 21.18%
- Median
- 5.58%
- UPS
- 4.84%
- Q1
- 1.55%
- Min
- -11.37%
XPO
Transportation industry group
5.69%
- Max
- 50.36%
- Q3
- 21.18%
- XPO
- 5.69%
- Median
- 5.58%
- Q1
- 1.55%
- Min
- -11.37%
Operating Margin (TTM)
Both United Parcel Service (UPS) at 9.28% and XPO (XPO) at 12.60% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
UPS
Transportation industry group
9.28%
- Max
- 59.18%
- Q3
- 29.30%
- Median
- 11.50%
- UPS
- 9.28%
- Q1
- 4.62%
- Min
- -8.91%
XPO
Transportation industry group
12.60%
- Max
- 59.18%
- Q3
- 29.30%
- XPO
- 12.60%
- Median
- 11.50%
- Q1
- 4.62%
- Min
- -8.91%
Profitability Metrics
| Metric | UPS | XPO |
|---|---|---|
| ROE (TTM) | 28.65% | 26.54% |
| ROA (TTM) | 7.23% | 7.12% |
| Net Margin (TTM) | 4.84% | 5.69% |
| Operating Margin (TTM) | 9.28% | 12.60% |
| Gross Margin (TTM) | 22.37% | 19.30% |
Growth
Revenue Growth
XPO (XPO) at 1.05% is around its peer norm for revenue growth, while United Parcel Service (UPS) at -2.65% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Both United Parcel Service (UPS) at -2.81% and XPO (XPO) at -18.27% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | UPS | XPO |
|---|---|---|
| Revenue Growth (YoY) | -2.65% | 1.05% |
| Revenue Growth (3Y CAGR) | -4.04% | 1.86% |
| EPS Growth (YoY) | -2.81% | -18.27% |
| EPS Growth (3Y CAGR) | -20.79% | -22.90% |
Financial Strength
Current Ratio (MRQ)
Both United Parcel Service (UPS) at 1.24 and XPO (XPO) at 0.99 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
UPS
Transportation industry group
1.24
- Max
- 2.58
- Q3
- 1.62
- UPS
- 1.24
- Median
- 1.16
- Q1
- 0.78
- Min
- 0.22
XPO
Transportation industry group
0.99
- Max
- 2.58
- Q3
- 1.62
- Median
- 1.16
- XPO
- 0.99
- Q1
- 0.78
- Min
- 0.22
Debt / Equity (MRQ)
Both United Parcel Service (UPS) at 2.03 and XPO (XPO) at 2.01 lean more heavily on debt funding than most peers, landing in the higher-leverage quartile of their industries.
UPS
Transportation industry group
2.03
- Max
- 2.75
- UPS
- 2.03
- Q3
- 1.37
- Median
- 0.78
- Q1
- 0.35
- Min
- 0.00
XPO
Transportation industry group
2.01
- Max
- 2.75
- XPO
- 2.01
- Q3
- 1.37
- Median
- 0.78
- Q1
- 0.35
- Min
- 0.00
Financial Strength Metrics
| Metric | UPS | XPO |
|---|---|---|
| Current Ratio (MRQ) | 1.24 | 0.99 |
| Debt / Equity (MRQ) | 2.03 | 2.01 |
| Net Debt / EBITDA | 1.94 | 2.53 |
Dividends
Dividend Yield (TTM)
XPO (XPO) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile United Parcel Service (UPS) reports a yield of 5.91%, ranking against industry peers normally.
UPS
Transportation industry group
5.91%
- UPS
- 5.91%
- Max
- 4.68%
- Q3
- 1.99%
- Median
- 0.74%
- Q1
- 0.00%
- Min
- 0.00%
XPO
Transportation industry group
0.00%
- Max
- 4.68%
- Q3
- 1.99%
- Median
- 0.74%
- XPO
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
United Parcel Service (UPS) reports payout ratio above 100% at 126.40%, meaning dividends exceeded current-period earnings; XPO (XPO) pays no dividend (payout 0.00%).
UPS
Transportation industry group
126.40%
- UPS
- 126.40%
- Max
- 100.89%
- Q3
- 41.68%
- Median
- 20.43%
- Q1
- 0.00%
- Min
- 0.00%
XPO
Transportation industry group
0.00%
- Max
- 100.89%
- Q3
- 41.68%
- Median
- 20.43%
- XPO
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | UPS | XPO |
|---|---|---|
| Dividend Yield (TTM) | 5.91% | 0.00% |
| Dividend Payout Ratio (TTM) | 126.40% | 0.00% |
Valuation
P/E Ratio (TTM)
United Parcel Service (UPS) at 20.87 is near its industry’s usual P/E ratio, while XPO (XPO) at 41.64 sits in the richer quartile — XPO needs stronger growth or earnings quality to justify the premium.
UPS
Transportation industry group
20.87
- Max
- 46.76
- Q3
- 30.87
- UPS
- 20.87
- Median
- 20.58
- Q1
- 10.44
- Min
- 0.00
XPO
Transportation industry group
41.64
- Max
- 46.76
- XPO
- 41.64
- Q3
- 30.87
- Median
- 20.58
- Q1
- 10.44
- Min
- 0.00
P/S Ratio (TTM)
United Parcel Service (UPS) at 1.01 is priced about in line with its industry on P/S ratio, while XPO (XPO) at 2.33 sits in the pricier quartile — XPO costs more per dollar of sales.
UPS
Transportation industry group
1.01
- Max
- 4.35
- Q3
- 2.07
- UPS
- 1.01
- Median
- 0.93
- Q1
- 0.53
- Min
- 0.04
XPO
Transportation industry group
2.33
- Max
- 4.35
- XPO
- 2.33
- Q3
- 2.07
- Median
- 0.93
- Q1
- 0.53
- Min
- 0.04
P/B Ratio (MRQ)
Both look rich against book: United Parcel Service (UPS) at 6.15 sits in the upper P/B ratio quartile, and XPO (XPO) at 10.45 prices even higher, above its industry range.
UPS
Transportation industry group
6.15
- Max
- 6.29
- UPS
- 6.15
- Q3
- 3.39
- Median
- 1.90
- Q1
- 1.03
- Min
- -2.07
XPO
Transportation industry group
10.45
- XPO
- 10.45
- Max
- 6.29
- Q3
- 3.39
- Median
- 1.90
- Q1
- 1.03
- Min
- -2.07
Valuation Metrics
| Metric | UPS | XPO |
|---|---|---|
| P/E Ratio (TTM) | 20.87 | 41.64 |
| P/S Ratio (TTM) | 1.01 | 2.33 |
| P/B Ratio (MRQ) | 6.15 | 10.45 |
| Free Cash Flow Yield (TTM) | 6.79% | 2.71% |