Reviewing GXO Logistics (NYSE:GXO) and ETS (NASDAQ:ETS)

GXO Logistics (NYSE:GXO) and ETS (NASDAQ:ETS) are both industrials companies, but which is the better investment? We will compare the two companies based on the strength of their earnings, analyst recommendations, institutional ownership, risk, valuation, dividends and profitability.

Profitability

This table compares GXO Logistics and ETS’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
GXO Logistics	0.96%	10.59%	2.62%
ETS	-157.04%	-30.26%	-29.59%

Earnings & Valuation

This table compares GXO Logistics and ETS”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
GXO Logistics	$13.64 billion	0.40	$32.00 million	$1.13	41.93
ETS	$2.67 million	6.89	-$2.19 million	($0.16)	-6.88

GXO Logistics has higher revenue and earnings than ETS. ETS is trading at a lower price-to-earnings ratio than GXO Logistics, indicating that it is currently the more affordable of the two stocks.

Insider and Institutional Ownership

90.7% of GXO Logistics shares are held by institutional investors. 0.2% of GXO Logistics shares are held by insiders. Comparatively, 24.9% of ETS shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Analyst Ratings

This is a summary of recent recommendations for GXO Logistics and ETS, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
GXO Logistics	0	3	12	0	2.80
ETS	1	0	0	0	1.00

GXO Logistics currently has a consensus price target of $66.71, indicating a potential upside of 40.81%. Given GXO Logistics’ stronger consensus rating and higher probable upside, equities analysts plainly believe GXO Logistics is more favorable than ETS.

Summary

GXO Logistics beats ETS on 11 of the 13 factors compared between the two stocks.

About GXO Logistics

GXO Logistics, Inc., together with its subsidiaries, provides logistics services worldwide. The company provides warehousing and distribution, order fulfilment, e-commerce, reverse logistics, and other supply chain services. As of December 31, 2023, it operated in approximately 974 facilities. The company serves various customers in the e-commerce, omnichannel retail, technology and consumer electronics, food and beverage, industrial and manufacturing, consumer packaged goods, and others. GXO Logistics, Inc. was incorporated in 2021 and is headquartered in Greenwich, Connecticut.

About ETS

Elite Express Holding Inc. is a holding company which conducts its operations through its wholly owned subsidiary, JAR Transportation Inc. It provides last-mile delivery services, primarily focused on transporting packages from distribution centers to end customers. Elite Express Holding Inc. is based in LAGUNA HILLS, Calif.