XPO

XPO Logistics Inc

Industrial/Transportation


Presented:07/31/2018
Price:$99.72
Cap:$12.03B
Current Price:$115.37
Cap:$13.43B

Presented

Date07/31/2018
Price$99.72
Market Cap$12.03B
Ent Value$18.37B
P/E Ratio29.42x
Book Value$30.56
Div Yield0%
Shares O/S120.65M
Ave Daily Vol1,512,390
Short IntN/A

Current

Price$115.37
Market Cap$13.43B
XPO Logistics, Inc. engages in the provision of supply chain solutions. It operates through the Transportation and Logistics segments. The Transportation segment includes freight brokerage, last mile, less-than-truckload, full truck load, and global forwarding services. The Logistics segment refers to supply chain or contract logistics, which offers customized solutions, temperature-controlled warehousing, omnichannel logistics e-fulfillment, and transportation management. The company was founded by Michael Welch and Keith Avery in May 1989 and is headquartered in Greenwich, CT.

Publicly traded companies mentioned herein: XPO Logistics Inc (XPO)

Highlights

The presenter is long shares of XPO Logistics (XPO), viewing it as a good way to benefit from thematic growth in e-commerce within the industrials sector. While there has been uncertainty around the viability of XPO’s business model in the past, the presenter thinks the company is demonstrating strong growth and financial performance that assuages some of those concerns. He sees low-teens EBITDA growth over the next two years and strategic optionality that can help XPO generate $7.50+ of FCF in 2020, for a ~$150 - $160 price target (~5% FCF yield).

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Idea Discussion

Commentor 1 - 2 weeks ago

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