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XPO | XPO stock overvalued?

Peddleguy said:
finance.yahoo.com

XPO Logistics Stock Is Believed To Be Significantly Overvalued

The stock of XPO Logistics (NYSE:XPO, 30-year Financials) gives every indication of being significantly overvalued, according to GuruFocus Value calculation.
finance.yahoo.com finance.yahoo.com
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It all depends who you are reading
"XPO typically realizes roughly two-thirds of Ebitda in its transportation division and one-third in its soon-to-be independent logistics business. That works out to roughly $1.2 billion from the LTL business. That business is a lot like Old Dominion Freight Line(ODFL), which is probably the most efficient and successful LTL shipper. Old Dominion stock has returned 32% a year on average over the past 10 years, and is currently trading at about 20 times estimated 2021 Ebitda."

www.barrons.com

Barron’s Stock Pick: XPO Logistics Is Worth More Than the Sum of Its Parts

By splitting in two, XPO hopes to unlock value in its shipping business while creating new value with GXO as a play on the trend toward outsourced logistics.
www.barrons.com www.barrons.com
 
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In summary, XPO Logistics (NYSE:XPO, 30-year Financials) stock is estimated to be significantly overvalued. The company's financial condition is poor and its profitability is fair. Its growth ranks in the middle range of the companies in Transportation industry.
 
Fly-by-night said:
It all depends who you are reading
"XPO typically realizes roughly two-thirds of Ebitda in its transportation division and one-third in its soon-to-be independent logistics business. That works out to roughly $1.2 billion from the LTL business. That business is a lot like Old Dominion Freight Line(ODFL), which is probably the most efficient and successful LTL shipper. Old Dominion stock has returned 32% a year on average over the past 10 years, and is currently trading at about 20 times estimated 2021 Ebitda."

www.barrons.com

Barron’s Stock Pick: XPO Logistics Is Worth More Than the Sum of Its Parts

By splitting in two, XPO hopes to unlock value in its shipping business while creating new value with GXO as a play on the trend toward outsourced logistics.
www.barrons.com www.barrons.com
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He’s definitely chasing Old Dominion and it very low operating ratio. So how will he get to that O/R . What will he take from you to get to that O/R. Gotta come from somewhere. So what’s on the chopping block?
 
ScotchNeat said:
In the end, doesn't a company's value come down to what price investors are willing to pay for the stock? Two articles(professional opinions) in this thread each with nearly an opposite take, or better yet, opposite spin.
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Seems like at least for now most investors feel there is value in XPO since the stock keeps going up.
 
ScotchNeat said:
In the end, doesn't a company's value come down to what price investors are willing to pay for the stock? Two articles(professional opinions) in this thread each with nearly an opposite take, or better yet, opposite spin.
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Guess it comes down to what the investors are looking for short term gain or an investment for the long haul. I personally think this stock is volatile in the long run and only being run up by short term gain seekers . I know that the management in this company lacks long term strategic planning In actual improvement in this company. You can make a stock soar with less the mediocre operational improvements by marketing hype that disguises the companies many faults.
 
The real question is how you measure success in a company . Share price ? Or providing superior customer service/product. No one here can say with a straight face that under Xpo ownership that anything as far as what we offer to the customer has improved . Covid aside the operation has deteriorated. Ultimately the product you off is more important than share price alone. Without good service you have nothing.
 
sucker666 said:
The real question is how you measure success in a company . Share price ? Or providing superior customer service/product. No one here can say with a straight face that under Xpo ownership that anything as far as what we offer to the customer has improved . Covid aside the operation has deteriorated. Ultimately the product you off is more important than share price alone. Without good service you have nothing.
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I will never knowingly ship anything XPO. Ever.
 
sucker666 said:
The real question is how you measure success in a company . Share price ? Or providing superior customer service/product. No one here can say with a straight face that under Xpo ownership that anything as far as what we offer to the customer has improved . Covid aside the operation has deteriorated. Ultimately the product you off is more important than share price alone. Without good service you have nothing.
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When a company is publicly traded, Transportation especially, service & employee morale are out the window. When Ltl was regulated the only thing we had to offer to make any company the carrier of choice was Service. Ceo's work to please the investor who in many instances is merely a gambler hoping to make that "killing" in a stock. Warren Buffet may come off as a grandfatherly type but he is a ruthless businessman bottom line.
 
Jacobs has sold off $45 million this year. But the guy is a billionaire. So not sure how much that actually weighs.
 
sucker666 said:
Seems to be a bunch of insider stock selling.

www.nasdaq.com

Have XPO Logistics, Inc. (NYSE:XPO) Insiders Been Selling Their Stock?

Some XPO Logistics, Inc. (NYSE:XPO) shareholders may be a little concerned to see that the Chief Accounting Officer, Lance Robinson, recently sold a substantial US$1.5m worth of stock at a price of US$152 per share. That's a big disposal, and it decreased their holding size b
www.nasdaq.com www.nasdaq.com
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well if you bought it at $50 a share would you sell it...That's what you told us on how to pay for a new car
 
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