XPO
XPO Logistics, Inc.Industrials · $20.6B market cap
Verdict
Share price
$186.09
close of Oct 3, 2026
Fair value
$59.00
Sticker Price
Payback Price
$23.60
buy price
XPO is Overpriced: at $186.09 it trades 215% above its fair value of $59.00. Its buy price (Payback Price) is $23.60, 87% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
0 of 5 clear the 10% bar. What are the Big Five?
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4 of the investors we track hold XPO. In Q2 2026, 1 opened a position and 2 trimmed. Who we track
Henry Ellenbogen
Durable Capital Partners · as of Q2 2026
$497.8M
2,424,919 shares
Mason Hawkins
Southeastern Asset Management · as of Q2 2026
$1.3M
6,336 shares
Polen Capital Management
Polen Capital Management · as of Q2 2026
$697K
3,396 shares
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$674K
3,281 shares
Moves in Q2 2026
New position: Polen Capital Management
Trimmed: Henry Ellenbogen, First Eagle Investment Management
Insider activity
Since Jul 27, 2026: no open-market purchases, 3 sales worth $1.0M and 4 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Brown Christopher Michael
Chief Accounting Officer · 2026-08-11
Sold
$508K
Brown Christopher Michael
Chief Accounting Officer · 2026-08-11
Sold
$250K
Brown Christopher Michael
Chief Accounting Officer · 2026-08-10
Sold
$252K
Other filings
About XPO Logistics, Inc.
XPO Logistics, Inc. is a prominent provider of freight shipping solutions, operating extensively across the United States, wider North America, various European nations including France and the United Kingdom, and globally. The company's business activities are structured into two primary divisions. The North American LTL (Less-Than-Truckload) segment delivers crucial LTL services, guaranteeing timely and…
Trucking
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works