Comparing XPO Logistics (NYSE:XPO) & Amerco (UHAL)

XPO Logistics (NYSE: XPO) and Amerco (NASDAQ:UHAL) are both mid-cap transportation companies, but which is the better stock? We will contrast the two businesses based on the strength of their earnings, profitability, dividends, valuation, analyst recommendations, institutional ownership and risk.

Valuation & Earnings

This table compares XPO Logistics and Amerco’s top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio EBITDA Earnings Per Share Price/Earnings Ratio
XPO Logistics $14.69 billion 0.45 $1.20 billion $0.87 63.94
Amerco $3.46 billion 2.12 $1.19 billion $19.27 19.39

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

Profitability

This table compares XPO Logistics and Amerco’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
XPO Logistics 0.80% 6.49% 1.67%
Amerco 10.92% 12.85% 3.86%

Analyst Ratings

This is a breakdown of current ratings and target prices for XPO Logistics and Amerco, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
XPO Logistics 0 1 16 0 2.94
Amerco 0 0 0 0 N/A

XPO Logistics presently has a consensus price target of $66.36, suggesting a potential upside of 19.28%. Given XPO Logistics’ higher possible upside, research analysts clearly believe XPO Logistics is more favorable than Amerco.

Institutional and Insider Ownership

91.1% of XPO Logistics shares are held by institutional investors. Comparatively, 30.0% of Amerco shares are held by institutional investors. 16.9% of XPO Logistics shares are held by insiders. Comparatively, 42.6% of Amerco shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Risk and Volatility

XPO Logistics has a beta of 2.31, meaning that its share price is 131% more volatile than the S&P 500. Comparatively, Amerco has a beta of 1.1, meaning that its share price is 10% more volatile than the S&P 500.

Summary

XPO Logistics beats Amerco on 7 of the 13 factors compared between the two stocks.

XPO Logistics Company Profile

XPO Logistics, Inc. is a global provider of supply chain solutions. The Company operates in two segments: Transportation and Logistics. The Transportation segment provides freight brokerage, last mile, less-than-truckload (LTL), full truckload and global forwarding services. The Logistics segment provides a range of contract logistics services, including highly engineered and customized solutions, value-added warehousing and distribution, cold chain solutions and other inventory solutions. Its freight brokerage operations encompass truck brokerage globally, as well as intermodal, drayage and expedite services in North America. In Logistics segment, it provides warehousing and distribution solutions, such as factory support, aftermarket support, integrated manufacturing, packaging, labeling and transportation. As of December 31, 2016, the Company had more than 10,000 independent owner operators under contract to provide drayage, expedite, last mile and LTL services to its customers.

Amerco Company Profile

AMERCO is a do-it-yourself moving and storage operator through its subsidiary, U-Haul International, Inc. (U-Haul). The Company supplies its products and services to help people move and store their household and commercial goods through U-Haul. It sells U-Haul brand boxes, tape, and other moving and self-storage products and services to do-it-yourself moving and storage customers at its distribution outlets and through uhaul.com and eMove Websites. The Company operates through three segments: Moving and Storage; Property and Casualty Insurance, and Life Insurance. The Moving and Storage segment includes the operations of AMERCO, U-Haul and Amerco Real Estate Company, and the subsidiaries of U-Haul and Real Estate. The Property and Casualty Insurance segment consists of the operations of Repwest Insurance Company and its subsidiaries, and ARCOA Risk Retention Group. The Life Insurance segment consists of the operations of Oxford Life Insurance Company and its subsidiaries.

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