IntrinsicIntrinsic
OverviewFinancialsChartBusiness SummaryFilingsOwnershipValuation

XPO, Inc. (XPO)

Transportation Services

Latest Price
$200.97
TTM P/E
69.06
Normalized P/E
65.34
Div Yield
--
Book Value
15.82
P/B Ratio
12.70

Valuation metrics

adjust assumptions →
EPS: $2.64
Book value / share: $15.91
Formula: √(22.5 × EPS × BVPS)
Graham Number
$30.74
85% downside
Norm. op. income: $616M (median of 7yr)
Tax rate: 23%
Discount rate: 10%
Growth assumption: zero (EPV is a no-growth value)
Earnings Power Value
$15.56
92% downside
Base FCF: $316M (median of recent 5yr)
Growth: 10%/yr (median YOY, capped at 25%)
Discount rate: 10%
Terminal growth: 3%
Projection horizon: 10 years
DCF Fair Value
$42.96
79% downside
EPS: $2.64
Target P/E: 65×
Formula: EPS × P/E
P/E Fair Value
$171.60
15% downside

Institutional Ownership

97.8% held by institutions
InstitutionSharesValueOwnership %ChangeFiling Date
BlackRock, Inc.12.17M$2.37B10.40%+522.6K2026-03-31
MFN Partners Management, LP11.43M$2.22B9.77%--2026-03-31
Capital Research Global Investors9.59M$1.86B8.20%-1.57M2026-03-31
Capital World Investors5.78M$1.12B4.94%-4.70M2026-03-31
VANGUARD CAPITAL MANAGEMENT LLC5.06M$984.0M4.33%--2026-03-31
Invesco Ltd.4.83M$939.0M4.13%-1.41M2026-03-31
VANGUARD PORTFOLIO MANAGEMENT LLC4.75M$923.0M4.06%--2026-03-31
FMR LLC3.60M$701.0M3.08%+698.7K2026-03-31
STATE STREET CORP3.58M$697.0M3.06%+72.8K2026-03-31
Orbis Allan Gray Ltd3.41M$663.0M2.91%-243.5K2026-03-31
View all institutional holders →