Integrated Freight & Logistics · market cap $2.3b. 12% off the 52-week high of $19.07. Revenue -5% — in contraction; any catalyst that reverses this triggers re-rating. PEG 0.63 — paying under fair value for the growth rate. 5 sell-side analysts publish a mean 1-yr target of $19.56 (implying +16% upside).
Moat
Free cash flow runs well ahead of reported net income, mostly because of cash released from working capital ($120m) — a release that doesn't repeat every year the way earnings can.
Risk
Revenue contracting -5% — the operational turn is not yet visible in the top line. Beta 1.65 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
RXORXO, Inc.
Trucking · $29.08 · beta 1.99
Why now
Trucking · market cap $4.8b. Trading near 52-week high of $29.90 — momentum setup, limited technical margin of safety. 14 sell-side analysts rate this a Hold with a mean 1-yr target of $27.04 (implying -7% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Free cash flow is negative (-$76m) — capital raises or debt issuance likely required; dilution / leverage risk. Currently unprofitable (margin -1.7%) — path to GAAP profitability is the core thesis risk. Trading within 3% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where PBI and RXO diverge
On the headline score the gap is 39.4 points in favor of PBI. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
ValuePBI 77.2 · RXO 7.0PBI +70.2
QualityPBI 82.1 · RXO 26.2PBI +55.9
GrowthPBI 38.8 · RXO 68.7RXO +29.9
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is PBI or RXO the better stock?
PBI scores higher: PBI 62.7, RXO 23.3 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do PBI and RXO differ most?
The widest gap is value, where PBI leads by 70 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are PBI and RXO scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.