Verdict: Side-by-side breakdown using the Bull Rankings model. RXO scored 23.3, UAL scored 60.9 — UAL leads.
Compare another set
RXO
RXO, Inc.
Trucking · Quality-Growth
23.3
$29.08 · $4.8B
fundamentals as of
Score gap
37.6
UAL leads
UAL
United Airlines Holdings, Inc.
Airlines · Quality-Growth
60.9
$107.45 · $34.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthRXO+9.5%
Strongest balance sheetRXO0.48
Highest qualityUAL59 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
RXO
stronger →← stronger
UAL
26
Qualityreturns · margins · balance sheet
59
69
Growthrevenue & earnings expansion
50
7
Valuevaluation vs sector peers
77
UAL is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
RXO
UAL
-$76mF
FCF
$2.5bB
+9.5%B
Rev
+8.5%B
0.48B+
D/E
2.02C
0.8xA-
P/S
—
172.13D
PEG
6.50D
—
P/E
10.1xA
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
RXO
UAL
—
Price vs fair valuelower is cheaper
0% above
—
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~7%/yr
—
1-yr DCF upside
-8%
—
5-yr DCF upside
0%
—
10-yr DCF upside
+11%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
RXO
No notable signals flagged.
UAL
Why this score
Cyclical growth
The companies
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.
UALUnited Airlines Holdings, Inc.
Airlines · $107.45 · beta 1.30
Why now
Airlines · market cap $34.9b. Down 23% from 52-week high of $138.77 — deep drawdown territory. 23 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $152.78 (implying +42% upside).
Moat
ROE 21% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
D/E 2.02 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
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 RXO and UAL diverge
On the headline score the gap is 37.6 points in favor of UAL. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
ValueRXO 7.0 · UAL 76.7UAL +69.7
QualityRXO 26.2 · UAL 59.0UAL +32.8
GrowthRXO 68.7 · UAL 50.0RXO +18.7
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 UAL or RXO the better stock?
UAL scores higher: UAL 60.9, 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 UAL and RXO differ most?
The widest gap is value, where UAL 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 UAL 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.