RXO Is Not Attractive Even Under Optimistic Assumptions On Return On Capital [Seeking Alpha]
RXO, Inc. (RXO)
Company Research
Source: Seeking Alpha
The company's current valuation—nearly 20x average-cycle earnings—appears unjustified given ongoing operating losses, thin margins, and reliance on underinvestment to cover interest. Organic growth has stalled since the spin-off; recent expansion is driven by acquisitions that dilute returns, notably the Coyote deal, which added significant intangibles. I initiate RXO with a Hold rating, as even optimistic scenarios offer only modest returns, with elevated risk if the trucking cycle does not turn. Bongkod Worakandecha/iStock via Getty Images RXO, Inc. ( RXO ) is a truck freight broker, an 'asset-light' type of business exposed to the trucking cycle, but with different capital requirements (compared to other names I have recently reviewed). The company is a This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wr
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RXO
News
- RXO (NYSE:RXO) had its "hold" rating reaffirmed by analysts at Benchmark Co..MarketBeat
- RXO (NYSE:RXO) had its price target lowered by analysts at Truist Financial Corporation from $20.00 to $18.00. They now have a "buy" rating on the stock.MarketBeat
- RXO (NYSE:RXO) was downgraded by analysts at Zacks Research from a "hold" rating to a "strong sell" rating.MarketBeat
- RXO (NYSE:RXO) had its price target raised by analysts at TD Cowen from $13.00 to $14.00. They now have a "hold" rating on the stock.MarketBeat
- RXO (NYSE:RXO) had its "hold" rating reaffirmed by analysts at Cowen Inc.MarketBeat
RXO
Earnings
- 11/6/25 - Miss
RXO
Sec Filings
- 1/6/26 - Form 4
- 1/6/26 - Form 4
- 1/6/26 - Form 4
- RXO's page on the SEC website