XPO Logistics (NYSEMKT:XPO) is the fastest-growing transportation and logistics company in the Fortune 500. An outstanding management team led by Bradley Jacobs has delivered impressive results through an aggressive acquisition and investment strategy. Now XPO stands in position as the leading logistics company in North America and Europe, ready to serve the growing demand from eCommerce retailers looking for a global partner to deliver their products.
The company is in a position to increase market share in a $1 trillion addressable market with plenty of room to run. A conservative revenue model and DCF analysis indicate that its shares are trading at a significant discount to its intrinsic value. As management looks to further its acquisition strategy, XPO will benefit from economies of scale, added value to customers, and demand for eCommerce sales propelled by a growing global middle class.
