Expeditors International of Washington, Inc. (EXPD)vsForward Air Corporation (FWRD)
EXPD
Expeditors International of Washington, Inc.
$192.60
+1.73%
INDUSTRIALS · Cap: $24.17B
FWRD
Forward Air Corporation
$16.63
+1.28%
INDUSTRIALS · Cap: $553.33M
Smart Verdict
WallStSmart Research — data-driven comparison
Expeditors International of Washington, Inc. generates 378% more annual revenue ($12.04B vs $2.52B). EXPD leads profitability with a 7.6% profit margin vs -11.4%. FWRD appears more attractively valued with a PEG of 0.66. EXPD earns a higher WallStSmart Score of 66/100 (B-).
EXPD
Strong Buy66
out of 100
Grade: B-
FWRD
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-62.6%
Fair Value
$99.58
Current Price
$192.60
$93.02 premium
Intrinsic value data unavailable for FWRD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 43 in profit
Revenue surging 32.1% year-over-year
Earnings expanding 51.5% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Earnings expanding 145.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Moderate valuation
Trading at 11.8x book value
7.6% margin — thin
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of -112.9% — below average capital efficiency
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : EXPD
The strongest argument for EXPD centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 32.1% demonstrates continued momentum.
Bull Case : FWRD
The strongest argument for FWRD centers on EPS Growth, Debt/Equity, PEG Ratio. PEG of 0.66 suggests the stock is reasonably priced for its growth.
Bear Case : EXPD
The primary concerns for EXPD are P/E Ratio, Price/Book, Profit Margin.
Bear Case : FWRD
The primary concerns for FWRD are Market Cap, Return on Equity, Free Cash Flow.
Key Dynamics to Monitor
EXPD profiles as a hypergrowth stock while FWRD is a turnaround play — different risk/reward profiles.
FWRD carries more volatility with a beta of 1.36 — expect wider price swings.
EXPD is growing revenue faster at 32.1% — sustainability is the question.
EXPD generates stronger free cash flow (167M), providing more financial flexibility.
Bottom Line
EXPD scores higher overall (66/100 vs 52/100) and 32.1% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Expeditors International of Washington, Inc.
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
Expeditors (Expeditors International of Washington) is an American worldwide logistics and freight forwarding company headquartered in Seattle, Washington.
Forward Air Corporation
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
Forward Air Corporation is a light freight logistics and transportation company in the United States and Canada. The company is headquartered in Greeneville, Tennessee.
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