Expeditors International of Washington, Inc. (EXPD)vsLandstar System Inc (LSTR)
EXPD
Expeditors International of Washington, Inc.
$143.18
+0.85%
INDUSTRIALS · Cap: $19.03B
LSTR
Landstar System Inc
$157.07
+0.32%
INDUSTRIALS · Cap: $5.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Expeditors International of Washington, Inc. generates 133% more annual revenue ($11.07B vs $4.76B). EXPD leads profitability with a 7.3% profit margin vs 2.4%. LSTR appears more attractively valued with a PEG of 1.06. EXPD earns a higher WallStSmart Score of 45/100 (D).
EXPD
Hold45
out of 100
Grade: D
LSTR
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-300.1%
Fair Value
$40.46
Current Price
$143.18
$102.72 premium
Margin of Safety
-623.0%
Fair Value
$22.51
Current Price
$157.07
$134.56 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Trading at 8.1x book value
7.3% margin — thin
Weak financial health signals
Expensive relative to growth rate
2.4% margin — thin
Operating margin of 2.7%
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : EXPD
The strongest argument for EXPD centers on Return on Equity, Altman Z-Score.
Bull Case : LSTR
The strongest argument for LSTR centers on Debt/Equity, Altman Z-Score. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bear Case : EXPD
The primary concerns for EXPD are Price/Book, Profit Margin, Piotroski F-Score.
Bear Case : LSTR
The primary concerns for LSTR are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 47.5x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
EXPD carries more volatility with a beta of 1.11 — expect wider price swings.
LSTR is growing revenue faster at -2.9% — sustainability is the question.
EXPD generates stronger free cash flow (270M), providing more financial flexibility.
Monitor INTEGRATED FREIGHT & LOGISTICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EXPD scores higher overall (45/100 vs 41/100). Both earn "Hold" and "Hold" 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.
Landstar System Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
Landstar System, Inc. provides integrated transportation management solutions in the United States, Canada, Mexico, and internationally. The company is headquartered in Jacksonville, Florida.
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