Expeditors International of Washington, Inc. (EXPD)vsLandstar System Inc (LSTR)
EXPD
Expeditors International of Washington, Inc.
$187.51
-2.41%
INDUSTRIALS · Cap: $24.82B
LSTR
Landstar System Inc
$168.68
-0.96%
INDUSTRIALS · Cap: $5.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Expeditors International of Washington, Inc. generates 141% more annual revenue ($12.04B vs $5.00B). EXPD leads profitability with a 7.6% profit margin vs 2.6%. LSTR appears more attractively valued with a PEG of 0.92. EXPD earns a higher WallStSmart Score of 64/100 (C+).
EXPD
Buy64
out of 100
Grade: C+
LSTR
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-62.1%
Fair Value
$99.86
Current Price
$187.51
$87.65 premium
Margin of Safety
-59.7%
Fair Value
$101.89
Current Price
$168.68
$66.79 premium
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
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
18.1% revenue growth
Earnings expanding 20.1% YoY
Areas to Watch
Moderate valuation
Trading at 11.5x book value
7.6% margin — thin
Expensive relative to growth rate
2.6% margin — thin
Operating margin of 4.6%
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, Revenue Growth, EPS Growth. Revenue growth of 32.1% demonstrates continued momentum.
Bull Case : LSTR
The strongest argument for LSTR centers on Altman Z-Score, Debt/Equity, PEG Ratio. Revenue growth of 18.1% demonstrates continued momentum. PEG of 0.92 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 : LSTR
The primary concerns for LSTR are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 44.2x leaves little room for execution misses. Thin 2.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
EXPD profiles as a hypergrowth stock while LSTR is a growth play — different risk/reward profiles.
EXPD carries more volatility with a beta of 1.06 — 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 (64/100 vs 59/100) and 32.1% revenue growth. Both earn "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.
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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