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EXPD vs GE

EXPD
Expeditors International of Washington, Inc.
BEARISH
Price
$147.56
Market Cap
$19.62B
Sector
Industrials
AI Confidence
85%
GE
GE Aerospace
NEUTRAL
Price
$303.60
Market Cap
$320.24B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
EXPD
24.8
GE
37.71
Forward P/E
EXPD
22.82
GE
35.2
P/B Ratio
EXPD
8.39
GE
17.05
P/S Ratio
EXPD
1.77
GE
6.98
EV/EBITDA
EXPD
17.09
GE
30.66

Profitability

Gross Margin
EXPD
13.44%
GE
31.5%
Operating Margin
EXPD
8.79%
GE
19.55%
Profit Margin
EXPD
7.32%
GE
18.98%
ROE
EXPD
35.43%
GE
44.69%
ROA
EXPD
13.64%
GE
4.68%

Growth

Revenue Growth
EXPD
-3.3%
GE
17.6%
Earnings Growth
EXPD
-11.5%
GE
37.4%

Financial Health

Debt/Equity
EXPD
0.24
GE
1.14
Current Ratio
EXPD
1.81
GE
1.04
Quick Ratio
EXPD
1.61
GE
0.69

Dividends

Dividend Yield
EXPD
1.04%
GE
0.62%
Payout Ratio
EXPD
25.88%
GE
17.89%

AI Verdict

EXPD BEARISH

EXPD exhibits exceptional operational health with a Piotroski F-Score of 8/9 and a very conservative debt profile (Debt/Equity 0.24). However, the stock is severely overvalued, trading at $147.56—nearly 3x its Graham Number ($48.53) and 3.5x its Intrinsic Value ($41.65). This valuation gap is exacerbated by negative YoY revenue (-3.30%) and earnings growth (-11.50%), alongside a high PEG ratio of 3.80. With bearish insider selling and a 0/100 technical trend, the current price appears unsustainable relative to fundamental growth.

Strengths
Strong fundamental health (Piotroski F-Score 8/9)
High Return on Equity (ROE) of 35.43%
Very low leverage with Debt/Equity of 0.24
Risks
Extreme valuation premium over Graham and Intrinsic values
Negative revenue and earnings growth (YoY and Q/Q)
Bearish insider activity including sales by the CEO and General Counsel
GE NEUTRAL

GE Aerospace exhibits a stark divergence between its operational growth and its deterministic financial health, highlighted by a weak Piotroski F-Score of 3/9. While the company delivers impressive earnings growth (37.4% YoY) and high ROE (44.69%), it trades at a significant premium to both its Graham Number ($56.79) and Intrinsic Value ($237.48). The valuation is stretched with a PEG ratio of 5.24, suggesting that current price levels have priced in aggressive future success. Despite strong analyst 'strong_buy' recommendations, the combination of poor deterministic health and bearish insider activity warrants a cautious approach.

Strengths
Exceptional Return on Equity (ROE) of 44.69%
Strong earnings track record with consistent beats and high average surprise (25.12%)
Robust revenue growth (17.6% YoY) and earnings growth (37.4% YoY)
Risks
Weak deterministic health indicated by a Piotroski F-Score of 3/9
Extreme valuation metrics, specifically a PEG ratio of 5.24 and P/B of 17.05
Tight liquidity position with a Quick Ratio of 0.69

Compare Another Pair

EXPD vs GE: Head-to-Head Comparison

This page compares Expeditors International of Washington, Inc. (EXPD) and GE Aerospace (GE) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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