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EXPD

BEARISH
$147.56 Live
Expeditors International of Washington, Inc. · NYSE
Target $139.5 (-5.5%)
$106.0 52W Range $167.19

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 27, 2026
Market cap
$19.62B
P/E
24.8
ROE
35.4%
Profit margin
7.3%
Debt/Equity
0.24
Dividend yield
1.04%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
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.

Key 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
Strong liquidity position (Current Ratio 1.81)
Consistent track record of beating earnings estimates (3/4 last quarters)

Key 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
High PEG ratio (3.80) suggesting price is not supported by growth
Bearish technical trend (0/100)
AI Fair Value Estimate
Based on comprehensive analysis
$50.1
-66.0% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
54
Moderate
Value
15
Future
30
Past
80
Health
95
Dividend
50
AI Verdict
Fundamentally sound but dangerously overvalued
Key drivers: Piotroski F-Score, Graham Number gap, Negative Growth, Insider Selling
Confidence
90%
Value
15/100

Ref P/E 24.80, PEG 3.80, Graham Number $48.53

Positives
  • P/E is moderate compared to some industrial peers
Watchpoints
  • Price is ~300% above Graham Number
  • Price/Book is very high at 8.39
  • PEG ratio of 3.80 is excessive
Future
30/100

Ref Growth rates

Positives
  • Consistent earnings surprise beats
Watchpoints
  • Revenue Growth -3.30%
  • Earnings Growth -11.50%
  • Negative Q/Q momentum
Past
80/100

Ref Historical trends

Positives
  • Strong 1Y (+34.6%) and 5Y (+42.5%) price performance
  • High historical ROE
Watchpoints
  • Recent earnings growth has turned negative
Health
95/100

Ref Piotroski F-Score

Positives
  • Piotroski F-Score 8/9
  • Low Debt/Equity 0.24
  • Strong Current Ratio 1.81
Watchpoints
No urgent risks highlighted.
Dividend
50/100

Ref Yield, Payout

Positives
  • Very safe payout ratio (25.88%)
Watchpoints
  • Low dividend yield (1.04%)

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$147.56
Analyst Target
$139.5
Upside/Downside
-5.5%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for EXPD and closest competitors.

Updated 2026-04-24
EXP
Expeditors International of Washington, Inc.
Primary
5Y
+42.5%
3Y
+39.5%
1Y
+34.6%
6M
+25.9%
1M
+3.1%
1W
+0.2%
CHR
C.H. Robinson Worldwide, Inc.
Peer
5Y
+93.4%
3Y
+87.8%
1Y
+89.8%
6M
+25.1%
1M
-8.7%
1W
+0.0%
LUV
Southwest Airlines Co.
Peer
5Y
-27.7%
3Y
+36.0%
1Y
+73.7%
6M
+19.0%
1M
+1.4%
1W
-0.8%
BWX
BWX Technologies, Inc.
Peer
5Y
+252.3%
3Y
+262.4%
1Y
+108.1%
6M
+10.1%
1M
+0.5%
1W
-5.4%
EFX
Equifax Inc.
Peer
5Y
-20.7%
3Y
-11.0%
1Y
-32.3%
6M
-25.9%
1M
-0.1%
1W
-12.1%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
24.8
Forward P/E
22.82
PEG Ratio
3.8
P/B Ratio
8.39
P/S Ratio
1.77
EV/Revenue
1.71
EV/EBITDA
17.09
Market Cap
$19.62B

Profitability

Profit margins and return metrics

Profit Margin 7.32%
Operating Margin 8.79%
Gross Margin 13.44%
ROE 35.43%
ROA 13.64%

Growth

Revenue and earnings growth rates

Revenue Growth -3.3%
Earnings Growth -11.5%
Q/Q Revenue Growth -3.34%
Q/Q Earnings Growth -14.9%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.24
Low debt
Current Ratio
1.81
Good
Quick Ratio
1.61
Excellent
Cash/Share
$9.85

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$2.9B
Gross Margin
12.2%
Op. Margin
8.8%
Net Margin
7.0%
Total Assets
$4.9B
Liabilities
$2.5B
Equity
$2.4B
Debt/Equity
1.08x
Operating CF
$0.3B
CapEx
$-0.0B
Free Cash Flow
$0.3B
FCF Yield
95%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-05
$N/A
2026-02-24
$1.49
+2.4% surprise
2025-11-04
$1.64
+17.6% surprise
2025-08-05
$1.34
+7.9% surprise

Industrials Sector Comparison

Comparing EXPD against 440 companies in the Industrials sector (38 bullish, 157 neutral, 245 bearish)
P/E Ratio
24.8
This Stock
vs
76.16
Sector Avg
-67.4% (Discount)
Return on Equity (ROE)
35.43%
This Stock
vs
-20.46%
Sector Avg
-273.1% (Below Avg)
Profit Margin
7.32%
This Stock
vs
6.47%
Sector Avg
+13.2% (Superior)
Debt to Equity
0.24
This Stock
vs
2.72
Sector Avg
-91.1% (Less Debt)
Revenue Growth
-3.3%
This Stock
vs
75.3%
Sector Avg
-104.4% (Slower)
Current Ratio
1.81
This Stock
vs
3.13
Sector Avg
-42.1% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

BELL BLAKE R
Officer
Sell
2026-02-27
10,351 shares · $1,491,372
WALL DANIEL R.
Chief Executive Officer
Sell
2026-02-27
6,100 shares · $884,927
BELL BLAKE R
Officer
Stock Award
2026-02-25
17,190 shares
BLACKER KELLY K
Officer
Stock Award
2026-02-25
4,523 shares
WALL DANIEL R.
Chief Executive Officer
Stock Award
2026-02-25
10,181 shares
EMMERT MARK A
Director
Sell
2025-11-07
5,400 shares · $730,350
DICKERMAN JEFFREY F
General Counsel
Sell
2025-11-05
1,500 shares · $201,255
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A
DEF 14A
2026-03-24

Expeditors International of Washington, Inc. (EXPD) filed a definitive proxy statement on March 24, 2026, providing shareholders with necessary information and voting materials for the upcoming annual meeting.

8-K
8-K
2026-03-23
10-K
10-K
2026-02-25

EXPD filed its 10-K on February 25, 2026, which includes standard sections for risk factors, management's discussion and analysis, and financial statements. However, the provided excerpts contain only the filing's table of contents and do not include specific financial highlights or detailed risk descriptions.

8-K
8-K
2026-02-24

Expeditors International of Washington, Inc. announced its fourth-quarter and full-year financial results.

8-K
8-K
2026-02-24

Expeditors International of Washington, Inc. announced its fourth-quarter and full-year financial results.

8-K
8-K
2026-02-19

Expeditors International of Washington, Inc. filed an 8-K likely reporting its fourth quarter and full-year 2025 financial results.

8-K
8-K
2025-11-14

Expeditors International of Washington, Inc. reported its third-quarter financial results.

10-Q
10-Q
2025-11-06

Expeditors is exposed to significant risks stemming from a volatile international trade environment, including increased tariffs and geopolitical disputes involving the U.S., China, and Canada. These conditions may lead to a decrease or redistribution of international trade volumes, which could adversely impact the company's overall business volumes and revenues.

8-K
8-K
2025-11-04

Expeditors International of Washington, Inc. announced its third-quarter 2025 financial results.

8-K
8-K
2025-11-04

Expeditors International of Washington, Inc. announced its third-quarter 2025 financial results.

8-K
8-K
2025-08-07
10-Q
10-Q
2025-08-07
8-K
8-K
2025-08-05
8-K
8-K
2025-05-23
8-K
8-K
2025-05-14
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
HOLD
14 analysts
Freedom Broker
2026-02-26
Maintains
Hold Hold
Truist Securities
2026-02-25
Maintains
Hold Hold
Susquehanna
2026-02-25
Maintains
Neutral Neutral
Barclays
2026-01-15
Maintains
Underweight Underweight
Truist Securities
2026-01-15
Maintains
Hold Hold
JP Morgan
2026-01-12
Maintains
Underweight Underweight
Stifel
2025-12-16
Maintains
Hold Hold
Morgan Stanley
2025-12-08
Maintains
Underweight Underweight
UBS
2025-11-17
up
Neutral Buy
Freedom Broker
2025-11-06
Maintains
Hold Hold

Past News Coverage

Recent headlines mentioning EXPD from our newsroom.

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