Expeditors International of Washington, Inc. (EXPD)vsGE Aerospace (GE)
EXPD
Expeditors International of Washington, Inc.
$170.13
-0.75%
INDUSTRIALS · Cap: $23.91B
GE
GE Aerospace
$350.79
-3.56%
INDUSTRIALS · Cap: $354.01B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 353% more annual revenue ($50.64B vs $11.19B). GE leads profitability with a 17.7% profit margin vs 7.5%. EXPD appears more attractively valued with a PEG of 4.20. GE earns a higher WallStSmart Score of 65/100 (C+).
EXPD
Buy52
out of 100
Grade: C-
GE
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-77.6%
Fair Value
$91.16
Current Price
$170.13
$78.97 premium
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 in profit
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Every $100 of equity generates 51 in profit
Strong operational efficiency at 20.6%
Revenue surging 21.1% year-over-year
Areas to Watch
Moderate valuation
Trading at 9.8x book value
4.4% revenue growth
7.5% margin — thin
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
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, Debt/Equity.
Bull Case : GE
The strongest argument for GE centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.7% and operating margin at 20.6%. Revenue growth of 21.1% demonstrates continued momentum.
Bear Case : EXPD
The primary concerns for EXPD are P/E Ratio, Price/Book, Revenue Growth.
Bear Case : GE
The primary concerns for GE are Altman Z-Score, Debt/Equity, PEG Ratio. A P/E of 40.1x leaves little room for execution misses.
Key Dynamics to Monitor
EXPD profiles as a value stock while GE is a growth play — different risk/reward profiles.
GE carries more volatility with a beta of 1.35 — expect wider price swings.
GE is growing revenue faster at 21.1% — sustainability is the question.
EXPD generates stronger free cash flow (297M), providing more financial flexibility.
Bottom Line
GE scores higher overall (65/100 vs 52/100), backed by strong 17.7% margins and 21.1% 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.
GE Aerospace
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Electric Company (GE) is an American multinational conglomerate incorporated in New York City and headquartered in Boston. As of 2018, the company operates through the following segments: aviation, healthcare, power, renewable energy, digital industry, additive manufacturing and venture capital and finance.
Compare with Other INTEGRATED FREIGHT & LOGISTICS Stocks
Want to dig deeper into these stocks?