Expeditors International of Washington, Inc. (EXPD)vsLandstar System Inc (LSTR)
EXPD
Expeditors International of Washington, Inc.
$178.71
+0.08%
INDUSTRIALS · Cap: $21.96B
LSTR
Landstar System Inc
$182.99
+3.35%
INDUSTRIALS · Cap: $5.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Expeditors International of Washington, Inc. generates 124% more annual revenue ($11.19B vs $5.00B). EXPD leads profitability with a 7.5% profit margin vs 2.6%. LSTR appears more attractively valued with a PEG of 1.26. LSTR earns a higher WallStSmart Score of 57/100 (C).
EXPD
Buy55
out of 100
Grade: C-
LSTR
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-77.6%
Fair Value
$91.16
Current Price
$178.71
$87.55 premium
Margin of Safety
-61.4%
Fair Value
$100.87
Current Price
$182.99
$82.12 premium
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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
18.1% revenue growth
Earnings expanding 20.1% YoY
Areas to Watch
Moderate valuation
Trading at 10.3x book value
4.4% revenue growth
7.5% margin — thin
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, Altman Z-Score, Debt/Equity.
Bull Case : LSTR
The strongest argument for LSTR centers on Debt/Equity, Altman Z-Score, Revenue Growth. Revenue growth of 18.1% demonstrates continued momentum. PEG of 1.26 suggests the stock is reasonably priced for its growth.
Bear Case : EXPD
The primary concerns for EXPD are P/E Ratio, Price/Book, Revenue Growth.
Bear Case : LSTR
The primary concerns for LSTR are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 45.3x leaves little room for execution misses. Thin 2.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
EXPD profiles as a value stock while LSTR is a growth play — different risk/reward profiles.
EXPD carries more volatility with a beta of 1.04 — expect wider price swings.
LSTR is growing revenue faster at 18.1% — sustainability is the question.
EXPD generates stronger free cash flow (297M), providing more financial flexibility.
Bottom Line
LSTR scores higher overall (57/100 vs 55/100) and 18.1% 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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