Expeditors International of Washington, Inc. (EXPD)vsLandstar System Inc (LSTR)
EXPD
Expeditors International of Washington, Inc.
$160.44
+0.19%
INDUSTRIALS · Cap: $21.79B
LSTR
Landstar System Inc
$218.06
-0.68%
INDUSTRIALS · Cap: $7.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Expeditors International of Washington, Inc. generates 134% more annual revenue ($11.19B vs $4.78B). EXPD leads profitability with a 7.5% profit margin vs 2.6%. LSTR appears more attractively valued with a PEG of 1.65. EXPD earns a higher WallStSmart Score of 55/100 (C-).
EXPD
Buy55
out of 100
Grade: C-
LSTR
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$90.10
Current Price
$160.44
$70.34 premium
Margin of Safety
-71.8%
Fair Value
$94.75
Current Price
$218.06
$123.31 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
Earnings expanding 36.9% YoY
Areas to Watch
Moderate valuation
Trading at 9.3x book value
4.4% revenue growth
7.5% margin — thin
Expensive relative to growth rate
Trading at 9.3x book value
1.6% revenue growth
2.6% margin — thin
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, EPS 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 PEG Ratio, Price/Book, Revenue Growth. A P/E of 62.1x leaves little room for execution misses. Thin 2.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
EXPD carries more volatility with a beta of 1.05 — expect wider price swings.
EXPD is growing revenue faster at 4.4% — sustainability is the question.
EXPD generates stronger free cash flow (297M), providing more financial flexibility.
Monitor INTEGRATED FREIGHT & LOGISTICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EXPD scores higher overall (55/100 vs 51/100). 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.
Visit Website →Compare with Other INTEGRATED FREIGHT & LOGISTICS Stocks
Want to dig deeper into these stocks?