WallStSmart

Expeditors International of Washington, Inc. (EXPD)vsLandstar System Inc (LSTR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Expeditors International of Washington, Inc. generates 133% more annual revenue ($11.07B vs $4.76B). EXPD leads profitability with a 7.3% profit margin vs 2.4%. LSTR appears more attractively valued with a PEG of 1.06. EXPD earns a higher WallStSmart Score of 45/100 (D).

EXPD

Hold

45

out of 100

Grade: D

Growth: 2.0Profit: 7.0Value: 4.7Quality: 6.3
Piotroski: 3/9Altman Z: 4.74

LSTR

Hold

41

out of 100

Grade: D

Growth: 2.0Profit: 5.0Value: 7.3Quality: 7.5
Piotroski: 3/9Altman Z: 6.60
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EXPDSignificantly Overvalued (-300.1%)

Margin of Safety

-300.1%

Fair Value

$40.46

Current Price

$143.18

$102.72 premium

UndervaluedFair: $40.46Overvalued
LSTRSignificantly Overvalued (-623.0%)

Margin of Safety

-623.0%

Fair Value

$22.51

Current Price

$157.07

$134.56 premium

UndervaluedFair: $22.51Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EXPD2 strengths · Avg: 10.0/10
Return on EquityProfitability
35.4%10/10

Every $100 of equity generates 35 in profit

Altman Z-ScoreHealth
4.7410/10

Safe zone — low bankruptcy risk

LSTR2 strengths · Avg: 10.0/10
Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
6.6010/10

Safe zone — low bankruptcy risk

Areas to Watch

EXPD4 concerns · Avg: 3.0/10
Price/BookValuation
8.1x4/10

Trading at 8.1x book value

Profit MarginProfitability
7.3%3/10

7.3% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.842/10

Expensive relative to growth rate

LSTR4 concerns · Avg: 2.8/10
Profit MarginProfitability
2.4%3/10

2.4% margin — thin

Operating MarginProfitability
2.7%3/10

Operating margin of 2.7%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
47.5x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : EXPD

The strongest argument for EXPD centers on Return on Equity, Altman Z-Score.

Bull Case : LSTR

The strongest argument for LSTR centers on Debt/Equity, Altman Z-Score. PEG of 1.06 suggests the stock is reasonably priced for its growth.

Bear Case : EXPD

The primary concerns for EXPD are Price/Book, Profit Margin, Piotroski F-Score.

Bear Case : LSTR

The primary concerns for LSTR are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 47.5x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.

Key Dynamics to Monitor

EXPD carries more volatility with a beta of 1.11 — expect wider price swings.

LSTR is growing revenue faster at -2.9% — sustainability is the question.

EXPD generates stronger free cash flow (270M), providing more financial flexibility.

Monitor INTEGRATED FREIGHT & LOGISTICS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

EXPD scores higher overall (45/100 vs 41/100). Both earn "Hold" and "Hold" 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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