Expeditors International of Washington, Inc. (EXPD)vsPitney Bowes Inc (PBI)
EXPD
Expeditors International of Washington, Inc.
$198.39
+0.63%
INDUSTRIALS · Cap: $25.63B
PBI
Pitney Bowes Inc
$16.32
-0.91%
INDUSTRIALS · Cap: $2.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Expeditors International of Washington, Inc. generates 545% more annual revenue ($12.04B vs $1.87B). PBI leads profitability with a 10.0% profit margin vs 7.6%. PBI appears more attractively valued with a PEG of 0.61. PBI earns a higher WallStSmart Score of 64/100 (C+).
EXPD
Buy64
out of 100
Grade: C+
PBI
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-60.6%
Fair Value
$100.79
Current Price
$198.39
$97.60 premium
Margin of Safety
-87.8%
Fair Value
$9.24
Current Price
$16.32
$7.08 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 43 in profit
Revenue surging 32.1% year-over-year
Earnings expanding 51.5% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Earnings expanding 115.8% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 21.7%
Areas to Watch
Moderate valuation
Trading at 12.2x book value
7.6% margin — thin
Expensive relative to growth rate
Grey zone — moderate risk
Revenue declined 2.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : EXPD
The strongest argument for EXPD centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 32.1% demonstrates continued momentum.
Bull Case : PBI
The strongest argument for PBI centers on EPS Growth, Debt/Equity, PEG Ratio. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bear Case : EXPD
The primary concerns for EXPD are P/E Ratio, Price/Book, Profit Margin.
Bear Case : PBI
The primary concerns for PBI are Altman Z-Score, Revenue Growth.
Key Dynamics to Monitor
EXPD profiles as a hypergrowth stock while PBI is a value play — different risk/reward profiles.
PBI carries more volatility with a beta of 1.65 — expect wider price swings.
EXPD is growing revenue faster at 32.1% — sustainability is the question.
EXPD generates stronger free cash flow (167M), providing more financial flexibility.
Bottom Line
EXPD scores higher overall (64/100 vs 64/100) and 32.1% 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.
Pitney Bowes Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
Pitney Bowes Inc., a technology company, offers business solutions in the United States and internationally. The company is headquartered in Stamford, Connecticut.
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