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EXPD

EXPD

Industrials · Integrated Freight & Logistics

$164.74+0.93%
Mkt Cap: $21.55BDY: 0.99%

Performance

EXPD (EXPD) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

EXPD (EXPD) operates in the Integrated Freight & Logistics space within the Industrials sector. With a market cap of $21.5B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.

Bull Case2
  • Forward P/E (24.1×) is lower than trailing P/E (26.6×) — analysts expect earnings to improve
  • ROE of 36.6% shows management efficiently converts equity into profit
Bear Case3
  • P/E of 26.6× is above average — valuation requires continued strong growth to justify
  • High debt-to-equity of 24.71× increases financial risk, especially with elevated interest rates
  • Price is near its 52-week high — limited near-term upside, higher pullback risk

Verdict

Caution

More risks than strengths. Consider waiting for fundamentals to improve before adding.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

Current DY

0.99%

5Y Avg Annual

$1.3060

Last Payment

$0.8100

Ex-Date

06/01/2026

Annual dividends paid per share

2011
2019
2026
Ex-DatePaymentAmountEst. DY
Latest06/01/2026
06/15/2026$0.81001.97%
12/01/2025
12/15/2025$0.77001.87%
06/02/2025
06/16/2025$0.77001.87%
12/02/2024
12/16/2024$0.73001.77%
06/03/2024
06/17/2024$0.73001.77%
11/30/2023
12/14/2023$0.69001.68%
05/31/2023
06/14/2023$0.69001.68%
11/30/2022
12/14/2022$0.67001.63%

Magic Number

Shares needed to self-fund your next purchase

$164.74

Price

÷

$0.8100

Last div. (semesterly)

=

204

shares

Own 204 EXPD shares ($33,606.96) and each semesterly dividend pays for 1 new share — the snowball runs on its own.

Investment target

$33,606.96

New shares / year

+2 shares

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

Next Earnings

Aug 4, 2026

49

days

EPS (TTM)

$6.19

P/E (TTM)

26.6

Fwd P/E

24.1

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$21.55B
P/E Ratio26.61
Forward P/E24.15
P/B Ratio
PEG Ratio3.83
EPS (TTM)$6.19

Trading

Open
Day High
Day Low
52W High$168.52
52W Low$110.48
Volume
Avg Volume (3M)1,145,104
Beta1.05

Dividends

Dividend Yield0.99%
Annual Rate$1.62
Ex-Div Date2026-06-01
Payout Ratio24.88%

Profitability

Profit Margin7.47%
Operating Margin10.59%
ROE36.64%
ROA14.17%
Revenue Growth4.40%
Earnings Growth16.30%

Balance Sheet

Total Revenue$11.19B
Total Debt$564.98M
Debt / Equity24.71
Current Ratio1.79
Free Cash Flow$783.25M

Fair Value Estimates

Current price: $164.74

Graham Number

√(22.5 × EPS × Book Value)

$49.09

-70.2% downside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

$22.93

-86.1% downside

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

9/10

90% score

Pays dividends

15Y hist.

15+ years of dividend history

Dividend consistency (5Y+)

15 yrs

Uninterrupted dividend payments for at least 5 years

ROE above 10%

36.6%

Return on equity — measures how efficiently capital is used

Positive profit margin

7.5%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

+4.4%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

+16.3%

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

24.71×

Low financial leverage reduces risk of distress

Current ratio above 1

1.79×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$189M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

0.99%

Stock must distribute income to shareholders

Related Assets

Industrials

About EXPD

Expeditors International of Washington, Inc., together with its subsidiaries, provides logistics services in the Americas, North Asia, South Asia, Europe, and Middle East, Africa, and India. The company offers airfreight services, such as air freight consolidation and forwarding; ocean freight and ocean services, including ocean freight consolidation, direct ocean forwarding, and order management; customs brokerage and other services, import, intra-continental ground transportation and delivery, and warehousing and distribution services; and customs clearance, purchase order management, vendor consolidation, time-definite transportation services, temperature-controlled transit, cargo insurance, specialized cargo monitoring and tracking, and other logistics solutions. It also provides optimization, trade compliance consulting, cargo insurance, cargo security, and solutions. In addition, it acts as a freight consolidator or as an agent for the airline that carries the shipment. Further, the company provides ancillary services that include preparation of shipping and customs documentation, packing, crating, insurance services, and the preparation of documentation to comply with local export and import laws. The company was incorporated in 1979 and is headquartered in Bellevue, Washington.

Sector

Industrials

Industry

Integrated Freight & Logistics

Location

Bellevue, United States

Employees

20,361