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

Expeditors International of Washington, Inc. and Landstar System, Inc. are both Integrated Freight & Logistics companies. Expeditors International of Washington, Inc. is the larger, with a market value of $25.3B against $5.6B — 4.5× the size. Expeditors International of Washington, Inc. trades at the lower P/E: 27.2× against 42.4×. Expeditors International of Washington, Inc. grew revenue faster over the last twelve months: 6.77% against 4.03%. Expeditors International of Washington, Inc. has the higher net margin (7.63% vs 2.64%) and the higher return on invested capital (67.9% vs 19.7%). Both pay a dividend; Expeditors International of Washington, Inc. yields more (1.25% vs 0.66%). Across the 23 metrics below, Expeditors International of Washington, Inc. leads on 18 and Landstar System, Inc. on 5.

Valuation

Metric EXPD LSTR Integrated Freight & Logistics median
P/E 27.17 42.41 21.28
P/S 2.04 1.11 0.71
P/B 11.57 6.64 1.67
Price to free cash flow 26.57 30.91 15.27
EV/EBITDA 18.99 24.16 8.95
EV/Sales 1.95 1.06 1.06
Earnings yield 3.68% 2.36% (1.34%)
Free cash flow yield 3.76% 3.24% 0.00%

Profitability

Metric EXPD LSTR Integrated Freight & Logistics median
Gross margin 32.70% 22.34% 26.33%
Operating margin 9.83% 3.51% 0.92%
Net margin 7.63% 2.64% (0.14%)
Free cash flow margin 7.68% 3.60% 0.00%
Return on equity 42.55% 14.98% 0.00%
Return on assets 18.52% 7.65% 0.00%
Return on invested capital 67.88% 19.72% 0.00%

Growth

Metric EXPD LSTR Integrated Freight & Logistics median
Revenue growth (TTM) 6.77% 4.03% 6.03%
EPS growth (last fiscal year) 4.02% (39.93%) —
Revenue growth, 5-year CAGR 2.92% 2.84% 2.88%
Net income growth, 5-year CAGR 3.08% (9.75%) 0.00%

Health

Metric EXPD LSTR Integrated Freight & Logistics median
Debt to equity 0.00 0.08 0.12
Current ratio 1.57 1.82 1.57
Net debt to EBITDA (1.18) (1.90) 0.86

Dividend

Metric EXPD LSTR Integrated Freight & Logistics median
Dividend yield 1.25% 0.66% 2.25%
Payout ratio 0.20 0.13 0.13

Size

Metric EXPD LSTR Integrated Freight & Logistics median
Market cap 25.26b 5.61b 56.42m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack