EFX vs EXPD
Equifax vs Expeditors International — AI-powered side-by-side comparison
VS
EXPD
Expeditors International
68
Buy
| Metric | EFX | EXPD |
|---|
| AI Score |
65
|
68
|
| Price |
$182.54
|
$178.82
|
| P/E Ratio |
31.86×
|
25.94×
|
| ROE |
14.3%
|
34.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
44.4%
|
23.9%
|
| Debt / Equity |
1.25×
|
0.27×
|
| Dividend Yield |
1.2%
|
0.9%
|
| RSI (14) |
61.8
|
60.7
|
| Beta |
1.316
|
1.038
|
| Expected Upside |
+7.5%
|
—
|
AI Committee View
Current Innellis committee reasoning for EFX versus EXPD.
EXPD leads by 3 points.
EXPD scores 68/100 (Buy) versus EFX at 65/100 (Buy).
EFX Committee View
50% agreement
4 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- MACD histogram negative -- bearish momentum — Technical
EXPD Committee View
83% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock. The main limiting factor is p/e of 27.8 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 36.7% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 27.8 is moderate-to-rich — Value
- Price-to-book of 8.5x prices in significant intangible value — Value