EXPD vs IR
Expeditors International vs Ingersoll Rand — AI-powered side-by-side comparison
EXPD
Expeditors International
69
Buy
VS
| Metric | EXPD | IR |
|---|
| AI Score |
69
|
69
|
| Price |
$177.05
|
$85.02
|
| P/E Ratio |
25.72×
|
34.70×
|
| ROE |
34.5%
|
5.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
23.9%
|
37.9%
|
| Debt / Equity |
0.27×
|
0.47×
|
| Dividend Yield |
0.9%
|
0.1%
|
| RSI (14) |
61.1
|
54.1
|
| Beta |
1.045
|
1.168
|
| Expected Upside |
—
|
+2.9%
|
AI Committee View
Current Innellis committee reasoning for EXPD versus IR.
The committee scores are tied.
EXPD and IR both score 69/100.
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 25.4 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 40.7% 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 25.4 is moderate-to-rich — Value
- Price-to-book of 8.5x prices in significant intangible value — Value
IR Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 35.1 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- EPS growing 91.1% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 35.1 is moderate-to-rich — Value