EXPD vs RELX
Expeditors International vs RELX Plc — AI-powered side-by-side comparison
EXPD
Expeditors International
69
Buy
VS
| Metric | EXPD | RELX |
|---|
| AI Score |
69
|
52
|
| Price |
$177.05
|
$35.37
|
| P/E Ratio |
25.72×
|
20.70×
|
| ROE |
34.5%
|
87.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
23.9%
|
62.7%
|
| Debt / Equity |
0.27×
|
7.19×
|
| Dividend Yield |
0.9%
|
1.5%
|
| RSI (14) |
61.1
|
48.1
|
| Beta |
1.045
|
0.256
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for EXPD versus RELX.
EXPD leads by 17 points.
EXPD scores 69/100 (Buy) versus RELX at 52/100 (Watch).
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
RELX Committee View
33% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — high leverage (debt-to-equity 3.07) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 125.5% shows genuine earnings power backing the valuation — Value
- Dividend yield of 2.6% pays you to wait — Value
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- Price-to-book of 23.4x prices in significant intangible value — Value
- Debt-to-equity of 3.07 adds balance-sheet risk to the value case — Value
- MACD histogram negative -- bearish momentum — Technical