EXPD vs STRL
Expeditors International vs Sterling Infrastructure — AI-powered side-by-side comparison
EXPD
Expeditors International
68
Buy
VS
STRL
Sterling Infrastructure
64
Buy
| Metric | EXPD | STRL |
|---|
| AI Score |
68
|
64
|
| Price |
$178.82
|
$546.78
|
| P/E Ratio |
25.94×
|
38.85×
|
| ROE |
34.5%
|
26.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
23.9%
|
23.6%
|
| Debt / Equity |
0.27×
|
0.25×
|
| Dividend Yield |
0.9%
|
0.0%
|
| RSI (14) |
60.7
|
38.6
|
| Beta |
1.038
|
1.829
|
| Expected Upside |
—
|
+83.9%
|
AI Committee View
Current Innellis committee reasoning for EXPD versus STRL.
EXPD leads by 4 points.
EXPD scores 68/100 (Buy) versus STRL at 64/100 (Buy).
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 25.3 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 25.3 is moderate-to-rich — Value
- Price-to-book of 8.5x prices in significant intangible value — Value
STRL Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 32.8% shows genuine earnings power backing the valuation — Value
- Revenue growing 37.0% YoY -- genuine top-line momentum — Growth
- EPS growing 30.6% YoY — Growth
Bear Case
- P/E of 48.3 is expensive by classic value standards — Value
- Price-to-book of 8.5x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical