EXPD vs VLTO
Expeditors International vs Veralto Corporation — AI-powered side-by-side comparison
EXPD
Expeditors International
68
Buy
VS
VLTO
Veralto Corporation
69
Buy
| Metric | EXPD | VLTO |
|---|
| AI Score |
68
|
69
|
| Price |
$178.82
|
$98.38
|
| P/E Ratio |
25.94×
|
24.65×
|
| ROE |
34.5%
|
30.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
23.9%
|
60.2%
|
| Debt / Equity |
0.27×
|
1.09×
|
| Dividend Yield |
0.9%
|
0.5%
|
| RSI (14) |
60.7
|
68.2
|
| Beta |
1.038
|
0.782
|
| Expected Upside |
—
|
+4.0%
|
AI Committee View
Current Innellis committee reasoning for EXPD versus VLTO.
VLTO leads by 1 points.
VLTO scores 69/100 (Buy) versus EXPD at 68/100 (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
VLTO Committee View
75% agreement
4 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- Both daily and weekly trends are bearish — strong multi-timeframe downtrend.