Expeditors International of Washington (EXPD) has been attracting investor interest because of its record of outperforming earnings estimates over the last two quarters. Analysts are now watching for the next report in early November.
See our latest analysis for Expeditors International of Washington.
Expeditors International’s share price has rebounded in recent weeks, rising 7.4% over the past 90 days and recapturing ground lost earlier this quarter. Despite muted total shareholder return of just 0.8% over the past year, the stock’s three- and five-year total returns remain impressive. This suggests that while near-term momentum is building, long-term investors have still enjoyed strong compounding gains overall.
If strong execution like this has you looking further afield, now is the perfect opportunity to discover fast growing stocks with high insider ownership.
That leaves investors with a key question: Is Expeditors International currently undervalued given its recent momentum and analyst optimism, or has the market already priced in the company’s future growth prospects?
Expeditors International trades at a price-to-earnings (P/E) ratio of 19.1x, notably higher than both the global logistics industry average of 15.7x and its estimated fair P/E of 12x. With shares closing at $119.92, this elevated multiple suggests the market is paying a premium for expected earnings compared to many peers.
The price-to-earnings ratio measures how much investors are willing to pay per dollar of reported earnings. In the logistics sector, it is often used as a gauge of growth or quality relative to industry standards. For Expeditors International, this high P/E could signal that investors expect sustained earnings outperformance or have confidence in the company’s ability to weather industry cycles.
However, when compared to the global logistics average and the estimated fair value multiple for the business, Expeditors International’s premium stands out. This gap may indicate some market over-optimism about future growth, or it could reflect perceived strengths such as high returns on equity and a history of quality earnings. If the market normalizes, valuations could move closer to the fair ratio, so investors should keep that possibility in mind.
Explore the SWS fair ratio for Expeditors International of Washington
Result: Price-to-Earnings of 19.1x (OVERVALUED)
However, slowing revenue growth and negative net income trends could challenge further upside if Expeditors International does not reaccelerate operational performance soon.
Find out about the key risks to this Expeditors International of Washington narrative.
Beyond earnings multiples, a different story emerges when looking at Expeditors International through the lens of our DCF model. The SWS DCF model suggests the company is currently trading around 22% below its estimated fair value. This signals the shares may be undervalued despite the high price-to-earnings ratio. Could the market be missing something about Expeditors’ long-term cash flow potential?
Look into how the SWS DCF model arrives at its fair value.
EXPD Discounted Cash Flow as at Oct 2025
Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Expeditors International of Washington for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match – so you never miss a potential opportunity.
If you would like to look at the numbers yourself or take a different approach, it only takes a few minutes to build your own story and see where your research leads. Do it your way
A great starting point for your Expeditors International of Washington research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include EXPD.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
Haci Ömer Sabanci Holding stock has seen its estimated fair value rise slightly, up from TRY 143.52 to TRY 146.10, even as growth projections have shifted. According to analyst commentary, this modest uptick in the price target reflects the company’s ability to navigate industry conditions and adapt to changing business dynamics. This is despite some adjustments to revenue expectations and discount rates. Stay tuned to discover how investors and analysts are tracking this evolving story and how you can follow ongoing updates to the narrative.
Analyst perspectives on Haci Ömer Sabanci Holding remain largely constructive, with commentary centering on the company’s recent ability to manage industry shifts and deliver operational consistency. While explicit references to this specific company are limited in the current research inputs, the available analyst outlooks provide insights into the types of factors that have influenced street expectations around valuation and future growth.
🐂 Bullish Takeaways
Analysts have generally cited strong execution and a focus on cost reductions as key reasons for the resilience seen in adjusted price targets, despite broader industry challenges.
The ability to sustain higher gross margins and exhibit ongoing adaptability is being rewarded with modest price target increases. This highlights confidence in management’s operational discipline.
Market participants appear to appreciate continued vigilance in navigating complex business conditions, which contributes to the incremental rise in fair value estimates for the stock.
🐻 Bearish Takeaways
Some caution remains, with neutral ratings indicating that while execution is solid, upside may already be reflected in the current valuation.
Adjustments to revenue expectations and discount rates remain a key reservation as analysts weigh potential near-term risks to growth momentum.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!
IBSE:SAHOL Community Fair Values as at Oct 2025
Sabanci Holding is considering divesting certain subsidiaries with lower net profit margins and returns on equity. This potential move was highlighted in recent discussions between executives and analysts, according to Reuters.
Market observers report that technology retailer Teknosa and food retailer Carrefoursa are among the businesses that may be evaluated for possible divestiture as Sabanci Holding optimizes its portfolio.
The company is reportedly reviewing additional subsidiaries to align its business focus and improve overall financial efficiency. This signals a move toward increased strategic selectivity.
Fair Value: The estimated fair value has risen slightly, moving from TRY 143.52 to TRY 146.10.
Discount Rate: The discount rate has edged up marginally, increasing from 32.05% to 32.08%.
Revenue Growth: Projected revenue growth has fallen significantly, decreasing from 269.77% to 156.09%.
Net Profit Margin: The net profit margin forecast has decreased from 3.74% to 2.47%.
Future P/E: The expected future price-to-earnings ratio has increased sharply, rising from 2.07x to 9.63x.
A Narrative is a powerful, story-driven way to understand a company like Haci Ömer Sabanci Holding by linking its business story to a financial forecast and a fair value. Narratives on Simply Wall St combine real user insights about future revenue, earnings, and profit margins, so you can see exactly how a company’s story ties to its numbers. Used by millions of investors, Narratives are dynamic and accessible tools found on our Community page. They can help you decide when to act as valuations or news change.
Discover the complete story and follow the original Narrative for Haci Ömer Sabanci Holding to stay ahead of investment moves:
Track how major energy and digital investments, such as the Oriana project completion and Bulutistan acquisition, could propel revenue growth and boost profit margins.
Understand analyst assumptions including rapid revenue growth, rising profit margins, and fair value targets, all brought together in one clear forecast.
Stay aware of the key risks such as operational challenges, cost pressures, and market volatility, which could shape future valuation.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include SAHOL.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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