Expeditors International
EXPD Β· Air Freight & Logistics
$196.21
0.0%United Parcel Service
UPS Β· Air Freight & Logistics
$101.06
0.5%The short version
- United Parcel Service is the larger business, with $88.7B of revenue in fiscal 2025 against $11.1B for Expeditors International, about 8.0 times as much.
- Expeditors International grew revenue faster (4.4%, against β2.7%).
- Expeditors International kept more of each dollar of sales as operating profit (9.5% operating margin, against 8.9% operating margin).
- Expeditors International turned more of its sales into free cash flow (8.6% FCF margin, against 5.4% FCF margin).
- Investors pay more for each dollar of Expeditors Internationalβs earnings: a P/E of 28.6x against 18.8x for United Parcel Service.
| Latest fiscal year | EXPD Β· FY25 | UPS Β· FY25 |
|---|---|---|
| Size | ||
| Market cap | $25.8B | $86.0B |
| Revenue | $11.1B | $88.7B |
| Free cash flow | $953M | $4.8B |
| Net income | $810M | $5.6B |
| Growth | ||
| Revenue growth | 4.4% | β2.7% |
| 5-year growth | 2.9% | 0.9% |
| Share count change | β3.9% | β0.7% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | 9.5% | 8.9% |
| Net margin | 7.3% | 6.3% |
| FCF margin | 8.6% | 5.4% |
| Return on capital | β | 18.4% |
| Return on equity | 35.4% | 33.8% |
| Balance sheet | ||
| Net debt | β | $18.5B |
| Net debt / EBITDA | β | 1.7x |
| Dividends and buybacks | $875M | $6.4B |
| Valuation & quality | ||
| P/E | 28.6x | 18.8x |
| Piotroski F-score | β | 5 |
FY16
EXPD $6.1B
UPS $60.9B
FY17
EXPD $6.9B
UPS $65.9B
FY18
EXPD $8.1B
UPS $71.9B
FY19
EXPD $7.9B
UPS $74.1B
FY20
EXPD $9.6B
UPS $84.6B
FY21
EXPD $16.5B
UPS $97.3B
FY22
EXPD $17.1B
UPS $100.3B
FY23
EXPD $9.3B
UPS $91.0B
FY24
EXPD $10.6B
UPS $91.1B
FY25
EXPD $11.1B
UPS $88.7B
EXPD
UPS
FY16
EXPD 11.0%
UPS 12.6%
FY17
EXPD 10.1%
UPS 11.4%
FY18
EXPD 9.8%
UPS 9.8%
FY19
EXPD 9.7%
UPS 10.5%
FY20
EXPD 9.8%
UPS 9.1%
FY21
EXPD 11.6%
UPS 13.2%
FY22
EXPD 10.7%
UPS 13.1%
FY23
EXPD 10.1%
UPS 10.1%
FY24
EXPD 9.8%
UPS 9.3%
FY25
EXPD 9.5%
UPS 8.9%
EXPD
UPS
FY16
EXPD $470M
UPS $3.5B
FY17
EXPD $394M
UPS β$3.7B
FY18
EXPD $525M
UPS $6.4B
FY19
EXPD $725M
UPS $2.3B
FY20
EXPD $607M
UPS $5.0B
FY21
EXPD $832M
UPS $10.8B
FY22
EXPD $2.0B
UPS $9.3B
FY23
EXPD $1.0B
UPS $5.1B
FY24
EXPD $683M
UPS $6.2B
FY25
EXPD $953M
UPS $4.8B
EXPD
UPS
FY16
EXPD β
UPS 44.9%
FY17
EXPD β
UPS 32.1%
FY18
EXPD β
UPS 27.2%
FY19
EXPD β
UPS 28.3%
FY20
EXPD β
UPS 26.6%
FY21
EXPD β
UPS 44.3%
FY22
EXPD β
UPS 35.3%
FY23
EXPD β
UPS 21.8%
FY24
EXPD β
UPS 20.1%
FY25
EXPD β
UPS 18.4%
EXPD
UPS
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.