--- title: "A Look At Expeditors (EXPD) Valuation After New US$3b Buyback And Earnings Beat" type: "News" locale: "en" url: "https://longbridge.com/en/news/279126218.md" description: "Expeditors International of Washington (EXPD) has authorized a US$3 billion share buyback and reported Q4 2025 earnings that surpassed expectations. Despite a 30-day share price return of 11.95% and a year-to-date return of 6.13%, the stock is trading at a P/E of 23.5x, which is considered overvalued compared to its estimated fair P/E of 17.3x. The current price of $142.55 is about 8.2% below the estimated fair value of $155.28. Investors are advised to consider the mixed signals regarding the stock's valuation and potential growth opportunities." datetime: "2026-03-14T14:25:43.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/279126218.md) - [en](https://longbridge.com/en/news/279126218.md) - [zh-HK](https://longbridge.com/zh-HK/news/279126218.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/279126218.md) | [繁體中文](https://longbridge.com/zh-HK/news/279126218.md) # A Look At Expeditors (EXPD) Valuation After New US$3b Buyback And Earnings Beat ## Why Expeditors stock is back in focus Expeditors International of Washington (EXPD) is drawing fresh attention after authorizing a new share repurchase program of up to US$3b and reporting Q4 2025 earnings that exceeded EPS and revenue forecasts. See our latest analysis for Expeditors International of Washington. Despite a Q4 2025 earnings beat and the new US$3b buyback authorization, the 30 day share price return of 11.95% and year to date share price return of 6.13% are weaker, while the 1 year total shareholder return of 25.30% points to stronger longer term momentum. If this buyback has you thinking about where else capital could go to work, it might be a good time to scan 18 top founder-led companies as potential next ideas. With the share price sitting close to analyst targets and an estimated 8.20% intrinsic discount, plus fresh buybacks and solid long term returns, you have to ask: is there still a buying opportunity here, or is future growth already priced in? ## Price to earnings of 23.5x: Is it justified? Expeditors International of Washington is trading on a P/E of 23.5x, and at a last close of $142.55 that puts the company at a premium to both its own fair ratio and the broader logistics peer group. The P/E multiple tells you how much investors are paying for each dollar of current earnings, which is especially watched for established, profitable businesses like Expeditors. Here, the company is described as good value versus its immediate peers on a P/E of 62.9x, yet expensive relative to the wider Global Logistics industry on 16x. The picture is therefore mixed and depends on which comparison investors focus on. On top of that, the estimated fair P/E of 17.3x sits well below the current 23.5x. This suggests the market is attaching a richer earnings multiple than that fair ratio level it could move toward, even though Expeditors is trading at an 8.2% discount to the SWS DCF fair value of $155.28 and has high quality earnings and a high 34.4% return on equity. Explore the SWS fair ratio for Expeditors International of Washington **Result: Price to earnings of 23.5x (OVERVALUED)** However, recent 30 day and year to date share price declines, plus a value score of 2, suggest sentiment can quickly turn if expectations reset. Find out about the key risks to this Expeditors International of Washington narrative. ## Another view on value While the P/E of 23.5x looks rich next to a 17.3x fair ratio and the 16x Global Logistics average, our DCF model points the other way. The current $142.55 price is about 8.2% below an estimated fair value of $155.28. So which signal matters more to you: earnings multiple or cash flow? Look into how the SWS DCF model arrives at its fair value. EXPD Discounted Cash Flow as at Mar 2026 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 48 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. ## Next Steps If this mix of signals leaves you on the fence, it is worth acting soon to review the full picture for yourself, including 2 key rewards and 1 important warning sign. ## Looking for more investment ideas? Before you move on, give yourself an edge by lining up a few more potential ideas that fit the kind of portfolio you actually want to build. - Target quality at a discount by scanning 48 high quality undervalued stocks that combine strong fundamentals with prices that may not fully reflect their strengths yet. - Build a steadier income stream by reviewing 14 dividend fortresses that focus on higher yields and the potential for more consistent cash returns. - Sleep a little easier at night by checking 68 resilient stocks with low risk scores that score well on resilience and financial strength, so surprises are less likely to catch you off guard. _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._ ### Valuation is complex, but we're here to simplify it. Discover if Expeditors International of Washington might be undervalued or overvalued with our detailed analysis, featuring **fair value estimates, potential risks, dividends, insider trades, and its financial condition.** Access Free Analysis ### Related Stocks - [SonicShares™ Global Shipping ETF (BOAT.US)](https://longbridge.com/en/quote/BOAT.US.md) - [Breakwave Dry Bulk Shipping ETF (BDRY.US)](https://longbridge.com/en/quote/BDRY.US.md) - [iShares Transportation Average ETF (IYT.US)](https://longbridge.com/en/quote/IYT.US.md) - [Pacer Industrials and Logistics ETF (SHPP.US)](https://longbridge.com/en/quote/SHPP.US.md) - [Expeditors International of Washington, Inc. 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