Expeditors’ Bright Future

The Mall Mole’s Deep Dive: Why Expeditors International (EXPD) Is Outshopping the Competition

Alright, listen up, shopaholics. This isn’t your typical retail therapy session. No, today we’re talking about a different kind of haul—one that’s got investors lining up like Black Friday deal-seekers. Expeditors International of Washington (NYSE: EXPD) is flexing some serious financial muscle, and if you’re not paying attention, you’re missing out on the hottest stock in town. Let’s crack this case wide open.

The Numbers Don’t Lie (But They Do Whisper Sweet Nothings to Investors)

First off, let’s talk about that Return on Capital Employed (ROCE). If you don’t know what that is, don’t worry—I’ll break it down like a thrift-store bargain bin. ROCE measures how well a company turns its invested capital into profit. And Expeditors? They’re crushing it. As of February 3, 2025, their ROCE sits at a jaw-dropping 34%, while the industry average is chilling at a measly 13%. That’s like finding a designer jacket at a Goodwill for $5—unheard of, but oh-so-sweet.

But here’s the kicker: Expeditors isn’t just squeezing profits from a tiny base. Nope, they’re scaling up like a well-stocked mall during holiday season. The fact that they’re generating these high returns *while* increasing capital employed? That’s the kind of efficiency that makes even the most skeptical investor do a double-take. Analysts are watching this like a hawk eyes a sale rack, and for good reason—this kind of performance doesn’t just happen. It’s a sign of a company that knows how to work the system.

Earnings, Margins, and the Art of the Deal

Now, let’s talk earnings. First quarter 2025 brought in an EPS of $1.47, which, while not groundbreaking, is still a step up from 2024. Revenue growth might be modest at 0.5%, but in this economy, any growth is a win. And get this—their future ROE projection is 30.82%. That’s like finding a vintage band tee in perfect condition—rare and valuable.

Net margins? A healthy 7.64%, which means they’re not just making money—they’re keeping it. And let’s not forget the 49% return to shareholders over the past five years. Sure, the stock’s five-year growth of 52% is slightly behind the broader market, but that just means there’s still room to grow. Think of it like a hidden gem in a thrift store—undervalued, but with serious potential.

Leadership Shake-Up? No Problem.

Change can be scary, especially when it comes to leadership. But Expeditors just pulled off a smooth transition like a pro. Jeffrey S. Musser stepped down, and Daniel Wall took the reins as CEO. Now, leadership changes can be risky, but with Expeditors’ financials looking this strong, it’s like getting a new manager at your favorite store—same great deals, just a fresh face.

And speaking of deals, Expeditors is returning value to shareholders with a 1.33% dividend yield and a decade-long history of increasing payouts. That’s like getting a loyalty discount every quarter—consistent and reliable.

The Bottom Line: This Stock’s a Steal

So, what’s the verdict? Expeditors International is killing it—high ROCE, solid earnings, strong margins, and a leadership team that’s got this. The company’s ability to turn capital into profit is off the charts, and that’s not something you see every day.

Sure, revenue growth could be stronger, but in this economy, stability and efficiency are the real MVPs. And with a balance sheet that’s healthier than a kale smoothie, Expeditors is set up for long-term success.

If you’re looking for a stock that’s got the goods, Expeditors is your best bet. It’s like finding the perfect vintage jacket—timeless, valuable, and worth every penny. So, do yourself a favor and add this one to your portfolio before it’s gone. Trust me, your wallet (and your future self) will thank you.