Expeditors International of Wshngtn Inc vs Comfort Systems USA Inc — how do they compare? Expeditors International of Wshngtn Inc trades at $181.38 (market cap $23.04B), while Comfort Systems USA Inc trades at $1,745.78 (market cap $59.41B). The key difference: Comfort Systems USA Inc is far larger — about 2.6× Expeditors International of Wshngtn Inc's market cap, and Expeditors International of Wshngtn Inc pays the higher dividend (0.91%). Which is the better fit depends on your goals.
| EXPD | FIX | |
|---|---|---|
Market Cap | $23.04B | $59.41B |
Sector | Industrials | Technology |
52-Week High | $182.80 | $2.07K |
52-Week Low | $113.13 | $680.86 |
Enterprise Value | $22.57B | $57.88B |
Dividend Yield | 0.91% | 0.21% |
Signals from Pluang's Aura AI — not financial advice
EXPD trades at $179.00, near its 52-week high, with a bullish technical outlook supported by moving averages. The company reported strong Q2 2026 earnings of $2.03 per share, beating estimates by 20%, driven by airfreight and customs demand. Revenue growth is steady, with 2026 projected at $12.0B, though ocean freight contraction poses a headwind. Analyst consensus is a Hold with a $181.14 price target, indicating limited near-term upside.
Outlook: EXPD's earnings momentum and expanding AOG services offer growth potential, but high valuation (P/E 25.79) and reliance on tariff policies heighten risk. Investors should weigh robust profitability (ROE 42.6%) against cyclical freight pressures and analyst caution. The stock is fairly valued, with gains contingent on sustaining airfreight strength.
Comfort Systems USA (FIX) trades at $1,750.90, up 4.54% with strong earnings momentum as Q2 2026 EPS of $12.53 beat expectations by 20%. The stock shows bearish technical signals but maintains robust fundamentals with 55.29% ROE and record backlog driven by data center demand. Recent news highlights margin expansion and institutional position adjustments.
Outlook remains positive given analyst consensus price target of $2,170 (24% upside), though premium valuation (P/E 41.55) and execution risks warrant caution. Key opportunities include AI-driven data center growth, while risks involve capacity constraints and market volatility near technical resistance.
Trailing returns across standard periods
Expeditors International of Washington is a non-asset-based third-party logistics provider, mainly focused on international freight forwarding. It employs sophisticated IT systems and contracts with airlines and ocean carriers to move customers' freight across the globe. The firm operates more than 200 full-service office locations worldwide, in addition to numerous satellite locations. In 2021, Expeditors derived 38% of consolidated net revenue from airfreight, 27% from ocean freight, and 35% from customs brokerage and other services.
Read more on EXPD →Comfort Systems USA is a premier provider of mechanical and electrical contracting services. It specializes in HVAC, plumbing, and energy management solutions for commercial and industrial facilities.
Read more on FIX →