Expeditors International of Wshngtn Inc vs Cloudflare Inc — how do they compare? Expeditors International of Wshngtn Inc trades at $181.35 (market cap $23.24B), while Cloudflare Inc trades at $273.1 (market cap $96.91B). The key difference: Cloudflare Inc is far larger — about 4.2× Expeditors International of Wshngtn Inc's market cap, and Expeditors International of Wshngtn Inc pays a 0.91% dividend while Cloudflare Inc pays none. Which is the better fit depends on your goals.
| EXPD | NET | |
|---|---|---|
Market Cap | $23.24B | $96.91B |
Sector | Industrials | Technology |
52-Week High | $178.22 | $281.69 |
52-Week Low | $111.37 | $160.16 |
Enterprise Value | $22.49B | $96.27B |
Dividend Yield | 0.91% | — |
Signals from Pluang's Aura AI — not financial advice
EXPD trades at $180.87, up 1.49% with strong technical momentum and bullish moving averages. The company demonstrates solid fundamentals with consistent earnings beats, posting Q1 2026 EPS of $1.71 versus $1.33 expected. Revenue grew to $11.07B in 2025 with a 7.48% net margin and impressive 36.59% ROE. Recent dividend of $0.81 reinforces shareholder returns while cash flow trends show operational strength.
Despite trading above the $161.50 consensus target, EXPD's earnings momentum and operational efficiency support continued upside potential. Key risks include analyst skepticism with only 12% buy ratings and overbought technical conditions. The stock's premium valuation requires sustained execution amid transportation industry challenges and economic uncertainties.
Cloudflare (NET) trades at $274.12, down 2.69% on the day, with a bullish technical outlook from moving averages but overbought RSI signals. Revenue growth is robust, reaching $2.17B in 2025, though net margins remain negative at -4.72%. Recent news highlights AI integration in cybersecurity, with a research pilot with OpenAI announced on July 8, 2026, and a Q2 2026 earnings report scheduled for August 6, 2026.
The stock offers growth potential from AI-driven demand but carries valuation risks with a high P/S of 41.06 and negative profitability. Analyst consensus is strongly bullish with a $261 price target, yet competition and cash burn from investing activities pose challenges for sustained equity gains.
Trailing returns across standard periods
Latest headlines on both assets
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 →Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.
Read more on NET →