Expeditors International of Wshngtn Inc vs SAP SE — how do they compare? Expeditors International of Wshngtn Inc trades at $193.24 (market cap $25.18B), while SAP SE trades at $214.78 (market cap $238.67B). The key difference: SAP SE is far larger — about 9.5× Expeditors International of Wshngtn Inc's market cap, and SAP SE pays the higher dividend (1.38%). Which is the better fit depends on your goals — on Pluang, investors hold Expeditors International of Wshngtn Inc for 43 Days and SAP SE for 118 Days on average.
| EXPD | SAP | |
|---|---|---|
Market Cap | $25.18B | $238.67B |
Volume | 1,003,557 | 2,252,662 |
Sector | Industrials | Technology |
52-Week High | $194.12 | $280.46 |
52-Week Low | $113.13 | $146.38 |
Typical Hold Time | 43 Days | 118 Days |
Enterprise Value | $24.72B | $237.42B |
Dividend Yield | 0.84% | 1.38% |
Signals from Pluang's Aura AI — not financial advice
EXPD trades at $193.71, up 1.5% with a bullish technical signal supported by moving averages. The company demonstrates strong profitability with 7.63% net income margin and exceptional ROE of 42.6%, though revenue growth remains modest. Recent earnings beats and positive analyst coverage highlight operational strength amid resilient airfreight demand and efficiency initiatives.
While valuation multiples appear elevated (P/E 28.2), consistent earnings outperformance and institutional interest support upside potential. Key risks include freight market volatility and competitive pressures. The consensus price target of $179.43 suggests modest downside from current levels, requiring careful risk-reward assessment.
SAP trades at $212.4, up 1.08% today, with a bullish technical signal and strong fundamentals. Revenue grew to $36.8B in 2025, with net income of $7.16B and a 20.41% margin. Recent earnings show mixed results, beating in Q4 2025 and Q1 2026 but missing in Q2 2026. Analyst consensus is a Buy with a $253.40 price target. Cloud revenue growth and AI initiatives are key drivers, though competition and margin pressures pose risks.
The outlook is positive, supported by robust cash flow and a €10B buyback program. Upside potential exists if AI and cloud strategies deliver, but execution risks and market volatility could hinder gains. Investors should weigh strong profitability against sector headwinds and valuation multiples above industry averages.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Founded in 1972 by former IBM employees, SAP provides database technology and enterprise resource planning software to enterprises around the world. Across more than 180 countries, the company serves 440,000 customers, approximately 80% of which are small to medium-size enterprises.
Read more on SAP →