Expeditors International of Wshngtn Inc vs Union Pacific Corporation — how do they compare? Expeditors International of Wshngtn Inc trades at $182.04 (market cap $23.24B), while Union Pacific Corporation trades at $296.8 (market cap $171.20B). The key difference: Union Pacific Corporation is far larger — about 7.4× Expeditors International of Wshngtn Inc's market cap, and Union Pacific Corporation pays the higher dividend (1.91%). Which is the better fit depends on your goals.
| EXPD | UNP | |
|---|---|---|
Market Cap | $23.24B | $171.20B |
Sector | Industrials | Industrials |
52-Week High | $178.22 | $289.13 |
52-Week Low | $111.37 | $214.91 |
Enterprise Value | $22.49B | $201.67B |
Dividend Yield | 0.91% | 1.91% |
Signals from Pluang's Aura AI — not financial advice
Expeditors International (EXPD) trades at $178.22, up 1.55% on the day, and has consistently beaten earnings estimates in recent quarters. The stock shows strong technical momentum with a bullish moving average signal, though oscillators suggest overbought conditions. Fundamentally, the company maintains robust profitability with a 7.48% net margin and 36.59% ROE, supported by positive operating cash flow of $1.01B in 2025. Recent news highlights the stock's inclusion on strong buy lists and its resilience in the transportation services sector.
The outlook is mixed with strong fundamentals and positive earnings momentum offset by a cautious analyst consensus and elevated valuation multiples. The primary opportunity lies in continued execution and e-commerce demand driving intermodal services, while risks include industry freight downturns, economic uncertainties, and the stock trading above the consensus price target of $161.50.
Union Pacific (UNP) trades at $288.30, showing modest daily weakness but maintaining a bullish technical trend with strong moving average support. The company demonstrates robust fundamentals with a 29.2% net margin and consistent earnings beats, though valuation ratios appear elevated. Recent news focuses on the proposed $85 billion merger with Norfolk Southern, which could create significant value but faces regulatory scrutiny.
The outlook remains positive with analyst consensus at 'Buy' and a $311.07 price target, representing 7.9% upside. Key opportunities include operational efficiency gains and merger synergies, while risks involve regulatory hurdles for the merger, potential legal liabilities from environmental litigation, and rich valuation multiples that limit near-term upside.
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 →Omaha, Nebraska-based Union Pacific is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two thirds of the U.S., UP generated roughly $22 billion of revenue in 2021 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, and automotive goods. UP owns about one fourth of Mexican railroad Ferromex and derives about 10% of its revenue hauling freight to and from Mexico.
Read more on UNP →