Expeditors International of Wshngtn Inc vs Victoria's Secret & Co — how do they compare? Expeditors International of Wshngtn Inc trades at $177.4 (market cap $23.04B), while Victoria's Secret & Co trades at $94.16 (market cap $7.48B). The key difference: Expeditors International of Wshngtn Inc is far larger — about 3.1× Victoria's Secret & Co's market cap, and Expeditors International of Wshngtn Inc pays a 0.91% dividend while Victoria's Secret & Co pays none. Which is the better fit depends on your goals.
| EXPD | VSXY | |
|---|---|---|
Market Cap | $23.04B | $7.48B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $182.80 | $99.97 |
52-Week Low | $113.13 | $21.34 |
Enterprise Value | $22.57B | $10.13B |
Dividend Yield | 0.91% | — |
Signals from Pluang's Aura AI — not financial advice
EXPD trades at $184.47, up 3.06% with strong technical momentum and bullish moving averages. The company delivered three consecutive earnings beats, with Q2 2026 EPS surging 51% to $2.03, driven by airfreight demand and customs complexity. Revenue growth accelerated to $11.07B in 2025, though net margins compressed slightly to 7.32%. Analyst sentiment remains cautious with 63.6% hold ratings, but the stock trades above the consensus price target of $181.14.
Outlook remains positive with earnings momentum and expanding AOG services, but faces risks from ocean freight contraction and valuation concerns. The current P/E of 25.8x appears stretched relative to historical levels, while institutional ownership shows mixed signals with recent reductions. Near-term performance hinges on Q3 earnings delivery against $2.12 expectations.
Victoria's Secret (VSXY) trades at $92.97, down 7.0% on the day but maintains strong technical momentum with bullish moving averages. The company shows improving fundamentals with three consecutive quarterly earnings beats and positive cash flow projections for 2026. Recent news highlights international expansion success, particularly in China, and data-driven marketing initiatives driving growth.
The stock presents a balanced opportunity with analyst consensus favoring Buy ratings (55.6%) and a $91 price target near current levels. Key risks include competitive pressures in apparel retail and margin volatility, while catalysts include continued international growth and potential earnings surprises in Q2 2026.
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 →Victoria's Secret & Co is a specialty retailer of lingerie, pajamas, and beauty products with prestige fragrances and body care. It serves customers at its Lingerie and Beauty stores around the globe and online enabling them to shop the brand anywhere and anytime.
Read more on VSXY →