Expeditors International of Wshngtn Inc vs State Street SPDR S&P Homebuilders ETF — how do they compare? Expeditors International of Wshngtn Inc trades at $182.04 (market cap $23.24B), while State Street SPDR S&P Homebuilders ETF trades at $110.56. The key difference: Expeditors International of Wshngtn Inc pays a 0.91% dividend while State Street SPDR S&P Homebuilders ETF pays none, and Expeditors International of Wshngtn Inc is trading nearer its 52-week high, State Street SPDR S&P Homebuilders ETF nearer its low. Which is the better fit depends on your goals.
| EXPD | XHB | |
|---|---|---|
Market Cap | $23.24B | — |
Sector | Industrials | Broad Market / Factor |
52-Week High | $178.22 | $121.36 |
52-Week Low | $111.37 | $94.86 |
Enterprise Value | $22.49B | — |
Dividend Yield | 0.91% | — |
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.
XHB (SPDR S&P Homebuilders ETF) trades at $110.16, up 1.85% with a bullish technical signal from moving averages. The ETF benefits from recent housing legislation but faces mixed housing data with record prices and declining sales. Technical indicators show support at $107-108 and resistance at $109-111, with RSI suggesting potential oversold conditions.
The outlook remains cautiously optimistic given government support for housing, though high mortgage rates and inventory constraints pose near-term risks. Investor sentiment is divided between legislative tailwinds and current market headwinds, requiring careful monitoring of housing data trends for directional clarity.
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 →XHB invests in the U.S. homebuilding industry and related sectors. It provides equal-weighted exposure to homebuilders, building products, and home improvement retailers like Home Depot, Lowe's, and Builders FirstSource.
Read more on XHB →