Expeditors International of Wshngtn Inc vs Utilities Select Sector SPDR Fund — how do they compare? Expeditors International of Wshngtn Inc trades at $182.04 (market cap $23.24B), while Utilities Select Sector SPDR Fund trades at $45.4. The key difference: Expeditors International of Wshngtn Inc pays a 0.91% dividend while Utilities Select Sector SPDR Fund pays none, and Expeditors International of Wshngtn Inc is trading nearer its 52-week high, Utilities Select Sector SPDR Fund nearer its low. Which is the better fit depends on your goals.
| EXPD | XLU | |
|---|---|---|
Market Cap | $23.24B | — |
Sector | Industrials | — |
52-Week High | $178.22 | $47.73 |
52-Week Low | $111.37 | $41.02 |
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.
XLU trades at $45.51, down 0.39% on the day, with technical indicators showing a bearish trend in moving averages and neutral oscillators. Recent news highlights the ETF's role in the AI-driven power demand surge, positioning utilities as growth plays rather than traditional defensive holdings. The fund offers pure exposure to regulated utilities, with top holdings securing long-term clean energy agreements with major tech firms.
Outlook is cautiously optimistic due to structural power demand growth from AI and electrification, though regulatory risks and grid investment requirements pose challenges. The ETF provides defensive income with growth optionality, but investors face volatility from interest rate sensitivity and execution risks in capacity expansion.
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 →In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: electric utilities; water utilities; multi-utilities; independent power and renewable electricity producers; and gas utilities. The fund is non-diversified.
Read more on XLU →