NYSEIndustrialsIntegrated Freight & LogisticsSnapshot 2026-07-08
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Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 13 valuation methods, at three horizons. Current price $164.21. As of 2026-07-09. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $164 EXPD trades at 27× p/e, below its 31× p/e peer median, but our blended $135 fair value sits below the price. We hold it with medium confidence: our number sits below the analyst range and quality doesn't explain valuation multiples in this sub-industry, so the peer comparison is a weak guide. Analysts target $145–$175. Note: our $135 fair value sits below the entire analyst range ($145–$175). Even valued only for durable growth at sustainable margins, it's worth about $167 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
$145.00 – $175.00 (median $153.00) · 4 analysts · as of 2026-06-25
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 15% over what the business is worth with no growth; closing that gap needs roughly 7.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $6.50/sh owner earnings.
Looks cheaper than most peers in the same business.
Around its own typical valuation.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $153.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $38.55 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $47.61 | — | — | Hist. CAGR | high |
| graham number | 12M | $48.70 | — | — | TTM | high |
| Mgmt guidance | 12M | $87.13 | 30.9 | 2.82 | Mgmt | high |
| Peer EV/EBITDA | 12M | $169.51 | 18.7 | 8.60 | TTM | high |
| Peer P/FCF | 12M | $192.14 | 28.0 | 6.87 | TTM | high |
| Peer P/E | 12M | $190.95 | 30.9 | 6.18 | TTM | high |
| Peer P/S | 12M | $293.87 | 3.5 | 83.43 | TTM | high |
| PEG | 12M | $141.48 | 22.9 | 6.18 | TTM | high |
| residual income | 12M | $37.19 | — | — | TTM | high |
| Own P/E history | 12M | $155.24 | 25.1 | 6.18 | TTM | high |
| triangulated | 12M | $197.52 | 30.9 | 6.39 | Triangulated | high |
| Mgmt guidance | 3Y | $109.90 | 30.9 | 3.56 | Mgmt(prov.) | medium |
| Peer P/FCF | 3Y | $81.15 | 28.0 | 2.90 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $231.27 | 30.9 | 7.48 | Analyst | medium |
| Peer P/S | 3Y | $341.11 | 3.5 | 96.84 | Analyst | medium |
| PEG | 3Y | $171.36 | 22.9 | 7.48 | Analyst | medium |
| Own P/E history | 3Y | $188.01 | 25.1 | 7.48 | Analyst | medium |
| Mgmt guidance | 5Y | $128.30 | 30.9 | 4.15 | Mgmt(prov.) | high |
| Peer P/FCF | 5Y | $45.68 | 28.0 | 1.63 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $254.91 | 30.9 | 8.25 | Analyst | high |
| Peer P/S | 5Y | $375.99 | 3.5 | 106.74 | Analyst | high |
| PEG | 5Y | $188.88 | 22.9 | 8.25 | Analyst | high |
| Own P/E history | 5Y | $207.24 | 25.1 | 8.25 | Analyst | high |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
