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Player Avatar TMFInnovator (69.20) Submitted: 6/5/2013 9:55:47 AM : Outperform Start Price: $37.72 EXPD Score: -12.49

Similar to CHRW, EXPD is another 3PL carrier that is poised to outperform.
- Asset-light business with no debt and plenty of cash
- Long-term network effect that is valuable to customers
- ROIC consistently greater than 20%
- Dividend that is up 75% in four years

EXPD has lagged the market for the past two years, which (to me, at least) means that now is the time to buy. Its current valuation is a great entry point - EXPD's P/E and P/B ratios are the lowest that they've been in ten years.

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