PortfoliosLab logo
WST vs. EXPD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between WST and EXPD is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

WST vs. EXPD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in West Pharmaceutical Services, Inc. (WST) and Expeditors International of Washington, Inc. (EXPD). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

WST:

-0.71

EXPD:

0.07

Sortino Ratio

WST:

-0.67

EXPD:

0.28

Omega Ratio

WST:

0.87

EXPD:

1.04

Calmar Ratio

WST:

-0.65

EXPD:

0.09

Martin Ratio

WST:

-1.75

EXPD:

0.20

Ulcer Index

WST:

22.17%

EXPD:

9.76%

Daily Std Dev

WST:

54.91%

EXPD:

25.80%

Max Drawdown

WST:

-59.29%

EXPD:

-58.07%

Current Drawdown

WST:

-53.63%

EXPD:

-9.55%

Fundamentals

Market Cap

WST:

$15.14B

EXPD:

$15.75B

EPS

WST:

$6.37

EXPD:

$6.02

PE Ratio

WST:

33.07

EXPD:

19.10

PEG Ratio

WST:

3.54

EXPD:

4.13

PS Ratio

WST:

5.23

EXPD:

1.42

PB Ratio

WST:

5.64

EXPD:

6.85

Total Revenue (TTM)

WST:

$2.90B

EXPD:

$11.06B

Gross Profit (TTM)

WST:

$1.00B

EXPD:

$1.42B

EBITDA (TTM)

WST:

$729.50M

EXPD:

$1.15B

Returns By Period

In the year-to-date period, WST achieves a -33.76% return, which is significantly lower than EXPD's 6.82% return. Over the past 10 years, WST has outperformed EXPD with an annualized return of 15.27%, while EXPD has yielded a comparatively lower 11.02% annualized return.


WST

YTD

-33.76%

1M

3.69%

6M

-31.00%

1Y

-38.64%

5Y*

0.47%

10Y*

15.27%

EXPD

YTD

6.82%

1M

12.18%

6M

-0.93%

1Y

1.81%

5Y*

11.92%

10Y*

11.02%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

WST vs. EXPD — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WST
The Risk-Adjusted Performance Rank of WST is 1111
Overall Rank
The Sharpe Ratio Rank of WST is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of WST is 1818
Sortino Ratio Rank
The Omega Ratio Rank of WST is 1212
Omega Ratio Rank
The Calmar Ratio Rank of WST is 1111
Calmar Ratio Rank
The Martin Ratio Rank of WST is 22
Martin Ratio Rank

EXPD
The Risk-Adjusted Performance Rank of EXPD is 5050
Overall Rank
The Sharpe Ratio Rank of EXPD is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of EXPD is 4444
Sortino Ratio Rank
The Omega Ratio Rank of EXPD is 4444
Omega Ratio Rank
The Calmar Ratio Rank of EXPD is 5656
Calmar Ratio Rank
The Martin Ratio Rank of EXPD is 5353
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

WST vs. EXPD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for West Pharmaceutical Services, Inc. (WST) and Expeditors International of Washington, Inc. (EXPD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current WST Sharpe Ratio is -0.71, which is lower than the EXPD Sharpe Ratio of 0.07. The chart below compares the historical Sharpe Ratios of WST and EXPD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Dividends

WST vs. EXPD - Dividend Comparison

WST's dividend yield for the trailing twelve months is around 0.38%, less than EXPD's 1.23% yield.


TTM20242023202220212020201920182017201620152014
WST
West Pharmaceutical Services, Inc.
0.38%0.25%0.22%0.31%0.15%0.23%0.41%0.58%0.54%0.58%0.75%0.77%
EXPD
Expeditors International of Washington, Inc.
1.23%1.32%1.08%1.29%0.86%1.09%1.28%1.32%1.30%1.51%1.60%1.43%

Drawdowns

WST vs. EXPD - Drawdown Comparison

The maximum WST drawdown since its inception was -59.29%, roughly equal to the maximum EXPD drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for WST and EXPD. For additional features, visit the drawdowns tool.


Loading data...

Volatility

WST vs. EXPD - Volatility Comparison

West Pharmaceutical Services, Inc. (WST) and Expeditors International of Washington, Inc. (EXPD) have volatilities of 11.24% and 10.91%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...

Financials

WST vs. EXPD - Financials Comparison

This section allows you to compare key financial metrics between West Pharmaceutical Services, Inc. and Expeditors International of Washington, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B5.00B20212022202320242025
698.00M
2.67B
(WST) Total Revenue
(EXPD) Total Revenue
Values in USD except per share items

WST vs. EXPD - Profitability Comparison

The chart below illustrates the profitability comparison between West Pharmaceutical Services, Inc. and Expeditors International of Washington, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%15.0%20.0%25.0%30.0%35.0%40.0%45.0%20212022202320242025
33.2%
13.2%
(WST) Gross Margin
(EXPD) Gross Margin
WST - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, West Pharmaceutical Services, Inc. reported a gross profit of 231.90M and revenue of 698.00M. Therefore, the gross margin over that period was 33.2%.

EXPD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Expeditors International of Washington, Inc. reported a gross profit of 352.86M and revenue of 2.67B. Therefore, the gross margin over that period was 13.2%.

WST - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, West Pharmaceutical Services, Inc. reported an operating income of 107.00M and revenue of 698.00M, resulting in an operating margin of 15.3%.

EXPD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Expeditors International of Washington, Inc. reported an operating income of 265.86M and revenue of 2.67B, resulting in an operating margin of 10.0%.

WST - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, West Pharmaceutical Services, Inc. reported a net income of 89.80M and revenue of 698.00M, resulting in a net margin of 12.9%.

EXPD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Expeditors International of Washington, Inc. reported a net income of 203.80M and revenue of 2.67B, resulting in a net margin of 7.6%.