Balance Labs

Dated answer · 2026-09-01

EXPD vs SMCI — which is stronger right now?

Same dated snapshot (2026-09-01): EXPD quality 100/100 vs SMCI 100/100; engine LONG vs LONG. The comparison below is computed, dated, and auditable — not an opinion.

Snapshot2026-09-01 · source: yahoo
EXPD (Expeditors)SMCI (Super Micro)
Market / sectorus · Industrialsus · Technology
Price$190.72$38.46
Quality score100/100100/100
Engine signalLONG · 305 bars · uPnL +65.9%LONG · 11 bars · uPnL +2.3%
Total return+65.9%-80.3%

Thesis-break template (Industrials)

backlog shrinking two quarters; enterprise capex deferral; labor/logistics squeeze; lost flagship contracts

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Balance Labs Research Desk (2026-09-01). "EXPD vs SMCI — which is stronger right now?." balancelabs.app · https://balancelabs.app/stocks/compare/expd-vs-smci · CC BY 4.0

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