3 US Logistics And Advisory Stocks With Strong Return On Equity

Simply Wall St.06-22

The Fed’s latest meeting kept interest rates on hold, but Chair Kevin Warsh’s firm focus on the 2% inflation target and refusal to offer clear forward guidance has shifted attention back to the power ...

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When rate cuts are not on the table and policy is unapologetically data driven, companies that can live with or even benefit from a firm dollar start to stand out. This article looks at how that backdrop connects to our US Dollar Beneficiaries screener and reveals three stocks...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","UPS":"联合包裹","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4559":"巴菲特持仓","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4215":"住宅房地产投资信托","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU0240878834.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" (USD) INC AV","BK4550":"红杉资本持仓","BK4588":"碎股","EXPD":"康捷国际物流","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4131":"航空货运与物流","PWP":"温伯格合伙公司","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","UPSG":"Leverage Shares 2X Long UPS Daily ETF","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","EQR":"资产住宅公司","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4532":"文艺复兴科技持仓","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","BK4534":"瑞士信贷持仓","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4127":"投资银行业与经纪业","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A"},"translate_title":"3只股本回报率强劲的美国物流和咨询股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EXPD":1,"UPS":1,"PWP":1,"EQR":1.5,"UPSG":0.6},"content_text":"The Fed’s latest meeting kept interest rates on hold, but Chair Kevin Warsh’s firm focus on the 2% inflation target and refusal to offer clear forward guidance has shifted attention back to the power of the US dollar. When rate cuts are not on the table and policy is unapologetically data driven, companies that can live with or even benefit from a firm dollar start to stand out. This article looks at how that backdrop connects to our US Dollar Beneficiaries screener and reveals three stocks that appear well aligned with the current policy tone and currency setting. AdvertisementExpeditors International of Washington (EXPD) Overview: Expeditors International of Washington is a global freight forwarder that coordinates air, ocean and ground transportation, customs clearance and warehousing so goods can move efficiently across borders. The company also handles documentation, compliance, insurance and cargo tracking for customers across the Americas, Europe, Asia and the Middle East. Operations: Expeditors generates all its US$11.19b in revenue from Global Logistics Services, with significant contributions from the United States (US$3.68b), North Asia (US$2.65b) and Europe (US$1.86b). Market Cap: US$21.10b For investors watching how a firm US dollar and data focused Fed might reshape trade flows, Expeditors International of Washington sits at an interesting intersection of currency exposure, global volumes and capital allocation. The company is a major US based freight forwarder with international reach, recently reporting a strong Q1 2026 in its air freight and logistics group and increasing its semi annual dividend, while also stepping up buybacks. High current and projected returns on equity point to efficient use of capital, although its P/E is above logistics peers and earnings have declined in recent years. On the other hand, reliance on external funding and tech layoffs tied to AI driven productivity show that the business is not without execution and reputational risks. Expeditors International of Washington appears to be a capital efficient freight specialist. Its premium P/E and recent earnings trend raise real questions about what is already priced in, so take a closer look at how those pieces fit together in the analysis report for Expeditors International of Washington. NYSE:EXPD P/E Ratio as at Jun 2026 United Parcel Service (UPS) Overview: United Parcel Service is a global package delivery and logistics company that moves parcels and freight for businesses and consumers through a network of air and ground services across the U.S. and major international regions. Beyond delivery, UPS provides freight forwarding, customs brokerage, warehousing, healthcare logistics and post sales services that help customers manage complex global supply chains. Operations: UPS generates about US$59.18b in revenue from U.S. Domestic Package, US$18.74b from International Package and US$10.39b from Supply Chain Solutions. Market Cap: US$89.13b United Parcel Service is in the middle of a major overhaul as Fed policy is keeping the dollar firm, which can help with fuel and import costs but also keeps pressure on efficiency. The \"Efficiency Reimagined\" plan, including facility closures, automation and a shift away from Amazon volume, aims to trim US$3.5b of costs, even as debt is elevated and dividend coverage looks tight. At the same time, UPS is investing in higher value services such as Mexico heavy air freight, healthcare and AI driven logistics. The shares are trading at a discount to estimated fair value with a high return on equity. The key issue for investors is whether cost cuts, new partnerships and pricing power can offset softer earnings trends and labor tension under a more data driven Fed regime. UPS’s overhaul story is just getting started, with cost cuts, automation, and higher value services all in play. See how these moving parts fit together in the analysis report for United Parcel Service UPS Discounted Cash Flow as at Jun 2026 Perella Weinberg Partners (PWP) Overview: Perella Weinberg Partners is an independent advisory firm that helps companies, investors and governments think through big financial decisions, especially mergers and acquisitions, restructurings and complex financing, across sectors such as energy transition, healthcare, financial services and technology. Operations: Perella Weinberg Partners generates about US$688m in advisory revenue, with roughly US$508m from the United States, US$108m from the United Kingdom and US$72m from other international markets. Market Cap: US$1.47b Perella Weinberg Partners gives you exposure to fee based advisory work that can be supported when a firm US dollar and a more data focused Federal Reserve encourage larger US centric deals and restructurings. Revenue is forecast to grow faster than the wider US market, and the business has recently turned profitable with what is described as high quality earnings. At the same time, the stock carries a very high P/E multiple, low 11.3% ROE and a dividend that is not well covered by earnings, alongside recent insider selling and headcount cuts. The key consideration is whether potential growth and deal flows justify these risks and today’s pricing, or leave limited room for disappointment. Perella Weinberg Partners sits at the crossroads of faster forecast revenue growth and a very high P/E multiple, so the real story sits in the analyst forecasts for Perella Weinberg Partners that could explain why insiders and dividend coverage might not be the only tension point investors are missing. NasdaqGS:PWP P/E Ratio as at Jun 2026 The three stocks covered here are only a starting point, with the full US Dollar Beneficiaries screen surfacing 15 more companies that also align with this firm dollar theme and carry their own compelling stories. Unlock a broader opportunity set and identify the catalysts that matter most to you by using Simply Wall St to analyze and filter the full US Dollar Beneficiaries screener. Focus on profit drivers, balance sheet strength and narrative angles that fit your highest conviction ideas. Take Control of Your Investment Journey  If Expeditors International of Washington or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point.\n            Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.\n            Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.\n            By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.\n         Seeking Alternatives Beyond Today’s Ideas? Fresh stock ideas can move from under the radar to flying higher before the crowd catches on. Check these focused lists while it matters and consider acting while they remain less widely followed.  Spot potential high yield anchors before others crowd in by scanning a curated set of income focused companies through the 8 dividend fortresses. Track early momentum in companies funding and building the next generation of clean energy systems with the targeted 89 nuclear energy infrastructure stocks. Explore new compounding potential in companies with strong profit engines using the hand picked 45 high quality undervalued stocks.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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