EXPONENT, INC. vs Gartner, Inc., two Consulting stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where EXPO and IT diverge most: on implied growth (priced in), EXPO reads +22.1% and IT reads -1.9%; on revenue growth, EXPO reads +12.7% and IT reads +0.7%. The rest of the comparable metrics sit closer together. On valuation, today's EXPO price has a different growth bar priced in than IT (+22.1% implied for EXPO vs -1.9% for IT); the higher figure is the steeper assumption to clear, not a better or worse stock. What EXPO's price implies is a bet that sits within the historical range (whole-company basis). What IT's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | EXPO | IT |
|---|---|---|
| Price | $69.77 | $191.03 |
| Market cap | $3.4B | $12.7B |
| Sector | Consulting | Consulting |
| Stage | Mature | Mature |
| Implied growth (priced in) | +22.1% | -1.9% |
| P/E | 31.4 | 17.1 |
| P/B | 11.84 | — |
| P/S | 5.40 | 1.97 |
| EV/EBITDA | 24.3 | 10.9 |
| Revenue growth | +12.7% | +0.7% |
| Gross margin | — | 71.5% |
| Operating margin | 16.3% | 22.6% |
| Net margin | 17.7% | 12.0% |
| Return on equity | 38.7% | — |
| Return on assets | 17.1% | 10.8% |
| Return on invested capital | 31.9% | 30.8% |
| FCF yield | 3.2% | 10.1% |
| Dividend yield | 1.7% | — |
| Debt / equity | 0.00 | — |
| Current ratio | 1.98 | 0.88 |
| Altman Z (solvency) | 8.52 | 3.44 |
| Piotroski F (quality) | 8 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.