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CHRW

S&P 500
Neutral · 44/100

C.H. Robinson

Industrials
Air Freight & Logistics

$187.07

1.1%

Updated Today 7:15 PM ET

Price — Past Year

▲ Up 98.1% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$21.81B

P/E

36.4x

Forward P/E (est.)

30.85x

ROE

33.3%

Revenue Growth

-6.7%

EPS Growth

18.0%

Profit Margin

3.7%

FCF Yield

2.2%

Debt / Equity

0.59x

ROIC

21.0%

Interest Coverage

Current Ratio

1.59x

Dividend Yield

1.3%

Implied Growth (rev. DCF)

4.7%

Rating Score

44/100

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what CHRW's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. CHRW trades near $187.07, above its 50-day average ($177.60) and 200-day average ($163.40). Price above both averages, with the shorter one above the longer, is the textbook definition of an uptrend — momentum favours buyers.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 61 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently positive — short-term momentum is improving.

Volatility — ATR. Average True Range is the typical daily move. CHRW's is $5.73 (~3.1% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month CHRW found buyers near $172.76 (support) and sellers near $195.00 (resistance); its 52-week range is $92.36–$203.34. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 0.8× the 20-day average — about normal. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Business Overview
Research

C.H. Robinson (CHRW) is a large-cap company in the Air Freight & Logistics industry, part of the Industrials sector of the S&P 500, with a market value around $21.81B.

In its latest reported year it generated about $16.23B in revenue and $587.08M in net profit.

Our model rates CHRW Neutral (44/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Revenue Growth
Research

4Y CAGR

-8.4%

Revenue moved from $23.10B in 2021 to $16.23B in 2025, a -8.4% compound annual growth rate. The most recent year declined 6.7% year over year. Shrinking revenue is worth a closer look — is it cyclical or structural?

Profitability
Research

Gross Margin

16.8%

Operating Margin

4.9%

Net Margin

3.6%

ROE

33.3%

C.H. Robinson keeps about 3.7% of each sales dollar as net profit, with a 16.8% gross margin and 4.9% operating margin. Return on equity is 33.3% and return on invested capital about 21.0%. Thin margins leave less cushion if costs rise.

Debt Analysis
Research

Total Debt

$1.34B

Net Debt

$1.18B

Net Debt / EBITDA

1.49x

Debt / Equity

0.59x

Leverage: debt-to-equity is 0.6x, with a current ratio of 1.6x. That is a moderate, manageable debt load for most businesses. It carries roughly $1.34B of total debt against $159.66M of cash.

Cash Flow Analysis
Research

Operating CF

$914.52M

Free Cash Flow

$894.89M

FCF Margin

5.5%

In the latest year C.H. Robinson produced about $914.52M of operating cash flow and $894.89M of free cash flow after capital spending. That is a free-cash-flow yield of about 2.2% on today's price. Cash flow is what ultimately pays shareholders, so it is worth tracking over time.

Valuation Analysis
Research

P/E

36.4x

P/S

1.37x

P/B

10.05x

EV / EBITDA

26.18x

CHRW trades at 36.4x trailing earnings (about 30.9x on estimated forward earnings), 1.4x sales, and 10.1x book value. Reverse-engineering today's price implies the market expects roughly 4.7% long-term free-cash-flow growth. That is a premium multiple that needs growth to justify it.

Metrics vs. Typical Range

Where this stock sits versus what most companies trade at.

TTM P/E
36.4xExpensive
Forward P/E
30.9xExpensive
P/S ratio
1.4xCheap
Revenue growth
-6.7%Weak
EPS growth
18.0%Strong
Gross margin
16.8%Weak
Net margin
3.7%Weak
ROE
33.3%Strong

Typical ranges are general references (e.g., many stocks trade at ~18–26x earnings), not hard rules. Context only — not investment advice.

Sector Peer Comparison

How CHRW stacks up against its Industrials peers — valuation, profitability, and growth versus the sector median.

In the Industrials sector (80 S&P 500 companies), CHRW ranks #60 of 80 by our overall rating. It trades at a premium versus the sector on earnings (36.4x P/E vs. 30x median) with a higher return on equity (33.3% vs. 24.7%) and slower revenue growth (-6.7% vs. 5.0%).

P/E vs sector

36.4x

median 30x

ROE vs sector

33.3%

median 24.7%

Growth vs sector

-6.7%

median 5.0%

Sector rank

#60

of 80 by rating

CompanyP/ERev Gr.Rating
CHRWThis stock36.4x-6.7%Neutral· 44
EXPD25.3x1.1%Neutral· 50
FDX17.4x4.7%Neutral· 56
UPS17x-2.9%Neutral· 45
ROL41x11.0%Neutral· 54
VLTO21.1x6.0%Favorable· 63
LUV28.8x4.7%Neutral· 50
VRSK25x5.9%Neutral· 52
Industrials median30x5.0%52/100

Valuation vs. quality map

sector medianEXPDFDXUPSROLVLTOLUVVRSKCHRWP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Industrials companies by sub-industry and size. Sector median is across all 80 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$140.49$229.89

vs. $187.07 today · expected CAGR -6%4%

Metric20262027202820292030
Revenue$16.72B$17.22B$17.74B$18.27B$18.82B
Net income$668.79M$688.85M$709.52M$730.80M$752.73M
EPS$5.67$5.84$6.02$6.20$6.39
Share price (low)$124.82$128.57$132.43$136.40$140.49
Share price (high)$204.26$210.39$216.70$223.20$229.89
CAGR (low–high)-33% / 9%-17% / 6%-11% / 5%-8% / 5%-6% / 4%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for CHRW:

  • Strong return on equity (33.3%) shows capital is put to work well.
  • As an established S&P 500 member in Industrials, it brings scale and a long operating history.
Bear Case

The case against CHRW:

  • Revenue growth is slow/negative (-6.7%), limiting the upside engine.
  • Thin net margins (3.7%) leave little room for error.
Key Risks
Research

Valuation risk — at 36.4x earnings, disappointing results could compress the multiple.

Growth risk — sluggish revenue (-6.7%) leaves little margin for execution missteps.

Margin risk — thin profitability (3.7%) is vulnerable to cost or pricing pressure.

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the picture is mixed: C.H. Robinson is a large-cap industrials business with shrinking revenue, with modest profitability, and a sound balance sheet. It trades at 36.4x earnings, which our model scores Neutral (44/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.