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C.H. Robinson Worldwide Inc CHRW

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Stock XNAS Rating as of
$81.20 +0.27 (0.33%)
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As of Delayed Price Closed
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Company Report

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C.H. Robinson Earnings: Truck Brokers Still Navigating Headwinds, but Firm's Execution Improving

Matthew Young

C.H. Robinson’s first-quarter gross revenue fell 4% year over year, but NAST-segment (truck brokerage) declines moderated materially, and air and ocean forwarding trends flipped positive. Revenue came in slightly above our forecast, especially for global forwarding, which improved more than we expected on a spike in ocean pricing driven by Red Sea-related capacity disruptions.

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Price vs Fair Value

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CHRW is trading at a 4% discount.
Price
$81.20
Fair Value
$18.00
Uncertainty
Medium
1-Star Price
$966.13
5-Star Price
$38.10
Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

C.H. Robinson enjoys a history of solid execution throughout the freight cycle, and it has thwarted a host of competitive threats over the years.

Bears

Because of excess truckload market capacity, spot rates will likely remain depressed into the first half of 2024.

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News

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Trading Information

Previous Close Price
$80.93
Day Range
$79.88–81.67
52-Week Range
$65.00–105.18
Bid/Ask
$81.22 / $81.25
Market Cap
$9.40 Bil
Volume/Avg
2.5 Mil / 1.7 Mil

Key Statistics

Price/Earnings (Normalized)
26.19
Price/Sales
0.56
Dividend Yield (Trailing)
3.00%
Dividend Yield (Forward)
3.00%
Total Yield
3.35%

Company Profile

C.H. Robinson is a top-tier non-asset-based third-party logistics provider with a significant focus on domestic freight brokerage (about 61% of net revenue), which reflects mostly truck brokerage but also rail intermodal. Additionally, the firm operates a large air and ocean forwarding division (27%), which has grown organically and via tuck-in acquisitions over the years. The remainder of revenue consists of the European truck-brokerage division, transportation management services, and a legacy produce-sourcing operation.
Sector
Industrials
Industry
Integrated Freight & Logistics
Stock Style Box
Small Value
Total Number of Employees
15,246
Website
https://www.chrobinson.com

Competitors

Valuation

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Metric
CHRW
JBHT
EXPD
Price/Earnings (Normalized)
 26.1924.2821.73
Price/Book Value
 6.644.106.92
Price/Sales
 0.561.381.86
Price/Cash Flow
 21.2010.5119.90
Price/Earnings
CHRW
JBHT
EXPD

Financial Strength

Metric
CHRW
JBHT
EXPD
Quick Ratio
 1.300.871.79
Current Ratio
 1.371.262.02
Interest Coverage
 18.5013.63197.79
Quick Ratio
CHRW
JBHT
EXPD

Profitability

Metric
CHRW
JBHT
EXPD
Return on Assets (Normalized)
 7.18%8.95%16.17%
Return on Equity (Normalized)
 28.44%18.53%29.03%
Return on Invested Capital (Normalized)
 13.64%14.53%22.87%
Return on Assets
CHRW
JBHT
EXPD
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