Skip to Content
Morningstar

C.H. Robinson Worldwide Inc CHRW

Morningstar Rating
Unlock
Stock XNAS Rating as of
$80.93 +8.84 (12.26%)
View Full Chart
As of Delayed Price Closed
Unlock our analysis with Morningstar Investor
Start Free Trial

Company Report

View Archive

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.

Read Full Report

Price vs Fair Value

View History
CHRW is trading at a 15% discount.
Price
$72.09
Fair Value
$51.00
Uncertainty
Medium
1-Star Price
$756.94
5-Star Price
$35.40
Economic Moat
Dwzb
Capital Allocation
Zqzcgvyj

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.

Show More
Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if CHRW is a good fit for your portfolio.
Get 7 Days Free

News

View All

Trading Information

Previous Close Price
$72.09
Day Range
$79.60–85.00
52-Week Range
$65.00–106.14
Bid/Ask
$79.60 / $84.52
Market Cap
$9.36 Bil
Volume/Avg
6.4 Mil / 1.7 Mil

Key Statistics

Price/Earnings (Normalized)
22.39
Price/Sales
0.50
Dividend Yield (Trailing)
3.38%
Dividend Yield (Forward)
3.38%
Total Yield
3.78%

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

View More
Metric
CHRW
JBHT
EXPD
Price/Earnings (Normalized)
 22.3923.9821.17
Price/Book Value
 5.834.056.74
Price/Sales
 0.501.361.81
Price/Cash Flow
 18.8310.3819.39
Price/Earnings
CHRW
JBHT
EXPD

Financial Strength

Metric
CHRW
JBHT
EXPD
Quick Ratio
 1.320.871.79
Current Ratio
 1.401.262.02
Interest Coverage
 4.8813.63197.79
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
See how this stock stacks up to its competitors with Morningstar Investor
Start Free Trial

Integrated Freight & Logistics Industry Comparables

Screen in Investor
Ticker
Name
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
UPS
United Parcel Service Inc Class BRwhcspjbzHmlb$124.5 Bil
FDX
FedEx CorpNctxzcltTfzzxdc$64.2 Bil
DPSTF
DHL Group—Jghstq$49.5 Bil
DHLGY
DHL Group ADRKdcspjtxHgclv$49.5 Bil
ZTO
ZTO Express (Cayman) Inc ADRWmhqrghbKxchsy$17.2 Bil
JBHT
JB Hunt Transport Services IncNvpksfkykFkhpm$16.9 Bil
EXPD
Expeditors International of Washington IncLmcdmcgbNpxd$15.9 Bil
LSTR
Landstar System IncWtfstwlpWvqq$6.2 Bil
HUBG
Hub Group Inc Class ATgzjfcbCxpckz$2.6 Bil

Sponsor Center