Morningstar

C.H. Robinson Worldwide Inc CHRW

Morningstar Rating
Unlock
Stock XNAS Rating as of
$106.73 +1.23 (1.17%)
View Full Chart
As of Delayed Price Closed

Company Report

View Archive

Port Strike a Headache for Shippers but a Potential Tailwind for Certain US Transport Stocks

Matthew Young

As anticipated, the International Longshoremen’s Association has implemented a work stoppage across US East Coast and Gulf Coast ports. As we understand it, the dockworkers union initially wanted a more than 70% increase in wages over a six-year period in order to return to the negotiating table. Before the strike, it sounded to us as if the Biden administration was signaling hesitancy to intervene via the Taft-Hartley Act. Thus, the potential duration of the strike remains uncertain.

Read Full Report

Price vs Fair Value

View History
CHRW is trading at a 428% premium.
Price
$106.73
Fair Value
$39.00
Uncertainty
Medium
1-Star Price
$385.70
5-Star Price
$99.90
Economic Moat
Nzwm
Capital Allocation
Zkwlglvdlw

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 and contract pricing will likely remain depressed for much of 2024.

Show More

News

View All

Trading Information

Previous Close Price
$105.50
Day Range
$105.46–108.51
52-Week Range
$65.00–110.51
Bid/Ask
$106.72 / $106.74
Market Cap
$12.52 Bil
Volume/Avg
1.2 Mil / 1.4 Mil

Key Statistics

Price/Earnings (Normalized)
31.86
Price/Sales
0.73
Dividend Yield (Trailing)
2.30%
Dividend Yield (Forward)
2.32%
Total Yield
2.30%

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
Mid Core
Total Number of Employees
15,246
Website
https://www.chrobinson.com

Competitors

Valuation

View More
Metric
CHRW
EXPD
LSTR
Price/Earnings (Normalized)
 31.8624.1228.90
Price/Book Value
 8.297.786.28
Price/Sales
 0.731.911.30
Price/Cash Flow
 24.9521.9321.89
Price/Earnings
CHRW
EXPD
LSTR

Financial Strength

Metric
CHRW
EXPD
LSTR
Quick Ratio
 1.301.442.10
Current Ratio
 1.371.712.17
Interest Coverage
 18.50——
Quick Ratio
CHRW
EXPD
LSTR

Profitability

Metric
CHRW
EXPD
LSTR
Return on Assets (Normalized)
 7.30%15.77%12.30%
Return on Equity (Normalized)
 27.48%30.64%21.95%
Return on Invested Capital (Normalized)
 13.60%23.44%19.04%
Return on Assets
CHRW
EXPD
LSTR

Integrated Freight & Logistics Industry Comparables

Screen With Investor
1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
United Parcel Service Inc Class B
UPS
SvvjrbdsPfqr$112.4 Bil
 FedEx Corp
FDX
RwrxmybRtlqm$63.7 Bil
 DSV AS ADR
DSDVY
—Zqg$52.1 Bil
 DSV AS
DSDVF
—Yltnj$52.1 Bil
 ZTO Express (Cayman) Inc ADR
ZTO
YwfznzrmxVtncvbw$22.3 Bil
 Expeditors International of Washington Inc
EXPD
PmktqbdwYfyc$17.0 Bil
 JB Hunt Transport Services Inc
JBHT
VjpsmtfsqJxhdzc$16.8 Bil
 Landstar System Inc
LSTR
BlmclzlskVvdg$6.3 Bil
 Hub Group Inc Class A
HUBG
KmmyqvgCvzbds$2.6 Bil

Sponsor Center