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C.H. Robinson Worldwide Community
NasdaqGS:CHRW Community
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C.H. Robinson Worldwide
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C.H. Robinson Worldwide
AN
AnalystHighTarget
Consensus Narrative from 24 Analysts
Global E-Commerce Expansion Will Drive Digital Freight Transformation
Key Takeaways Expansion in global e-commerce and complex supply chains is boosting demand for C.H. Robinson’s advanced logistics solutions and increasing its market share. Investing in technology and value-added services enhances operational efficiency, customer relationships, and pricing power, supporting resilient margin and earnings growth.
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US$130.00
FV
27.8% undervalued
intrinsic discount
3.99%
Revenue growth p.a.
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6 days ago
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C.H. Robinson Worldwide
AN
AnalystLowTarget
Consensus Narrative from 24 Analysts
Nearshoring, AI Disintermediation And ESG Costs Will Undercut Freight Margins
Key Takeaways Shifting supply chain strategies and digital disruption are reducing dependence on international freight brokers, challenging C.H. Robinson's core revenue streams and margins. Regulatory pressures, rising compliance costs, and intense competition are eroding profitability and making it difficult to sustain historic margin performance.
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US$82.31
FV
14.0% overvalued
intrinsic discount
-1.04%
Revenue growth p.a.
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6 days ago
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C.H. Robinson Worldwide
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
AI And Automation Will Transform Global Forwarding And NAST Operations
Key Takeaways Strategic use of AI and automation aims to enhance productivity and margins, supporting customer experience and operating leverage improvement. Diversification of trade lanes and investment in technology may stabilize revenue streams and gross margins amidst global geopolitical challenges.
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US$109.67
FV
14.4% undervalued
intrinsic discount
2.32%
Revenue growth p.a.
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6 days ago
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Your Valuation for
CHRW
CHRW
C.H. Robinson Worldwide
Your Fair Value
US$
Current Price
US$93.86
32.5% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
25b
2015
2018
2021
2024
2025
2027
2030
Revenue US$19.9b
Earnings US$582.3m
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