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C.H. Robinson Worldwide, Inc.NasdaqGS:CHRW Stock Report

Market Cap US$19.2b
Share Price
US$159.78
US$195.52
18.3% undervalued intrinsic discount
1Y61.8%
7D-6.8%
Portfolio Value
View

C.H. Robinson Worldwide, Inc.

NasdaqGS:CHRW Stock Report

Market Cap: US$19.2b

C.H. Robinson Worldwide (CHRW) Stock Overview

Provides freight transportation and related logistics and supply chain services in the United States and internationally. More details

CHRW fundamental analysis
Snowflake Score
Valuation0/6
Future Growth2/6
Past Performance5/6
Financial Health4/6
Dividends5/6

CHRW Community Fair Values

Create Narrative

See what 15 others think this stock is worth. Follow their fair value or set your own to get alerts.

C.H. Robinson Worldwide, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for C.H. Robinson Worldwide
Historical stock prices
Current Share PriceUS$159.78
52 Week HighUS$203.34
52 Week LowUS$92.36
Beta0.94
1 Month Change-5.18%
3 Month Change-9.22%
1 Year Change61.80%
3 Year Change57.43%
5 Year Change65.56%
Change since IPO2,740.53%

Recent News & Updates

Narrative Update May 02

CHRW: AI Execution And Capital Returns Will Support Measured Freight Cycle Recovery

The analyst price target for C.H. Robinson Worldwide has been adjusted from $193.52 to $195.52. This reflects updated assumptions on revenue growth, profit margins and future P/E in light of mixed recent Street research that includes several target increases alongside cuts and rating changes.
Narrative Update Apr 17

CHRW: AI Execution And Tightening Truckload Supply Will Support Future Margins

Analysts have trimmed the C.H. Robinson Worldwide fair value estimate by $1 to $224, reflecting slightly higher discount rate assumptions and modestly adjusted expectations for revenue growth, profit margins, and future P/E, as well as recent cuts to Street price targets and the removal of the stock from a tactical outperform list. Analyst Commentary Street research on C.H. Robinson Worldwide has been active, with recent moves spanning both higher and lower price targets, as well as a change in one firm's tactical list placement.

Recent updates

Narrative Update May 02

CHRW: AI Execution And Capital Returns Will Support Measured Freight Cycle Recovery

The analyst price target for C.H. Robinson Worldwide has been adjusted from $193.52 to $195.52. This reflects updated assumptions on revenue growth, profit margins and future P/E in light of mixed recent Street research that includes several target increases alongside cuts and rating changes.
Narrative Update Apr 17

CHRW: AI Execution And Tightening Truckload Supply Will Support Future Margins

Analysts have trimmed the C.H. Robinson Worldwide fair value estimate by $1 to $224, reflecting slightly higher discount rate assumptions and modestly adjusted expectations for revenue growth, profit margins, and future P/E, as well as recent cuts to Street price targets and the removal of the stock from a tactical outperform list. Analyst Commentary Street research on C.H. Robinson Worldwide has been active, with recent moves spanning both higher and lower price targets, as well as a change in one firm's tactical list placement.
Narrative Update Apr 02

CHRW: Tightening Truckload Supply And AI Execution Will Support Future Margins

Analyst price targets for C.H. Robinson have been adjusted, with the model now pointing to a fair value of $225.00. Analysts are factoring in slightly lower discount rates, modestly higher revenue growth expectations, and a small tweak to future P/E and profit margin assumptions following a mix of recent target increases and reductions across the Street.
Narrative Update Mar 19

CHRW: Elevated Freight Expectations Will Likely Struggle Against Softer Seasonality Risks

Analysts have nudged the fair value estimate for C.H. Robinson Worldwide to $131.39 from $130.54, reflecting Street price target increases supported by slightly higher assumed revenue growth, modestly stronger profit margins, a lower discount rate, and a marginally reduced future P/E multiple. Analyst Commentary Recent Street research on C.H. Robinson Worldwide skews positive on price targets, but the tone is not uniformly bullish.
Narrative Update Mar 05

CHRW: Margin Discipline And AI Initiatives Will Support Balanced Freight Cycle Recovery

The analyst fair value estimate for C.H. Robinson Worldwide has been revised from $153.36 to $193.52. This change reflects a reset in assumptions on margins and future P/E that aligns with a broad wave of higher price targets from firms across the Street.
Narrative Update Feb 19

CHRW: Truckload Supply Tightening And Cost Discipline Will Support Future Margins

We are lifting our C.H. Robinson Worldwide fair value estimate to $225 from $210 as analysts broadly raise price targets, citing updated earnings assumptions, a higher profit margin outlook, and a slightly richer future P/E multiple, offset by a modestly higher discount rate and more measured revenue growth expectations. Analyst Commentary Bullish analysts have been lifting their price targets on C.H. Robinson Worldwide across a wide range of research updates, pointing to a mix of earnings power, margin potential, and valuation support.
Seeking Alpha Feb 16

C.H. Robinson: The AI Scare Is An Overreaction (Rating Upgrade)

Summary C.H. Robinson Worldwide has surged over 70% since last July, outperforming the S&P 500 by a wide margin. Q4 2025 earnings showed mixed results: strong North American Surface Transportation offset by weak Global Forwarding performance. CHRW faces potential disruption from Algorhythm Holdings' AI-driven SemiCab platform, but immediate impact appears limited. Valuation analysis based on free cash flow yield suggests CHRW's current pricing is above historical norms. Read the full article on Seeking Alpha
Narrative Update Feb 05

CHRW: Elevated Freight Hopes Will Likely Outrun Tightening Truckload Capacity

Analysts have collectively lifted their price targets on C.H. Robinson Worldwide, supporting a fair value estimate shift from about US$109.07 to US$130.54 as they factor in a slightly lower discount rate, a higher projected profit margin, and a richer future P/E multiple despite more modest revenue growth assumptions. Analyst Commentary Street research on C.H. Robinson Worldwide has recently tilted toward higher price targets, but the tone is not uniformly upbeat.
Narrative Update Jan 22

CHRW: Truckload Supply Recovery And Margin Execution Will Support Bullish Case

Analysts have lifted their price target on C.H. Robinson Worldwide to US$210 from US$136. This reflects updated views on revenue growth, profit margins and a higher future P/E multiple, even as they factor in a slightly higher discount rate and a mix of cautious and bullish research commentary across the transport and logistics group.
Narrative Update Jan 07

CHRW: Elevated Freight Expectations Will Likely Outrun Margin And Demand Normalization

Narrative Update: C.H. Robinson Worldwide (CHRW) The updated analyst price targets for C.H. Robinson, supported by recent model changes and new 2026 and 2027 estimates, lift our fair value reference from about $88.54 to roughly $109.07, as analysts highlight operating margin progress, profit growth, and exposure to potential truckload and rail M&A themes. Analyst Commentary Recent research updates around C.H. Robinson point to a cluster of higher price targets, with analysts updating their models through 2026 and 2027 and emphasizing operating margin trends, profit growth in recent quarters, and exposure to potential truckload and rail M&A themes.
Analysis Article Dec 31

C.H. Robinson Worldwide (NASDAQ:CHRW) Could Become A Multi-Bagger

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Narrative Update Dec 14

CHRW: Operating Margin Discipline And AI Supply Chain Investments Will Support Future Resilience

Analysts have nudged their average fair value estimate for C.H. Robinson Worldwide slightly higher, from about $152 to roughly $153, citing recent price target increases that reflect operating margin expansion, raised 2026 income goals, and the company’s resilient, defensive positioning in a still-choppy freight market. Analyst Commentary Street research remains broadly constructive on C.H. Robinson, with most recent updates skewing toward higher price targets and supportive ratings even as the freight backdrop stays mixed.
Narrative Update Nov 30

CHRW: Operating Margin Focus And Cost Discipline Will Sustain Resilience Amid Market Uncertainty

Analysts have raised their price targets for C.H. Robinson Worldwide by as much as $41, citing improved operating margins, sustained profit growth, and a more positive outlook driven by recent earnings results. Analyst Commentary Analyst perspectives on C.H. Robinson Worldwide reflect a mix of optimism about the company’s operational execution and caution regarding market outlooks and valuation after a period of strong share price appreciation.
Narrative Update Nov 16

CHRW: Operating Margin Expansion And Cost Discipline Will Drive Resilience Amid Freight Headwinds

The analyst consensus price target for C.H. Robinson Worldwide increased from $150.31 to $152.20. Analysts cited operating margin expansion, profit growth, and a more defensive business model as factors supporting improved expectations, despite near-term challenges in freight markets.
Narrative Update Nov 01

CHRW: Operating Margins And Cost Controls Will Drive Resilience Amid Freight Headwinds

The consensus analyst price target for C.H. Robinson Worldwide has been raised by approximately $14 to $150. This reflects growing optimism among analysts regarding the company’s operating margin improvements and strategic positioning, despite ongoing challenges in the freight market.
Narrative Update Oct 18

AI Automation And Digital Tools Will Transform Global Logistics

The analyst price target for C.H. Robinson Worldwide has increased from $126.32 to $136.23. Analysts cite stabilizing freight market conditions, cost discipline, and ongoing efficiency gains as key factors supporting a moderately more positive outlook.
Narrative Update Oct 04

AI Automation And Digital Tools Will Transform Global Logistics

The analyst price target for C.H. Robinson Worldwide has risen from $118.88 to $126.32. Analysts cite continued margin improvement and ongoing efficiency gains as key drivers of their upward revisions.
Narrative Update Sep 19

AI Automation And Digital Tools Will Transform Global Logistics

C.H. Robinson Worldwide's consensus price target was modestly raised to $118.88 as analysts highlighted strong Q2 margin expansion, improved cost controls, and increased operating efficiencies that are expected to drive future outperformance despite a challenging freight environment. Analyst Commentary Q2 earnings surpassed expectations, driven by robust margin expansion and stronger-than-anticipated performance in Forwarding operations.
Analysis Article Aug 27

C.H. Robinson Worldwide (NASDAQ:CHRW) Has Announced A Dividend Of $0.62

C.H. Robinson Worldwide, Inc.'s ( NASDAQ:CHRW ) investors are due to receive a payment of $0.62 per share on 2nd of...
Narrative Update Aug 27

AI Automation And Digital Tools Will Transform Global Logistics

C.H. Robinson Worldwide’s consensus price target was modestly raised to $117.56 as analysts cite strong Q2 results, accelerating automation and efficiency gains, and improving operational prospects, offset somewhat by ongoing macro and freight demand uncertainty. Analyst Commentary Strong Q2 earnings beat expectations, driven by solid performance in Forwarding, margin expansion, and cost control.
Analysis Article Aug 15

There's Reason For Concern Over C.H. Robinson Worldwide, Inc.'s (NASDAQ:CHRW) Massive 25% Price Jump

NasdaqGS:CHRW 1 Year Share Price vs Fair Value Explore C.H. Robinson Worldwide's Fair Values from the Community and...
Analysis Article Aug 12

C.H. Robinson Worldwide (NASDAQ:CHRW) Has Affirmed Its Dividend Of $0.62

The board of C.H. Robinson Worldwide, Inc. ( NASDAQ:CHRW ) has announced that it will pay a dividend on the 2nd of...
Analysis Article Aug 04

C.H. Robinson Worldwide, Inc. Just Recorded A 8.3% EPS Beat: Here's What Analysts Are Forecasting Next

It's been a pretty great week for C.H. Robinson Worldwide, Inc. ( NASDAQ:CHRW ) shareholders, with its shares surging...
Analysis Article Jul 24

The Returns At C.H. Robinson Worldwide (NASDAQ:CHRW) Aren't Growing

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Analysis Article Jul 11

At US$101, Is It Time To Put C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) On Your Watch List?

Today we're going to take a look at the well-established C.H. Robinson Worldwide, Inc. ( NASDAQ:CHRW ). The company's...
Seeking Alpha Feb 01

C.H. Robinson Worldwide: Still Many Concerns Weighing On The Stock

Summary CHRW shows strong margin expansion and operational efficiency, but overall revenue growth remains poor, especially in the NAST segment, justifying a hold rating. Gross profit grew 10.4% y/y, leading to a 71.1% EBIT growth, with robust adj EPS performance of $1.21, outperforming estimates. Concerns include potential normalization of global freight rates and competition from digital freight platforms like Uber Freight and Convoy. Read the full article on Seeking Alpha

Shareholder Returns

CHRWUS LogisticsUS Market
7D-6.8%-1.4%1.1%
1Y61.8%26.2%26.7%

Return vs Industry: CHRW exceeded the US Logistics industry which returned 26.8% over the past year.

Return vs Market: CHRW exceeded the US Market which returned 25.4% over the past year.

Price Volatility

Is CHRW's price volatile compared to industry and market?
CHRW volatility
CHRW Average Weekly Movement6.0%
Logistics Industry Average Movement8.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

Stable Share Price: CHRW has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: CHRW's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
190511,705Dave Bozemanwww.chrobinson.com

C.H. Robinson Worldwide, Inc., together with its subsidiaries, provides freight transportation and related logistics and supply chain services in the United States and internationally. It operates in two segments, North American Surface Transportation and Global Forwarding. The company offers transportation and logistics services, such as truckload; less than truckload transportation brokerage services, which include the shipment of single or multiple pallets of freight; intermodal transportation that comprises the shipment service of freight in containers or trailers by a combination of truck and rail; and non-vessel operating common carrier and freight forwarding services, as well as organizes indirect air carrier and freight forwarder providing door-to-door services.

C.H. Robinson Worldwide, Inc. Fundamentals Summary

How do C.H. Robinson Worldwide's earnings and revenue compare to its market cap?
CHRW fundamental statistics
Market capUS$19.24b
Earnings (TTM)US$599.01m
Revenue (TTM)US$16.20b
31.4x
P/E Ratio
1.2x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
CHRW income statement (TTM)
RevenueUS$16.20b
Cost of RevenueUS$14.81b
Gross ProfitUS$1.39b
Other ExpensesUS$789.85m
EarningsUS$599.01m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)5.08
Gross Margin8.57%
Net Profit Margin3.70%
Debt/Equity Ratio78.8%

How did CHRW perform over the long term?

See historical performance and comparison

Dividends

1.6%
Current Dividend Yield
50%
Payout Ratio

Does CHRW pay a reliable dividends?

See CHRW dividend history and benchmarks
When do you need to buy CHRW by to receive an upcoming dividend?
C.H. Robinson Worldwide dividend dates
Ex Dividend DateJun 05 2026
Dividend Pay DateJul 02 2026
Days until Ex dividend20 days
Days until Dividend pay date47 days

Does CHRW pay a reliable dividends?

See CHRW dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/14 19:01
End of Day Share Price 2026/05/14 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

C.H. Robinson Worldwide, Inc. is covered by 41 analysts. 21 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Daniel MooreBaird
Brandon OglenskiBarclays
Brandon OglenskiBarclays