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C.H. Robinson Worldwide, Inc. (CHRW) — Structural Peer Analysis

C.H. Robinson Worldwide, Inc. ranks in an above-average position in its peer group, with a broadly solid profile across the main structural dimensions. The market setup has weakened, with clear trend damage and relative performance under pressure. Price action is modestly ahead of the structural profile — a mild divergence, not yet a decisive signal.

Updated 2026-08-16 · RUSSELL1000
ENTRY TODAY
Elevated price zonenear norm
TODAY (5y history)85th pct today
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Today the stock sits in a historically elevated range, with its multiple close to its own norm.
Describes where today's entry sits in the stock's own long-term price and valuation history. Descriptive only. Not investment advice.
Dimension Profile

Peer-relative scores, weakest to strongest

Weakest Valuation 60
Above median
Weak Profitability 63
Above median
Moderate Stability 68
Top 25% of peers
Strongest Growth 71
Top 25% of peers
Peer-Relative Score
65
Peer-Score
Above-average peer position
Signal qualitylow
Structural Read

CHRW: Discount Signals Lasting Competitive Weakness

C.H. Robinson Worldwide, Inc. is a provider of third-party logistics and freight transportation services. The company operates globally, connecting shippers with carriers across multiple modes of transport.

The market prices CHRW as a business losing competitive edge, offering no sustainable return anchor relative to peers. Rather than rewarding CHRW for its size or growth, the market persistently withholds any valuation premium and penalizes its returns more harshly than those of peers, reflecting skepticism about the durability of its performance. With an operating margin of just 3.2% for FY25 (below peer median) and a stability score of 13/100 (high volatility, recent multi-quarter drawdowns), the market interprets persistent margin erosion and earnings swings as evidence of a lasting disadvantage in the logistics sector. In logistics, where scale and technological adaptability are critical, CHRW is losing ground to more digitally advanced competitors, reinforcing market skepticism. Only a sustained turnaround in margins and stability across multiple quarters would break the peer-discount framing.

AssetNext · 2026-08-03 · Rule-based and descriptive. Not investment advice.

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This analysis is rule-based and descriptive. Peer-relative scores are derived from functional peer group comparisons using publicly available financial data. Scores reflect structural positioning only and do not constitute investment advice, a buy or sell recommendation, or a forecast of future performance. AssetNext peer scores are recalculated periodically as new data becomes available.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.