CHRW
C.H. Robinson
Industrials · Air Freight & Logistics · US
$184.09
Data: 2026-05-15
✓ ETHICAL PASS

WEAK MOAT
HIGH
Data Confidence: 100.0%
Key Metrics

How this company measures up on the fundamentals that matter

Market Cap
$19.1B
Total market value of the company
32.86
Premium valuation
22.26
Based on estimated future earnings — lower means cheaper
Rev Growth
-0.8%
Year-over-year revenue change
Profit Margin
3.7%
How much profit the company keeps from each dollar of revenue
34.8%
Return on equity — how efficiently it uses shareholder money
Analyst Target
$196.58
+7% from current price — median analyst estimate
Recommendation
BUY
Consensus view from 24 analysts covering this stock
About C.H. Robinson

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. It also provides customs brokerage services; and other logistics services, such as fee-based managed, warehousing, supply chain consulting and optimization services, and other services. In addition, the company is involved in the buying, selling, and/or marketing of fresh fruits, vegetables, and other value-added perishable items under the Robinson Fresh trade name. Further, the company offers transportation management and other surface transportation services. It provides fresh produce to grocery retailers, restaurants, produce wholesalers. C.H. Robinson Worldwide, Inc. was founded in 1905 and is headquartered in Eden Prairie, Minnesota.

https://www.chrobinson.com

Country: United States Employees: 11,705 Industry: Integrated Freight & Logistics
Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity
PASS
Core business does not involve prohibited activities
Debt Ratio
27.6% PASS
Debt must be below 33% of total assets
Cash Ratio
0.0% PASS
Interest-bearing cash below 33% of assets
Receivables
49.9% PASS
Receivables below 49% of assets
Revenue Purity
0.0% PASS
Non-compliant revenue below 5% — any excess requires purification
Valuation
$87.52
What our model estimates this business is worth per share
-110.3%
Trading above fair value — no margin of safety
Rating
AVOID
Overall assessment combining ethics, valuation, and quality
87.1th
Ranks in the top 13% of our 13,571 screened universe
Ethical Score
77.1
Valuation Score
44.5
Quality Score
57.3
Combined
59.5

Trading at $162, 86% above fair value of $88. Passes all ethical screens. Ranks better than 48% of screened stocks.

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

DISTRIBUTION
Smart money appears to be selling into strength — caution
1.244
Excellent risk-adjusted returns
0.1190
Suggested allocation is meaningful — the edge justifies a position
2.040
Returns exceed worst-case losses — strong risk profile
Annual Return
47.5%
Historical annualised return based on price data
-23.3%
Largest peak-to-trough decline — the worst it has been
BEAR
Statistical model detects bearish conditions
Days in State
28
How long the current regime has persisted — longer means more stable
Market Data

Trading characteristics and market positioning

0.94
Less volatile than the market — more defensive
52W High
$203.34
9% below the year high
52W Low
$92.36
99% above the year low
Avg Volume
1,915,745
Average daily shares traded — higher means easier to buy and sell
4.0
Days it would take all short sellers to cover — higher means more crowded
Short % Float
7.2%
Moderate short interest
1.6%
Annual dividend as a percentage of the share price
$4.93
Earnings per share over the last 12 months
Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

0.97
Moderate leverage — manageable
1.59
Healthy liquidity position
Quick Ratio
1.52
Like current ratio but excludes inventory — stricter test
Gross Margin
8.6%
Revenue left after cost of goods — higher means pricing power
Operating Margin
4.9%
Profit from core operations before interest and tax
$642M
Positive — the business generates more cash than it spends
Revenue (TTM)
$16.2B
Total revenue over the last 12 months
Net Income
$599M
Profitable — the bottom line is positive
Analyst Coverage
Analysts
24
Target High
$230.00
Target Median
$196.58
Target Low
$90.00
Recent Insider Activity

SEC Form 4 filings — what company insiders are buying and selling

45
NEUTRAL
Mixed insider activity. 0 purchases and 0 sales in the last 90 days — no clear directional signal. Political selling noted.
Date Insider Title Type Shares Value
2026-02-12 BOZEMAN DAVID P Chief Executive Officer 1,223 $199,771
2026-02-12 CASTAGNETTO MICHAEL DAMIEN Officer 594 $100,000
2026-02-12 LEE DAMON J. Chief Financial Officer 620 $100,764
2026-02-09 FREEMAN ANGELA K. Officer 8,579 $1,720,261
2026-02-09 SHORT MICHAEL JOHN Officer 6,368 $1,281,878
2026-02-04 LEE DAMON J. Chief Financial Officer 5,610
2026-02-04 FREEMAN ANGELA K. Officer 6,551
2026-02-04 BOZEMAN DAVID P Chief Executive Officer 51,941
2026-02-04 SHORT MICHAEL JOHN Officer 8,328
2026-02-04 CASTAGNETTO MICHAEL DAMIEN Officer 6,745
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence
Political Trading Activity

Congressional trading disclosures involving this instrument

Date Politician Party Type Amount
2026-04-13 Ro Khanna Democrat Sale 1K–15K
Source: Congressional disclosure filings. View all political trades at
Insider Intelligence
Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-05-15

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