CHRW vs. XPO: C.H. Robinson Worldwide vs. XPO Stock Comparison
How do C.H. Robinson Worldwide (CHRW) and XPO (XPO) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
C.H. Robinson Worldwide (CHRW) and XPO (XPO) both fall under the Transportation industry group, but CHRW is classified in Air Freight & Logistics while XPO is classified in Ground Transportation.
| Profile Item | CHRW | XPO |
|---|---|---|
| Name | C.H. Robinson Worldwide Inc. | XPO, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Transportation | Transportation |
| GICS Industry | Air Freight & Logistics | Ground Transportation |
| GICS Sub-Industry | Air Freight & Logistics | Cargo Ground Transportation |
| Market Capitalization | 14.53 billion USD | 20.62 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | October 16, 1997 | October 7, 2003 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CHRW | XPO |
|---|---|---|
| Total Return (1Y) | -12.63% | 32.98% |
| Total Return (3Y, Annualized) | 19.75% | 32.39% |
| Total Return (5Y, Annualized) | 8.87% | 32.42% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CHRW | XPO |
|---|---|---|
| Volatility (1Y, Annualized) | 43.97% | 41.59% |
| Beta (5Y) | 0.93 | 1.88 |
| Max Drawdown (5Y) | -40.55% | -46.99% |
| Avg. Volume (3M) | 1.72M | 1.09M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CHRW | XPO |
|---|---|---|
| Sharpe Ratio (1Y) | -0.38 | 0.69 |
| Sortino Ratio (1Y) | -0.47 | 1.05 |
Profitability
ROE (TTM)
Both C.H. Robinson Worldwide (CHRW) at 38.93% and XPO (XPO) at 26.54% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.
CHRW
Transportation industry group
38.93%
- Max
- 45.08%
- CHRW
- 38.93%
- Q3
- 22.02%
- Median
- 13.94%
- Q1
- 2.89%
- Min
- -10.45%
XPO
Transportation industry group
26.54%
- Max
- 45.08%
- XPO
- 26.54%
- Q3
- 22.02%
- Median
- 13.94%
- Q1
- 2.89%
- Min
- -10.45%
Net Margin (TTM)
Both C.H. Robinson Worldwide (CHRW) at 3.67% and XPO (XPO) at 5.69% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
CHRW
Transportation industry group
3.67%
- Max
- 50.36%
- Q3
- 21.18%
- Median
- 5.58%
- CHRW
- 3.67%
- Q1
- 1.55%
- Min
- -11.37%
XPO
Transportation industry group
5.69%
- Max
- 50.36%
- Q3
- 21.18%
- XPO
- 5.69%
- Median
- 5.58%
- Q1
- 1.55%
- Min
- -11.37%
Operating Margin (TTM)
Both C.H. Robinson Worldwide (CHRW) at 5.66% and XPO (XPO) at 12.60% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
CHRW
Transportation industry group
5.66%
- Max
- 59.18%
- Q3
- 29.30%
- Median
- 11.50%
- CHRW
- 5.66%
- Q1
- 4.62%
- Min
- -8.91%
XPO
Transportation industry group
12.60%
- Max
- 59.18%
- Q3
- 29.30%
- XPO
- 12.60%
- Median
- 11.50%
- Q1
- 4.62%
- Min
- -8.91%
Profitability Metrics
| Metric | CHRW | XPO |
|---|---|---|
| ROE (TTM) | 38.93% | 26.54% |
| ROA (TTM) | 10.34% | 7.12% |
| Net Margin (TTM) | 3.67% | 5.69% |
| Operating Margin (TTM) | 5.66% | 12.60% |
| Gross Margin (TTM) | 8.34% | 19.30% |
Growth
Revenue Growth
XPO (XPO) at 1.05% is around its peer norm for revenue growth, while C.H. Robinson Worldwide (CHRW) at -8.42% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
C.H. Robinson Worldwide (CHRW) at 25.13% sits in the top EPS growth quartile, while XPO (XPO) at -18.27% is closer to the peer norm — faster per-share earnings growth for CHRW.
Growth Metrics
| Metric | CHRW | XPO |
|---|---|---|
| Revenue Growth (YoY) | -8.42% | 1.05% |
| Revenue Growth (3Y CAGR) | -13.05% | 1.86% |
| EPS Growth (YoY) | 25.13% | -18.27% |
| EPS Growth (3Y CAGR) | -13.26% | -22.90% |
Financial Strength
Current Ratio (MRQ)
Both C.H. Robinson Worldwide (CHRW) at 1.34 and XPO (XPO) at 0.99 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
CHRW
Transportation industry group
1.34
- Max
- 2.58
- Q3
- 1.62
- CHRW
- 1.34
- Median
- 1.16
- Q1
- 0.78
- Min
- 0.22
XPO
Transportation industry group
0.99
- Max
- 2.58
- Q3
- 1.62
- Median
- 1.16
- XPO
- 0.99
- Q1
- 0.78
- Min
- 0.22
Debt / Equity (MRQ)
C.H. Robinson Worldwide (CHRW) at 1.36 carries an industry-typical debt-to-equity mix, while XPO (XPO) at 2.01 uses more debt funding than most peers.
CHRW
Transportation industry group
1.36
- Max
- 2.75
- Q3
- 1.37
- CHRW
- 1.36
- Median
- 0.78
- Q1
- 0.35
- Min
- 0.00
XPO
Transportation industry group
2.01
- Max
- 2.75
- XPO
- 2.01
- Q3
- 1.37
- Median
- 0.78
- Q1
- 0.35
- Min
- 0.00
Financial Strength Metrics
| Metric | CHRW | XPO |
|---|---|---|
| Current Ratio (MRQ) | 1.34 | 0.99 |
| Debt / Equity (MRQ) | 1.36 | 2.01 |
| Net Debt / EBITDA | 1.95 | 2.53 |
Dividends
Dividend Yield (TTM)
XPO (XPO) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile C.H. Robinson Worldwide (CHRW) reports a yield of 1.96%, ranking against industry peers normally.
CHRW
Transportation industry group
1.96%
- Max
- 4.68%
- Q3
- 1.99%
- CHRW
- 1.96%
- Median
- 0.74%
- Q1
- 0.00%
- Min
- 0.00%
XPO
Transportation industry group
0.00%
- Max
- 4.68%
- Q3
- 1.99%
- Median
- 0.74%
- XPO
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
XPO (XPO) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile C.H. Robinson Worldwide (CHRW) reports a payout of 45.24%, ranking against industry peers normally.
CHRW
Transportation industry group
45.24%
- Max
- 100.89%
- CHRW
- 45.24%
- Q3
- 41.68%
- Median
- 20.43%
- Q1
- 0.00%
- Min
- 0.00%
XPO
Transportation industry group
0.00%
- Max
- 100.89%
- Q3
- 41.68%
- Median
- 20.43%
- XPO
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CHRW | XPO |
|---|---|---|
| Dividend Yield (TTM) | 1.96% | 0.00% |
| Dividend Payout Ratio (TTM) | 45.24% | 0.00% |
Valuation
P/E Ratio (TTM)
C.H. Robinson Worldwide (CHRW) at 22.50 is near its industry’s usual P/E ratio, while XPO (XPO) at 41.64 sits in the richer quartile — XPO needs stronger growth or earnings quality to justify the premium.
CHRW
Transportation industry group
22.50
- Max
- 46.76
- Q3
- 30.87
- CHRW
- 22.50
- Median
- 20.58
- Q1
- 10.44
- Min
- 0.00
XPO
Transportation industry group
41.64
- Max
- 46.76
- XPO
- 41.64
- Q3
- 30.87
- Median
- 20.58
- Q1
- 10.44
- Min
- 0.00
P/S Ratio (TTM)
C.H. Robinson Worldwide (CHRW) at 0.80 is priced about in line with its industry on P/S ratio, while XPO (XPO) at 2.33 sits in the pricier quartile — XPO costs more per dollar of sales.
CHRW
Transportation industry group
0.80
- Max
- 4.35
- Q3
- 2.07
- Median
- 0.93
- CHRW
- 0.80
- Q1
- 0.53
- Min
- 0.04
XPO
Transportation industry group
2.33
- Max
- 4.35
- XPO
- 2.33
- Q3
- 2.07
- Median
- 0.93
- Q1
- 0.53
- Min
- 0.04
P/B Ratio (MRQ)
Measured against book value, both C.H. Robinson Worldwide (CHRW) at 9.20 and XPO (XPO) at 10.45 look expensive — each P/B ratio sits above its industry’s benchmark range.
CHRW
Transportation industry group
9.20
- CHRW
- 9.20
- Max
- 6.29
- Q3
- 3.39
- Median
- 1.90
- Q1
- 1.03
- Min
- -2.07
XPO
Transportation industry group
10.45
- XPO
- 10.45
- Max
- 6.29
- Q3
- 3.39
- Median
- 1.90
- Q1
- 1.03
- Min
- -2.07
Valuation Metrics
| Metric | CHRW | XPO |
|---|---|---|
| P/E Ratio (TTM) | 22.50 | 41.64 |
| P/S Ratio (TTM) | 0.80 | 2.33 |
| P/B Ratio (MRQ) | 9.20 | 10.45 |
| Free Cash Flow Yield (TTM) | 2.61% | 2.71% |