C.H. Robinson Worldwide, Inc. (CHRW) vs Expeditors International of Washington, Inc. (EXPD)

C.H. Robinson Worldwide, Inc. and Expeditors International of Washington, Inc. are both Integrated Freight & Logistics companies. Expeditors International of Washington, Inc. is the larger, with a market value of $25.3B against $17.1B — 1.5× the size. Expeditors International of Washington, Inc. trades at the lower P/E: 27.2× against 27.7×. Expeditors International of Washington, Inc. grew revenue faster over the last twelve months: 6.77% against −0.09%. Expeditors International of Washington, Inc. has the higher net margin (7.63% vs 3.73%) and the higher return on invested capital (67.9% vs 16.5%). Both pay a dividend; C.H. Robinson Worldwide, Inc. yields more (3.28% vs 1.25%). Across the 23 metrics below, Expeditors International of Washington, Inc. leads on 17 and C.H. Robinson Worldwide, Inc. on 6.

Valuation

Metric CHRW EXPD Integrated Freight & Logistics median
P/E 27.70 27.17 21.28
P/S 1.03 2.04 0.71
P/B 10.72 11.57 1.67
Price to free cash flow 28.23 26.57 15.27
EV/EBITDA 20.79 18.99 8.95
EV/Sales 1.14 1.95 1.06
Earnings yield 3.61% 3.68% (1.34%)
Free cash flow yield 3.54% 3.76% 0.00%

Profitability

Metric CHRW EXPD Integrated Freight & Logistics median
Gross margin 16.25% 32.70% 26.33%
Operating margin 4.90% 9.83% 0.92%
Net margin 3.73% 7.63% (0.14%)
Free cash flow margin 3.63% 7.68% 0.00%
Return on equity 37.12% 42.55% 0.00%
Return on assets 11.34% 18.52% 0.00%
Return on invested capital 16.50% 67.88% 0.00%

Growth

Metric CHRW EXPD Integrated Freight & Logistics median
Revenue growth (TTM) (0.09%) 6.77% 6.03%
EPS growth (last fiscal year) 25.13% 4.02% —
Revenue growth, 5-year CAGR 0.03% 2.92% 2.88%
Net income growth, 5-year CAGR 3.00% 3.08% 0.00%

Health

Metric CHRW EXPD Integrated Freight & Logistics median
Debt to equity 1.04 0.00 0.12
Current ratio 1.58 1.57 1.57
Net debt to EBITDA 1.03 (1.18) 0.86

Dividend

Metric CHRW EXPD Integrated Freight & Logistics median
Dividend yield 3.28% 1.25% 2.25%
Payout ratio 0.53 0.20 0.13

Size

Metric CHRW EXPD Integrated Freight & Logistics median
Market cap 17.08b 25.26b 56.42m

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