C.H. Robinson Worldwide, Inc. (CHRW) vs GXO Logistics, Inc. (GXO)

C.H. Robinson Worldwide, Inc. and GXO Logistics, Inc. are both Integrated Freight & Logistics companies. C.H. Robinson Worldwide, Inc. is the larger, with a market value of $16.1B against $5.3B — 3.0× the size. C.H. Robinson Worldwide, Inc. trades at the lower P/E: 26.3× against 41.0×. GXO Logistics, Inc. grew revenue faster over the last twelve months: 7.55% against −0.09%. C.H. Robinson Worldwide, Inc. has the higher net margin (3.73% vs 0.96%) and the higher return on invested capital (16.5% vs 3.76%). Across the 22 metrics below, C.H. Robinson Worldwide, Inc. leads on 14 and GXO Logistics, Inc. on 8.

Valuation

Metric CHRW GXO Integrated Freight & Logistics median
P/E 26.27 41.03 22.48
P/S 0.97 0.40 0.73
P/B 10.16 1.80 1.91
Price to free cash flow 26.77 16.39 13.24
EV/EBITDA 19.82 9.85 9.43
EV/Sales 1.09 0.58 1.10
Earnings yield 3.81% 2.44% (1.27%)
Free cash flow yield 3.74% 6.10% 0.00%

Profitability

Metric CHRW GXO Integrated Freight & Logistics median
Gross margin 16.25% 15.26% 27.04%
Operating margin 4.90% 2.40% 0.92%
Net margin 3.73% 0.96% (0.14%)
Free cash flow margin 3.63% 2.43% 0.00%
Return on equity 37.12% 4.37% 0.00%
Return on assets 11.34% 1.08% 0.00%
Return on invested capital 16.50% 3.76% 0.00%

Growth

Metric CHRW GXO Integrated Freight & Logistics median
Revenue growth (TTM) (0.09%) 7.55% 6.03%
EPS growth (last fiscal year) 25.13% (75.00%) 7.70%
Revenue growth, 5-year CAGR 0.03% 16.30% 2.88%
Net income growth, 5-year CAGR 3.00% 0.00% 0.00%

Health

Metric CHRW GXO Integrated Freight & Logistics median
Debt to equity 1.04 1.06 0.14
Current ratio 1.58 0.79 1.58
Net debt to EBITDA 1.03 3.15 0.41

Dividend

Metric CHRW GXO Integrated Freight & Logistics median
Dividend yield 1.81% — 1.89%
Payout ratio 0.48 — 0.29

Size

Metric CHRW GXO Integrated Freight & Logistics median
Market cap 16.10b 5.34b 65.37m

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