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 $14.9B against $6.3B — 2.4× the size. C.H. Robinson Worldwide, Inc. trades at the lower P/E: 22.7× against 46.3×. C.H. Robinson Worldwide, Inc. grew revenue faster over the last twelve months: 10.4% against 7.08%. C.H. Robinson Worldwide, Inc. has the higher net margin (3.67% vs 0.98%) and the higher return on invested capital (17.0% vs 3.48%). 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 22.74 46.29 22.50
P/S 0.83 0.46 0.46
P/B 9.54 2.09 1.75
Price to free cash flow 32.23 27.64 18.31
EV/EBITDA 17.05 11.40 9.01
EV/Sales 0.92 0.64 0.88
Earnings yield 4.40% 2.16% (1.15%)
Free cash flow yield 3.10% 3.62% 0.00%

Profitability

Metric CHRW GXO Integrated Freight & Logistics median
Gross margin 15.72% 14.95% 25.10%
Operating margin 4.86% 2.21% 0.92%
Net margin 3.67% 0.98% (0.14%)
Free cash flow margin 2.57% 1.66% 0.00%
Return on equity 38.92% 4.52% 0.00%
Return on assets 11.51% 1.13% 0.00%
Return on invested capital 16.98% 3.48% 0.00%

Growth

Metric CHRW GXO Integrated Freight & Logistics median
Revenue growth (TTM) 10.38% 7.08% 9.95%
EPS growth (last fiscal year) 25.13% (75.00%) 5.86%
Revenue growth, 5-year CAGR 0.03% 16.30% 2.84%
Net income growth, 5-year CAGR 3.00% 0.00% 0.00%

Health

Metric CHRW GXO Integrated Freight & Logistics median
Debt to equity 1.18 0.93 0.12
Current ratio 1.34 0.76 1.58
Net debt to EBITDA 1.03 3.15 0.67

Dividend

Metric CHRW GXO Integrated Freight & Logistics median
Dividend yield 1.96% — 1.96%
Payout ratio 0.45 — 0.29

Size

Metric CHRW GXO Integrated Freight & Logistics median
Market cap 14.88b 6.33b 81.31m

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