C.H. Robinson Worldwide, Inc. (CHRW) vs Landstar System, Inc. (LSTR)

C.H. Robinson Worldwide, Inc. and Landstar System, Inc. are both Integrated Freight & Logistics companies. C.H. Robinson Worldwide, Inc. is the larger, with a market value of $17.1B against $5.6B — 3.0× the size. C.H. Robinson Worldwide, Inc. trades at the lower P/E: 27.7× against 42.4×. Landstar System, Inc. grew revenue faster over the last twelve months: 4.03% against −0.09%. C.H. Robinson Worldwide, Inc. has the higher net margin (3.73% vs 2.64%) and the lower return on invested capital (16.5% vs 19.7%). Both pay a dividend; C.H. Robinson Worldwide, Inc. yields more (3.28% vs 0.66%). Across the 23 metrics below, C.H. Robinson Worldwide, Inc. leads on 14 and Landstar System, Inc. on 9.

Valuation

Metric CHRW LSTR Integrated Freight & Logistics median
P/E 27.70 42.41 21.28
P/S 1.03 1.11 0.71
P/B 10.72 6.64 1.67
Price to free cash flow 28.23 30.91 15.27
EV/EBITDA 20.79 24.16 8.95
EV/Sales 1.14 1.06 1.06
Earnings yield 3.61% 2.36% (1.34%)
Free cash flow yield 3.54% 3.24% 0.00%

Profitability

Metric CHRW LSTR Integrated Freight & Logistics median
Gross margin 16.25% 22.34% 26.33%
Operating margin 4.90% 3.51% 0.92%
Net margin 3.73% 2.64% (0.14%)
Free cash flow margin 3.63% 3.60% 0.00%
Return on equity 37.12% 14.98% 0.00%
Return on assets 11.34% 7.65% 0.00%
Return on invested capital 16.50% 19.72% 0.00%

Growth

Metric CHRW LSTR Integrated Freight & Logistics median
Revenue growth (TTM) (0.09%) 4.03% 6.03%
EPS growth (last fiscal year) 25.13% (39.93%) —
Revenue growth, 5-year CAGR 0.03% 2.84% 2.88%
Net income growth, 5-year CAGR 3.00% (9.75%) 0.00%

Health

Metric CHRW LSTR Integrated Freight & Logistics median
Debt to equity 1.04 0.08 0.12
Current ratio 1.58 1.82 1.57
Net debt to EBITDA 1.03 (1.90) 0.86

Dividend

Metric CHRW LSTR Integrated Freight & Logistics median
Dividend yield 3.28% 0.66% 2.25%
Payout ratio 0.53 0.13 0.13

Size

Metric CHRW LSTR Integrated Freight & Logistics median
Market cap 17.08b 5.61b 56.42m

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