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 $14.9B against $4.9B — 3.0× the size. C.H. Robinson Worldwide, Inc. trades at the lower P/E: 22.7× against 30.8×. Landstar System, Inc. grew revenue faster over the last twelve months: 10.6% against 10.4%. C.H. Robinson Worldwide, Inc. has the higher net margin (3.67% vs 3.03%) and the lower return on invested capital (17.0% vs 23.9%). Both pay a dividend; Landstar System, Inc. yields more (2.50% vs 1.96%). Across the 23 metrics below, Landstar System, Inc. leads on 13 and C.H. Robinson Worldwide, Inc. on 10.

Valuation

Metric CHRW LSTR Integrated Freight & Logistics median
P/E 22.74 30.80 22.50
P/S 0.83 0.93 0.46
P/B 9.54 5.93 1.75
Price to free cash flow 32.23 29.91 18.31
EV/EBITDA 17.05 18.18 9.01
EV/Sales 0.92 0.88 0.88
Earnings yield 4.40% 3.25% (1.15%)
Free cash flow yield 3.10% 3.34% 0.00%

Profitability

Metric CHRW LSTR Integrated Freight & Logistics median
Gross margin 15.72% 22.18% 25.10%
Operating margin 4.86% 4.05% 0.92%
Net margin 3.67% 3.03% (0.14%)
Free cash flow margin 2.57% 3.10% 0.00%
Return on equity 38.92% 18.66% 0.00%
Return on assets 11.51% 9.24% 0.00%
Return on invested capital 16.98% 23.88% 0.00%

Growth

Metric CHRW LSTR Integrated Freight & Logistics median
Revenue growth (TTM) 10.38% 10.59% 9.95%
EPS growth (last fiscal year) 25.13% (39.93%) 5.86%
Revenue growth, 5-year CAGR 0.03% 2.84% 2.84%
Net income growth, 5-year CAGR 3.00% (9.75%) 0.00%

Health

Metric CHRW LSTR Integrated Freight & Logistics median
Debt to equity 1.18 0.10 0.12
Current ratio 1.34 1.79 1.58
Net debt to EBITDA 1.03 (1.90) 0.67

Dividend

Metric CHRW LSTR Integrated Freight & Logistics median
Dividend yield 1.96% 2.50% 1.96%
Payout ratio 0.45 0.77 0.29

Size

Metric CHRW LSTR Integrated Freight & Logistics median
Market cap 14.88b 4.91b 81.31m

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