C.H. Robinson Worldwide, Inc. (CHRW) vs Pitney Bowes Inc. (PBI)

C.H. Robinson Worldwide, Inc. and Pitney Bowes Inc. are both Integrated Freight & Logistics companies. C.H. Robinson Worldwide, Inc. is the larger, with a market value of $16.1B against $2.4B — 6.8× the size. Pitney Bowes Inc. trades at the lower P/E: 13.6× against 26.3×. C.H. Robinson Worldwide, Inc. grew revenue faster over the last twelve months: −0.09% against −5.31%. Pitney Bowes Inc. has the higher net margin (10.0% vs 3.73%) and the higher return on invested capital (27.8% vs 16.5%). Both pay a dividend; Pitney Bowes Inc. yields more (2.23% vs 1.81%). Across the 22 metrics below, Pitney Bowes Inc. leads on 13 and C.H. Robinson Worldwide, Inc. on 9.

Valuation

Metric CHRW PBI Integrated Freight & Logistics median
P/E 26.27 13.62 22.48
P/S 0.97 1.25 0.73
P/B 10.16 n/m 1.91
Price to free cash flow 26.77 5.60 13.24
EV/EBITDA 19.82 8.04 9.43
EV/Sales 1.09 2.19 1.10
Earnings yield 3.81% 7.34% (1.27%)
Free cash flow yield 3.74% 17.85% 0.00%

Profitability

Metric CHRW PBI Integrated Freight & Logistics median
Gross margin 16.25% 54.08% 27.04%
Operating margin 4.90% 21.22% 0.92%
Net margin 3.73% 10.04% (0.14%)
Free cash flow margin 3.63% 22.25% 0.00%
Return on equity 37.12% (26.76%) 0.00%
Return on assets 11.34% 5.99% 0.00%
Return on invested capital 16.50% 27.75% 0.00%

Growth

Metric CHRW PBI Integrated Freight & Logistics median
Revenue growth (TTM) (0.09%) (5.31%) 6.03%
EPS growth (last fiscal year) 25.13% 175.00% 7.70%
Revenue growth, 5-year CAGR 0.03% (11.84%) 2.88%
Net income growth, 5-year CAGR 3.00% 0.00% 0.00%

Health

Metric CHRW PBI Integrated Freight & Logistics median
Debt to equity 1.04 (2.36) 0.14
Current ratio 1.58 0.73 1.58
Net debt to EBITDA 1.03 3.79 0.41

Dividend

Metric CHRW PBI Integrated Freight & Logistics median
Dividend yield 1.81% 2.23% 1.89%
Payout ratio 0.48 0.31 0.29

Size

Metric CHRW PBI Integrated Freight & Logistics median
Market cap 16.10b 2.37b 65.37m

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