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 $14.9B against $2.1B — 7.0× the size. Pitney Bowes Inc. trades at the lower P/E: 11.8× against 22.7×. C.H. Robinson Worldwide, Inc. grew revenue faster over the last twelve months: 10.4% against −3.54%. Pitney Bowes Inc. has the higher net margin (10.1% vs 3.67%) and the higher return on invested capital (32.8% vs 17.0%). Both pay a dividend; Pitney Bowes Inc. yields more (2.44% vs 1.96%). 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 22.74 11.76 22.50
P/S 0.83 1.14 0.46
P/B 9.54 n/m 1.75
Price to free cash flow 32.23 4.22 18.31
EV/EBITDA 17.05 7.31 9.01
EV/Sales 0.92 2.01 0.88
Earnings yield 4.40% 8.51% (1.15%)
Free cash flow yield 3.10% 23.68% 0.00%

Profitability

Metric CHRW PBI Integrated Freight & Logistics median
Gross margin 15.72% 54.35% 25.10%
Operating margin 4.86% 21.71% 0.92%
Net margin 3.67% 10.10% (0.14%)
Free cash flow margin 2.57% 27.09% 0.00%
Return on equity 38.92% (25.10%) 0.00%
Return on assets 11.51% 6.02% 0.00%
Return on invested capital 16.98% 32.84% 0.00%

Growth

Metric CHRW PBI Integrated Freight & Logistics median
Revenue growth (TTM) 10.38% (3.54%) 9.95%
EPS growth (last fiscal year) 25.13% 175.00% 5.86%
Revenue growth, 5-year CAGR 0.03% (11.84%) 2.84%
Net income growth, 5-year CAGR 3.00% 0.00% 0.00%

Health

Metric CHRW PBI Integrated Freight & Logistics median
Debt to equity 1.18 (2.26) 0.12
Current ratio 1.34 0.70 1.58
Net debt to EBITDA 1.03 3.79 0.67

Dividend

Metric CHRW PBI Integrated Freight & Logistics median
Dividend yield 1.96% 2.44% 1.96%
Payout ratio 0.45 0.29 0.29

Size

Metric CHRW PBI Integrated Freight & Logistics median
Market cap 14.88b 2.12b 81.31m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack