C.H. Robinson (CHRW)
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-10-29
$127.43-0.13%
Close 2026-10-29 · 1-day change
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-10-29
Research Workspace
Put CHRW beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is contracting — down about 0% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 39% in its worst 12-month stretch.
View RiskCHRW depends on sustained revenue growth, despite fragile cash backing and sector pressure. Revenue growth accelerated from negative in Q1 to 19.3% in Q2 and 29.5% in Q3. Q3 non-GAAP earnings beat estimates, and revenue also exceeded expectations. CHRW trades at 21× P/E versus the 22× peer median. Our expectations view says the price reflects less growth than we forecast. Cash generation fell to $124.1 million, raising concern about profit quality. The next-quarter miss probability is 21%, and the peer valuation gap is small. Peer multiples imply a price about 14% above where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-29. CHRW is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 26 analysts currently covering CHRW (as of Oct 2026).
Based on 16 Wall Street analysts offering 12-month price targets for CHRW in the last 4 months.
Continue this research
Compare CHRW with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CHRW Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Air Freight & Logistics — fair value, gap to price, and forward P/E.
Compare the value case
Put CHRW next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Projected RXO synergies offer meaningful upside, while pausing buybacks to delever trades off near-term capital returns.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $127.43
The last 12 months of price, then the range of analyst 12-month targets from today’s $127.43.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Concerns over RXO deal may impact market position.
Significant drop in stock price may affect capital allocation.
Buyout announcement indicates strong market positioning.
Acquisition enhances market position and growth.
Legal verdict could impact financial stability and operations.
Advances: Execute Lean AI strategy for productivity and market share gains
Lean AI strategy discussed, supporting productivity and market share.
Significant legal verdict could impact financial stability.
