CH Robinson Worldwide Inc (CHRW)vsGE Aerospace (GE)
CHRW
CH Robinson Worldwide Inc
$146.92
-15.44%
INDUSTRIALS · Cap: $24.26B
GE
GE Aerospace
$350.79
-3.56%
INDUSTRIALS · Cap: $354.01B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 213% more annual revenue ($50.64B vs $16.20B). GE leads profitability with a 17.7% profit margin vs 3.7%. CHRW appears more attractively valued with a PEG of 2.94. GE earns a higher WallStSmart Score of 65/100 (C+).
CHRW
Hold48
out of 100
Grade: D+
GE
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-83.2%
Fair Value
$94.82
Current Price
$146.92
$52.10 premium
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Safe zone — low bankruptcy risk
Mega-cap, among the largest globally
Every $100 of equity generates 51 in profit
Strong operational efficiency at 20.6%
Revenue surging 21.1% year-over-year
Areas to Watch
Trading at 10.2x book value
3.7% margin — thin
Operating margin of 4.9%
Elevated debt levels
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CHRW
The strongest argument for CHRW centers on Return on Equity, Altman Z-Score.
Bull Case : GE
The strongest argument for GE centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.7% and operating margin at 20.6%. Revenue growth of 21.1% demonstrates continued momentum.
Bear Case : CHRW
The primary concerns for CHRW are Price/Book, Profit Margin, Operating Margin. A P/E of 42.2x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Bear Case : GE
The primary concerns for GE are Altman Z-Score, Debt/Equity, PEG Ratio. A P/E of 40.1x leaves little room for execution misses.
Key Dynamics to Monitor
CHRW profiles as a value stock while GE is a growth play — different risk/reward profiles.
GE carries more volatility with a beta of 1.35 — expect wider price swings.
GE is growing revenue faster at 21.1% — sustainability is the question.
CHRW generates stronger free cash flow (31M), providing more financial flexibility.
Bottom Line
GE scores higher overall (65/100 vs 48/100), backed by strong 17.7% margins and 21.1% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
CH Robinson Worldwide Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
C.H. Robinson is an American Fortune 500 provider of multimodal transportation services and third-party logistics (3PL). The company offers freight transportation, transportation management, brokerage and warehousing. It offers truckload, less than truckload, air freight, intermodal, and ocean transportation.
GE Aerospace
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Electric Company (GE) is an American multinational conglomerate incorporated in New York City and headquartered in Boston. As of 2018, the company operates through the following segments: aviation, healthcare, power, renewable energy, digital industry, additive manufacturing and venture capital and finance.
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