CH Robinson Worldwide Inc (CHRW)vsGXO Logistics Inc (GXO)
CHRW
CH Robinson Worldwide Inc
$187.07
-0.87%
INDUSTRIALS · Cap: $22.84B
GXO
GXO Logistics Inc
$48.84
-1.99%
INDUSTRIALS · Cap: $5.72B
Smart Verdict
WallStSmart Research — data-driven comparison
CH Robinson Worldwide Inc generates 20% more annual revenue ($16.20B vs $13.50B). CHRW leads profitability with a 3.7% profit margin vs 1.0%. GXO appears more attractively valued with a PEG of 1.35. GXO earns a higher WallStSmart Score of 53/100 (C-).
CHRW
Hold48
out of 100
Grade: D+
GXO
Buy53
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 13.0x book value
3.7% margin — thin
Operating margin of 4.9%
ROE of 4.5% — below average capital efficiency
1.0% margin — thin
Operating margin of 2.6%
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 : GXO
The strongest argument for GXO centers on Price/Book. Revenue growth of 10.8% demonstrates continued momentum. PEG of 1.35 suggests the stock is reasonably priced for its growth.
Bear Case : CHRW
The primary concerns for CHRW are P/E Ratio, Price/Book, Profit Margin. Thin 3.7% margins leave little buffer for downturns.
Bear Case : GXO
The primary concerns for GXO are Return on Equity, Profit Margin, Operating Margin. A P/E of 44.4x leaves little room for execution misses. Debt-to-equity of 2.01 is elevated, increasing financial risk.
Key Dynamics to Monitor
GXO carries more volatility with a beta of 1.62 — expect wider price swings.
GXO is growing revenue faster at 10.8% — sustainability is the question.
CHRW generates stronger free cash flow (66M), providing more financial flexibility.
Monitor INTEGRATED FREIGHT & LOGISTICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GXO scores higher overall (53/100 vs 48/100) and 10.8% 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.
GXO Logistics Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
GXO Logistics Inc (GXO) is a leading provider of contract logistics services, specializing in supply chain management and tailored logistics solutions for sectors such as e-commerce, retail, and consumer goods. The company harnesses an extensive global network and innovative technologies to optimize operational efficiency and scalability for its clients, while maintaining a strong commitment to sustainability. With the rising need for sophisticated warehousing and fulfillment capabilities, GXO is well-positioned to address market challenges, guided by an experienced management team and strategic partnerships that support sustainable long-term growth and enhance shareholder value.
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