C.H. Robinson vs FedEx
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The short version
- FedEx is the larger business, with $94.7B of revenue in fiscal 2026 against $16.2B for C.H. Robinson, about 5.8 times as much.
- FedEx grew revenue faster (7.7%, against −8.4%).
- FedEx kept more of each dollar of sales as operating profit (5.8% operating margin, against 4.9%).
- C.H. Robinson earned a higher return on the capital invested in it (22.6%, against 9.4%).
| Latest fiscal year | CHRW · FY25 | FDX · FY26 |
|---|---|---|
| Size | ||
| Market cap | $16.9B | $71.4B |
| Revenue | $16.2B | $94.7B |
| Free cash flow | $895M | $5.1B |
| Net income | $587M | $4.4B |
| Growth | ||
| Revenue growth | −8.4% | 7.7% |
| 5-year growth | 0.0% | 2.4% |
| Share count change | 0.7% | −1.7% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 4.9% | 5.8% |
| Net margin | 3.6% | 4.7% |
| FCF margin | 5.5% | 5.4% |
| Return on capital | 22.6% | 9.4% |
| Return on equity | 32.9% | 14.9% |
| Balance sheet | ||
| Net debt | $929M | $13.9B |
| Net debt / EBITDA | 1.0x | 1.4x |
| Dividends and buybacks | $656M | $2.2B |
| Valuation & quality | ||
| P/E | 26.9x | — |
| Piotroski F-score | 6 | 7 |
Revenue
FY17
CHRW $14.9B
FDX $60.3B
FY18
CHRW $16.6B
FDX $65.5B
FY19
CHRW $15.3B
FDX $69.7B
FY20
CHRW $16.2B
FDX $69.2B
FY21
CHRW $23.1B
FDX $84.0B
FY22
CHRW $24.7B
FDX $93.5B
FY23
CHRW $17.6B
FDX $90.2B
FY24
CHRW $17.7B
FDX $87.7B
FY25
CHRW $16.2B
FDX $87.9B
FY26
CHRW —
FDX $94.7B
CHRW
FDX
Operating margin
FY17
CHRW 5.2%
FDX 7.6%
FY18
CHRW 5.5%
FDX 6.5%
FY19
CHRW 5.2%
FDX 6.4%
FY20
CHRW 4.2%
FDX 3.5%
FY21
CHRW 4.7%
FDX 7.0%
FY22
CHRW 5.1%
FDX 6.7%
FY23
CHRW 2.9%
FDX 5.5%
FY24
CHRW 3.8%
FDX 6.3%
FY25
CHRW 4.9%
FDX 5.9%
FY26
CHRW —
FDX 5.8%
CHRW
FDX
Free cash flow
FY17
CHRW $344M
FDX −$186M
FY18
CHRW $748M
FDX −$989M
FY19
CHRW $799M
FDX $123M
FY20
CHRW $476M
FDX −$771M
FY21
CHRW $60.8M
FDX $4.3B
FY22
CHRW $1.6B
FDX $3.1B
FY23
CHRW $702M
FDX $2.7B
FY24
CHRW $486M
FDX $3.1B
FY25
CHRW $895M
FDX $3.0B
FY26
CHRW —
FDX $5.1B
CHRW
FDX
Return on capital
FY17
CHRW 26.4%
FDX 11.7%
FY18
CHRW 26.9%
FDX 14.3%
FY19
CHRW 24.5%
FDX 11.2%
FY20
CHRW 20.9%
FDX 5.4%
FY21
CHRW 27.9%
FDX 12.5%
FY22
CHRW 30.1%
FDX 12.8%
FY23
CHRW 13.7%
FDX 9.3%
FY24
CHRW 18.5%
FDX 10.2%
FY25
CHRW 22.6%
FDX 9.2%
FY26
CHRW —
FDX 9.4%
CHRW
FDX
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.