C.H. Robinson vs United Parcel Service
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The short version
- United Parcel Service is the larger business, with $88.7B of revenue in fiscal 2025 against $16.2B for C.H. Robinson, about 5.5 times as much.
- United Parcel Service grew revenue faster (−2.7%, against −8.4%).
- United Parcel Service kept more of each dollar of sales as operating profit (8.9% operating margin, against 4.9%).
- C.H. Robinson earned a higher return on the capital invested in it (22.6%, against 18.4%).
- Investors pay more for each dollar of C.H. Robinson’s earnings: a P/E of 26.9x against 18.8x for United Parcel Service.
| Latest fiscal year | CHRW · FY25 | UPS · FY25 |
|---|---|---|
| Size | ||
| Market cap | $16.9B | $86.0B |
| Revenue | $16.2B | $88.7B |
| Free cash flow | $895M | $4.8B |
| Net income | $587M | $5.6B |
| Growth | ||
| Revenue growth | −8.4% | −2.7% |
| 5-year growth | 0.0% | 0.9% |
| Share count change | 0.7% | −0.7% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 4.9% | 8.9% |
| Net margin | 3.6% | 6.3% |
| FCF margin | 5.5% | 5.4% |
| Return on capital | 22.6% | 18.4% |
| Return on equity | 32.9% | 33.8% |
| Balance sheet | ||
| Net debt | $929M | $18.5B |
| Net debt / EBITDA | 1.0x | 1.7x |
| Dividends and buybacks | $656M | $6.4B |
| Valuation & quality | ||
| P/E | 26.9x | 18.8x |
| Piotroski F-score | 6 | 5 |
Revenue
FY16
CHRW $13.1B
UPS $60.9B
FY17
CHRW $14.9B
UPS $65.9B
FY18
CHRW $16.6B
UPS $71.9B
FY19
CHRW $15.3B
UPS $74.1B
FY20
CHRW $16.2B
UPS $84.6B
FY21
CHRW $23.1B
UPS $97.3B
FY22
CHRW $24.7B
UPS $100.3B
FY23
CHRW $17.6B
UPS $91.0B
FY24
CHRW $17.7B
UPS $91.1B
FY25
CHRW $16.2B
UPS $88.7B
CHRW
UPS
Operating margin
FY16
CHRW 6.4%
UPS 12.6%
FY17
CHRW 5.2%
UPS 11.4%
FY18
CHRW 5.5%
UPS 9.8%
FY19
CHRW 5.2%
UPS 10.5%
FY20
CHRW 4.2%
UPS 9.1%
FY21
CHRW 4.7%
UPS 13.2%
FY22
CHRW 5.1%
UPS 13.1%
FY23
CHRW 2.9%
UPS 10.1%
FY24
CHRW 3.8%
UPS 9.3%
FY25
CHRW 4.9%
UPS 8.9%
CHRW
UPS
Free cash flow
FY16
CHRW $456M
UPS $3.5B
FY17
CHRW $344M
UPS −$3.7B
FY18
CHRW $748M
UPS $6.4B
FY19
CHRW $799M
UPS $2.3B
FY20
CHRW $476M
UPS $5.0B
FY21
CHRW $60.8M
UPS $10.8B
FY22
CHRW $1.6B
UPS $9.3B
FY23
CHRW $702M
UPS $5.1B
FY24
CHRW $486M
UPS $6.2B
FY25
CHRW $895M
UPS $4.8B
CHRW
UPS
Return on capital
FY16
CHRW 35.4%
UPS 44.9%
FY17
CHRW 26.4%
UPS 32.1%
FY18
CHRW 26.9%
UPS 27.2%
FY19
CHRW 24.5%
UPS 28.3%
FY20
CHRW 20.9%
UPS 26.6%
FY21
CHRW 27.9%
UPS 44.3%
FY22
CHRW 30.1%
UPS 35.3%
FY23
CHRW 13.7%
UPS 21.8%
FY24
CHRW 18.5%
UPS 20.1%
FY25
CHRW 22.6%
UPS 18.4%
CHRW
UPS
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.