C.H. Robinson vs FedEx
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KIRA’s take AI analyst
I put C.H. Robinson and FedEx side by side, using each one’s latest annual report. Here is what stands out:
- 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%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
C.H. Robinson
CHRW
4/10
FCF marginReturn on capitalReturn on equityNet debt / EBITDA
FedEx
FDX
6/10
Revenue growth5-year growthOperating marginNet marginPiotroski F-scoreShare count change
Side by side
Best in the row
| Latest fiscal year | CHRW FY25 | FDX FY26 |
|---|---|---|
| Size | ||
| Market cap | $16.8B | $71.8B |
| 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 | 26.7x | — |
| Piotroski F-score | 6 | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.